Komori
Broadleaf (3673) · PolicyAdvanced

Driving Customer DX and Enhancing the Value of the Service Platform as a Data Exchanger (the Two DX Initiatives)

First written in FY2021-Q1. 17 of 22 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-11-11.

22entries
6years
8from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2021-Q3AdvancedFY2023 – 2026-11-112021: 320212022: 120222023: 320232024: 320242025: 220252026: 102026
Same theme, other companies
Customer DX and enhancement of the value of the data exchange platformA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「As a result of these initiatives, cloud services revenue for the current interim consolidated period increased 29.7% year on year as the number of customers using cloud software increased.」

    Regarding “Cloud Adoption” and “Service Expansion” under the medium-term management plan, the company disclosed a 29.7% year-on-year increase in cloud services revenue, driven by growth in the number of customers using cloud software.
  2. FY2025AdvancedAnnual report

    「Fiscal year ending December 2025 Actual Cloud adoption rate 35.1% “.c series” licenses 20,556 “.c series” user retention rate High 99% range Monthly revenue per “.c series” license ¥25,217/month」

    The company disclosed a cloud adoption rate of 35.1%, 20,556 .c series licenses, a user retention rate in the high 99% range, and monthly revenue per license of ¥25,217. The cloud adoption rate and number of licenses increased from the previous fiscal year.
  3. FY2025-H1AdvancedAnnual report

    「The Group is pursuing the two growth strategies set out in its medium-term management plan (2022-2028), “Cloud Adoption” and “Service Expansion,” to support customers in realizing innovation and transforming their businesses. As a result of these initiatives, cloud services revenue for the current interim consolidated period increased 45.0% year on year as the number of customers using cloud software increased.」

    Regarding the growth strategies under the medium-term management plan, the company disclosed as progress that cloud services revenue increased 45.0% year on year against a backdrop of growth in the number of customers using cloud software.
  4. FY2024AdvancedAnnual report

    「Fiscal year ending December 2024 Actual Cloud adoption rate 24.0% “.c series” licenses 14,034 “.c series” user retention rate 99.7% Average monthly revenue per “.c series” license ¥24,319/month」

    As progress indicators for “Cloud Adoption,” the company disclosed a cloud adoption rate of 24.0%, 14,034 licenses, a user retention rate of 99.7%, and average monthly revenue of ¥24,319.
  5. FY2024-H1AdvancedAnnual report

    「During the current interim consolidated period, cloud services revenue increased 63.4% year on year due to an increase in monthly subscription contracts, including for the “.c series” cloud software.」

    Regarding “Cloud Adoption” and “Service Expansion” under the medium-term management plan, the company disclosed a 63.4% year-on-year increase in cloud services revenue, driven by an increase in monthly subscription contracts.
  6. FY2024-Q1AdvancedAnnual report

    「During the cumulative first quarter of the current consolidated fiscal year, cloud services revenue increased 79.3% year on year as the number of customers with monthly subscription contracts, including for the “.c series” cloud software, increased.」

    Regarding “Cloud Adoption” and “Service Expansion,” the company disclosed as progress an increase in the number of customers with monthly subscription contracts and a 79.3% year-on-year increase in cloud services revenue.
  7. FY2023AdvancedAnnual report

    「Cloud adoption rate (%) 15.3 “.c series” licenses 6,856 “.c series” user retention rate 99.6% Average monthly revenue per “.c series” user ¥22,178/month」

    As indicators of Cloud Adoption under the medium-term management plan, the company disclosed a cloud adoption rate of 15.3%, 6,856 licenses, a user retention rate of 99.6%, and average monthly revenue of ¥22,178.
  8. FY2023-Q3RestatedAnnual report

    「Based on the spirit of “Gratitude and Joy,” the Group is pursuing the two growth strategies set out in its medium-term management plan (2022‐2028), “Cloud Adoption” and “Service Expansion.”」

