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Other Disclosures3663CELSYS,Inc.Information and Communications, Services and Others

CELSYS’s “CLIP STUDIO PAINT” Subscription Business ARR Surpasses ¥6 Billion, Accelerating the Shift to a Recurring-Revenue Business

ARR for the CLIP STUDIO PAINT subscription business reached ¥6.18 billion as of May 2026, up 1.3x year on year.

Worth reading
55In focus
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
61.8
¥100 million (ARR, as of May 2026)
Wording
Definitive
How definitive the wording is.

Announced details

CLIP STUDIO PAINT
Applicable field (uses covered by this announcement)

Illustration, manga, Webtoon and animation production

Launch date2017 (subscription model launched for the iPad version; actual results)
What the company reported numerically
Quantitative Effects

Subscription business ARR of ¥6.18 billion, 1.3x year on year, a 4.5% churn rate, and progress of 80% toward the ¥7.7 billion ARR target in the medium-term management plan

Usage history

Used by more than 60 million people worldwide, including trial users and installation counts on some platforms; more than 80% are overseas users. The number of subscription customers on the Android platform was 174% of the previous year's level.

Relationship between the counterparty and the company
CELSYS,Inc.3663
Relationship with the Company

The company states that it is expanding global collaboration with leading device manufacturers worldwide, but the specific counterparties and details of the relationships are Not disclosed

Impact on Business Performance

The company states that it is focusing on providing licenses through the subscription model, generating stable revenue as a stock-based business and expanding its revenue base.

The company does not address Contract Value / Offering price.

Source (materials cited by the company)

Supplementary materials for the fiscal year ended December 2025 results briefing, p. 18 (disclosed in February 2026)

Announced details
ItemDetails
Names of Products / Services CoveredCLIP STUDIO PAINT
Relationship with the CompanyThe company states that it is expanding global collaboration with leading device manufacturers worldwide, but the specific counterparties and details of the relationships are Not disclosed
Launch date2017 (subscription model launched for the iPad version; actual results)
Applicable areaIllustration, manga, Webtoon and animation production
Quantitative EffectsSubscription business ARR of ¥6.18 billion, 1.3x year on year, a 4.5% churn rate, and progress of 80% toward the ¥7.7 billion ARR target in the medium-term management plan
Usage historyUsed by more than 60 million people worldwide, including trial users and installation counts on some platforms; more than 80% are overseas users. The number of subscription customers on the Android platform was 174% of the previous year's level.
Impact on Business PerformanceThe company states that it is focusing on providing licenses through the subscription model, generating stable revenue as a stock-based business and expanding its revenue base.
SourceSupplementary materials for the fiscal year ended December 2025 results briefing, p. 18 (disclosed in February 2026)
Items this document does not state (10)
CounterpartyCounterparty overviewContract ValueOffering priceContract DateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scale

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 number of subscription customers increased due to the acquisition of new users through multi-platform expansion, expanded global collaboration with leading device manufacturers worldwide, including Galaxy, and strong user ratings for continuous major version upgrades.

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.
CELSYS’s “CLIP STUDIO PAINT” Subscription Business ARR Surpasses ¥6 Billion, Accelerating the Shift to a Recurring-Revenue Business | CELSYS,Inc. (3663) timely disclosure | Komori