Flier (323A) · FactRestatedLatest Earnings presentation (2026-10-19): "Worsened"
Low Corporate Customer Churn and Unit Economics
First written in FY2025. 5 of 11 entries say "Worsened", first in FY2026. Latest entry: 2026-10-19.
11entries
2years
8from disclosures
How it moved
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind
5 other companies' latest entry also says "Worsened".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 113 companies compared. The sentences above are computed from all 113.Full recordFilings, disclosures and news, newest first
- FY2027-H1RestatedAnnual report
「As a result of efforts to increase the value we provide, the churn rate remained low at around 1%.」
The company explained that the enterprise business maintained its churn rate at the low level of around 1%. - FY2026WorsenedAnnual report
「The churn rate of the core enterprise business, the Net Revenue Churn Rate (Note 1), is kept low at 1.45%, which we believe is a strength because it makes future revenue easier to forecast.」
The Net Revenue Churn Rate increased from the previously reported 0.95% to 1.45%. The company continues to describe it as low. - FY2025First statedAnnual report
「The churn rate of the core enterprise business, the Net Revenue Churn Rate (Note 1), is kept low at 0.95%, which we believe is a strength because it makes future revenue easier to forecast.」
The company reported an average monthly churn rate of 0.95% from March 2024 through February 2025, unit economics of approximately 6.6x, and cumulative membership of 1.23 million.