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Plaid (4165) · FactAdvanced

Subscription-Based Recurring Revenue Foundation

First written in FY2020. 18 of 19 entries say "Advanced", first in FY2021-Q1. Latest entry: 2026-08-13.

19entries
7years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q1 – 2026-08-132020: 12021: 420212022: 320222023: 420232024: 320242025: 220252026: 22026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

65 other companies' latest entry also says "Advanced".

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.
Showing 14 of the 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2025AdvancedAnnual report

    「ARR (Note 18) in the fourth quarter of the fiscal year ended September 2025 was ¥12,165.871 million, subscription revenue (Note 19) reached ¥2,953.760 million, and the subscription revenue ratio (Note 20) was 82.9%.」

    The company disclosed year-end results for its recurring revenue base: ARR of ¥12,165.871 million, subscription revenue of ¥2,953.760 million and a ratio of 82.9%.
  2. FY2025-H1AdvancedAnnual report

    「The group's ARR (Note 6) at the end of the interim consolidated accounting period was ¥10,932.296 million.」

    The company disclosed interim-period-end ARR of ¥10,932.296 million as an indicator of the scale of its subscription-based recurring revenue base.
  3. FY2024AdvancedAnnual report

    「ARR (Note 18) in the fourth quarter of the fiscal year ended September 2024 was ¥10,085.915 million, subscription revenue (Note 19) reached ¥2,463.672 million, and the subscription revenue ratio (Note 20) was 84.1%. At the end of the fourth quarter of the fiscal year ended September 2024, the number of standalone customer companies (Note 21) was 659 and average revenue per standalone customer (Note 22) was ¥1,127 thousand.」

    The company disclosed year-end ARR, subscription revenue, the number of customer companies and average revenue per customer. ARR was ¥10,085.915 million and the number of standalone customer companies was 659.
  4. FY2024-Q2AdvancedAnnual report

    「As a result, the group's ARR (Note 6) at the end of the cumulative second quarter was ¥8,887.341 million.」

    The company disclosed ARR of ¥8,887.341 million at the end of the second quarter as an indicator of the scale of its recurring revenue base.
  5. FY2024-Q1AdvancedAnnual report

    「As a result, the group's ARR (Note 6) at the end of the cumulative first quarter was ¥8,402.539 million,」

    The company disclosed ARR of ¥8,402.539 million at the end of the first quarter as an indicator of the scale of its recurring revenue base.
  6. FY2023AdvancedAnnual report

    「ARR in the fourth quarter of the fiscal year ended September 2023 was ¥8,035.156 million, subscription revenue reached ¥1,968.720 million, and the subscription revenue ratio was 84.8%. The number of customer companies also continued to grow, reaching 1,064 at the end of the fourth quarter of the fiscal year ended September 2023.」

    The company disclosed year-end ARR of ¥8,035.156 million, subscription revenue of ¥1,968.720 million and 1,064 customer companies. Meanwhile, the subscription revenue ratio was 84.8%.
  7. FY2023-Q3AdvancedAnnual report

    「As a result, the group's ARR (Note 6) at the end of the cumulative third quarter was ¥7,603.077 million.」

    The company disclosed ARR of ¥7,603.077 million at the end of the third quarter as an indicator of the scale of its recurring revenue base.
  8. FY2023-Q2AdvancedAnnual report

    「As a result, the group's ARR (Note 6) at the end of the cumulative second quarter was ¥7,293.256 million,」

    The company disclosed ARR of ¥7,293.256 million at the end of the second quarter as an indicator of the scale of its recurring revenue base.
  9. FY2023-Q1AdvancedAnnual report

    「As a result, the ARR (Note 6) of the group for the cumulative first quarter was ¥6,858.051 million.」

    The company disclosed ARR of ¥6,858.051 million for the cumulative first quarter as an indicator of the scale of its recurring revenue base.
  10. FY2022AdvancedAnnual report

    「ARR (Note 18) in the fourth quarter of the fiscal year ended September 2022 was ¥6,638.342 million, subscription revenue (Note 19) reached ¥1,641.650 million, and the subscription revenue ratio (Note 20) was 87.5%. The number of customer companies (Note 21) also continued to grow, reaching 725 at the end of the fourth quarter of the fiscal year ended September 2022.」

