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Plaid (4165) · TargetAdvanced

Expanding ARR

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

    「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 ¥12,165.871 million,」

    The company made organizational changes and increased staffing to strengthen sales and took steps to expand its business areas, increasing ARR to ¥12,165.871 million.
  2. FY2025-H1AdvancedAnnual report

    「As a result, the group's ARR (Note 6) at the end of the interim consolidated accounting period was ¥10,932.296 million, and the group's results for the period were」

    ARR increased from ¥10,085.915 million at the end of the previous fiscal year to ¥10,932.296 million, and the company disclosed the interim-period result for ARR expansion.
  3. FY2024AdvancedAnnual report

    「The group's ARR (Note 6) at the end of the consolidated period was ¥10,085.915 million, and revenue was ¥10,992.713 million, up 27.3% year on year.」

    ARR increased from ¥8,035.156 million at the end of the previous fiscal year to ¥10,085.915 million, while revenue also increased 27.3% year on year.
  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,」

    ARR increased from ¥8,035.156 million at the end of the previous fiscal year and ¥8,402.539 million at the end of the previous quarter to ¥8,887.341 million, indicating progress in expanding ARR.
  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,」

    ARR increased from ¥8,035.156 million at the end of the previous fiscal year to ¥8,402.539 million, and the company disclosed the quarterly result for ARR expansion.
  6. FY2023AdvancedAnnual report

    「At the end of the consolidated fiscal year, ARR was ¥8,035.156 million, subscription revenue was ¥7,335.347 million, the subscription revenue ratio was 85.0%, and the number of customer companies was 1,064.」

    ARR increased from ¥6,638.342 million at the end of the previous fiscal year to ¥8,035.156 million, while the number of customer companies increased from 725 to 1,064.
  7. FY2023-Q3AdvancedAnnual report

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

    The company disclosed the cumulative third-quarter result for ARR expansion, up from ¥7,293.256 million at the end of the previous quarter.
  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,」

    ARR increased from ¥6,638.342 million at the end of the previous fiscal year to ¥7,293.256 million, presenting specific progress in expanding ARR.
  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,」

    ARR increased from ¥6,638.342 million at the end of the previous fiscal year to ¥6,858.051 million, indicating progress in expanding ARR.
  10. FY2022AdvancedAnnual report

    「At the end of the consolidated fiscal year, ARR was ¥6,638.342 million, subscription revenue was ¥6,473.226 million, the subscription revenue ratio was 88.7%, and the number of customer companies was 725.」

    ARR increased from ¥5,807.4 million at the end of the previous fiscal year to ¥6,638.342 million, and the company also disclosed year-end subscription revenue and the number of customer companies.
  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, up from ¥6,377.44 million at the end of the previous quarter. It presented specific progress in expanding ARR.
  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 ¥6,377.44 million for the cumulative first quarter, up from ¥5,807.4 million at the end of the previous fiscal year.
  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.」

    ARR increased from ¥5,426.679 million at the end of the third quarter to ¥5,807.4 million, and the company disclosed its year-end results for ARR expansion.
  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.」

    ARR increased from ¥5,169 million at the end of the previous quarter to ¥5,426.679 million, up 32.6% year on year. The company disclosed specific progress in expanding ARR.
  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.」

    ARR increased from ¥4,773.065 million at the end of the previous quarter to ¥5,169 million, and the company disclosed progress in expanding ARR.
  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 ARR of ¥4,773.065 million and newly presented the subscription ratio, number of contracts, average contract value, number of customer companies and average revenue per customer related to ARR.
  17. FY2020First statedAnnual report

    「Because the company provides KARTE under a subscription model, it has set the expansion of ARR, an indicator of the accumulation of monthly KARTE usage fees received on a recurring basis, as a management target.」

    The company has set ARR as a management target and uses subscription revenue, the subscription revenue ratio and the number of customer companies as its main performance indicators.
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. 2Subscription-Based Recurring Revenue Foundation18×
  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 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.
Expanding ARR | PLAID,Inc. (4165) | Komori