Strengthening the recurring revenue base
First written in FY2020. 10 of 17 entries say "Advanced", first in FY2021. Latest entry: 2026-10-23.
4 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「The company is rebuilding its development structure around the native use of AI for development, while intentionally shifting its business portfolio from one-off contract development toward recurring revenue models such as operations and maintenance.」
The company is making its policy of strengthening the recurring revenue base more concrete by shifting its business portfolio from contract development toward recurring revenue from operations and maintenance, licenses and other sources. - FY2025ReframedAnnual report
「Accordingly, the company has designated recurring revenue, including recurring commissions and software license fees generated regularly and repeatedly each period, as an important indicator forming the basis of resilience. As of the date of submission of this report, no target has been set for this indicator.」
The company explicitly identified its policy of strengthening recurring revenue as an important indicator for measuring sustainability and business resilience, while setting no numerical target. - FY2025-H1AdvancedAnnual report
「In addition, driven by cross-selling to existing customers, ARPU from recurring sales in the interim period was ¥3,862 thousand, up 22.1% year on year.」
In the Energy Data Business, cross-selling to existing customers lifted ARPU from recurring sales 22.1% year on year to ¥3,862 thousand, providing specific disclosure of the expansion of recurring revenue. - FY2024-Q1AdvancedAnnual report
「In addition, driven by soaring electricity prices and the recovery in the performance of electric power companies, quarterly ARPU from recurring revenue was ¥632, while ARPU from non-recurring revenue was ¥19,161.」
ARPU from recurring revenue in the platform business was ¥632, up from ¥616 in the previous fiscal year. The company disclosed this as measurable evidence of the expansion of its recurring revenue base. - FY2023AdvancedAnnual report
「The number of users eligible for recurring commissions increased 24.2% year on year to 573,139. In addition, driven by soaring electricity prices and the recovery in the performance of electric power companies, ARPU from recurring revenue was ¥616, up 23% year on year, while ARPU from non-recurring revenue was ¥14,239, up 71% year on year.」
In the platform business, the number of users eligible for recurring commissions and ARPU from recurring revenue increased, providing measurable evidence of the expansion of the recurring revenue base. - FY2023-Q3Decline in recurring revenueAnnual report
「Quarterly ARPU also fell 10.6% year on year to ¥3,746 thousand due to the decline in recurring revenue.」
While the policy of prioritizing recurring revenue remains in place, the decline in recurring revenue in the Energy Data Business became a factor behind the decrease in quarterly ARPU. - FY2023-Q1AdvancedAnnual report
「While recurring revenue increased due to user growth and higher electricity rates, the decline in the unit price of one-time commissions received from partner companies when customers switched services brought ARPU to ¥1,730, down 14.2% year on year.」
Higher recurring revenue contributed to ARPU growth in the platform business, while the overall decline in ARPU to ¥1,730 reflected the lower unit price of one-time commissions. - FY2022RestatedAnnual report
「The Group operates the Energy Platform Business, Energy Data Business and EV Charging Business. To maintain sustainable growth going forward, it believes that it must further strengthen its recurring revenue base.」
The company reaffirmed its policy of building recurring revenue across all 3 businesses, including the EV Charging Business. - FY2022-Q2AdvancedAnnual report
「In addition to increased demand for switching, recurring revenue rose with higher electricity rates, bringing quarterly ARPU (Note 4) to ¥2,039, up 3.0% year on year.」
Higher recurring revenue contributed to the increase in ARPU, which rose 3.0% year on year to ¥2,039. - FY2022-Q1AdvancedAnnual report
「In addition to increased demand for switching, recurring revenue rose with higher electricity rates, bringing quarterly ARPU (Note 5) to ¥2,017, up 9.5% year on year.」
The company disclosed that higher recurring revenue contributed to the increase in quarterly ARPU, indicating progress in its policy of prioritizing recurring revenue. - FY2021AdvancedAnnual report
「Through a business model that emphasizes recurring revenue, the Group’s recurring revenue grew 26% year on year in the fiscal year ended December 2021. Recurring revenue increased to ¥1,139 million in the fiscal year ended December 2021.」
Recurring revenue was ¥1,139 million, up 26% year on year, compared with ¥904 million in 2020. - FY2021-Q2RestatedAnnual report
「On the other hand, quarterly ARPU decreased 27.6% from the previous consolidated fiscal year to ¥3.711 million due to progress in introducing lower-priced products and the planned reduction of non-recurring revenue.」
The Group reaffirmed its direction of prioritizing recurring revenue by systematically reducing non-recurring revenue. - FY2020First statedAnnual report
「The Group operates the Energy Platform Business and Energy Data Business, but believes that further strengthening its recurring revenue base is necessary to sustain growth going forward.」
The Group indicated that it would prioritize expanding recurring revenue, centered on recurring commissions after switching and SaaS license fees.