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Monthly4015Paycloud Holdings Inc.Information and Communications, Services and Others

Monthly Operating Results Report for May 2026

The company disclosed the year-on-year growth rate of MRR, gross transaction volume, cumulative IDs, cumulative store count, and cumulative digital signage installations as monthly metrics for May 2026. MRR was 106% of the prior-year month, gross transaction volume was ¥137.5 billion, and the cumulative store count was 134,767.

Worth reading
40Recurring
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
106
% (MRR year-on-year growth rate for the same month)
Wording
Definitive
How definitive the wording is.

Sales for this month

May 2026Fiscal year ending August 2026
Number of Stores at Period-End134,767 stores (cumulative)
Monthly Commentary

The company posted responses to questions from investors. It explained that demand for digital signage remains strong and that, because the number of installations includes screens of various sizes, installation counts alone may not adequately indicate overall demand.

Factors Affecting the Change

Cumulative IDs increased by approximately 1.07 million from the previous month, Cumulative store count increased by 166 stores from the previous month, Cumulative digital signage installations increased by 527 screens from the previous month

Sales for this month
ItemDetails
Month CoveredMay 2026
Fiscal Year CoveredFiscal year ending August 2026
Key KPIsIndicator name MRR (monthly recurring revenue) growth rate / Value 106 % (year on year), Indicator name Transaction Value / Value 1,375 Hundreds of millions of yen, Indicator name Cumulative IDs / Value 240 Million, Indicator name Cumulative number of stores / Value 134,767 Location, Indicator name Cumulative number of digital signage displays installed / Value 73,104 machines
Number of Stores at Period-End134,767 stores (cumulative)
Monthly CommentaryThe company posted responses to questions from investors. It explained that demand for digital signage remains strong and that, because the number of installations includes screens of various sizes, installation counts alone may not adequately indicate overall demand.
Factors Affecting the ChangeCumulative IDs increased by approximately 1.07 million from the previous month, Cumulative store count increased by 166 stores from the previous month, Cumulative digital signage installations increased by 527 screens from the previous month
Items this document does not state (16)
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 monthMeasures 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.

The company explained that demand for digital signage remains strong, and that because the number of installations includes screens of various sizes, the trend in installation counts alone may not adequately indicate overall demand. It also stated that companies using 「りぴすけ」 have achieved results in optimizing recruitment costs, preventing employee turnover, and recruiting new graduates.

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 Operating Results Report for May 2026 | Paycloud Holdings Inc. (4015) timely disclosure | Komori