    The company disclosed year-end ARR of ¥6,638.342 million, subscription revenue of ¥1,641.650 million and 725 customer companies, while the ratio was 87.5%.
  11. FY2022-Q2AdvancedAnnual report

    「As a result, the group's ARR (Note 6) at the end of the cumulative second quarter was ¥6,638.796 million,」

    The company disclosed ARR of ¥6,638.796 million at the end of the second quarter as an indicator of the scale of its recurring revenue base.
  12. FY2022-Q1AdvancedAnnual report

    「As a result, the group's ARR (Note 6) for the cumulative first quarter was ¥6,377.44 million,」

    The company disclosed ARR of ¥6,377.440 million for the first quarter as an indicator of the scale of its recurring revenue base.
  13. FY2021AdvancedAnnual report

    「Since the official launch in March 2015, each service in the SaaS business has continued to grow. Subscription revenue in the fourth quarter of the fiscal year ended September 2021 reached ¥1,432.740 million, with the subscription revenue ratio at 94.9%. The number of customer companies and the number of websites and smartphone applications using the service also continued to grow, reaching 806 websites and other properties and 538 customer companies at the end of the fourth quarter of the fiscal year ended September 2021.」

    The company disclosed year-end results of ¥1,432.740 million in subscription revenue, a 94.9% ratio, 806 websites and other properties using the service, and 538 customer companies.
  14. FY2021-Q3AdvancedAnnual report

    「As a result, at the end of the third quarter, ARR (Note 1) was ¥5,426.679 million, up 32.6% year on year; the number of contracts (Note 2) was 777, up 14.6%; average contract value (Note 3) was ¥582 thousand, up 15.7%; the number of customer companies was 517, up 14.1%; average revenue per customer (Note 4) was ¥874 thousand, up 16.2%; and the subscription revenue ratio (Note 5) was 95.5%, up 0.8 percentage points year on year.」

    Key metrics for the recurring revenue base, including ARR, the number of contracts and the number of customer companies, increased year on year, with ARR reaching ¥5,426.679 million.
  15. FY2021-Q2AdvancedAnnual report

    「As a result, at the end of the second quarter, ARR (Note 1) was ¥5,169 million, the subscription revenue ratio (Note 2) was 95.0%, the number of contracts (Note 3) was 752, the average contract value (Note 4) was ¥572 thousand, the number of customer companies was 502, and average revenue per customer (Note 5) was ¥858 thousand.」

    The scale of the recurring revenue base, including ARR, the number of contracts and the number of customer companies, expanded, while the subscription revenue ratio changed from 96.2% in the previous quarter to 95.0%.
  16. FY2021-Q1AdvancedAnnual report

    「As a result, at the end of the first-quarter accounting period, ARR (Note 1) was ¥4,773.065 million, the subscription revenue ratio (Note 2) was 96.2%, the number of contracts (Note 3) was 744, the average contract value (Note 4) was ¥534,000, the number of customer companies was 500, and average revenue per customer (Note 5) was ¥795,000.」

    The company disclosed quarter-end indicators for its recurring revenue base, including a subscription revenue ratio of 96.2%, 744 contracts and 500 customer companies.
  17. FY2020First statedAnnual report

    「Subscription revenue accounted for 96.3%.」

    KARTE is generally offered on a monthly billing basis under 12-month contracts. In the fourth quarter of the fiscal year ended September 2020, subscription revenue accounted for 96.3%, the number of customer companies was 474, and the number of websites and other properties using the service was 710.
Moved together

"Expanding KARTE's Customer Base" moved the same way as this thread, in the same document, in 18 of its 19 moves.

1818141098★123456
  1. ★This thread
  2. 1Expanding KARTE's Customer Base18×
  3. 2ARR growth18×
  4. 3Securing Stable Business Funding14×
  5. 4Revenue Mix Centered on Product Revenue10×
  6. 5Continued Losses from Upfront Investment9×
  7. 6Securing and Developing Human Resources and Strengthening the Management Foundation8×

★ 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
No upcoming earnings preview for Plaid yet. It last moved in the Financial Results Presentation of 2026-08-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Subscription-Based Recurring Revenue Foundation | PLAID,Inc. (4165) | Komori