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Plaid (4165) · InitiativeRestatedLatest Earnings presentation (2026-08-13): "Advanced"

Integration of Dispersed, Siloed Customer Data

First written in FY2020. 15 of 18 entries say "Restated". Latest entry: 2026-08-13.

18entries
7years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY20252020: 12021: 420212022: 320222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
One-Stop CRM Through an Integrated DatabaseA theme 3 companies write about · 1 as a headwind · 3 as a tailwind

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Companies need to build systems and internal structures for storing, integrating and analysing data, understanding customers' status, communicating with customers by email, on websites and through smartphone applications based on that understanding, and personalising email, websites and smartphone applications for each customer.」

    The company continues to explain its approach of providing an end-to-end process from storing, integrating and analysing customer data through to personalised communications.
  2. FY2025-H1RestatedAnnual report

    「On the other hand, to respond to this, companies need to build systems that correctly understand each individual's status through the accumulation, integration and analysis of data, and then communicate appropriately based on that understanding or personalise their websites and smartphone applications. In practice, however, these initiatives are complex and challenging for companies.」

    The company continues to pursue an approach of understanding users through the accumulation, integration and analysis of data and personalising communications and websites.
  3. FY2024RestatedAnnual report

    「KARTE enables an end-to-end process, from collecting and storing a wide range of data, including offline data from stores, through to implementing personalised initiatives, making communications that lead to better customer experiences possible.」

    The company continues to pursue an end-to-end approach of collecting and storing diverse customer data, including offline data, through to implementing personalised initiatives.
  4. FY2024-Q2RestatedAnnual report

    「On the other hand, to respond to this, companies need to build systems that correctly understand each individual's status through the accumulation, integration and analysis of data, and then communicate appropriately based on that understanding or personalise their websites and smartphone applications. In practice, however, these initiatives are complex and challenging for companies.」

    The company continues to pursue an approach of understanding users through the accumulation, integration and analysis of data and personalising communications and websites.
  5. FY2024-Q1RestatedAnnual report

    「On the other hand, to respond to this, companies need to build systems that correctly understand each individual's status through the accumulation, integration and analysis of data, and then communicate appropriately based on that understanding or personalise their websites and smartphone applications. In practice, however, these initiatives are complex and challenging for companies.」

    The company continues to pursue an approach of understanding users through the accumulation, integration and analysis of data and personalising communications and websites.
  6. FY2023RestatedAnnual report

    「KARTE enables an end-to-end process, from collecting and storing a wide range of data, including offline data from stores, through to implementing personalised initiatives, making communications that lead to better customer experiences possible.」

    The company continues to pursue an end-to-end approach, from collecting and integrating diverse data, including offline data, through to implementing personalised initiatives.
  7. FY2023-Q3RestatedAnnual report

    「On the other hand, to respond to this, companies need to build systems that correctly understand each individual's status through the accumulation, integration and analysis of data, and then communicate appropriately based on that understanding or personalise their websites and smartphone applications. In practice, however, these initiatives are complex and challenging for companies.」

    The company has reaffirmed its approach of understanding users through the accumulation, integration and analysis of data and personalising communications and websites.
  8. FY2023-Q2RestatedAnnual report

    「On the other hand, to respond to this, companies need to build systems that correctly understand each individual's status through the accumulation, integration and analysis of data, and then communicate appropriately based on that understanding or personalise their websites and smartphone applications. In practice, however, these initiatives are complex and challenging for companies.」

    The company has reaffirmed its approach of understanding users through the accumulation, integration and analysis of data and personalising communications and websites.
  9. FY2022RestatedAnnual report

    「KARTE enables an end-to-end process, from collecting and storing a wide range of data, including offline data from stores, through to implementing personalised initiatives, making communications that lead to better customer experiences possible.」

    The company continues to pursue an approach that integrates diverse customer data, including offline data, and provides an end-to-end process through campaign execution.
  10. FY2022-Q2RestatedAnnual report

    「On the other hand, to respond to this, companies need to build systems that correctly understand each individual's status through the accumulation, integration and analysis of data, and then communicate appropriately based on that understanding or personalise their websites and smartphone applications.」

    The company has reaffirmed its approach of understanding users through the accumulation, integration and analysis of data and personalising communications and websites.
  11. FY2022-Q1RestatedAnnual report

    「To respond to this, companies need to build systems that correctly understand each individual's status through the accumulation, integration and analysis of data, and then communicate appropriately based on that understanding or personalise their websites and smartphone applications.」

    The company has reaffirmed its approach of understanding users through the accumulation, integration and analysis of data and personalising communications and websites.
  12. FY2021RestatedAnnual report

    「KARTE Datahub is positioned as an optional product for KARTE (for Web) and KARTE for App. Fees are determined according to the MAU count and total number of records for the business's service, such as its website.」

    The company continues to pursue a policy of integrating and analysing customer data through Datahub and designing customer experiences across channels.
  13. FY2021-Q3RestatedAnnual report

    「For KARTE, which we provide, we are continuously enhancing functions that enable users to "understand each individual customer" from multiple perspectives, including quantitative and qualitative aspects, as well as analytical and campaign execution functions.」

    The company has reaffirmed its policy of understanding customers from both quantitative and qualitative perspectives and connecting analysis to campaign execution.
  14. FY2021-Q2RestatedAnnual report

    「For KARTE, which we provide, we are continuously enhancing functions that enable users to "understand each individual customer" from multiple perspectives, including quantitative and qualitative aspects, as well as analytical and campaign execution functions.」

    The company has reaffirmed its policy of understanding customers from both quantitative and qualitative perspectives and connecting analysis to campaign execution.
  15. FY2021-Q1RestatedAnnual report

    「For KARTE, which we provide, we are continuously enhancing functions that enable users to "understand each individual customer" from multiple perspectives, including quantitative and qualitative aspects, as well as analytical and campaign execution functions.」

    The company continues to pursue an approach that captures customers from both quantitative and qualitative perspectives and connects analysis through to campaign execution.
  16. FY2020First statedAnnual report

    「KARTE enables an end-to-end process, from collecting and storing a wide range of data, including offline data from stores, through to implementing personalised initiatives, making communications that lead to better customer experiences possible.」

    The company positions KARTE as a solution for integrating customer data that is fragmented and siloed within a company and designing experiences across customer touchpoints.
Moved together

"Expanding KARTE's Customer Base" moved the same way as this thread, in the same document, in 2 of its 18 moves.

222222★123456
  1. ★This thread
  2. 1Expanding KARTE's Customer Base2×
  3. 2Expanding ARR2×
  4. 3Securing and Developing Human Resources and Strengthening the Management Foundation2×
  5. 4Subscription-Based Recurring Revenue Foundation2×
  6. 5End-to-End CX and DX Support by PLAID ALPHA2×
  7. 6Creating a New Business Model Using Generative AI2×

★ 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 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.
Integration of Dispersed, Siloed Customer Data | PLAID,Inc. (4165) | Komori