Komori
Visual Processing Japan (334A) · PolicyRestated

Business Management Using ARR, Number of New CIERTO Licenses, and CIERTO Churn Rate

First written in FY2024. 6 of 17 entries say "Cited as achieved", first in 2025-03-25. Latest entry: 2026-08-07.

17entries
2years
14from disclosures
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How it moved
ProgressHeldSoftenedWorseCited as achieved2025-02-17 – 2025-11-13Restated2025-11-13 – 2026-02-12Raised2026-03-272025: 1020252026: 72026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

12 other companies' latest entry also says "Restated".

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
  1. FY2025RestatedAnnual report

    「To achieve our management philosophy of business independence and continuity, we have established the following key management indicators, centered on recurring revenue, an important element of that philosophy.」

    The company maintains a framework for managing ARR, new CIERTO licenses, and the CIERTO churn rate as key indicators of recurring revenue.
  2. FY2025-H1RestatedAnnual report

    「As a result, the number of new CIERTO contracts, one of our key indicators, was 21, up 8 year on year, while ARR was ¥867,851 thousand, up 12.3%. The CIERTO churn rate was 1.13%, a slight increase of 2.7% from the previous year, but remained low.」

    The company continues to manage and disclose new contracts, ARR, and churn as key indicators.
  3. 2025-05-14Cited as achievedEarnings presentation

    「ARR was ¥829 million in the first quarter of 2025, up 17.1% year on year. The forecast for the full year ending December 2025 is ¥975 million, in line with plan.」

    Reports first-quarter ARR of ¥829 million, 13 new CIERTO deliveries and a churn rate of 0.50%, with full-year forecasts of ¥975 million ARR and 44 new projects remaining on plan.
  4. FY2024First statedAnnual report

    「To achieve our management philosophy of business independence and continuity, we have established the following key management indicators, centered on recurring revenue, an important element of that philosophy.」

    The company discloses a framework for managing recurring revenue through ARR, new license additions, and churn.
Moved together

"Expansion of Sales Partners" moved the same way as this thread, in the same document, in 3 of its 17 moves.

33322★12345
  1. ★This thread
  2. 1Expansion of Sales Partners3×
  3. 2Research into Overseas Expansion Centered on the APAC Region3×
  4. 3Strengthening Organizational Capabilities and Recruiting and Developing Specialized Talent3×
  5. 4DX Solutions Business Built Around CIERTO2×
  6. 5Expansion of Collaborative Solutions2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Visual Processing Japan yet. It last moved in the Earnings presentation of 2026-08-07: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.