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Ubiquitous AI (3858) · InitiativeRestatedLatest Other Disclosures (2026-06-17): "Advanced"

A service-based business model enabling recurring billing

First written in FY2016. 15 of 21 entries say "Restated". Latest entry: 2026-06-17.

21entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2017RestatedFY2019-Q3 – FY2023-Q3RestatedFY20242016: 320162017: 320172018: 120182019: 420192020: 220202021: 220212022: 220222023: 220232024: 120242025: 020252026: 12026
Same theme, other companies
Emphasis on the Subscription-Based Revenue ModelA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

4 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-17AdvancedOther Disclosures

    「On-demand activation of functions ・ Subscription-based services ・ License management ・ Functions provided according to the period of use」

    The Company identified on-demand functions using security technologies, subscriptions, license management, and functions provided according to the period of use as new means of creating value under a recurring-revenue model.
  2. FY2024RestatedAnnual report

    「Our Group provides software products it handles to customers for a fixed fee (usage fee) at regular intervals. This model is used primarily for development-tool products such as quality improvement support tools and automotive equipment development and testing tools.」

    The Group has organized its recurring-billing model as a subscription model and provides it for quality improvement support tools and automotive equipment development and testing tools.
  3. FY2023ReframedAnnual report

    「• Subscription Our Group provides software products it handles to customers for a fixed fee (usage fee) at regular intervals. This model is used primarily for development-tool products such as quality improvement support tools and automotive equipment development and testing tools.」

    In addition to the previous explanation of annual license and support revenue, the Group has explicitly identified subscriptions, which generate usage fees at regular intervals, as a revenue model and organized its recurring-billing model accordingly.
  4. FY2023-Q3RestatedAnnual report

    「We recorded royalty revenue and other revenue from new and existing customers across numerous products, including royalty revenue from the BIOS product “InsydeH2OⓇ” (a C-language-based BIOS implementing the “EFI/UEFI” specifications) and wireless product “Blue SDK” (a Bluetooth protocol stack), license revenue from the software quality improvement support tool “CodeSonar” (a static software analysis tool), one-time upfront payments upon contract signing for the AI solution product “CoDriver” (a driver monitoring system), and revenue from the cybersecurity product “beSTORM X” (an IoT security verification tool and service).」

    The Group continues to generate revenue by combining licenses, royalties, one-time upfront payments upon contract signing and verification services.
  5. FY2023-Q1RestatedAnnual report

    「We recorded royalty revenue and other revenue from new and existing customers across numerous products, primarily royalties from the BIOS product “InsydeH2OⓇ” and wireless product “Blue SDK,” license revenue from the quality improvement support tool “CodeSonar,” license and royalty revenue from the carrier-grade product “ConfD,” and IoT security verification services.」

    The Group continues to generate recurring revenue by combining licenses, royalties and services.
  6. FY2022-Q3RestatedAnnual report

    「We recorded royalty revenue and other revenue from new and existing customers across numerous products, primarily royalties from the BIOS product “InsydeH2OⓇ” (a C-language-based BIOS implementing the “EFI/UEFI” specifications) and wireless product “Blue SDK” (a Bluetooth protocol stack), license revenue from the quality improvement support tool “CodeSonar” (an analysis tool that can statically detect dynamic software defects from source code or binary files), license and royalty revenue from the carrier-grade product “ConfD” (software for managing on-device network equipment), and IoT security verification services.」

    The Group continues to record revenue from numerous products through licenses, royalties and IoT security verification services.
  7. FY2022-Q2RestatedAnnual report

    「For quality improvement support tools, we recorded license revenue and other revenue from existing customers in the automotive equipment industry, including license sales of “CodeSonar” (an analysis tool that can statically detect dynamic software defects from source code).」

    For quality improvement support tools, the Group recorded license revenue and other revenue from existing customers for CodeSonar, continuing its license-based revenue stream.
  8. FY2022-Q1RestatedAnnual report

    「For quality improvement support tools, we recorded repeat annual license sales and support revenue, including “CodeSonar” (an analysis tool that can statically detect dynamic software defects from source code) and ECU-related development tools, from existing customers in the automotive and medical device industries.」

    The Group continues to record recurring-billing revenue from repeat annual license sales and support revenue.
  9. FY2021-Q1RestatedAnnual report

    「For quality improvement support tools, we recorded repeat annual license sales and support revenue, including “CodeSonar” and ECU-related development tools, from existing customers in the automotive and medical device industries.」

    The Group continues to record recurring-billing revenue from repeat annual license sales and support revenue.
  10. FY2020RestatedAnnual report

    「For quality improvement support tools, we recorded repeat annual license sales and annual license and support revenue from new customers, including “CodeSonar” (an analysis tool that can statically detect dynamic software defects from source code) and ECU-related development tools, from existing customers in the automotive and industrial equipment industries.」

