Komori
Cyberlinks (3683) · PolicyAdvanced

A Stock-Based Business Model Centered on Recurring Income

First written in FY2017. 25 of 29 entries say "Advanced", first in FY2018-Q1. Latest entry: FY2026-H1.

29entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018 – FY2020-Q1AdvancedFY2021-Q1 – FY2026-H12018: 420182019: 420192020: 320202021: 320212022: 420222023: 220232024: 320242025: 220252026: 42026
Same theme, other companies

53 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 106 companies compared. The sentences above are computed from all 106.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「Recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥480 million through the expansion of services and other factors to ¥4,730 million, up 11.3% from the previous interim consolidated accounting period, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, was ¥4,730 million, up 11.3% from the same period of the previous year, increasing from ¥4,250 million in the same period of the previous year.
  2. FY2025AdvancedAnnual report

    「Recurring revenue for the fiscal year increased by ¥608 million through the expansion of services and other factors to ¥8,734 million, up 7.5% year on year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, was ¥8,734 million, up 7.5% year on year.
  3. FY2025-H1AdvancedAnnual report

    「Recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥301 million through the expansion of services and other factors to ¥4,250 million, up 7.6% from the previous interim consolidated accounting period, and progressed steadily.」

    Recurring revenue increased by ¥301 million to ¥4,250 million, up 7.6% from the same period of the previous year, continuing the increase in the important indicator of the stock-based business model.
  4. FY2024AdvancedAnnual report

    「Recurring revenue for the fiscal year increased by ¥433 million through the expansion of services and other factors to ¥8,125 million, up 5.6% year on year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, was ¥8,125 million, up 5.6% year on year. The increase has continued toward the plan of ¥9.5 billion for the fiscal year ending December 2025.
  5. FY2024-H1AdvancedAnnual report

    「Recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥181 million through the expansion of services and other factors to ¥3,948 million, up 4.8% from the previous interim consolidated accounting period, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, increased by ¥181 million to ¥3,948 million, up 4.8% from the same period of the previous year.
  6. FY2024-Q1AdvancedAnnual report

    「Recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥36 million through the expansion of services and other factors to ¥1,935 million, up 1.9% from the same period of the previous year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, increased by ¥36 million to ¥1,935 million, up 1.9% from the same period of the previous year.
  7. FY2023AdvancedAnnual report

    「Recurring revenue for the fiscal year increased by ¥774 million through the expansion of services to ¥7,692 million, up 11.2% year on year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, was ¥7,692 million, up 11.2% year on year.
  8. FY2023-Q2AdvancedAnnual report

    「Recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥364 million through the expansion of services and other factors to ¥3,766 million, up 10.7% from the same period of the previous year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, increased to ¥3,766 million, up 10.7% from the same period of the previous year, with the increase from expanded services continuing.
  9. FY2023-Q1AdvancedAnnual report

    「Recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥209 million through the expansion of services and other factors to ¥1,898 million, up 12.4% from the same period of the previous year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, increased to ¥1,898 million, up 12.4% from the same period of the previous year, with the increase from expanded services continuing.
  10. FY2022-Q3AdvancedAnnual report

    「In addition, recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥173 million through the expansion of services to ¥5,187 million, up 3.5% from the same period of the previous year, and progressed steadily.」

    Recurring revenue increased by ¥173 million through the expansion of services to ¥5,187 million, up 3.5% from the same period of the previous year.
  11. FY2022-Q2AdvancedAnnual report

    「In addition, recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥137 million through the expansion of services to ¥3,402 million, up 4.2% from the same period of the previous year, and progressed steadily.」

    Recurring revenue increased by ¥137 million through the expansion of services to ¥3,402 million, up 4.2% from the same period of the previous year.
  12. FY2022-Q1AdvancedAnnual report

    「In addition, recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥105 million through the expansion of services to ¥1,689 million, up 6.7% from the same period of the previous year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, was ¥1,689 million, up 6.7% from the same period of the previous year.
  13. FY2021AdvancedAnnual report

    「Recurring revenue for the fiscal year increased by ¥257 million through the expansion of services to ¥6,681 million, up 4.0% year on year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, increased to ¥6,681 million, up 4.0% year on year, continuing its increase from prior years.
  14. FY2021-Q3AdvancedAnnual report

    「In addition, recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥187 million through the expansion of services to ¥5,014 million, up 3.9% from the same period of the previous year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, increased to ¥5,014 million, up 3.9% from the same period of the previous year, exceeding ¥5,000 million.
  15. FY2021-Q2AdvancedAnnual report

    「In addition, recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥102 million through the expansion of services to ¥3,265 million, up 3.2% from the same period of the previous year, and progressed steadily.」

