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Monthly4015Paycloud Holdings Inc.Information and Communications, Services and Others

Monthly Performance Report for June 2026

For June 2026, MRR was 103% of the prior-year month, transaction volume was ¥129.5 billion, cumulative IDs totaled 241 million, cumulative stores totaled 135,200, and cumulative digital signage installations totaled 73,730 screens. Cumulative IDs, stores, and installed screens all increased from the previous month.

Worth reading
55In focus
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
% (MRR year-on-year growth rate for the same month)
Wording
Conditional
How definitive the wording is.

Sales for this month

June 2026Fiscal year ending August 2026
Number of Stores at Period-End135,200
Monthly Commentary

MRR was 103% of the prior-year month (102% for cashless services alone). Transaction volume was ¥129.5 billion, cumulative IDs totaled 241 million, cumulative stores totaled 135,200, and cumulative digital signage installations totaled 73,730 screens. Cumulative IDs increased by approximately 980,000 from the previous month, cumulative stores increased by 433, and installed screens increased by 200.

Factors Affecting the Change

Expansion of online charge service usage per existing customer, Acquisition of new member merchants, Demand for digital signage, particularly among multi-store companies, office spaces, and commercial facilities

Measures from the following month onward

Continue acquiring projects and expanding the business in digital signage-related services, Expand support for admission fee payments through Omamairi Pay, a payment service for shrine and temple visits

Scope of aggregation: Consolidated

Sales for this month
ItemDetails
Month CoveredJune 2026
Fiscal Year CoveredFiscal year ending August 2026
Scope of aggregationConsolidated
Key KPIsIndicator name MRR (monthly recurring revenue) growth rate / Value 103 % (year on year), Indicator name Transaction Value / Value 1,295 Hundred millions of yen, Indicator name Cumulative IDs / Value 241 Million, Indicator name Cumulative number of stores / Value 135,200 Location, Indicator name Cumulative number of digital signage displays installed / Value 73,730 machines
Number of Stores at Period-End135,200
Monthly CommentaryMRR was 103% of the prior-year month (102% for cashless services alone). Transaction volume was ¥129.5 billion, cumulative IDs totaled 241 million, cumulative stores totaled 135,200, and cumulative digital signage installations totaled 73,730 screens. Cumulative IDs increased by approximately 980,000 from the previous month, cumulative stores increased by 433, and installed screens increased by 200.
Factors Affecting the ChangeExpansion of online charge service usage per existing customer, Acquisition of new member merchants, Demand for digital signage, particularly among multi-store companies, office spaces, and commercial facilities
Measures from the following month onwardContinue acquiring projects and expanding the business in digital signage-related services, Expand support for admission fee payments through Omamairi Pay, a payment service for shrine and temple visits
Items this document does not state (14)
Net 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.

Recurring revenue growth was driven primarily by the expansion of online charge service usage per existing customer, while the acquisition of new member merchants also progressed steadily. Demand for digital signage-related services also remained solid, particularly among multi-store companies, office spaces, and commercial facilities.

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Monthly Performance Report for June 2026 | Paycloud Holdings Inc. (4015) timely disclosure | Komori