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Advanced Media (3773) · InitiativeAdvanced

Transition to Flow- and Stock-Based Billing Through AmiVoice Cloud Services

First written in FY2017. 18 of 28 entries say "Advanced", first in FY2018-Q1. Latest entry: FY2026.

28entries
10years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q2 – FY2023-Q1AdvancedFY2024 – FY20262017: 220172018: 120182019: 320192020: 420202021: 420212022: 420222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Cloud and SaaS Subscription (Monthly Billing) Revenue ModelA theme 50 companies write about · 1 as a headwind · 50 as a tailwind

26 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Recurring revenue (year on year) ¥4,973 million (up 12.2%)” “Recurring revenue ratio (year on year) 80.0% (+5.4%)」

    BSR1 recurring revenue was ¥4,973 million, up 12.2% year on year, and the recurring revenue ratio rose 5.4 percentage points to 80.0%. CTI, however, reported lower profit because of a decline in high-margin flow-based projects.
  2. 2026-05-13AdvancedRevisions to earnings forecasts

    「Recurring-revenue ratio: 77.1% at the end of the previous fiscal year → 82.9% at the end of the current fiscal year」

    BSR1's recurring-revenue ratio rose to 82.9%, and recurring revenue reached ¥4,973 million.
  3. FY2026-H1AdvancedAnnual report

    「In terms of revenue, BSR1 (the first growth engine) increased recurring revenue as the use of sustainable subscription services grew steadily in each business division. However, revenue declined 2.5% year on year because of lower revenue from flow-based sales in the CTI business division.” “Recurring revenue (year on year) ¥2,365 million (up 9.2%)” “Recurring revenue ratio (year on year) 84.1% (+9.0%)」

    Recurring revenue rose 9.2% year on year to ¥2,365 million, and the recurring revenue ratio rose 9.0 percentage points to 84.1%, indicating progress in the shift to recurring billing. However, BSR1 as a whole reported lower revenue because of a decline in flow-based sales in CTI.
  4. FY2025AdvancedAnnual report

    「In BSR1 (the first growth engine), the core CTI, VoXT and Medical business divisions increased profit, resulting in a 3.1% year-on-year increase in profit.” “Recurring revenue (year on year) ¥4,433 million (up 15.9%)” “Recurring revenue ratio (year on year) 74.6% (+3.2%)」

    Recurring revenue rose 15.9% year on year to ¥4,433 million, and the recurring revenue ratio rose to 74.6%, indicating progress in the shift to flow-and-recurring revenue.
  5. FY2025-H1AdvancedAnnual report

    「In BSR1 (the first growth engine), the quality of the revenue structure improved, including through growth in recurring revenue, resulting in higher revenue in all business divisions and a 10.5% year-on-year increase in revenue.” “Recurring revenue (year on year) ¥2,166 million (up 19.0%)” “Recurring revenue ratio (year on year) 75.1% (+5.3%)」

    BSR1 recurring revenue rose 19.0% year on year to ¥2,166 million, while the recurring revenue ratio rose 5.3 percentage points from the same period of the previous year to 75.1%.
  6. FY2024AdvancedAnnual report

    「The company further increased its already high recurring revenue ratio while achieving higher revenue and profit.」

    The expansion of BSR1's recurring-revenue business continued, with recurring revenue ratios of 71.3% in CTI, 95.2% in VoXT, 33.5% in Medical and 79.6% in SDX.
  7. FY2024-Q3Changes in recurring revenue ratios by business divisionAnnual report

    「Recurring revenue ratio: 65.3% at the end of the second quarter → 69.4% at the end of the third quarter” “Recurring revenue ratio: 96.5% at the end of the second quarter → 96.4% at the end of the third quarter” “Recurring revenue ratio: 35.8% at the end of the second quarter → 48.0% at the end of the third quarter” “Recurring revenue ratio: 87.4% at the end of the second quarter → 83.0% at the end of the third quarter」

    By business division, the recurring revenue ratio rose from 65.3% to 69.4% in CTI and from 35.8% to 48.0% in Medical, while declining from 96.5% to 96.4% in VoXT and from 87.4% to 83.0% in SDX.
  8. FY2024-Q2Changes in recurring revenue ratios by business divisionAnnual report

    「Recurring revenue ratio: 81.8% at the end of the first quarter → 65.3% at the end of the second quarter” “Recurring revenue ratio: 96.0% at the end of the first quarter → 96.5% at the end of the second quarter” “Recurring revenue ratio: 41.6% at the end of the first quarter → 35.8% at the end of the second quarter” “Recurring revenue ratio: 87.9% at the end of the first quarter → 87.4% at the end of the second quarter」