    The company continued to disclose “Cloud Adoption” and “Service Expansion” under the medium-term management plan (2022-2028), which was restructured from the previous “Two DX Initiatives.”
  9. FY2023-Q2AdvancedAnnual report

    「In the second year of the plan, the fiscal year ending December 2023, the company believes that revenue entered a growth trend as the number of monthly subscription offerings increased substantially and recurring revenue accumulated steadily as a result of actively proposing cloud software and other products that support customers’ DX.」

    Regarding “Cloud Adoption” and “Service Expansion” under the medium-term management plan, the company described progress in the form of an increase in monthly subscription offerings, accumulation of recurring revenue, and a shift in revenue toward a growth trend.
  10. FY2023-Q1AdvancedAnnual report

    「In this environment, during the cumulative first quarter of the current consolidated fiscal year, the company exceeded its initial plan. As a result of strengthening sales of various DX solutions, centered on its core cloud software product, the “.c series,” the total number of customers increased steadily and recurring revenue from monthly subscription services rose substantially.」

    Regarding “Cloud Adoption” and “Service Expansion” under the medium-term management plan, the company disclosed stronger sales of the .c series and DX solutions, increases in the total number of customers and recurring revenue, and performance above the initial plan.
  11. FY2022-Q3ReframedAnnual report

    「Based on the spirit of “Gratitude and Joy,” the Group continues activities aimed at contributing to customers’ business continuity and business creation, while focusing on the two key initiatives set out in its medium-term management plan (2022-2028): “Cloud Adoption” and “Service Expansion.”」

    The company restructured its plan from the previous medium-term management policy featuring the “Two DX Initiatives” for 2021 through 2023 to a plan centered on “Cloud Adoption” and “Service Expansion” as the two key initiatives under the medium-term management plan (2022-2028).
  12. FY2021-Q3RestatedAnnual report

    「With “Gratitude and Joy” as its corporate philosophy, the Group identified the following “Two DX Initiatives” as themes under its medium-term management policy for the three years from 2021 through 2023: 1. promoting the digital transformation (DX) of Group customers; and 2. enhancing the value of the Group’s service platform as a data exchanger (DX).」

    The “Two DX Initiatives” under the medium-term management policy for 2021 through 2023 continued to be disclosed.
  13. FY2021-Q2RestatedAnnual report

    「As its medium-term management policy for the 3-year period from 2021 to 2023, the Group identified 2 initiatives: ① promoting the digital transformation (DX) of Group customers and ② enhancing the value of the Group's service platform as a data exchanger (DX).」

    The “Two DX Initiatives” under the medium-term management policy for 2021 through 2023 continued to be disclosed.
  14. FY2021-Q1First statedAnnual report

    「As its medium-term management policy for the 3-year period from 2021 to 2023, the Group identified 2 initiatives: ① promoting the digital transformation (DX) of Group customers and ② enhancing the value of the Group's service platform as a data exchanger (DX).」

    The company first explicitly identified driving customer digital transformation and enhancing the value of its service platform as a data exchanger as the “Two DX Initiatives,” new themes under its medium-term management policy for 2021 through 2023.
Moved together

"Expansion of the Customer Base and Transformation of the Revenue Structure" moved the same way as this thread, in the same document, in 14 of its 22 moves.

14129975★123456
  1. ★This thread
  2. 1Expansion of the Customer Base and Transformation of the Revenue Structure14×
  3. 2Expansion of Services on the Broadleaf Cloud Platform12×
  4. 3Decrease in cash and cash equivalents and cash outflows from financing activities9×
  5. 4Year-on-year declines in net sales, operating income and ordinary income9×
  6. 5Supporting Customers’ Business Continuity and Responding to System-Use Contract Renewals7×
  7. 6Creating Innovative Businesses Using AI, Fintech, Blockchain and Other Technologies5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Broadleaf yet. It last moved in the Earnings presentation of 2026-11-11: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.