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G-Next (4179) · TargetAdvanced

Expansion of the Cloud Business and Acquisition of Recurring Revenue

First written in FY2021. 12 of 23 entries say "Advanced", first in FY2022. Latest entry: 2026-08-14.

23entries
6years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2022-Q3RestatedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2024-Q3AdvancedFY2024 – 2026-08-142021: 320212022: 420222023: 420232024: 320242025: 220252026: 72026
Same theme, other companies
Transition to and strengthening of a recurring-revenue business built on cloud and IoTA theme 15 companies write about · 0 as a headwind · 15 as a tailwind

The whole theme swung hardest in 2021: 1 of 12 companies on the "Worse" side.

8 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「During the consolidated fiscal year, the number of monthly subscription contracts increased, advancing the shift in the revenue model from transaction-based to stock-based. The company also sought to improve revenue through upselling initiatives to existing customers, including adding licenses, introducing optional features and proposing Discoveriez AI, as well as through price revisions, while promoting replacements from the legacy CRMotion service. As a result, revenue from this business was ¥430.324 million.」

    The company advanced the shift to cloud-based, stock-based revenue through increases in monthly subscription contracts, upselling, price revisions and replacements from CRMotion, and recorded software business revenue of ¥430.324 million.
  2. FY2026-H1AdvancedAnnual report

    「The company is promoting the replacement of the legacy CRMotion service with Discoveriez to improve profitability through migration to the cloud and stabilize revenue through increased stock revenue.」

    The company continued to promote cloud migration and increase stock revenue through replacements from the legacy service to Discoveriez. During the interim accounting period, stock revenue increased 12.6% year on year and the cloud MMR growth rate increased 14.7%.
  3. FY2025AdvancedAnnual report

    「The company is promoting measures to revitalize its existing business, including raising unit prices and discontinuing the legacy system and replacing it with Discoveriez to shift customers to the cloud-based service, while prioritizing the transition of its revenue mix from transaction-based to stock-based revenue. In particular, MRR for the cloud-based service continued to grow, increasing 12.6% from the previous fiscal year.」

    The company advanced price increases, discontinuation of the legacy system and replacements with Discoveriez, and MRR for the cloud-based service increased 12.6% from the previous fiscal year.
  4. FY2025-H1AdvancedAnnual report

    「The company is promoting measures to revitalize its existing business, including raising unit prices and discontinuing the legacy system and replacing it with Discoveriez to shift customers to the cloud-based service, while prioritizing the transition of its revenue mix from transaction-based to stock-based revenue. In particular, MRR for the cloud-based service continued to grow, increasing 15.4% year on year.」

    The company advanced the shift from transaction-based to stock-based revenue through price increases, discontinuation of the legacy system and replacements with Discoveriez, and MRR for the cloud-based service increased 15.4% year on year.
  5. FY2024AdvancedAnnual report

    「During the fiscal year, stock revenue increased, mainly because the number of companies adopting the cloud service grew and license fees increased in connection with replacements at existing customers.」

    Stock revenue increased from ¥322 million in the previous fiscal year to ¥374 million as the number of companies adopting the cloud service grew and existing customers replaced their systems.
  6. FY2024-Q3RestatedAnnual report

    「In this environment, the company is promoting measures including increasing stock revenue by replacing on-premises systems with cloud services, discontinuing and withdrawing from loss-making services to achieve its growth strategy, expanding, reallocating, educating and training its workforce, implementing and strengthening operational efficiencies, and strengthening marketing initiatives to expand use cases.」

    The company continues to indicate its policy of increasing stock revenue through the replacement of on-premises systems with cloud services.
  7. FY2024-Q2RestatedAnnual report

    「In this environment, the company intends to achieve stable, non-linear growth over the medium to long term by increasing stock revenue in its existing business through the replacement of on-premises systems with cloud services, and by stabilizing future revenue in its new business through the deepening and expansion of business partnerships and collaboration projects pursued since the previous fiscal year and earlier.」

    The company continues to indicate its growth policy of increasing stock revenue through the replacement of on-premises systems with cloud services.
  8. FY2024-Q1RestatedAnnual report

