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Monthly4015Paycloud Holdings Inc.Information and Communications, Services and Others

Monthly Performance Report for February 2026

MRR for February 2026 was 109% of the prior-year level, exceeding the prior year. Gross transaction volume was ¥120.8 billion, cumulative IDs totaled 236 million, cumulative stores totaled 133,425, and cumulative digital signage screens installed totaled 71,064.

Worth reading
38Recurring
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
109
% (MRR year-on-year growth rate for the same month)
Wording
Definitive
How definitive the wording is.

Sales for this month

February 2026Fiscal year ending August 2026
Number of Stores at Period-End133,425 stores (cumulative)
Monthly Commentary

Discloses the MRR growth rate, gross transaction volume, cumulative IDs, cumulative stores, and cumulative digital signage screens installed for February 2026. As a topic, it introduces the provision of “Ripisuke” to サンプラザ.

Sales for this month
ItemDetails
Month CoveredFebruary 2026
Fiscal Year CoveredFiscal year ending August 2026
Key KPIsIndicator name MRR (monthly recurring revenue) growth rate / Value 109 % / Year on year Year on year, Indicator name Transaction Value / Value 1,208 Hundreds of millions of yen / Year on year Not disclosed, Indicator name Cumulative IDs / Value 236 Million / Year on year Not disclosed, Indicator name Cumulative number of stores / Value 133,425 Location / Year on year Not disclosed, Indicator name Cumulative number of digital signage displays installed / Value 71,064 machines / Year on year Not disclosed
Number of Stores at Period-End133,425 stores (cumulative)
Monthly CommentaryDiscloses the MRR growth rate, gross transaction volume, cumulative IDs, cumulative stores, and cumulative digital signage screens installed for February 2026. As a topic, it introduces the provision of “Ripisuke” to サンプラザ.
Items this document does not state (17)
Scope of aggregationNet sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryNumber of stores opened during the monthNumber of stores closed during the monthFactors Affecting the ChangeMeasures from the following month onwardMonthly trend for the same period last yearNext Scheduled Disclosure

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

No reasons were provided for changes in the monthly performance indicators. As a topic, the report notes that Value Design provided its alumni talent utilization service, “Ripisuke,” to 株式会社サンプラザ.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Monthly Performance Report for February 2026 | Paycloud Holdings Inc. (4015) timely disclosure | Komori