    Recurring revenue, an important indicator of the stock-based business model, increased to ¥3,265 million, up 3.2% from the same period of the previous year, with the increase from expanded services continuing.
  16. FY2021-Q1AdvancedAnnual report

    「In addition, recurring revenue (Note), which the Group regards as an important management indicator, increased by ¥21 million through the expansion of services to ¥1,584 million, up 1.3% from the same period of the previous year, and progressed steadily.」

    Recurring revenue increased to ¥1,584 million through the expansion of services, up 1.3% from the same period of the previous year.
  17. FY2020-Q2RestatedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue (Note) increased as a result of the expanded provision of the Group’s core service, the @rms Kikan cloud-based core business system for food distributors and retailers, and cloud-based EDI services for wholesalers. Meanwhile, sales other than recurring revenue, such as systems development and equipment sales, declined from the same period of the previous year.」

    Recurring revenue increased with the expanded provision of @rms Kikan and cloud-based EDI services for wholesalers, while non-recurring revenue from systems development, equipment sales and other activities declined.
  18. FY2020-Q1AdvancedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Group’s core service, @rms Core, a core business cloud service for food retailers, and cloud-based EDI services for wholesalers.」

    The increase in recurring revenue has continued in the stock-based business model for which recurring revenue is an important indicator, alongside the expanded provision of @rms Kikan and cloud-based EDI services for wholesalers.
  19. FY2019AdvancedAnnual report

    「Recurring revenue for the fiscal year was ¥4,720 million, up 4.9% year on year, as a result of the expansion of services, and progressed steadily. The company will continue working to improve this indicator.」

    Recurring revenue, an important indicator of the stock-based business model, was ¥4,720 million, up 4.9% year on year.
  20. FY2019-Q3AdvancedAnnual report

    「For @rms Kikan, the next version was introduced during the quarter, increasing sales from implementation work and customization in addition to recurring revenue.」

    Recurring revenue, an important indicator of the stock-based business model, increased with the introduction of the next version of @rms Kikan, together with sales from implementation work and customization.
  21. FY2019-Q2AdvancedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers, and cloud-based EDI services for wholesalers, and revenue exceeded that of the same period of the previous year.」

    Regarding the stock-based model for which recurring revenue is an important indicator, the company describes the increase in recurring revenue accompanying the expanded provision of @rms Kikan and cloud-based EDI services for wholesalers.
  22. FY2019-Q1AdvancedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers, and cloud-based EDI services for wholesalers.」

    Regarding recurring revenue, an important indicator of the stock-based model, the company describes the increase accompanying the expanded provision of @rms Kikan and cloud-based EDI services for wholesalers.
  23. FY2018AdvancedAnnual report

    「Recurring revenue for the fiscal year was ¥4,501 million, up 5.9% year on year, as a result of the expansion of services, and progressed steadily. The company will continue working to improve this indicator.」

    Recurring revenue, an important indicator of the stock-based business model, was ¥4,501 million, up 5.9% year on year.
  24. FY2018-Q3RestatedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers.」

    Regarding the stock-based model for which recurring revenue, including information-processing and maintenance fees, is an important indicator, the company continues to describe the increase in recurring revenue accompanying the expansion of its cloud services.
  25. FY2018-Q2RestatedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers.」

    Regarding the stock-based model for which recurring revenue, including information-processing and maintenance fees, is an important indicator, the company continues to describe the increase in recurring revenue accompanying the expansion of its cloud services.
  26. FY2018-Q1AdvancedAnnual report

    「In the IT cloud business, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers.」

    Regarding the stock-based model for which recurring revenue is an important management indicator, the company describes the increase in recurring revenue accompanying the expansion of its cloud services.
  27. FY2017First statedAnnual report

    「The amount of business revenue generated on an ongoing basis is positioned as “recurring revenue,” an important management indicator.」

    The company has positioned recurring revenue, including information-processing and maintenance fees, as an important indicator and has stated for the first time that its stock-based business model is the foundation of its management.
Moved together

"Expansion of Cloud Services for the Distribution Industry and Business Growth" moved the same way as this thread, in the same document, in 25 of its 29 moves.

251716161211★123456
  1. ★This thread
  2. 1Expansion of Cloud Services for the Distribution Industry and Business Growth25×
  3. 2Development of Integrated Resident Services and Nationwide Expansion of Cloud Services for Public Agencies17×
  4. 3Obtaining Certification to Handle Electronic Powers of Attorney and Initiatives to Go Paperless16×
  5. 4Business Model Development Utilizing Platform Technology16×
  6. 5Capital investment in data centers and core cloud software12×
  7. 6Incentive Design Using Stock Acquisition Rights Subject to Performance and Share Price Conditions11×

★ 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 Cyberlinks yet. It last moved in the Financial results briefing materials of 2026-05-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
A Stock-Based Business Model Centered on Recurring Income | CYBERLINKS CO.,LTD. (3683) | Komori