    By business division, the recurring revenue ratio declined from 81.8% to 65.3% in CTI, from 41.6% to 35.8% in Medical and from 87.9% to 87.4% in SDX, while rising from 96.0% to 96.5% in VoXT.
  9. FY2024-Q1AdvancedAnnual report

    「Higher revenue and profit driven by an increase in the revenue contribution of the recurring-revenue business developed during the BSR expansion phase enabled the company to achieve record first-quarter revenue, operating profit and ordinary profit.」

    The disclosure stated that the higher proportion of recurring-revenue business contributed to higher revenue and profit. By business division, the recurring revenue ratio rose from 66.3% to 81.8% in CTI, from 91.6% to 96.0% in VoXT, from 32.0% to 41.6% in Medical and from 70.8% to 87.9% in SDX.
  10. FY2023-Q3Changes in recurring revenue ratios by business divisionAnnual report

    「Recurring revenue ratio: 68.5% at the end of the second quarter → 70.2% at the end of the third quarter Recurring revenue ratio: 92.9% at the end of the second quarter → 92.8% at the end of the third quarter Recurring revenue ratio: 35.7% at the end of the second quarter → 37.0% at the end of the third quarter Recurring revenue ratio: 71.0% at the end of the second quarter → 71.4% at the end of the third quarter」

    By business division, the recurring revenue ratio rose from 68.5% to 70.2% in CTI, from 35.7% to 37.0% in Medical and from 71.0% to 71.4% in SDX, while declining slightly from 92.9% to 92.8% in VoXT.
  11. FY2023-Q2Changes in recurring revenue ratios by business divisionAnnual report

    「Recurring revenue ratio: 69.3% at the end of the first quarter → 68.5% at the end of the second quarter Recurring revenue ratio: 94.8% at the end of the first quarter → 92.9% at the end of the second quarter Recurring revenue ratio: 43.4% at the end of the first quarter → 35.7% at the end of the second quarter Recurring revenue ratio: 68.2% at the end of the first quarter → 71.0% at the end of the second quarter」

    By business division, the recurring revenue ratio declined in CTI, VoXT and Medical and rose in SDX.
  12. FY2023-Q1AdvancedAnnual report

    「In the first quarter, demand for the AmiVoice® AI speech recognition technology increased as companies promoted digital transformation, leading to an increase in users and a higher proportion of recurring revenue in BSR1 (the first growth engine).” “Recurring revenue ratio: 67.2% at the end of the previous fiscal year → 69.3% at the end of the first quarter of the current fiscal year” “Recurring revenue ratio: 79.2% at the end of the previous fiscal year → 94.8% at the end of the first quarter of the current fiscal year” “Recurring revenue ratio: 26.9% at the end of the previous fiscal year → 43.4% at the end of the first quarter of the current fiscal year” “Recurring revenue ratio: 70.4% at the end of the previous fiscal year → 68.2% at the end of the first quarter of the current fiscal year」

    The company disclosed recurring revenue ratios, including subscription revenue, for each business division, and the ratios rose in CTI, VoXT and Medical. This continued to demonstrate progress in the shift to recurring-revenue businesses.
  13. FY2022AdvancedAnnual report

    「Recurring revenue ratio: 53.5% at the end of the same period of the previous fiscal year → 67.2% at the end of the current fiscal year” “Recurring revenue ratio: 58.3% at the end of the same period of the previous fiscal year → 79.2% at the end of the current fiscal year” “Recurring revenue ratio: 22.8% at the end of the previous fiscal year → 26.9% at the end of the current fiscal year” “Recurring revenue ratio: 55.5% at the end of the previous fiscal year → 70.4% at the end of the current fiscal year」

    The company compared recurring revenue ratios year on year for the CTI, VoXT, Medical and STF business divisions. The ratios were 67.2% for CTI, 79.2% for VoXT, 26.9% for Medical and 70.4% for STF.
  14. FY2022-Q3AdvancedAnnual report

