Centralization of license revenue in the Financial Solutions Business
First written in FY2016-Q3. 9 of 16 entries say "Advanced", first in FY2016. Latest entry: FY2025.
No other company in this theme has enough history to compare yet.
- FY2025Hardware revenue growth amid lower license feesAnnual report
「Although license fees and other revenue from major customers declined and orders planned at the beginning of the fiscal year for the WEB3-related business were delayed, revenue increased to ¥1,473 million, or 102.0% of the year-earlier period, due to arrowhead4.0 beginning operation at the Tokyo Stock Exchange in November 2024 and orders for contract projects from existing customers. In terms of earnings, however, segment profit declined to ¥393 million, or 94.4% of the year-earlier period. The main factors were a decline in license fees, which have a high gross margin, and an increase in hardware revenue, which has a low gross margin.」
License fees and other revenue from major customers continued to decline. Revenue increased due to arrowhead4.0-related business and projects for existing customers, but profit declined because of the increase in low-gross-margin hardware revenue. - FY2025-H1Continued decline in license fees from major customersAnnual report
「Due to lower license fees and other revenue from major customers, revenue was ¥682 million, or 90.8% of the year-earlier period, while segment profit was ¥223 million, or 93.1%, reflecting the impact of the revenue decline and other factors.」
The decline in license fees and other revenue from major customers continued, bringing revenue in the Financial Solutions business to ¥682 million and segment profit to ¥223 million. - FY2024Lower license fees from major customersAnnual report
「In the Financial Solutions business, revenue declined due to lower license fees and other revenue from major customers and delays in orders for the WEB3-related business from the schedule planned at the beginning of the fiscal year. Revenue was ¥1,445 million, or 89.8% of the year-earlier period, while segment profit was ¥417 million, or 80.4%, reflecting the impact of the revenue decline.」
Lower license fees and other revenue from major customers were explicitly identified, and revenue and segment profit in the Financial Solutions business declined. - FY2023AdvancedAnnual report
「Although new commissioned projects declined from the previous fiscal year, the Company built a stable earnings base through growth in monthly recurring revenue from software maintenance and license fees, among other sources,」
The company explained that, while new contract projects declined, increases in monthly software maintenance revenue and license fees helped it build a stable earnings base centered on recurring revenue. - FY2023-Q3AdvancedAnnual report
「Compared with the same period a year earlier, revenue from license fees, which provide stable monthly recurring revenue, and software maintenance increased, but revenue from one-time sales, including new implementation and contract development projects, decreased.」
While new implementation and contract development projects declined, monthly license revenue and software maintenance revenue increased, further highlighting the central role of recurring revenue. - FY2023-Q2AdvancedAnnual report
「Although license revenue from projects newly implemented in the previous consolidated fiscal year increased, revenue declined slightly to ¥735 million, or 97.1% of the year-earlier period, because there were no large-scale new implementation projects compared with the same period a year earlier.」
The company explained that license revenue from projects newly implemented in the previous consolidated fiscal year increased despite the absence of large-scale new implementation projects. - FY2023-Q1AdvancedAnnual report
「Revenue was ¥368 million, or 109.8% of the level in the same period of the previous year, due in part to growth in license revenue from projects newly implemented in the previous consolidated fiscal year.」
License revenue from projects newly implemented in the previous consolidated fiscal year increased, bringing revenue in the Financial Solutions Business to ¥368 million, or 109.8% of the level in the same period of the previous year. - FY2022AdvancedAnnual report
「Although new commissioned projects declined from the previous fiscal year, the Company built a stable earnings base through growth in monthly recurring revenue from software maintenance and license fees, among other sources,」
The Company explained that, while new commissioned projects declined, monthly recurring revenue from software maintenance and license fees increased, advancing the construction of a stable earnings base. - FY2019RestatedAnnual report
「As the Company focused on research and development during the current period, it was unable to advance order-taking activities for its existing core products as planned, and the decline in the number of licenses had a substantial impact. Revenue declined 8.4% from the previous fiscal year to ¥1,251 million.」
The focus on research and development, stagnation in order-taking activities for existing core products, and decline in the number of licenses continued to be cited as factors behind the decline in revenue in the Financial Solutions Business. - FY2019-Q3Decline in the number of licensesAnnual report
「As the Company focused on research and development during the current period, it was unable to advance order-taking activities for its existing core products as planned, and the decline in the number of licenses had a substantial impact. Revenue declined 9.3% from the same period of the previous year to ¥922 million.」
The decline in the number of licenses was explicitly identified as a factor behind the decline in revenue in the Financial Solutions Business. - FY2017AdvancedAnnual report
「License business revenue 1,057 68.6」
The share of license business revenue rose from 60.6% in the previous fiscal year to 68.6%, increasing its centrality among the revenue categories despite the decline in revenue. - FY2017-Q3RestatedAnnual report
「License business revenue ¥802 million Share 71.0%」
Although license business revenue declined year on year, it continued to hold a central position among the revenue categories of the Financial Solutions Business, accounting for 71.0%. - FY2017-Q2AdvancedAnnual report
「License business revenue」
The share of license business revenue rose from 62.6% in the same period of the previous year to 71.6%, further strengthening its central position among the revenue categories of the Financial Solutions Business. Revenue itself was 91.8% of the level in the same period of the previous year. - FY2017-Q1AdvancedAnnual report
「License business revenue」
The share of license business revenue in the Financial Solutions Business rose from 61.3% in the same period of the previous year to 73.0%. Although revenue itself was 95.0% of the level in the same period of the previous year, its centrality within the revenue categories increased. - FY2016AdvancedAnnual report
「By revenue category, license business revenue exceeded the previous fiscal year by 4.6%, but this was insufficient to offset declines in package revenue and systems integration revenue from new implementation projects.」
License business revenue was ¥1,158 million, accounting for 60.6% of revenue, confirming its central position among the revenue categories of the Financial Solutions Business. - FY2016-Q3First statedAnnual report
「By revenue category, license business revenue exceeded the same period of the previous year by 7.5%, but this was insufficient to offset declines in package revenue and systems integration revenue from new implementation projects.」
In the Financial Solutions Business, license business revenue increased 7.5% year on year and accounted for 62.3% of revenue in the current period.