Sales for this month
September 2026Subscription ARR and revenue reached record highs, as did the year-on-year increase. Tool sales did not include campaign revenue in September because the campaign was changed to October.
Accelerating subscription growth; higher churn due to the expiration of 12-month licenses sold in the new-user acquisition campaign held in September of the previous year; the tool sales campaign changed from September to October
The churn rate is expected to return to normal levels from October onward. The tool sales campaign held in October was completed smoothly, and tool sales are expected to increase in October.
The publication date of the Monthly Business Progress Report has been changed. The specific date of the next disclosure is Not disclosed
Monthly trends for each month of 2023, 2024 and 2025, and from January through September 2026, are provided
Scope of aggregation: Monthly metrics on a company-wide basis that differ from consolidated results
| Item | Details |
|---|---|
| Month Covered | September 2026 |
| Scope of aggregation | Monthly metrics on a company-wide basis that differ from consolidated results |
| Year-on-year change by category | Subscription: year-on-year increase of ¥135 million; ARR: year-on-year increase of ¥1,620 million |
| Sales by category | Digital books ¥83 million, services ¥25 million, tool sales ¥176 million, and subscriptions ¥560 million (all based on three-month moving averages) |
| Key KPIs | ARR: ¥6,731 million, year-on-year increase of ¥1,620 million; churn rate: 5.2%; cumulative platform users: 13,765 thousand; new registrations: 203 thousand |
| Monthly Commentary | Subscription ARR and revenue reached record highs, as did the year-on-year increase. Tool sales did not include campaign revenue in September because the campaign was changed to October. |
| Factors Affecting the Change | Accelerating subscription growth; higher churn due to the expiration of 12-month licenses sold in the new-user acquisition campaign held in September of the previous year; the tool sales campaign changed from September to October |
| Measures from the following month onward | The churn rate is expected to return to normal levels from October onward. The tool sales campaign held in October was completed smoothly, and tool sales are expected to increase in October. |
| Monthly trend for the same period last year | Monthly trends for each month of 2023, 2024 and 2025, and from January through September 2026, are provided |
| Next Scheduled Disclosure | The publication date of the Monthly Business Progress Report has been changed. The specific date of the next disclosure is Not disclosed |
Items this document does not state (12)
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 growth is accelerating. For tool sales, the sales campaign aimed at acquiring new users, which had been held every September, was changed to October, so campaign revenue was not included in September sales. The churn rate temporarily increased because the 12-month licenses sold in the campaign held in September of the previous year reached the end of their contract terms.