    「In the third quarter, demand for AI speech recognition remained firm as companies promoted digital transformation and responded to new business practices resulting from COVID-19. In BSR1 (the first growth engine), subscription revenue increased and the higher proportion of recurring revenue improved the gross margin, enabling the company to achieve higher revenue and profit. Recurring revenue ratio: cumulative total at the end of the third quarter of the previous fiscal year 57.1% → cumulative total at the end of the third quarter of the current fiscal year 72.4%” “Recurring revenue ratio: cumulative total at the end of the third quarter of the previous fiscal year 61.4% → cumulative total at the end of the third quarter of the current fiscal year 78.0%” “Recurring revenue ratio: cumulative total at the end of the third quarter of the previous fiscal year 55.3% → cumulative total at the end of the third quarter of the current fiscal year 75.4%」

    With the increase in subscription revenue and the rise in the recurring revenue ratio, the ratio rose from 57.1% to 72.4% in CTI, from 61.4% to 78.0% in VoXT and from 55.3% to 75.4% in STF. The Medical business division declined from 31.9% to 30.2%.
  15. FY2022-Q2AdvancedAnnual report

    「Recurring revenue ratio: cumulative total at the end of the second quarter of the previous fiscal year 56.8% → cumulative total at the end of the second quarter of the current fiscal year 76.0%” “Recurring revenue ratio: cumulative total at the end of the second quarter of the previous fiscal year 59.8% → cumulative total at the end of the second quarter of the current fiscal year 75.0%” “Recurring revenue ratio: cumulative total at the end of the second quarter of the previous fiscal year 32.2% → cumulative total at the end of the second quarter of the current fiscal year 30.3%” “Recurring revenue ratio: cumulative total at the end of the second quarter of the previous fiscal year 58.1% → cumulative total at the end of the second quarter of the current fiscal year 75.3%」

    The shift to recurring revenue progressed from 56.8% to 76.0% in the CTI business division, from 59.8% to 75.0% in VoXT and from 58.1% to 75.3% in STF. The Medical business division declined from 32.2% to 30.3%.
  16. FY2022-Q1AdvancedAnnual report

    「Recurring revenue ratio: 53.5% at the end of the previous fiscal year → 82.3% at the end of the first quarter of the current fiscal year” “Recurring revenue ratio: 58.3% at the end of the previous fiscal year → 70.6% at the end of the first quarter of the current fiscal year” “Recurring revenue ratio: 22.8% at the end of the previous fiscal year → 29.7% at the end of the first quarter of the current fiscal year” “Recurring revenue ratio: 55.5% at the end of the previous fiscal year → 76.9% at the end of the first quarter of the current fiscal year」

    The company disclosed recurring revenue ratios for the CTI, VoXT, Medical and STF business divisions. In particular, the ratios rose from 53.5% to 82.3% in CTI and from 58.3% to 70.6% in VoXT.
  17. FY2021AdvancedAnnual report

    「In BSR1 (the first growth engine), the proportion of subscription services, which generate recurring revenue, rose substantially, and Advanced Media, on a non-consolidated basis, achieved higher revenue in nearly all business divisions.” “Recurring revenue ratio: 32.6% at the end of the previous fiscal year → 53.5% at the end of the current fiscal year” “Recurring revenue ratio: 42.4% at the end of the previous fiscal year → 58.3% at the end of the current fiscal year」

    During the BSR expansion period, the subscription ratio rose substantially, increasing from 32.6% to 53.5% in the CTI business division and from 42.4% to 58.3% in the VoXT business division.
  18. FY2021-Q3AdvancedAnnual report

    「Recurring revenue ratio: 56.8% at the end of the second quarter → 57.1% at the end of the third quarter” “Recurring revenue ratio: 59.8% at the end of the second quarter → 61.4% at the end of the third quarter” “Recurring revenue ratio: 32.2% at the end of the second quarter → 31.9% at the end of the third quarter” “Recurring revenue ratio: 58.1% at the end of the second quarter → 55.3% at the end of the third quarter」

    The recurring revenue ratio rose in the CTI and VoXT business divisions and declined in the Medical and STF business divisions. Progress in the shift to recurring revenue was presented numerically by business division.
  19. FY2021-Q2AdvancedAnnual report

    「As a result, revenue in BSR1 (the first growth engine) declined, despite higher recurring-revenue ratios across all business units and progress in introducing subscription services, due to a sharp decline in business meetings with medical institutions in the Medical Business Unit, compounded by the impact of the large license revenue recorded by the CTI Business Unit in the same period of the previous year.」

    As the company shifted from flow-based to recurring revenue, the recurring revenue ratio improved in each business division and the adoption of subscription services progressed.
  20. FY2021-Q1RestatedAnnual report

