Komori
MKSystem (3910) · FactAdvanced

Monthly recurring revenue platform through ASP and cloud services

First written in FY2016. 37 of 44 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-11-06.

44entries
11years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2023AdvancedFY2025-H1 – 2026-05-082016: 320162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 82026
Same theme, other companies
ASP Business as a Standalone Segment and Cloud Service ExpansionA theme 11 companies write about · 0 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2022: 1 of 9 companies on the "Worse" side.

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. FY2027-H1AdvancedAnnual report

    「ASP service revenue: ¥1,149.650 million (up 1.7% year on year)」

    ASP service revenue, which is recurring revenue, increased 1.7% year on year to ¥1,149.650 million, as the monthly subscription base continued to expand.
  2. 2026-08-05AdvancedResults

    「既存顧客基盤を背景にASPサービス売上高が堅調に推移し、増収となりました。」

    ASPサービス売上高が前年同四半期比1.3%増となり、ストック収益の拡大継続を実績として示した。
  3. FY2026AdvancedAnnual report

    「As a result, revenue from the 社労夢 business was ¥2,419.155 million, up 1.5% year on year, of which stock-based ASP services revenue was ¥2,264.398 million, up 2.0% year on year」

    Stock-based ASP services revenue increased 2.0% year on year to ¥2,264.398 million, expanding the monthly subscription platform provided through cloud services.
  4. FY2026-H1AdvancedAnnual report

    「Of this, stock-based ASP services revenue was ¥1,130.320 million, up 2.3% year on year.」

    Stock-based ASP services revenue increased 2.3% year on year, supporting continued expansion of the monthly subscription platform.
  5. FY2025AdvancedAnnual report

    「ASP services revenue of ¥2,219.591 million, up 21.8% year on year」

    Following the ransomware disruption, stock-based ASP services revenue increased 21.8% year on year, while cloud services revenue also recovered, increasing 20.1% year on year to ¥2,298.319 million.
  6. FY2025-H1AdvancedAnnual report

    「By revenue breakdown, cloud services revenue was ¥1,138.528 million, up 42.7% year on year, of which stock-based ASP services revenue was ¥1,104.771 million, up 44.6% year on year」

    Although the comparison was against the previous year, when results were affected by the ransomware disruption, cloud services revenue increased 42.7% and ASP services revenue increased 44.6%.
  7. FY2024Full-year revenue decline due to ransomware disruptionAnnual report

    「By revenue breakdown, cloud services revenue was ¥1,914.208 million, down 13.3% year on year, of which stock-based ASP services revenue was ¥1,822.551 million, down 10.1% year on year」

    The suspension of services and billing due to the ransomware disruption resulted in stock-based ASP services revenue declining 10.1% year on year, while cloud services revenue also declined 13.3%.
  8. FY2024-Q3RestatedAnnual report

    「By revenue breakdown, cloud services revenue was ¥1,336.365 million, down 17.8% year on year. Of this, stock-based ASP services revenue was ¥1,272.978 million, down 15.3% year on year, while system construction services revenue was ¥63.387 million, down 48.3%.」

    The impact of billing suspensions following the ransomware disruption continued, with cloud services revenue declining 17.8% year on year and ASP services revenue declining 15.3%. The decline in the monthly subscription platform's revenue continued.
  9. FY2024-Q2Continued billing suspension and ASP revenue decline due to ransomware disruptionAnnual report

    「By revenue breakdown, cloud services revenue was ¥797.848 million, down 24.7% year on year. Of this, stock-based ASP services revenue was ¥763.907 million, down 22.5% year on year, while system construction services revenue was ¥33.941 million, down 54.5%.」

    Partial billing suspensions for June and July usage continued following the ransomware disruption, resulting in ASP services revenue declining 22.5% year on year and cloud services revenue declining 24.7%.
  10. FY2024-Q1Decline in ASP revenue due to ransomware disruptionAnnual report

    「By revenue breakdown, cloud services revenue was ¥361.562 million, down 29.0% year on year. Of this, stock-based ASP services revenue was ¥347.132 million, down 28.2% year on year, while system construction services revenue was ¥14.430 million, down 44.0%.」

    The suspension of services and billing due to the ransomware attack resulted in cloud services revenue declining 29.0% year on year and ASP services revenue declining 28.2%.
  11. FY2023AdvancedAnnual report

