Sales for this month
May 2026ARR and the company-wide three-month moving average of sales reached record highs, while the increase from the same month of the previous year was also the largest ever. The churn rate remains stable, and the business is progressing favorably.
The churn rate temporarily increased following the launch of CLIP STUDIO PAINT Ver. 5.0 in March 2026, but has remained stable since then
Fiscal year 2,025 / ARR January 4,451 / February 4,524 / March 4,631 / April 4,683 / May 4,776 / Churn rate January 4.5 / February 4.4 / March 5.1 / April 4.7 / May 4.4 / Cumulative number of users January 9,781 / February 9,886 / March 10,044 / April 10,192 / May 10,337 / New registrations January 125 / February 105 / March 158 / April 148 / May 145
Scope of aggregation: Consolidated
| Item | Details |
|---|---|
| Month Covered | May 2026 |
| Scope of aggregation | Consolidated |
| Sales by category | Distribution Solutions: E-books ¥77 million, Distribution Solutions: Services ¥21 million, Tool Sales ¥392 million, Subscriptions ¥515 million |
| Key KPIs | Indicator name Three-month Moving Average ARR from CLIP STUDIO PAINT Subscriptions / Value ¥6,182 million / Year on year Increase of more than ¥1.4 billion from the same month of the previous year, Indicator name CLIP STUDIO PAINT Churn Rate (Paid Contracts) / Value 4.5 ％ / Year on year Not disclosed, Indicator name Cumulative Platform Users / Value 12,795 thousand customers / Year on year Not disclosed, Indicator name New Platform Registrations / Value 232 thousand customers / Year on year Not disclosed, Indicator name Company-wide three-month moving average of sales / Value ¥1,007 million / Year on year Largest-ever increase from the same month of the previous year |
| Monthly Commentary | ARR and the company-wide three-month moving average of sales reached record highs, while the increase from the same month of the previous year was also the largest ever. The churn rate remains stable, and the business is progressing favorably. |
| Factors Affecting the Change | The churn rate temporarily increased following the launch of CLIP STUDIO PAINT Ver. 5.0 in March 2026, but has remained stable since then |
| Monthly trend for the same period last year | Fiscal year 2,025 / ARR January 4,451 / February 4,524 / March 4,631 / April 4,683 / May 4,776 / Churn rate January 4.5 / February 4.4 / March 5.1 / April 4.7 / May 4.4 / Cumulative number of users January 9,781 / February 9,886 / March 10,044 / April 10,192 / May 10,337 / New registrations January 125 / February 105 / March 158 / April 148 / May 145 |
Items this document does not state (15)
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 churn rate has remained stable since the launch of the major version upgrade of CLIP STUDIO PAINT, Ver. 5.0. No specific reasons other than this are provided for the increases in ARR and sales.