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ZenmuTech (338A) · InitiativeAdvanced

Strengthening the earnings base through stock-based revenue

First written in FY2024. 7 of 10 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-08-13.

10entries
2years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – 2026-03-05Advanced2026-05-14 – 2026-08-132025: 220252026: 82026
Same theme, other companies
Cloud and SaaS Subscription (Monthly Billing) Revenue ModelA theme 50 companies write about · 1 as a headwind · 50 as a tailwind

26 other companies' latest entry also says "Advanced".

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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-13AdvancedFinancial Results Presentation

    「Transition from commissioned and flow-based projects to a recurring cloud billing model through the PaaS offering, QueryAhead Hub」

    The QueryAhead roadmap identified the fourth quarter of the fiscal year ending December 2026 as the period for establishing a growth platform based on the PaaS transition and accumulation of ARR, and specified the stages leading to the realization of AI, machine learning and PETs in the fiscal year ending December 2027.
  2. FY2026-H1AdvancedAnnual report

    「Recurring revenue arising from contracts with customers (revenue from subscription licenses, maintenance, etc.)　213,941」

    Recurring revenue was ¥213.941 million in the six-month accounting period, up from ¥183.403 million in the same period of the prior year. Recurring revenue from subscription licenses, maintenance and other services continued to build.
  4. FY2025-H1AdvancedAnnual report

    「Goods or services transferred over a specified period Recurring revenue arising from contracts with customers (Revenue from subscription licenses, maintenance, etc.) 183,283 － 120 183,403」

    Recurring revenue was ¥183.403 million in the six-month period, up from ¥129.834 million in the same period of the prior year. Recurring revenue from subscription licenses, maintenance and other services continued to build.
  5. FY2024First statedAnnual report

    「By expanding new usage centered on subscription contracts and maintaining continued usage by existing customers, we will strengthen our earnings base by increasing recurring revenue.」

    The company distinguishes between one-time license sales, subscriptions, and standalone maintenance contracts, and aims to build recurring revenue.
Moved together

"Expansion of OEM and application areas through the ZENMU Engine" moved the same way as this thread, in the same document, in 4 of its 8 moves.

444322★123456
  1. ★This thread
  2. 1Expansion of OEM and application areas through the ZENMU Engine4×
  3. 2Global Expansion of Secure Computation, Primarily in the United States4×
  4. 3Elimination of Negative Net Worth and Improvement in the Equity Ratio4×
  5. 4Expanding ZENMU Virtual Drive Through a Distributor Strategy3×
  6. 5Sales Growth and License Expansion for ZENMU Virtual Drive2×
  7. 6Prototype Development, Proof of Concept, and Product Development for Confidential Computing2×

★ 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 ZenmuTech yet. It last moved in the Financial Results Presentation of 2026-08-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening the earnings base through stock-based revenue | ZenmuTech,Inc. (338A) | Komori