    「In the current consolidated fiscal year, the first year of the three-year BSR expansion period, the company will continue expanding its flow businesses, namely its core product sales and solutions businesses, while introducing AmiVoice® Cloud Platform (ACP) and AmiVoice® Cloud Service (ACS) to the market and moving toward expansion, meaning an increase in the number of continuing users.」

    The company continues its policy of introducing ACP and ACS to the market and increasing the number of continuing users in the first year of the BSR expansion period while expanding its flow businesses.
  21. FY2020AdvancedAnnual report

    「Under this plan, in the fiscal year ending March 2021, the first year of the three-year BSR expansion period, the company will continue expanding its flow businesses, namely its core product sales and solutions businesses, while introducing AmiVoice® Cloud Platform (ACP), a subscription service using the AmiVoice® engine, and AmiVoice® Cloud Service (ACS), a subscription service using applications and services developed by the company, to the market and moving toward expansion, meaning an increase in the number of continuing users.」

    The company developed a specific plan for the first year of the BSR expansion period to continue expanding its flow businesses while moving ACP and ACS from market introduction to increasing the number of continuing users.
  22. FY2020-Q3AdvancedAnnual report

    「We launched AmiVoice® Cloud Platform (ACP), an AI speech recognition platform service. This enables users to use the speech recognition engine itself at low prices based on usage time, or to use it as the user interface for applications and services they develop and sell.」

    As the foundation for shifting from flow-based to recurring revenue, the company released ACP and enabled usage of its speech recognition engine on a pay-as-you-go basis.
  23. FY2020-Q2RestatedAnnual report

    「The company's licensing sales and subscription businesses based on its core technologies, AI speech recognition and speech AI, as well as its solution business, performed steadily.」

    In addition to the conventional solutions business, the company continues to pursue its policy of expanding its license sales and subscription-based cloud businesses.
  24. FY2020-Q1RestatedAnnual report

    「The company will continue expanding its core product sales and solution businesses, which are flow businesses, as well as licensing sales and subscription businesses based on the new AmiVoice® Cloud Platform (ACP) and AmiVoice® Cloud Service (ACS).」

    The company continues its policy of combining upfront-sales and solution-based flow businesses with licensing sales and subscription businesses based on ACP and ACS.
  25. FY2019ReframedAnnual report

    「The company's speech business consists of its conventional upfront-sales PS business, comprising the product and solution businesses, and its new service-based FS business, comprising the flow-to-stock business, which converts flow sales into stock services, and the subscription-service business based on usage fees.」

    The company reorganized the combination of its conventional upfront-sales model and stock-based services into the new PS and FS business segments, and reframed its plan as one of increasing FS revenue to mitigate earnings volatility.
  26. FY2018RestatedAnnual report

    「While expanding its conventional upfront-sales business, the company will mitigate fluctuations by adding stock-based services using monthly and usage-based billing models, namely flow-and-stock services.」

    The company continues its policy of mitigating quarterly earnings volatility by adding stock-based services with monthly and usage-based billing to its upfront-sales model.
  27. FY2018-Q1AdvancedAnnual report

    「Through the monthly billing model and service-business expansion it has pursued, the ratio of revenue from stock-based services has gradually increased.」

    The company reported that the ratio of revenue from stock-based services increased through its monthly billing model and expansion of its service business.
  28. FY2017First statedAnnual report

    「While expanding its conventional upfront-sales business, the company will mitigate fluctuations by adding new, recurring stock-based billing services, represented by AmiVoice® Cloud Service (ACS), namely flow-and-stock services.」

    The company set out a policy of mitigating quarterly earnings volatility by adding recurring-billing services to its conventional upfront-sales model.
Moved together

"Expanding sales of a voice recognition solution for call centers and migrating it to the cloud" moved the same way as this thread, in the same document, in 17 of its 28 moves.

171717171514★123456
  1. ★This thread
  2. 1Expanding sales of a voice recognition solution for call centers and migrating it to the cloud17×
  3. 2Expansion of sales of cloud-based speech recognition services17×
  4. 3Expansion of Adoption of Cloud Services for Meeting Minutes Preparation17×
  5. 4Voice inspection solutions for the construction industry17×
  6. 5Expanding sales of voice input services for the medical and nursing care sectors and pursuing a partner strategy15×
  7. 6Further Growth of Existing Core Businesses14×

★ 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 Advanced Media yet. It last moved in the Revisions to earnings forecasts of 2026-05-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Transition to Flow- and Stock-Based Billing Through AmiVoice Cloud Services | Advanced Media,Inc. (3773) | Komori