    「By revenue breakdown, cloud services revenue was ¥2,206.586 million, up 8.9% year on year, of which stock-based ASP services revenue was ¥2,026.214 million, up 11.4% year on year」

    Stock-based ASP services revenue increased 11.4% year on year to ¥2,026.214 million, and the monthly subscription platform continued to expand.
  12. FY2023-Q3AdvancedAnnual report

    「By revenue breakdown, cloud services revenue was ¥1,625.805 million, up 8.9% year on year, of which stock-based ASP services revenue was ¥1,503.271 million, up 12.0% year on year」

    Stock-based ASP services revenue increased 12.0% year on year to ¥1,503.271 million, supporting continued expansion of the monthly subscription platform. Cloud services revenue also increased 8.9% year on year to ¥1,625.805 million.
  13. FY2023-Q2AdvancedAnnual report

    「By revenue breakdown, cloud services revenue was ¥1,059.884 million, up 9.5% year on year. Of this, stock-based ASP services revenue was ¥985.363 million, up 11.2% year on year, while system construction services revenue was ¥74.520 million, down 8.6%.」

    Cloud services revenue increased 9.5% year on year to ¥1,059.884 million, while stock-based ASP services revenue increased 11.2% to ¥985.363 million, supporting continued expansion of the monthly subscription platform.
  14. FY2023-Q1AdvancedAnnual report

    「Cloud services revenue totaled ¥509.090 million, of which stock-based ASP services revenue was ¥483.339 million, up 9.7% year on year, system construction services revenue was ¥25.751 million, down 10.9%, and system product sales revenue was ¥20.790 million, down 18.0%. Cloud services revenue increased 8.4% year on year.」

    Cloud services revenue increased 8.4% year on year, while stock-based ASP services revenue increased 9.7%. System construction services and system product sales declined.
  15. FY2022AdvancedAnnual report

    「As a result, cloud services revenue was ¥2,025.660 million, up 13.3% year on year. This was attributable to ASP services revenue of ¥1,818.174 million, up 10.9% year on year, as monthly usage fees accumulated along with the increase in users and issued IDs for the core 社労夢 products, as well as system construction services revenue of ¥207.486 million, up 39.3% year on year, due in part to the increase in house plan contracts.」

    The increase in users and issued IDs for the 社労夢 products resulted in the accumulation of monthly usage fees, with ASP services revenue of ¥1,818.174 million, up 10.9% year on year. Cloud services revenue also increased 13.3% year on year to ¥2,025.660 million.
  16. FY2022-Q3AdvancedAnnual report

    「As a result, cloud services revenue was ¥1,493.075 million, up 12.7% year on year. This was attributable to ASP services revenue of ¥1,342.800 million, up 10.6% year on year, as monthly usage fees accumulated along with the increase in users and issued IDs for the core 社労夢 products, as well as system construction services revenue of ¥150.275 million, up 35.3% year on year, due in part to the increase in house plan contracts.」

    Monthly usage fees continued to accumulate as the number of users and issued IDs for the core 社労夢 products increased, resulting in ASP services revenue of ¥1,342.800 million, up 10.6% year on year. Cloud services revenue also increased 12.7% year on year to ¥1,493.075 million.
  17. FY2022-Q2AdvancedAnnual report

    「As a result, cloud services revenue was ¥967.620 million, up 11.0% year on year. This was attributable to ASP services revenue of ¥886.110 million, up 10.9% year on year, as monthly usage fees accumulated along with the increase in users and issued IDs for the core 社労夢 products, as well as system construction services revenue of ¥81.510 million, up 12.8% year on year, due in part to the increase in house plan contracts.」

    The increase in users and issued IDs for the core services, together with the accumulation of monthly usage fees, resulted in ASP services revenue of ¥886.110 million, up 10.9% year on year. Cloud services revenue also increased 11.0% year on year to ¥967.620 million.
  18. FY2022-Q1AdvancedAnnual report

    「As a result, cloud services revenue was ¥469.692 million, up 11.6% year on year. This was attributable to ASP services revenue of ¥440.792 million, up 11.3% year on year, as monthly usage fees accumulated along with the increase in users of the core 社労夢 products, as well as system construction services revenue of ¥28.900 million, up 16.7% year on year, as contracts for the house plan progressed through campaigns.」

    The increase in users of the core ASP services and the accumulation of monthly usage fees resulted in ASP services revenue of ¥440.792 million, up 11.3% year on year. Cloud services revenue also increased 11.6% year on year to ¥469.692 million.
  19. FY2021AdvancedAnnual report

