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OPTiM (3694) · TargetAdvancedLatest Earnings presentation (2026-08-14): "Cited as achieved"

Subscription-based monetization of new AI, IoT and robotics services

First written in FY2019. 22 of 25 entries say "Advanced", first in FY2021-Q2. Latest entry: 2026-08-14.

25entries
8years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019AdvancedFY2021 – 2026-08-142019: 120192020: 120202021: 420212022: 420222023: 420232024: 320242025: 220252026: 62026
Same theme, other companies
Recurring license monetization of new AI, IoT and Robotics servicesA theme 2 companies write about · 0 as a headwind · 3 as a tailwind

0 other companies' latest entry also says "Cited as achieved".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Recurring revenue for the current consolidated fiscal year was ¥7,397.318 billion, of which the AX business accounted for ¥7,396.478 billion.」

    Recurring revenue from the AX business was ¥7,396.478 billion, up from ¥7,110.443 billion in the previous fiscal year. Meanwhile, the Agritech business expanded primarily through project-based revenue of ¥2,636.606 billion.
  2. FY2026-H1AdvancedAnnual report

    「Recurring revenue 4,124,038 Project-based revenue 814,236 Revenue from contracts with customers 4,938,275」

    Recurring revenue for FY2026-H1 was ¥4,124.038 billion, up from ¥3,880.091 billion in the same period of the previous fiscal year. Monetization centered on recurring revenue is progressing.
  3. FY2025AdvancedAnnual report

    「Current consolidated fiscal year (from 1 April 2024 to 31 March 2025) Recurring revenue 7,469,305 Project-based revenue 3,020,457」

    Recurring revenue for FY2025 was ¥7,469.305 billion, up from ¥6,921.640 billion in the previous fiscal year. Monetization centered on licensing is progressing.
  4. FY2025-H1AdvancedAnnual report

    「Recurring revenue 3,880,091 Project-based revenue 608,569 Revenue from contracts with customers 4,488,661」

    Recurring revenue for the current interim consolidated accounting period was ¥3,880.091 billion. The corresponding figure for the previous year was reclassified to ¥3,505.801 billion following a review of the revenue management categories. The revenue structure remains centered on recurring revenue.
  5. FY2024AdvancedAnnual report

    「For the current consolidated fiscal year, recurring revenue was ¥6,921.640 billion and project-based revenue was ¥3,321.771 billion.」

    Recurring revenue increased from ¥6,686.615 billion in the previous fiscal year to ¥6,921.640 billion, indicating continued progress in monetization centered on licensing.
  6. FY2024-Q3AdvancedAnnual report

    「During the cumulative third-quarter period of the current consolidated fiscal year, the group continued to focus on expanding license revenue under a policy of increasing revenue that leads more directly to profit growth. Specifically, while making license revenue from the Mobile Management Service centered on Optimal Biz its foundation, it continued to invest in research and development to make license revenue from X-Tech (Cross-Tech) Services, which provide services specialized for various industries and sectors, a new core revenue stream. Recurring revenue 5,133,815 Project-based revenue 1,922,197 Revenue from contracts with customers 7,056,012」

    The company indicated a policy of continuing to expand license revenue and developing X-Tech Services into a new core revenue stream, building on Optimal Biz. Recurring revenue for the cumulative third-quarter period was ¥5,133.815 billion, up from ¥4,769.251 billion in the same period of the previous fiscal year.
  7. FY2024-Q2AdvancedAnnual report

    「Recurring revenue 3,405,347 Project-based revenue 979,225 Revenue from contracts with customers 4,384,572」

    Recurring revenue for the cumulative second-quarter period of the consolidated fiscal year was ¥3,405.347 billion, up from ¥3,194.488 billion in the same period of the previous fiscal year. Recurring monetization centered on licensing is progressing.
  8. FY2024-Q1AdvancedAnnual report

    「The group has continued to focus on expanding license revenue since the previous consolidated fiscal year. Specifically, while making license revenue from the Mobile Management Service centered on Optimal Biz its foundation, it has continued to invest in research and development to make license revenue from X-Tech (Cross-Tech) Services, specialized services for individual industries and sectors, a new core revenue stream. Recurring revenue 1,672,433 Project-based revenue 348,063 Revenue from contracts with customers 2,020,497」

    The company continued to focus on expanding license revenue and investing in research and development. Recurring revenue for the first quarter was ¥1,672.433 billion, up from ¥1,540.265 billion in the same quarter of the previous fiscal year, indicating progress in recurring monetization.
  9. FY2023AdvancedAnnual report

    「Recurring revenue 6,686,615 Project-based revenue 2,590,720 Revenue from contracts with customers 9,277,336」

    Recurring revenue increased from ¥6,065.963 billion in the previous fiscal year to ¥6,686.615 billion, indicating progress in monetization centered on licensing.
  10. FY2023-Q3AdvancedAnnual report

    「Recurring revenue 4,769,251 Project-based revenue 1,555,458 Revenue from contracts with customers 6,324,710」

