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Monthly3663CELSYS,Inc.Information and Communications, Services and Others

Notice of the Monthly Business Progress Report for April 2026

The effects of the CLIP STUDIO PAINT major version upgrade continued, driving subscription ARR and total company-wide three-month moving average sales to record highs. The churn rate also improved to below 5%.

Worth reading
73In focus
Scored from 3 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
5981
¥ million
Wording
Definitive
How definitive the wording is.

Sales for this month

April 2026
Monthly Commentary

The effects of Ver. 5.0 continued, and ARR and total company-wide three-month moving average sales reached record highs. The churn rate remained stable and fell below the 5% target.

Factors Affecting the Change

Continued effects of CLIP STUDIO PAINT Ver. 5.0, Improvement from the temporary increase in the churn rate in March following the launch of Ver. 5.0

Monthly trend for the same period last year

Indicator ARR / January 2025 ¥4,451 million / February 2025 ¥4,524 million / March 2025 ¥4,631 million / April 2025 ¥4,683 million, Indicator Churn rate / January 2025 4.5 % / February 2025 4.4 % / March 2025 5.1 % / April 2025 4.7 %, Indicator Cumulative number of users / January 2025 9,781 thousand customers / February 2025 9,886 thousand customers / March 2025 10,044 thousand customers / April 2025 10,192 thousand customers, Indicator New registrations / January 2025 125 thousand customers / February 2025 105 thousand customers / March 2025 158 thousand customers / April 2025 148 thousand customers

Sales for this month
ItemDetails
Month CoveredApril 2026
Sales by categoryE-books ¥20 million, Service ¥20 million, Tool Sales ¥381 million, Subscriptions ¥498 million
Key KPIsIndicator name Three-month Moving Average ARR from CLIP STUDIO PAINT Subscriptions / Value ¥5,981 million / Year on year Not disclosed, Indicator name CLIP STUDIO PAINT Churn Rate (Paid Contracts) / Value 4.9 % / Year on year Not disclosed, Indicator name Cumulative Platform Users / Value 12,563 thousand customers / Year on year Not disclosed, Indicator name New Platform Registrations / Value 226 thousand customers / Year on year Not disclosed
Monthly CommentaryThe effects of Ver. 5.0 continued, and ARR and total company-wide three-month moving average sales reached record highs. The churn rate remained stable and fell below the 5% target.
Factors Affecting the ChangeContinued effects of CLIP STUDIO PAINT Ver. 5.0, Improvement from the temporary increase in the churn rate in March following the launch of Ver. 5.0
Monthly trend for the same period last yearIndicator ARR / January 2025 ¥4,451 million / February 2025 ¥4,524 million / March 2025 ¥4,631 million / April 2025 ¥4,683 million, Indicator Churn rate / January 2025 4.5 % / February 2025 4.4 % / March 2025 5.1 % / April 2025 4.7 %, Indicator Cumulative number of users / January 2025 9,781 thousand customers / February 2025 9,886 thousand customers / March 2025 10,044 thousand customers / April 2025 10,192 thousand customers, Indicator New registrations / January 2025 125 thousand customers / February 2025 105 thousand customers / March 2025 158 thousand customers / April 2025 148 thousand customers
Items this document does not state (16)
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 monthMeasures from the following month onwardNext 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 effects of CLIP STUDIO PAINT Ver. 5.0, which was launched in March 2026, continued. The company explained that the churn rate improved from its temporary increase in March following the launch of Ver. 5.0.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice of the Monthly Business Progress Report for April 2026 | CELSYS,Inc. (3663) timely disclosure | Komori