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Plaid (4165) · InitiativeAdvanced

Strengthening the Sales and Customer Success Organizations

First written in FY2020. 10 of 19 entries say "Restated". Latest entry: 2026-08-13.

19entries
7years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2025-H1AdvancedFY2025 – 2026-08-132020: 12021: 420212022: 320222023: 420232024: 220242025: 220252026: 32026
Same theme, other companies
Strengthening Order Acquisition through Sales Organization Expansion and Talent DevelopmentA theme 96 companies write about · 1 as a headwind · 97 as a tailwind

The whole theme swung hardest in 2019: 4 of 41 companies on the "Worse" side.

47 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 96 companies compared. The sentences above are computed from all 96.
Full recordFilings, disclosures and news, newest first
  1. FY2025AdvancedAnnual report

    「The 82-person increase in the number of employees during the fiscal year was due to new hiring accompanying business expansion.」

    The number of consolidated employees increased by 82 during the fiscal year to 531, due to new hiring accompanying business expansion.
  2. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    The company also describes organisational changes and increased staffing to strengthen sales during the interim consolidated accounting period, but does not indicate any new organisational milestone.
  3. FY2024-Q2RestatedAnnual report

    「During the first six months, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    The company continues to describe organisational changes and increased staffing to strengthen sales of KARTE, but does not indicate any new organisational milestone.
  4. FY2024-Q1RestatedAnnual report

    「During the first quarter, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    The company continues to describe organisational changes and increased staffing to strengthen sales of KARTE, but does not indicate any new organisational milestone.
  5. FY2023AdvancedAnnual report

    「During the fiscal year, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    During the fiscal year, the company made organisational changes and increased staffing to strengthen sales of KARTE.
  6. FY2023-Q3RestatedAnnual report

    「During the first nine months, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    The company continues to describe organisational changes and increased staffing to strengthen sales of KARTE, but does not indicate any new organisational milestone.
  7. FY2023-Q2RestatedAnnual report

    「During the first six months, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    The company continues to describe organisational changes and increased staffing to strengthen sales of KARTE, but does not indicate any new organisational milestone.
  8. FY2023-Q1RestatedAnnual report

    「During the first quarter, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    The company continues to describe organisational changes and increased staffing to strengthen sales of KARTE, but does not indicate any new organisational milestone.
  9. FY2022AdvancedAnnual report

    「During the fiscal year, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    During the fiscal year, the company made organisational changes and increased staffing to strengthen sales.
  10. FY2022-Q2RestatedAnnual report

    「During the first six months, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    The company continues to describe organisational changes and increased staffing to strengthen sales of KARTE, but does not indicate any new organisational milestone.
  11. FY2022-Q1AdvancedAnnual report

    「During the first quarter, the company made organisational changes and increased staffing to strengthen sales of KARTE, while also undertaking initiatives to further expand its business areas.」

    During the quarter, the company made organisational changes and increased staffing to strengthen sales of KARTE. This indicates specific progress in strengthening the sales organisation.
  12. FY2021RestatedAnnual report

    「This was due to the expansion of the areas in which KARTE was used, which increased the number of customer companies and websites using the service, as well as an increase in average revenue per customer resulting from the addition of options including KARTE Datahub.」

    The company continues initiatives to increase existing customers' usage areas and average revenue per customer by strengthening the support structure through its customer success team and selling optional products.
  13. FY2021-Q3RestatedAnnual report

    「During the first nine months, in addition to initiatives to continually acquire new customers, the company particularly sought to strengthen support for existing customers and promote sales of optional products.」

    The company states that it also strengthened support for existing customers and promoted sales of optional products during the first nine months.
  14. FY2021-Q2RestatedAnnual report

    「During the first six months, in addition to initiatives to continually acquire new customers, the company particularly sought to strengthen support for existing customers and promote sales of optional products.」

    The company states that it continued to strengthen support for existing customers and promote sales of optional products from the previous quarter.
  15. FY2021-Q1AdvancedAnnual report

    「During the first quarter, in addition to initiatives to continually acquire new customers, the company particularly sought to strengthen support for existing customers and promote sales of optional products.」

    The company states that during the quarter it strengthened support for existing customers and promoted sales of optional products.
  16. FY2020First statedAnnual report

    「To further strengthen its sales organisation, the company established inside sales, field sales and customer success teams and strengthened the organisation across the business division in June 2019.」

    The company states that it has already established sales and customer success organisations responsible for everything from acquiring new customers to supporting their use after implementation.
Moved together

"Expanding KARTE's Customer Base" moved the same way as this thread, in the same document, in 8 of its 19 moves.

876653★123456
  1. ★This thread
  2. 1Expanding KARTE's Customer Base8×
  3. 2Securing and Developing Human Resources and Strengthening the Management Foundation7×
  4. 3ARR growth6×
  5. 4Subscription-Based Recurring Revenue Foundation6×
  6. 5Securing Stable Business Funding5×
  7. 6Creating a New Business Model Using Generative AI3×

★ 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 Revision of earnings forecasts 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.
Strengthening the Sales and Customer Success Organizations | PLAID,Inc. (4165) | Komori