Worth reading
51Recurring
Scored from 5 of 6 sectionsDirection
Mixed performance
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&AFull fiscal year ended February 20267 items taken from the company’s own explanation
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Why MRR is increasing as ARPA rises despite a decline in the number of contracted companies
- Response to the listing maintenance criteria for the Growth Market
- Frequency of updates to summary content
- New businesses and M&A leveraging relationships with partner publishers and bookstores and the corporate customer base
- Reasons for not disclosing a medium-term management plan and future growth areas
- Use of AI and growth strategy at the Web design school operated by acquired company Zealox
- M&A funding policy
- Status of consideration of introducing shareholder benefits
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
Temporary decline in the number of contracted companies, increase in ARPA and increase in MRR (the amounts of all changes in value and volume were not disclosed)
New initiatives
- Initiatives to generate upselling opportunities following initial adoption by large enterprises
- Offering summary reading groups
- Strengthening collaboration with sales partner companies nationwide
- Strengthening support for the use of generative AI and organizational development
- Use of AI within Zealox's programs
- Considering M&A aimed at pursuing synergies
Key KPIsA metric the company considers important as a management benchmark.
- MRR (monthly recurring revenue)On an upward trend
- ARPA (average revenue per account)Increased
- Number of contracted companiesDecreased
- Cumulative number of corporate customers under contract1,362 companies
- Number of partner bookstores200 companies
Unit price and quantity metricsThese figures show sales broken down by price and volume.
Number of versions
- Number of contracted companies
Unit price
- ARPA (average revenue per account)
ResultMRR (monthly recurring revenue) is on an upward trend
Medium-term management plan targets
No medium-term management plan is scheduled to be disclosed at present. The company will consider one at an appropriate time in the future.Market Size / Share
1.2 million companies in Japan have 10 or more employees
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Full fiscal year ended February 2026 |
| Breakdown of Factors Affecting the Change | Temporary decline in the number of contracted companies, increase in ARPA and increase in MRR (the amounts of all changes in value and volume were not disclosed) |
| Key KPIs | Indicator name MRR (monthly recurring revenue) / Value On an upward trend / Year on year against the same period last year Not disclosed, Indicator name ARPA (average revenue per account) / Value Increased / Year on year against the same period last year Not disclosed, Indicator name Number of contracted companies / Value Decreased / Year on year against the same period last year Not disclosed, Indicator name Cumulative number of corporate customers under contract / Value 1,362 companies / Year on year against the same period last year Not disclosed, Indicator name Number of partner bookstores / Value 200 companies / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | Number of versions Number of contracted companies / Unit price ARPA (average revenue per account) / Result MRR (monthly recurring revenue) is on an upward trend |
| Medium-term management plan targets | No medium-term management plan is scheduled to be disclosed at present. The company will consider one at an appropriate time in the future. |
| Market Size / Share | Market Size 1.2 million companies in Japan have 10 or more employees / Share Not disclosed |
| Key points of the Q&A | Why MRR is increasing as ARPA rises despite a decline in the number of contracted companies, Response to the listing maintenance criteria for the Growth Market, Frequency of updates to summary content, New businesses and M&A leveraging relationships with partner publishers and bookstores and the corporate customer base, Reasons for not disclosing a medium-term management plan and future growth areas, Use of AI and growth strategy at the Web design school operated by acquired company Zealox, M&A funding policy, Status of consideration of introducing shareholder benefits |
| New initiatives | Initiatives to generate upselling opportunities following initial adoption by large enterprises, Offering summary reading groups, Strengthening collaboration with sales partner companies nationwide, Strengthening support for the use of generative AI and organizational development, Use of AI within Zealox's programs, Considering M&A aimed at pursuing synergies |
Items this document does not state (22)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlog
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company explained that the number of contracted companies has temporarily declined because it is focusing on generating business discussions with large enterprises and decision-makers, while MRR is on an upward trend because ARPA is increasing. It also stated that it will pursue M&A, collaboration with sales partners, support for the use of generative AI and organizational development support to drive future growth.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.