Komori
GREE Holdings (3632) · TargetAdvanced

Transition from a Labor-Intensive DX Business to a Recurring-Revenue Model

First written in FY2024. 6 of 7 entries say "Advanced", first in FY2025-H1. Latest entry: FY2026.

7entries
3years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – FY20262024: 120242025: 220252026: 42026
Same theme, other companies
Shift to a Hybrid Solution and SaaS Revenue ModelA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

3 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Although the Company continued to make active investments to transition to a recurring business model, the DX business as a whole progressed as planned and performed solidly. As a result, for the fiscal year, revenue was ¥7,414 million, up 5.3% from the previous fiscal year, and operating profit was ¥974 million, up 5.6%.」

    The Company continued investing to transform the business into a recurring-revenue model, progressed as planned, and the DX business posted year-on-year increases in both revenue and operating profit.
  2. FY2026-H1AdvancedAnnual report

    「The DX business as a whole progressed as planned while continuing to make active investments to transform its business structure into a recurring-revenue model, and performed steadily. As a result, performance for the current interim consolidated accounting period was revenue of ¥3,757 million, up 7.2% year on year, and operating profit of ¥457 million, up 5.2%.」

    Investment to transform the DX business into a recurring-revenue model continued, and the business progressed as planned. Revenue increased 7.2%, while operating profit increased 5.2%.
  3. FY2025AdvancedAnnual report

    「The DX business will accelerate its transition to a recurring-revenue model along two axes, the DX solutions business and the DX consulting business, with the aim of becoming a stable foundation for the Group's earnings and achieving sustained growth.」

    The policy for transforming the DX business into a recurring-revenue model was made more specific by identifying the DX solutions business and DX consulting business as its two pillars and accelerating the transition. The business progressed as planned for the year, with revenue up 3.0%.
  4. FY2025-H1AdvancedAnnual report

    「While continuing to invest actively in the transition to a recurring business model, the DX business as a whole progressed in line with plan and remained solid.」

    It was stated that the DX business as a whole progressed as planned while continuing to make active investments to transform its business structure from a labor-intensive model to one based on recurring revenue.
  5. FY2024First statedAnnual report

    「We will promote the development and provision of SaaS solutions and other offerings, aiming to transform our current labor-intensive business structure into one capable of delivering sustained growth through recurring revenue.」

    For the DX business, the goal of transforming the business structure from a labor-intensive model to one based on recurring revenue, using the development and provision of SaaS solutions and other offerings, was explicitly stated for the first time.
Moved together

"Launch and growth of a live entertainment business related to virtual YouTubers" moved the same way as this thread, in the same document, in 6 of its 7 moves.

632★123
  1. ★This thread
  2. 1Launch and growth of a live entertainment business related to virtual YouTubers6×
  3. 2Performance-linked dividends targeting a consolidated payout ratio of approximately 20%3×
  4. 3Strengthening Oversight and Procedural Transparency through Nomination and Compensation Committees and a Special Committee2×

★ 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 GREE Holdings yet. It last moved in the Earnings of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Transition from a Labor-Intensive DX Business to a Recurring-Revenue Model | GREE Holdings,Inc. (3632) | Komori