    「As a result, cloud services revenue was ¥1,787.373 million, up 7.1% year on year. ASP services revenue was ¥1,639.541 million, up 12.6% year on year, as monthly usage fees accumulated along with the increase in users of the core 社労夢 products and increased usage by general corporate customers.」

    Cloud services revenue and ASP services revenue increased year on year, while growth in users of the core products and usage by general corporate customers led to the accumulation of monthly usage fees.
  20. FY2021-Q3AdvancedAnnual report

    「As a result, cloud services revenue was ¥1,324.663 million, up 8.0% year on year. ASP services revenue was ¥1,213.604 million, up 12.7% year on year, as monthly usage fees accumulated along with the increase in users of the core 社労夢 products and increased usage by general corporate customers. Meanwhile, system construction services revenue was ¥111.059 million, down 25.5% year on year, as orders for the 社労夢ハウス plan and new implementations for general corporate customers stagnated amid restrictions on sales activities.」

    Cloud services revenue for the nine-month period was ¥1,324.663 million, up 8.0% year on year. ASP services revenue also increased 12.7% to ¥1,213.604 million, while system construction services declined 25.5%.
  21. FY2021-Q2AdvancedAnnual report

    「As a result, cloud services revenue was ¥871.436 million, up 6.6% year on year. ASP services revenue was ¥799.168 million, up 12.9% year on year, as monthly usage fees accumulated along with the increase in users of the core 社労夢 products and increased usage by general corporate customers. Meanwhile, system construction services revenue was ¥72.267 million, down 34.0% year on year, as orders for the 社労夢ハウス plan and new implementations for general corporate customers stagnated amid restrictions on sales activities.」

    The increase in users of the core services and usage by general corporate customers resulted in ASP services revenue increasing 12.9% year on year. Cloud services revenue overall also increased 6.6%, while system construction services declined 34.0% due to restrictions on sales activities.
  22. FY2021-Q1AdvancedAnnual report

    「As a result, cloud services revenue was ¥420.731 million, up 5.6% year on year. ASP services revenue was ¥395.960 million, up 13.9% year on year, as monthly usage fees accumulated along with the increase in users of the core 社労夢 products and increased usage by general corporate customers, while system construction services revenue was ¥24.771 million, down 51.2% year on year.」

    The increase in users of the 社労夢 products and usage by general corporate customers resulted in ASP services revenue increasing 13.9% year on year. Cloud services revenue also increased 5.6% year on year to ¥420.731 million, while system construction services declined.
  23. FY2020AdvancedAnnual report

    「As a result, cloud services revenue was ¥1,658.019 million, up 18.5% year on year. This was attributable to ASP services revenue of ¥1,453.979 million, up 18.4% year on year, as monthly usage fees accumulated along with the steady increase in users of the core 社労夢 products, together with increased usage by general corporate customers.」

    The increase in users of the core ASP services, the accumulation of monthly usage fees and increased usage by general corporate customers resulted in ASP services revenue of ¥1,453.979 million, up 18.4% year on year.
  24. FY2020-Q3AdvancedAnnual report

    「As a result, cloud services revenue was ¥1,226.197 million, up 20.5% year on year. This was attributable to ASP services revenue of ¥1,077.216 million, up 19.3% year on year, as monthly usage fees accumulated along with the steady increase in users of the core 社労夢 products, together with increased usage by general corporate customers, as well as system construction services revenue of ¥148.981 million, up 30.3% year on year, as new implementations for general corporate customers progressed.」

    In addition to the increase in users and the accumulation of monthly usage fees for the core services, usage by general corporate customers and new implementations increased, resulting in ASP services revenue up 19.3% year on year and cloud services revenue up 20.5%.
  25. FY2020-Q2AdvancedAnnual report

    「As a result, cloud services revenue was ¥817.622 million, up 23.7% year on year. This was attributable to ASP services revenue of ¥708.075 million, up 20.8% year on year, as monthly usage fees accumulated along with the steady increase in users of the core services "ネットde社労夢" and "社労夢ハウス," together with increased usage by general corporate customers, as well as system construction services revenue of ¥109.547 million, up 46.2% year on year, as new implementations for general corporate customers progressed.」