    The Group continues to record recurring-billing revenue from repeat annual licenses, licenses for new customers and support sales.
  11. FY2020-Q2RestatedAnnual report

    「For quality improvement support tools, we recorded repeat annual license sales and annual license and support revenue from new customers, including sales of “CodeSonar” (an analysis tool that can statically detect dynamic software defects from source code) and ECU-related development tools to existing customers in the automotive and medical device industries.」

    The Group continues to record recurring-billing revenue from repeat annual license sales and license and support sales to new customers.
  12. FY2020-Q1RestatedAnnual report

    「For quality improvement support tools, we recorded repeat revenue from annual licenses, including “CodeSonar” (an analysis tool that can statically detect dynamic software defects from source code) and ECU-related development tools, from existing customers in the automotive and medical device industries, as well as annual license and support revenue from new customers.」

    The Group continues to record recurring-billing revenue from repeat annual license sales and license and support sales to new customers.
  13. FY2019RestatedAnnual report

    「For quality improvement support tools, we recorded repeat revenue from annual licenses, including “CodeSonar” and ECU-related development tools, from existing customers in the automotive and medical device industries, as well as annual license and support revenue from new customers.」

    The Group continues to record recurring-billing revenue from repeat annual license sales and license and support sales to new customers.
  14. FY2019-Q3RestatedAnnual report

    「For quality improvement support tools, we recorded repeat revenue from annual licenses, including “CodeSonar” (an analysis tool that can statically detect dynamic software defects from source code) and ECU-related development tools, from existing customers in the automotive and medical device industries, as well as annual license and support revenue from new customers.」

    The Group continues to record repeat revenue from annual licenses, as well as annual license and support revenue from new customers.
  15. FY2019-Q1AdvancedAnnual report

    「For quality improvement support tools, we recorded repeat revenue from annual licenses, including “CodeSonar” (an analysis tool that can statically detect dynamic software defects from source code) and ECU-related development tools, from existing customers in the automotive and medical device industries, as well as annual license and support revenue from new customers.」

    Under the recurring-billing model, the Group is actually recording repeat revenue from annual licenses, as well as annual license and support revenue from new customers.
  16. FY2018-Q2ReframedAnnual report

    「Because some tool products, including quality improvement support tools, can stabilize revenue by securing recurring contracts through annual-use licensing agreements, we will focus on promoting their sales.」

    The Group has restated its strategy more specifically, shifting from the previous broad reference to a service-based business model to revenue stabilization through recurring annual-use license contracts in the software distribution business.
  17. FY2017DroppedAnnual report

    「We will strengthen our ability to propose solutions that improve our proposal capabilities for customers and increase the unit price and profitability of each project.」

    Although stronger solution proposal capabilities are mentioned, this filing does not explicitly mention the “service-based business model enabling recurring billing” that had previously been stated.
  18. FY2017-Q3RestatedAnnual report

    「We will strengthen our ability to propose solutions that improve our proposal capabilities for customers and increase the unit price and profitability of each project, and build a service-based business model that enables recurring billing.」

    The Group continues to pursue stronger solution proposal capabilities and the establishment of a service model based on recurring billing.
  19. FY2017-Q2RestatedAnnual report

    「In the connectivity business, in addition to seeking the early launch of new products that utilize our information and communications technology, we will strengthen our ability to propose solutions that improve our proposal capabilities for customers and increase the unit price and profitability of each project, and build a service-based business model that enables recurring billing.」

    The Group continues to pursue stronger solution proposal capabilities and the establishment of a service model based on recurring billing.
  20. FY2017-Q1RestatedAnnual report

    「We will strengthen our ability to propose solutions that improve our proposal capabilities for customers and increase the unit price and profitability of each project, and build a service-based business model that enables recurring billing.」

    The Group continues to pursue stronger solution proposal capabilities and the establishment of services based on recurring billing.
  21. FY2016First statedAnnual report

    「We will strengthen our ability to propose solutions that improve our proposal capabilities for customers and increase the unit price and profitability of each project, and build a service-based business model that enables recurring billing.」

    The Group is seeking to establish service revenue based on recurring billing rather than remaining focused on contract work and one-time payments.
Moved together

"One-stop Secure IoT Device and Cloud Services" moved the same way as this thread, in the same document, in 2 of its 21 moves.

222★123
  1. ★This thread
  2. 1One-stop Secure IoT Device and Cloud Services2×
  3. 2Repeated Operating Losses and Delayed Monetization of the IoT Business2×
  4. 3Focus on IoT, smart energy, smart homes and automotive equipment2×

★ 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 Ubiquitous AI yet. It last moved in the Other Disclosures of 2026-06-17: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
A service-based business model enabling recurring billing | Ubiquitous AI Corporation (3858) | Komori