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Money Forward (3994) · TargetAdvanced

SaaS ARR as a New Management Metric

First written in FY2021. 16 of 18 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-10-15.

18entries
5years
3from disclosures
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ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2026-H12022: 420222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

65 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 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「SaaS ARR (Note 7) was ¥47,669 million, up 34.2% year on year. In particular, in the Business segment, growth in the number of paying customers and ARPA resulted in SaaS ARR of ¥36,765 million for corporate customers, up 36.4% year on year, and ¥3,124 million for sole-proprietor customers, up 19.2%.」

    SaaS ARR, a key management metric given greater weight, was ¥47,669 million, up 34.2% year on year, and ARR for corporate and sole proprietor customers in the Business segment also increased.
  2. FY2025AdvancedAnnual report

    「SaaS ARR, a key management metric given greater weight by the Company, was ¥39,333 million, up 31.1% year on year, and growth accelerated.」

    SaaS ARR as a key management metric given greater weight increased to ¥39,333 million, and management including stock-based revenue from the Business, Home and X domains continued and progressed.
  3. FY2025-H1AdvancedAnnual report

    「SaaS ARR (Note 7) was ¥34,433 million, up 28.3% year on year. In particular, in the Business domain, growth in the number of paying customers and ARPA resulted in SaaS ARR of ¥26,958 million for corporate customers, up 33.8% year on year, and ¥2,622 million for sole-proprietor customers, up 16.4%.」

    SaaS ARR, a key management metric given greater weight, was ¥34,433 million, up 28.3% year on year, and ARR for corporate and sole proprietor customers in the Business domain also increased.
  4. FY2024AdvancedAnnual report

    「SaaS ARR (Note 6), a key management metric given greater weight by the Company, was ¥30,003 million, up 29.6% year on year, representing significant growth.」

    SaaS ARR as a key management metric given greater weight was ¥30,003 million, up 29.6% year on year.
  5. FY2024-Q2AdvancedAnnual report

    「SaaS ARR (Note 6) was ¥26,835 million, up 35.1% year on year.」

    SaaS ARR, a key management metric given greater weight, was ¥26,835 million, up 35.1% year on year.
  6. FY2024-Q1AdvancedAnnual report

    「SaaS ARR (Note 6) was ¥25,500 million, up 39.5% year on year.」

    SaaS ARR, a key management metric given greater weight, increased from ¥23,146 million in the previous fiscal year to ¥25,500 million, up 39.5% year on year.
  7. FY2023AdvancedAnnual report

    「Revenue and SaaS ARR (Note 8), the key management metrics given greater weight by the Company, exceeded the upper end of the earnings forecast revised upward in the second quarter. SaaS ARR was ¥23,146 million, up 42.0% year on year.」

    SaaS ARR given greater weight was ¥23,146 million, up 42.0% year on year, exceeding the upper end of the earnings forecast revised upward in the second quarter.
  8. FY2023-Q3AdvancedAnnual report

    「SaaS ARR (Note 8) was ¥21,134 million, up 40.4% year on year. In particular, in the Business domain, growth in the number of paying customers and ARPA (Note 5) resulted in SaaS ARR of ¥15,027 million for corporate customers, up 44.4% year on year, and ¥1,617 million for sole-proprietor customers, up 21.6%.」

    SaaS ARR given greater weight was ¥21,134 million, up 40.4% year on year, and ARR for corporate and sole proprietor customers also increased.
  9. FY2023-Q2AdvancedAnnual report

    「SaaS ARR (Note 8) was ¥19,860 million, up 42.1% year on year. In particular, in the Business domain, growth in the number of paying customers and ARPA resulted in SaaS ARR of ¥14,020 million for corporations, up 47.5% year on year, and ¥1,611 million for sole proprietors, up 22.9%.」

    SaaS ARR, a key management metric given greater weight, was ¥19,860 million, up 42.1% year on year. ARR in the Business domain also increased due to growth in the number of paying customers and ARPA.
  10. FY2023-Q1AdvancedAnnual report

    「SaaS ARR was ¥18,275 million, up 41.6% year on year. In particular, in the Business domain, driven by growth in the number of paying customers and ARPA, SaaS ARR for corporate customers was ¥12,777 million, up 46.4% year on year, while SaaS ARR for individual business-owner customers was ¥1,562 million, up 23.6% year on year.」

    SaaS ARR, a key management metric given greater weight, was ¥18,275 million, up 41.6% year on year. In the Business domain, ARR for corporate and sole proprietor customers also increased due to growth in the number of paying customers and ARPA.
  11. FY2022AdvancedAnnual report

    「SaaS ARR was ¥16,299 million, up 45.2% year on year.」

    Full-year results for SaaS ARR, a key management metric given greater weight, were ¥16,299 million, up 45.2% year on year.
  12. FY2022-Q3AdvancedAnnual report

    「SaaS ARR was ¥15,048 million, up 43.2% year on year. In particular, in the Business domain, driven by growth in the number of paying customers and ARPA, SaaS ARR for corporate customers was ¥10,406 million, up 54.1% year on year, while SaaS ARR for individual business-owner customers was ¥1,330 million, up 25.0% year on year.」

    Results for SaaS ARR, a key management metric given greater weight, were ¥15,048 million, up 43.2% year on year.
  13. FY2022-Q2AdvancedAnnual report

    「SaaS ARR (Note 5) was ¥13,976 million, up 37.9% year on year. In the Business domain in particular, driven by growth in the number of paying customers and ARPA (Note 6), SaaS ARR for corporate customers was ¥9,503 million, up 45.3% year on year, while SaaS ARR for sole proprietor customers was ¥1,311 million, up 26.1% year on year.」

    SaaS ARR, a key management metric given greater weight, was ¥13,976 million, up 37.9% year on year. In the Business domain, ARR for corporate and sole proprietor customers also increased.
  14. FY2022-Q1AdvancedAnnual report

    「SaaS ARR (Note 6) was ¥12,904 million, up 39.9% year on year. In the Business domain in particular, driven by growth in the number of paying customers and ARPA (Note 3), SaaS ARR for corporate customers was ¥8,727 million, up 46.7% year on year, while SaaS ARR for sole proprietor customers was ¥1,264 million, up 35.0% year on year.」

    For SaaS ARR, which was added as a key management metric to be given greater weight, quarterly results of ¥12,904 million, up 39.9% year on year, were disclosed for the first time.
  15. FY2021First statedAnnual report

    「We have also added SaaS ARR (Note 1) as a new key management metric to be given greater weight from the following consolidated fiscal year and will begin disclosing the outlook.」

    In addition to revenue and EBITDA, SaaS ARR was added as a key management metric to be given greater weight from the following consolidated fiscal year.
Moved together

"Recurring Revenue Driven by Growth in Paid Users" moved the same way as this thread, in the same document, in 16 of its 18 moves.

161514121110★123456
  1. ★This thread
  2. 1Recurring Revenue Driven by Growth in Paid Users16×
  3. 2Improving Back-Office Efficiency and Productivity through MF Cloud15×
  4. 3Raising Growth Capital through Share Issuance and Bank Borrowings14×
  5. 4Service Adoption and Expansion of the Domestic Customer Base12×
  6. 5Continued Operating Losses from Upfront Investments and Uncertainty Regarding Profitability Improvement11×
  7. 6Continued Feature Development and UI/UX Improvements10×

★ 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.

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SaaS ARR as a New Management Metric | Money Forward,Inc. (3994) | Komori