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Plaid (4165) · FactAdvancedLatest Earnings presentation materials (2026-05-14): "Reframed"

Revenue Mix Centered on Product Revenue

First written in FY2022-Q2. 10 of 12 entries say "Advanced", first in FY2022. Latest entry: 2026-05-14.

12entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q2AdvancedFY2022 – FY20252022: 220222023: 420232024: 320242025: 220252026: 12026
Same theme, other companies
Disaggregated revenue disclosure under the revenue recognition standardA theme 80 companies write about · 0 as a headwind · 3 as a tailwind

Plaid moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.

4 other companies' latest entry also says "Reframed".

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 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-14ReframedEarnings presentation materials

    「Service recurring revenue ● Revenue from professional services that provide ongoing support to promote product up-selling and cross-selling」

    The revenue breakdown has expanded beyond the traditional focus on product revenue to classify ongoing professional services revenue as service recurring revenue.
  2. FY2025AdvancedAnnual report

    「Revenue from contracts with customers 11,028,963 2,262,761 104,749 13,396,474」

    Annual revenue from contracts with customers of ¥13,396.474 million was disaggregated and disclosed as product revenue of ¥11,028.963 million, service revenue of ¥2,262.761 million and other revenue of ¥104.749 million.
  3. FY2025-H1AdvancedAnnual report

    「Revenue from contracts with customers (total) 5,261,192 1,227,096 58,958 6,547,247」

    Revenue from contracts with customers of ¥6,547.247 million for the six-month interim consolidated accounting period was disaggregated and disclosed as product revenue of ¥5,261.192 million, service revenue of ¥1,227.096 million and other revenue of ¥58.958 million.
  4. FY2024AdvancedAnnual report

    「Revenue from contracts with customers 9,043,770 1,837,997 110,944 10,992,713」

    Revenue from contracts with customers of ¥10,992.713 million for the fiscal year was disaggregated and disclosed as product revenue of ¥9,043.770 million, service revenue of ¥1,837.997 million and other revenue of ¥110.944 million.
  5. FY2024-Q2AdvancedAnnual report

    「Revenue from contracts with customers (total) 4,241,095 948,269 75,631 5,264,996」

    Revenue from contracts with customers of ¥5,264.996 million for the six months ended in the current second quarter was disaggregated and disclosed as product revenue of ¥4,241.095 million, service revenue of ¥948.269 million and other revenue of ¥75.631 million.
  6. FY2024-Q1AdvancedAnnual report

    「Goods or services transferred over time 2,067,823 220,289 8,362 2,296,475 Goods or services transferred at a point in time - 235,305 - 235,305 Revenue from contracts with customers (total) 2,067,823 455,595 8,362 2,531,780」

    Revenue from contracts with customers of ¥2,531.780 million for the three months ended in the current first quarter was disaggregated and disclosed as product revenue of ¥2,067.823 million, service revenue of ¥455.595 million and other revenue of ¥8.362 million.
  7. FY2023AdvancedAnnual report

    「Revenue from contracts with customers 7,335,082 1,287,954 10,601 8,633,638」

    Annual revenue from contracts with customers of ¥8,633.638 million was disaggregated and disclosed as product revenue of ¥7,335.082 million, service revenue of ¥1,287.954 million and other revenue of ¥10.601 million.
  8. FY2023-Q3AdvancedAnnual report

    「Revenue from contracts with customers (total) 5,365,801 936,265 8,760 6,310,827」

    Revenue from contracts with customers of ¥6,310.827 million for the nine months ended in the current third quarter was disaggregated and disclosed as product revenue of ¥5,365.801 million, service revenue of ¥936.265 million and other revenue of ¥8.760 million.
  9. FY2023-Q2AdvancedAnnual report

    「Revenue from contracts with customers (total) 3,485,870 585,654 28,748 4,100,273」

    Revenue from contracts with customers of ¥4,100.273 million for the six months ended in the current second quarter was disaggregated and disclosed as product revenue of ¥3,485.870 million, service revenue of ¥585.654 million and other revenue of ¥28.748 million.
  10. FY2023-Q1AdvancedAnnual report

    「Goods or services transferred over time 1,686,544 138,255 1,824,799 Goods or services transferred at a point in time - 127,701 127,701 Revenue from contracts with customers (total) 1,686,544 265,957 1,952,501」

    Revenue from contracts with customers of ¥1,952.501 million for the three months ended in the current first quarter was disaggregated and disclosed as product revenue of ¥1,686.544 million and service revenue of ¥265.957 million.
  11. FY2022AdvancedAnnual report

    「Goods or services transferred over time 6,475,133 277,692 6,752,826 Goods or services transferred at a point in time - 542,408 542,408 Revenue from contracts with customers (total) 6,475,133 820,101 7,295,234」

    Annual revenue from contracts with customers of ¥7,295.234 million was disaggregated and disclosed as product revenue of ¥6,475.133 million and service revenue of ¥820.101 million.
  12. FY2022-Q2First statedAnnual report

    「Goods or services transferred over time 3,205,922 86,572 3,292,494 Goods or services transferred at a point in time - 324,450 324,450 Revenue from contracts with customers (total) 3,205,922 411,022 3,616,944」

    Revenue from contracts with customers for the six months ended in the current second quarter consisted of product revenue of ¥3,205.922 million and service revenue of ¥411.022 million.
Moved together

"Expanding KARTE's Customer Base" moved the same way as this thread, in the same document, in 10 of its 12 moves.

101010885★123456
  1. ★This thread
  2. 1Expanding KARTE's Customer Base10×
  3. 2ARR Growth10×
  4. 3Subscription-Based Recurring Revenue Base10×
  5. 4Continued Losses from Upfront Investment8×
  6. 5Securing Stable Business Funding8×
  7. 6Talent Acquisition and Value Sharing with Shareholders Through Stock-Based Compensation5×

★ 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 Earnings presentation materials of 2026-05-14: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Revenue Mix Centered on Product Revenue | PLAID,Inc. (4165) | Komori