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Monthly3663CELSYS,Inc.Information and Communications, Services and Others

Notice of Monthly Business Progress Report for March 2026

In March 2026, strong sales of the major CLIP STUDIO PAINT update and overseas sales campaigns drove the three-month moving average ARR for subscription revenue to ¥5,831 million. The platform's cumulative user base and number of new registrations also increased, while total company sales and subscription revenue reached record highs.

Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
1200
¥ million (year-on-year difference in the three-month moving average ARR for CLIP STUDIO PAINT subscription revenue)
Wording
Conditional
How definitive the wording is.

Sales for this month

March 2026
Monthly Commentary

CLIP STUDIO PAINT Ver. 5.0 was well received, and sales exceeded 150% of the initial plan. The increase in subscription contracts was the largest in the past 3 years, while ARR, total company sales and subscription revenue reached record highs.

Factors Affecting the Change

Launch of CLIP STUDIO PAINT Ver. 5.0, overseas sales campaigns, acquisition of new customers, promotion of upgrades by existing customers, and a temporary increase in the churn rate associated with the major version upgrade

Measures from the following month onward

The churn rate is expected to return to normal levels from the following month onward. Other specific measures: Not disclosed

Monthly trend for the same period last year

Monthly figures from January to December 2025 are also presented

Sales for this month
ItemDetails
Month CoveredMarch 2026
Sales by categoryE-books: ¥86 million; services: ¥20 million; tool sales: ¥352 million; subscriptions: ¥485 million; distribution solutions: ¥79 million (all three-month moving averages)
Key KPIsThree-month moving average ARR for CLIP STUDIO PAINT subscription revenue: ¥5,831 million (¥4,631 million in March 2025); churn rate: 5.4%; cumulative platform users: 12,337 thousand; new registrations: 265 thousand
Monthly CommentaryCLIP STUDIO PAINT Ver. 5.0 was well received, and sales exceeded 150% of the initial plan. The increase in subscription contracts was the largest in the past 3 years, while ARR, total company sales and subscription revenue reached record highs.
Factors Affecting the ChangeLaunch of CLIP STUDIO PAINT Ver. 5.0, overseas sales campaigns, acquisition of new customers, promotion of upgrades by existing customers, and a temporary increase in the churn rate associated with the major version upgrade
Measures from the following month onwardThe churn rate is expected to return to normal levels from the following month onward. Other specific measures: Not disclosed
Monthly trend for the same period last yearMonthly figures from January to December 2025 are also presented
Items this document does not state (15)
Fiscal Year CoveredScope of aggregationNet sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categoryNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthNext Scheduled Disclosure

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 major version upgrade of CLIP STUDIO PAINT (Ver. 5.0) was well received by creators worldwide, and overseas sales campaigns promoting new customer acquisition and upgrades by existing customers performed strongly. The increase in the churn rate was a temporary rise associated with the launch of the major version upgrade, and the company expects it to return to normal levels from the following month onward.

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Notice of Monthly Business Progress Report for March 2026 | CELSYS,Inc. (3663) timely disclosure | Komori