    In addition to the accumulation of monthly usage fees from the core ASP services, usage by general corporate customers and new implementations increased, resulting in ASP services revenue of ¥708.075 million, up 20.8% year on year, and cloud services revenue of ¥817.622 million, up 23.7%.
  26. FY2020-Q1AdvancedAnnual report

    「As a result, cloud services revenue was ¥398.467 million, up 23.6% year on year. This was attributable to ASP services revenue of ¥347.666 million, up 22.9% year on year, as monthly usage fees accumulated along with the steady increase in users of the core services "ネットde社労夢" and "社労夢ハウス," together with increased usage by general corporate customers, as well as system construction services revenue of ¥50.801 million, up 28.9% year on year, as new implementations for general corporate customers progressed.」

    Increased use by general corporate customers, together with growth in users of the core ASP services, resulted in ASP services revenue increasing 22.9% year on year and cloud services revenue increasing 23.6%.
  27. FY2019AdvancedAnnual report

    「As a result, cloud services revenue was ¥1,398.611 million, up 16.2% year on year. This was attributable to ASP services revenue of ¥1,227.923 million, up 18.1% year on year, as monthly usage fees accumulated along with the steady increase in users of the core services "ネットde社労夢" and "社労夢ハウス," as well as system construction services revenue of ¥170.687 million, up 4.2% year on year, as new implementations using various campaigns remained solid.」

    The increase in users of the core ASP services and the accumulation of monthly usage fees resulted in ASP services revenue of ¥1,227.923 million, up 18.1% year on year. Cloud services revenue overall also increased 16.2% year on year to ¥1,398.611 million.
  28. FY2019-Q3AdvancedAnnual report

    「As a result, cloud services revenue was ¥1,017.258 million, up 12.4% year on year. This was attributable to ASP services revenue of ¥902.903 million, up 17.7% year on year, as the number of customers of the core services increased steadily.」

    The increase in the number of customers of the core services resulted in ASP services revenue increasing 17.7% year on year and cloud services revenue of ¥1,017.258 million, up 12.4% year on year.
  29. FY2019-Q2AdvancedAnnual report

    「As a result, cloud services revenue was ¥661.104 million, up 8.4% year on year. This was attributable to ASP services revenue of ¥586.182 million, up 16.7% year on year, as monthly usage fees accumulated with the steady increase in customers of the core services.」

    Monthly usage fees continued to accumulate as the number of customers of the core services increased, resulting in ASP services revenue of ¥586.182 million, up 16.7% year on year. Cloud services revenue also increased 8.4% year on year to ¥661.104 million.
  30. FY2019-Q1AdvancedAnnual report

    「As a result, cloud services revenue was ¥322.389 million, up 10.4% year on year. This was attributable to ASP services revenue of ¥282.989 million, up 14.6% year on year, as monthly usage fees accumulated with the steady increase in customers of the core services, as well as system construction services revenue of ¥39.400 million, down 12.7% year on year, as new implementations using campaigns progressed.」

    Monthly usage fees continued to accumulate as the number of customers of the core services increased, resulting in ASP services revenue up 14.6% year on year and cloud services revenue up 10.4%.
  31. FY2018AdvancedAnnual report

    「As a result, cloud services revenue was ¥1,203.809 million, up 16.8% year on year. This was attributable to ASP services revenue of ¥1,039.933 million, up 13.6% year on year, as monthly usage fees accumulated along with the steady increase in users of the core services "ネットde社労夢" and "社労夢ハウス," as well as system construction services revenue of ¥163.875 million, up 41.7% year on year, as new implementations using the aforementioned subsidies and campaigns progressed, particularly in the first half.」

    The number of users of the core ASP services increased and monthly usage fees continued to accumulate, resulting in ASP services revenue of ¥1,039.933 million, up 13.6% year on year. Cloud services revenue overall also increased 16.8% year on year to ¥1,203.809 million.
  32. FY2018-Q3AdvancedAnnual report

    「As a result, cloud services revenue was ¥904.917 million, up 19.9% year on year. This was attributable to ASP services revenue of ¥767.003 million, up 13.7% year on year, as monthly usage fees accumulated along with the steady increase in users of the core services "ネットde社労夢" and "社労夢ハウス," as well as system construction services revenue of ¥137.914 million, up 72.2% year on year, as new implementations using the aforementioned subsidies and campaigns progressed, particularly in the first half.」

