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Plaid (4165) · TargetAdvanced

Expanding KARTE's Customer Base

First written in FY2020. 20 of 21 entries say "Advanced", first in FY2021-Q1. Latest entry: 2026-08-13.

21entries
7years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q1 – 2026-08-132020: 12021: 420212022: 320222023: 420232024: 320242025: 220252026: 42026
Same theme, other companies
Expanding the Subscription Customer Base and Improving Retention RatesA theme 33 companies write about · 1 as a headwind · 34 as a tailwind

18 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 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2025AdvancedAnnual report

    「At the end of the consolidated fiscal year, ARR was ¥12,165.871 million, subscription revenue was ¥2,953.76 million, and the subscription revenue ratio was 82.9%. At the end of the fourth-quarter accounting period of the fiscal year ending September 2025, the standalone number of customer companies was 635 and standalone average revenue per customer was ¥1,347,000. This was mainly because the expansion of KARTE's areas of use progressed through new customer acquisition from marketing activities conducted to raise awareness of CX (customer experience) and KARTE, as well as stronger support for KARTE adoption in cooperation with partner companies in addition to the company's customer success team.」

    The company disclosed ARR of ¥12,165.871 million, 635 standalone customer companies and standalone average revenue per customer of ¥1,347,000, explaining customer-base expansion through marketing, new customer acquisition, customer success, partnerships and upselling.
  2. FY2025-H1AdvancedAnnual report

    「During the interim consolidated accounting period, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) at the end of the interim consolidated accounting period was ¥10,932.296 million,」

    The company made organizational changes and increased staffing to strengthen KARTE sales and took steps to expand its business areas, increasing ARR to ¥10,932.296 million.
  3. FY2024AdvancedAnnual report

    「During the consolidated fiscal year, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) at the end of the consolidated period was ¥10,085.915 million,」

    The company continued organizational changes and increased staffing to strengthen sales and took steps to expand its business areas, increasing ARR to ¥10,085.915 million.
  4. FY2024-Q2AdvancedAnnual report

    「During the cumulative second quarter, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) at the end of the cumulative second quarter was ¥8,887.341 million,」

    The company made organizational changes and increased staffing to strengthen sales and took steps to expand its business areas, disclosing ARR of ¥8,887.341 million.
  5. FY2024-Q1AdvancedAnnual report

    「During the cumulative first quarter, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) for the cumulative first quarter was ¥8,402.539 million,」

    The company made organizational changes and increased staffing to strengthen sales and took steps to expand its business areas, with ARR increasing from ¥8,035.156 million at the end of the previous fiscal year to ¥8,402.539 million.
  6. FY2023AdvancedAnnual report

    「During the consolidated fiscal year, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR at the end of the consolidated period was ¥8,035.156 million,」

    The company made organizational changes and increased staffing to strengthen sales and took steps to expand its business areas, disclosing year-end results of ARR of ¥8,035.156 million and 1,064 customer companies.
  7. FY2023-Q3AdvancedAnnual report

    「During the cumulative third quarter, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) at the end of the cumulative third quarter was ¥7,603.077 million,」

    The company made organizational changes and increased staffing to strengthen sales and took steps to expand its business areas, with ARR increasing from ¥7,293.256 million at the end of the previous quarter to ¥7,603.077 million.
  8. FY2023-Q2AdvancedAnnual report

    「During the cumulative second quarter, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) at the end of the cumulative second quarter was ¥7,293.256 million,」

    The company made organizational changes and increased staffing to strengthen sales and took steps to expand its business areas, disclosing ARR of ¥7,293.256 million.
  9. FY2023-Q1AdvancedAnnual report

    「During the cumulative first quarter, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) for the cumulative first quarter was ¥6,858.051 million,」

    The company made organizational changes and increased staffing to strengthen sales, and ARR increased from ¥6,638.342 million at the end of the previous fiscal year to ¥6,858.051 million.
  10. FY2022AdvancedAnnual report

    「During the consolidated fiscal year, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR at the end of the consolidated period was ¥6,638.342 million,」

    The company made organizational changes and increased staffing to strengthen sales, disclosing year-end metrics including ARR of ¥6,638.342 million and 725 customer companies.
  11. FY2022-Q2AdvancedAnnual report

    「During the cumulative second quarter, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) at the end of the cumulative second quarter was ¥6,638.796 million,」

    The company continued organizational changes and increased staffing to strengthen KARTE sales, disclosing ARR of ¥6,638.796 million. The scale metric related to customer-base expansion increased from ¥6,377.44 million in the previous quarter.
  12. FY2022-Q1AdvancedAnnual report

    「During the cumulative first quarter, the company made organizational changes and increased staffing to strengthen KARTE sales, while also taking steps to expand its business areas. As a result, the group's ARR (Note 6) for the cumulative first quarter was ¥6,377.44 million,」

    The company made organizational changes and increased staffing to strengthen KARTE sales, disclosing ARR of ¥6,377.44 million. Specific measures and metrics for expanding the customer base were presented.
  13. FY2021AdvancedAnnual report

    「At the end of the consolidated fiscal year, ARR was ¥5,807.4 million, subscription revenue was ¥5,191.185 million, the subscription revenue ratio was 95.3%, and the number of customer companies was 538.」

    For its customer base, the company disclosed 538 customer companies and 806 implementations, including websites, at the end of the fiscal year ended September 2021, up from 517 companies and 777 implementations at the end of the third quarter.
  14. FY2021-Q3AdvancedAnnual report

    「During the cumulative third quarter, in addition to initiatives to continuously acquire new customers, the company worked particularly to strengthen support for existing customers and promote sales of optional products. As a result, at the end of the third-quarter accounting period, 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%, the average contract value (Note 3) was ¥582,000, up 15.7%, the number of customer companies was 517, up 14.1%, average revenue per customer (Note 4) was ¥874,000, up 16.2%, and the subscription revenue ratio (Note 5) was 95.5%, up 0.8 percentage points year on year.」

    The company continued acquiring new customers, supporting existing customers and selling optional products, disclosing customer-base metrics including 777 contracts and 517 customer companies, together with year-on-year comparisons.
  15. FY2021-Q2AdvancedAnnual report

    「During the cumulative second quarter, in addition to initiatives to continuously acquire new customers, the company worked particularly to strengthen support for existing customers and promote sales of optional products. As a result, at the end of the second-quarter accounting period, 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 ¥572,000, the number of customer companies was 502, and average revenue per customer (Note 5) was ¥858,000.」

    In addition to acquiring new customers, the company supported existing customers and sold optional products, reporting quarter-end indicators including 752 contracts and 502 customer companies.
  16. FY2021-Q1AdvancedAnnual report

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

    In addition to acquiring new customers, the company supported existing customers and sold optional products, reporting 744 contracts and 500 customer companies at quarter-end.
  17. FY2020First statedAnnual report

    「② Expansion of the customer base」

    The company has indicated a policy of expanding the areas of use and revenue base among new and existing customers through advertising, its sales structure, customer success, expanded options and partnerships.
Moved together

"ARR Growth" moved the same way as this thread, in the same document, in 18 of its 21 moves.

18181410109★123456
  1. ★This thread
  2. 1ARR Growth18×
  3. 2Subscription-Based Recurring Revenue Foundation18×
  4. 3Securing Stable Business Funding14×
  5. 4Securing and Developing Human Resources and Strengthening the Management Foundation10×
  6. 5Revenue Mix Centered on Product Revenue10×
  7. 6Continued Losses from Upfront Investment9×

★ 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 Revisions to 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.
Expanding KARTE's Customer Base | PLAID,Inc. (4165) | Komori