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Paycloud Holdings (4015) · TargetWorsened

Low Churn and Long-Term Use of Messaging Services

First written in FY2020. 8 of 16 entries say "Worsened", first in FY2021-Q1. Latest entry: 2026-10-15.

16entries
7years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q2 – FY2023-Q3AdvancedFY2024-Q2WorsenedFY2025-H1 – 2026-10-152020: 12021: 420212022: 320222023: 220232024: 220242025: 120252026: 32026
Same theme, other companies
Expanding Messaging-Service Customers and Delivery VolumesA theme 6 companies write about · 0 as a headwind · 8 as a tailwind

Paycloud Holdings moved to the "Worse" side of this theme in 2025.

0 other companies' latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  2. FY2026-H1WorsenedAnnual report

    「The churn rate during the interim consolidated accounting period was 0.5%, and the number of customers was 406 companies.」

    The messaging service churn rate increased from 0.4% in the same period of the previous fiscal year to 0.5%. Meanwhile, the number of companies with transactions increased from 365 in the same period of the previous fiscal year to 406.
  3. FY2025-H1WorsenedAnnual report

    「The churn rate for the first half of the current consolidated fiscal year was 0.4%, and the number of companies with transactions was 365.」

    The messaging service churn rate increased from 0.3% in the previous disclosure to 0.4%. Meanwhile, the number of companies with transactions increased from 296 to 365.
  4. FY2024-Q2AdvancedAnnual report

    「The number of companies with transactions at the end of the second quarter of the current consolidated fiscal year was 296, and the monthly average churn rate for the second quarter was 0.3%.」

    The monthly average churn rate remained at 0.3%, unchanged from the previous disclosure, while the number of companies with transactions increased from 278 to 296.
  5. FY2024-Q1WorsenedAnnual report

    「The churn rate for the first quarter of the current consolidated fiscal year was 0.3%, and the number of companies with transactions was 278.」

    The messaging service churn rate increased from 0.2% in the previous disclosure to 0.3%. Meanwhile, the number of companies with transactions increased from 247 in the previous disclosure to 278.
  6. FY2023-Q3AdvancedAnnual report

    「The monthly average churn rate for the first 3 quarters of the current consolidated fiscal year was 0.2%, and the number of companies with transactions at the end of the third quarter was 247.」

    For the messaging service presented within the Solutions Business, the monthly average churn rate was 0.2% and the number of companies with transactions was 247.
  7. FY2023-Q1AdvancedAnnual report

    「The monthly average churn rate for the first quarter of the current consolidated fiscal year was 0.7%, and the number of companies with transactions at the end of the first quarter was 231.」

    For the messaging-related business presented within the Solutions Business, a monthly average churn rate of 0.7% and 231 companies with transactions were disclosed.
  8. FY2022-Q3AdvancedAnnual report

    「The monthly average churn rate for the first 3 quarters of the current fiscal year was 0.5% (0.8% in the same period of the previous fiscal year), and the number of companies with transactions at the end of the third quarter was 212 (208 at the end of the same quarter of the previous fiscal year).」

    The monthly average churn rate for the messaging service decreased from 0.8% in the same period of the previous fiscal year to 0.5%, while the number of companies with transactions increased from 208 to 212.
  9. FY2022-Q2AdvancedAnnual report

    「The monthly average churn rate for the second quarter of the current fiscal year was 0.3% (1.1% in the same period of the previous fiscal year), and the number of companies with transactions at the end of the second quarter was 209 (198 at the end of the same quarter of the previous fiscal year).」

    The monthly average churn rate for the messaging service decreased from 1.1% in the same period of the previous fiscal year to 0.3%, while the number of companies with transactions increased from 198 to 209.
  10. FY2022-Q1WorsenedAnnual report

    「The monthly average churn rate for the first quarter of the current fiscal year was 1.1% (1.0% in the previous fiscal year), and the number of companies with transactions at the end of the first quarter was 192 (186 at the end of the previous fiscal year).」

    The monthly average churn rate for the messaging service increased from 0.8% in the previous fiscal year to 1.1%. Meanwhile, the number of companies with transactions increased from 186 to 192.
  11. FY2021AdvancedAnnual report

    「The monthly average churn rate for the fiscal year was 0.7% (0.9% in the previous fiscal year), and the number of companies with transactions continuing for at least 3 years at the end of the fiscal year was 169 (153 at the end of the previous fiscal year).」

    The monthly average churn rate decreased from 0.9% to 0.7%, while the number of companies with transactions continuing for at least 3 years increased from 153 to 169.
  12. FY2021-Q3AdvancedAnnual report

    「The monthly average churn rate for the first 3 quarters of the current fiscal year was 0.8% (0.9% in the previous fiscal year), and the number of companies with transactions continuing for at least 3 years at the end of the third quarter was 164 (153 at the end of the previous fiscal year).」

    The monthly average churn rate decreased from 0.9% in the previous fiscal year to 0.8%, while the number of companies with transactions continuing for at least 3 years increased from 153 to 164.
  13. FY2021-Q2WorsenedAnnual report

    「The monthly average churn rate for the first half of the current fiscal year was 1.1% (0.9% in the previous fiscal year), and the number of companies with transactions continuing for at least 3 years at the end of the second quarter was 162 (153 at the end of the previous fiscal year).」

    The monthly average churn rate increased from 0.9% in the previous fiscal year to 1.1%, remaining above the former upper target of 1.0%. Meanwhile, the number of companies with transactions continuing for at least 3 years increased from 153 to 162.
  14. FY2021-Q1WorsenedAnnual report

    「The monthly average churn rate for the first quarter of the current fiscal year was 1.9% (0.9% in the previous fiscal year), and the number of companies with transactions continuing for at least 3 years at the end of the first quarter was 157 (153 at the end of the previous fiscal year).」

    The monthly average churn rate increased from 0.9% in the previous fiscal year to 1.9%, exceeding the former upper target of 1.0%. Meanwhile, the number of companies with transactions continuing for at least 3 years increased.
  15. FY2020AchievedAnnual report

    「The monthly average churn rate during the fiscal year was 0.9%, below the upper target of 1.0%, while the average usage period of customers who churned was 71 months.」

    It states that the average usage period of customers who churned also exceeded the target of at least 60 months.
Moved together

"Expansion of the Customer Base and Usage Scale in the Cashless Business" moved the same way as this thread, in the same document, in 7 of its 16 moves.

754333★123456
  1. ★This thread
  2. 1Expansion of the Customer Base and Usage Scale in the Cashless Business7×
  3. 2Share Value Dilution from the Exercise of Stock Acquisition Rights5×
  4. 3Data Security Service Customer Retention4×
  5. 4Concentration of Management Resources on the Cashless Services Business3×
  6. 5Strengthening Sales Capabilities Through Direct Sales, Agencies, and Alliance Partners3×
  7. 6Equity Investment in 株式会社バリューデザイン and Conversion into an Equity-Method Affiliate3×

★ 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.

When this could move next
Paycloud Holdings's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings of 2026-10-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Low Churn and Long-Term Use of Messaging Services | Paycloud Holdings Inc. (4015) | Komori