    ASP services revenue increased 13.7% year on year to ¥767.003 million as the number of users of the core services increased and monthly usage fees accumulated. Cloud services revenue also increased 19.9% year on year to ¥904.917 million.
  33. FY2018-Q2AdvancedAnnual report

    「As a result, cloud services revenue was ¥609.741 million, up 24.3% year on year. This was attributable to ASP services revenue of ¥502.493 million, up 13.7% year on year, as monthly usage fees accumulated along with the steady increase in users of the core services "ネットde社労夢" and "社労夢ハウス," as well as system construction services revenue of ¥107.248 million, up 120.9% year on year, as new implementations using the aforementioned subsidies and campaigns progressed.」

    ASP services revenue increased 13.7% year on year to ¥502.493 million as the number of users of the core services increased and monthly usage fees accumulated. Cloud services revenue also increased 24.3% year on year to ¥609.741 million.
  34. FY2018-Q1AdvancedAnnual report

    「As a result, cloud services revenue was ¥291.954 million, up 20.8% year on year. This was attributable to ASP services revenue of ¥246.845 million, up 13.6% year on year, as monthly usage fees accumulated along with the steady increase in users of the core services "ネットde社労夢" and "社労夢ハウス," as well as system construction services revenue of ¥45.109 million, up 84.6% year on year, as new implementations using the aforementioned subsidies progressed.」

    Monthly usage fees continued to accumulate as the number of users of the core services increased, resulting in ASP services revenue of ¥246.845 million, up 13.6% year on year.
  35. FY2017AdvancedAnnual report

    「Monthly revenue from the core services "ネットde社労夢" and "社労夢ハウス," as well as "マイナde社労夢," which was launched in the previous fiscal year, continued to accumulate. As a result, ASP services revenue was ¥915.369 million, up 33.3% year on year.」

    Accumulating monthly revenue from the core ASP services resulted in ASP services revenue of ¥915.369 million, up 33.3% year on year.
  36. FY2017-Q3AdvancedAnnual report

    「As a result, monthly revenue from the core services "ネットde社労夢," "社労夢ハウス," and "ネットde事務組合," as well as "マイナde社労夢," which was newly launched in the second half of the previous fiscal year, continued to accumulate. ASP services revenue was ¥674.868 million, up 39.5% year on year.」

    Monthly revenue from the core ASP services continued to accumulate, resulting in ASP services revenue increasing 39.5% year on year.
  37. FY2017-Q2AdvancedAnnual report

    「As a result, monthly revenue from the core services "ネットde社労夢," "社労夢ハウス," and "ネットde事務組合," as well as "マイナde社労夢," which was newly launched in the second half of the previous fiscal year, continued to accumulate. ASP services revenue was ¥441.940 million, up 41.3% year on year.」

    Monthly revenue from multiple ASP services continued to accumulate during the six-month period, resulting in ASP services revenue increasing 41.3% year on year.
  38. FY2017-Q1AdvancedAnnual report

    「Monthly revenue from the core services "ネットde社労夢," "社労夢ハウス," and "ネットde事務組合," as well as "マイナde社労夢," which was newly launched in the second half of the previous fiscal year, continued to accumulate. As a result, ASP services revenue was ¥217.198 million, up 41.7% year on year.」

    Monthly revenue from multiple ASP services continued to accumulate, resulting in ASP services revenue increasing 41.7% year on year.
  39. FY2016First statedAnnual report

    「"Cloud services," comprising the "ASP services" that generate monthly usage fees through the provision of ASP services and various forms of support, and the "system construction services" that perform preparatory work such as initial setup before ASP services go live, website development and customization of our systems,」

    The business model is based on cloud services and monthly usage fees.
Moved together

"Provision of the CuBe HR and general affairs system for large enterprises" moved the same way as this thread, in the same document, in 20 of its 44 moves.

201614111010★123456
  1. ★This thread
  2. 1Provision of the CuBe HR and general affairs system for large enterprises20×
  3. 2Cloud- and ASP-focused revenue and profit growth16×
  4. 3Expanding use among private-sector companies and other organizations14×
  5. 4Risks of Quality Shortfalls, Delivery Delays, and Cost Increases in Large-Scale, Short-Deadline Contracted Development11×
  6. 5Development and Recruitment of Technical Talent for Next-Generation ASP Development10×
  7. 6Continued Capital Investment in Servers and Software Development10×

★ 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 MKSystem yet. It last moved in the Financial results presentation of 2026-11-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.