Sales for this month
July 2026Subscription ARR and revenue reached record highs, and the year-on-year increase was also the largest on record. The churn rate remained stable, and business performance remained solid.
Accelerating subscription growth, For tool sales, the impact of increased demand from existing users for upgrades following the major version upgrade released every March was reflected through May.
Fiscal year 2,025 / Month January / ARR 4,451, Fiscal year 2,025 / Month February / ARR 4,524, Fiscal year 2,025 / Month March / ARR 4,631, Fiscal year 2,025 / Month April / ARR 4,683, Fiscal year 2,025 / Month May / ARR 4,776, Fiscal year 2,025 / Month June / ARR 4,834, Fiscal year 2,025 / Month July / ARR 4,935
| Item | Details |
|---|---|
| Month Covered | July 2026 |
| Net sales for the month | ¥538 million (subscription, three-month moving average) |
| Year-on-year change in monthly net sales | 130.9 |
| Sales by category | Subscriptions ¥538 million (three-month moving average), Tool Sales ¥266 million (three-month moving average), Distribution Solutions ¥77 million (three-month moving average), Service ¥21 million (three-month moving average) |
| Key KPIs | CLIP STUDIO PAINT subscription ARR ¥6,465 million (three-month moving average), CLIP STUDIO PAINT churn rate (paid contracts) 4.7 ％, Cumulative Platform Users 13,328 thousand customers, New Platform Registrations 244 thousand customers |
| Monthly Commentary | Subscription ARR and revenue reached record highs, and the year-on-year increase was also the largest on record. The churn rate remained stable, and business performance remained solid. |
| Factors Affecting the Change | Accelerating subscription growth, For tool sales, the impact of increased demand from existing users for upgrades following the major version upgrade released every March was reflected through May. |
| Monthly trend for the same period last year | Fiscal year 2,025 / Month January / ARR 4,451, Fiscal year 2,025 / Month February / ARR 4,524, Fiscal year 2,025 / Month March / ARR 4,631, Fiscal year 2,025 / Month April / ARR 4,683, Fiscal year 2,025 / Month May / ARR 4,776, Fiscal year 2,025 / Month June / ARR 4,834, Fiscal year 2,025 / Month July / ARR 4,935 |
Items this document does not state (14)
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.Subscription ARR and revenue continued to increase, accelerating growth. Regarding tool sales, the company explained that demand from existing users for upgrades following the major version upgrade in March contributed to higher sales through May.