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Monthly4015Paycloud Holdings Inc.Information and Communications, Services and Others

Monthly Performance Report for April 2026

The monthly metrics for April 2026 were updated. MRR was 103% of the year-earlier month. Transaction volume was ¥128.7 billion, cumulative IDs totaled 239 million, cumulative stores totaled 134,601, and cumulative digital signage installations totaled 72,577 panels.

Worth reading
36Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
103
Year-on-year percentage for the same month
Wording
Conditional
How definitive the wording is.

Sales for this month

April 2026Fiscal year ending August 2026
Number of Stores at Period-End134,601 stores (cumulative)
Monthly Commentary

MRR growth was 103% year on year (102% for cashless services only). Transaction volume was ¥128.7 billion, cumulative IDs totaled 239 million, cumulative stores totaled 134,601, and cumulative digital signage installations totaled 72,577 panels.

Factors Affecting the Change

Revenue in the cashless services business tends to expand in the second quarter, which includes December, The digital signage-related business tends to grow in March and April, Omairi Pay, a cashless payment service for temples and shrines, was launched in April, Exhibited at Money20/20 Asia 2026

Measures from the following month onward

A web seminar on labor issues is scheduled to begin on 26 May 2026. Other specific monthly initiatives for May and thereafter are Not disclosed.

Sales for this month
ItemDetails
Month CoveredApril 2026
Fiscal Year CoveredFiscal year ending August 2026
Key KPIsIndicator name MRR (monthly recurring revenue) growth rate / Value 103 Year-on-year percentage for the same month / Year on year 103%, Indicator name Transaction Value / Value 1,287 Hundred millions of yen / Year on year Not disclosed, Indicator name Cumulative IDs / Value 239 Million / Year on year Not disclosed, Indicator name Cumulative number of stores / Value 134,601 Location / Year on year Not disclosed, Indicator name Cumulative number of digital signage displays installed / Value 72,577 machines / Year on year Not disclosed
Number of Stores at Period-End134,601 stores (cumulative)
Monthly CommentaryMRR growth was 103% year on year (102% for cashless services only). Transaction volume was ¥128.7 billion, cumulative IDs totaled 239 million, cumulative stores totaled 134,601, and cumulative digital signage installations totaled 72,577 panels.
Factors Affecting the ChangeRevenue in the cashless services business tends to expand in the second quarter, which includes December, The digital signage-related business tends to grow in March and April, Omairi Pay, a cashless payment service for temples and shrines, was launched in April, Exhibited at Money20/20 Asia 2026
Measures from the following month onwardA web seminar on labor issues is scheduled to begin on 26 May 2026. Other specific monthly initiatives for May and thereafter are Not disclosed.
Items this document does not state (15)
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 monthMonthly 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.

The company explained that revenue in the cashless services business tends to expand in the second quarter, which includes December, while the digital signage-related business tends to grow in March and April. It stated that the solutions business has no seasonality. In April, the company also launched Omairi Pay, a cashless payment service for temples and shrines, and exhibited at Money20/20 Asia 2026.

How to read this page

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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 April 2026 | Paycloud Holdings Inc. (4015) timely disclosure | Komori