    Recurring revenue for the cumulative third-quarter period of the consolidated fiscal year was ¥4,769.251 billion, while project-based revenue was ¥1,555.458 billion. The company continued to monetize primarily through licensing-based recurring revenue.
  11. FY2023-Q2AdvancedAnnual report

    「Recurring revenue 3,194,488 Project-based revenue 957,282 Revenue from contracts with customers 4,151,770」

    Recurring revenue for the cumulative second-quarter period of the consolidated fiscal year was ¥3,194.488 billion, while project-based revenue was ¥957.282 million, providing numerical evidence of progress in recurring monetization.
  12. FY2023-Q1AdvancedAnnual report

    「Recurring revenue 1,540,265 Project-based revenue 405,296 Revenue from contracts with customers 1,945,562」

    The company disclosed recurring revenue of ¥1,540.265 billion and project-based revenue of ¥405.296 million for the first quarter, maintaining a revenue structure centered on recurring revenue.
  13. FY2022AdvancedAnnual report

    「Recurring revenue 6,065,963, project-based revenue 2,244,753, revenue from contracts with customers 8,310,717」

    The company disclosed recurring revenue of ¥6,065.963 billion and project-based revenue of ¥2,244.753 billion, indicating progress in recurring monetization centered on licensing.
  14. FY2022-Q3AdvancedAnnual report

    「Recurring revenue, centered on licensing, continued to perform well, while project-based revenue also progressed in line with the full-year plan.」

    Regarding monetization of AI, IoT and Robotics and other services, the company explained that recurring revenue, centered on licensing, continued to perform well. In its revenue recognition disclosures, it reported recurring revenue of ¥4,373.109 billion and project-based revenue of ¥1,015.794 billion.
  15. FY2022-Q2AdvancedAnnual report

    「Next, for Industrial DX, recurring revenue centered on the OPTiM Cloud IoT OS has continued to expand since the first quarter. Recurring revenue 2,903,972 Project-based revenue 617,505」

    For Industrial DX, recurring revenue centered on the OPTiM Cloud IoT OS continued to expand. The company disclosed recurring revenue of ¥2,903.972 billion and project-based revenue of ¥617.505 million for the cumulative second-quarter period of the consolidated fiscal year.
  16. FY2022-Q1AdvancedAnnual report

    「Revenue from licensing and customization (*) for Industrial DX has gotten off to a solid start compared with the previous fiscal year.」

    Regarding monetization of Industrial DX, the company stated that revenue from licensing and customization was beginning to ramp up year on year.
  17. FY2021AdvancedAnnual report

    「The Group positioned the current fiscal year as the period in which it would begin recouping the proactive R&D investment made over the previous 3 years and pursued its business accordingly.」

    Regarding recurring monetization of the new services, the company positioned the current period as the stage at which it would begin recovering the results of its research and development investment over the past 3 years as profit, and reported an increase in license revenue.
  18. FY2021-Q3RestatedAnnual report

    「The company is focusing on the fiscal year ending March 2021 as one in which it expects the results of its research and development investment over the past 3 years to generate revenue. Specifically, it has begun incorporating license and customization revenue from services related to the OPTiM Cloud IoT OS into its revenue forecasts.」

    The company continues its policy of incorporating license and customization revenue from services related to the OPTiM Cloud IoT OS into its revenue forecasts based on the results of research and development over the past 3 years.
  19. FY2021-Q2AdvancedAnnual report

    「The group is focusing on the current period as one in which it expects the results of its research and development investment over the past 3 years to generate revenue. Specifically, it has begun incorporating license and customization (*) revenue from services related to the OPTiM Cloud IoT OS into its revenue forecasts.」

    Regarding monetization of new AI, IoT and Robotics services, the company has reached the stage of incorporating license and customization revenue related to the Cloud IoT OS into its revenue forecasts, based on the results of research and development over the past 3 years.
  20. FY2019First statedAnnual report

    「For services developed in this new field, some project-based revenue, in the form of initial implementation fees and other charges, was recognized in revenue for the fiscal year ended March 2019. The challenge going forward is to put recurring license revenue, a characteristic feature of the company's business model, on a growth trajectory.」

    For new services in the AI, IoT and Robotics fields, the company first explicitly identified the challenge of establishing recurring license revenue as a new core revenue stream, moving beyond project-based revenue from initial implementation fees and other charges.
Moved together

"Expansion of the product lineup from MDM to EMM" moved the same way as this thread, in the same document, in 18 of its 25 moves.

181717171616★123456
  1. ★This thread
  2. 1Expansion of the product lineup from MDM to EMM18×
  3. 2Rolling Out New Services to the Existing Customer Base Through Corporate DX17×
  4. 3Expansion of domestic market share and sales infrastructure for IoT platform services17×
  5. 4Development of agricultural IT and smart farming services17×
  6. 5Simplifying 3D surveying with OPTiM Geo Scan16×
  7. 6Rollout of Industry-Specific Services, Including Education ICT and Medical ICT16×

★ 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 OPTiM yet. It last moved in the Earnings presentation of 2026-08-14: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Subscription-based monetization of new AI, IoT and robotics services | OPTiM CORPORATION (3694) | Komori