    「In this environment, the company intends to achieve stable, non-linear growth over the medium to long term by increasing stock revenue in its existing business through the replacement of on-premises systems with cloud services, and by stabilizing future revenue in its new business through the deepening and expansion of business partnerships and collaboration projects pursued since the previous fiscal year and earlier.」

    The company continues to pursue a growth policy centered on increasing stock revenue through the replacement of on-premises systems with cloud services and on deepening and expanding business partnerships and collaboration projects.
  9. FY2023AdvancedAnnual report

    「For its existing business, the company intends to achieve stable, non-linear growth over the medium to long term by increasing stock revenue through the replacement of on-premises systems with cloud services. For its new business, it aims to stabilize future revenue by deepening and expanding the business partnerships and collaboration projects promoted during the fiscal year.」

    The company continued to replace on-premises systems with cloud services and increase stock revenue, which rose from ¥222 million to ¥322 million.
  10. FY2023-Q3RestatedAnnual report

    「For its existing business, the company intends to achieve stable, non-linear growth over the medium to long term by increasing stock revenue through the replacement of on-premises systems with cloud services. For its new business, it aims to stabilize future revenue by deepening and expanding the business partnerships and collaboration projects promoted during the fiscal year.」

    The company continues to indicate its policy of increasing stock revenue through the replacement of on-premises systems with cloud services.
  11. FY2023-Q2RestatedAnnual report

    「For its existing business, the company intends to achieve stable, non-linear growth over the medium to long term by increasing stock revenue through the replacement of on-premises systems with cloud services. For its new business, it aims to stabilize future revenue by deepening and expanding the business partnerships and collaboration projects promoted during the fiscal year.」

    The company continues to indicate its policy of increasing stock revenue through the replacement of on-premises systems with cloud services.
  12. FY2023-Q1RestatedAnnual report

    「For its existing business, the company intends to achieve stable, non-linear growth over the medium to long term by increasing stock revenue through the replacement of on-premises systems with cloud services. For its new business, it aims to stabilize future revenue by deepening and expanding the business partnerships and collaboration projects promoted during the fiscal year.」

    The company continues to indicate its policy of promoting the migration from on-premises systems to the cloud to increase stock revenue.
  13. FY2022AdvancedAnnual report

    「In accordance with its policy of shifting the focus of its revenue mix from transaction-based to stock-based revenue, the company prioritized stock-based revenue, including license fees. As a result, transaction-based revenue that could be recognized during the consolidated fiscal year declined.」

    The company explicitly stated its intention to shift the focus from transaction-based to stock-based revenue, and MRR increased from ¥17.858 million to ¥21.225 million as the number of companies adopting the cloud service grew.
  14. FY2022-Q3RestatedAnnual report

    「In this environment, the group has been conducting sales activities remotely and actively holding non-face-to-face seminars, including webinars, in order to increase stock revenue through continued use.」

    The company continues to pursue remote sales and other non-face-to-face sales activities with the aim of increasing stock revenue.
  15. FY2022-Q2RestatedAnnual report

    「In this environment, the group has been conducting sales activities remotely and actively holding non-face-to-face seminars, including webinars, in order to increase stock revenue through continued use.」

    The company continues to pursue remote sales and other non-face-to-face sales activities with the aim of increasing stock revenue.
  16. FY2022-Q1RestatedAnnual report

    「In order to increase stock revenue through continued use, the company has been conducting sales activities remotely and actively holding non-face-to-face seminars, including webinars.」

    The company continues to target growth in stock-based revenue and uses non-face-to-face sales as a means of achieving this.
  17. FY2021First statedAnnual report

    「The group believes that, in order to respond to rapid changes in the business environment, continuously expand its business scale and acquire stock-based revenue, it is essential to develop new businesses to explore and create new markets, in addition to developing its customer-response DX platform business.」

    Cloud business revenue was ¥688.337 million in the fiscal year ended March 2021, and stock revenue accounted for 14.3% of cloud revenue.
Moved together

"Sustained Growth Driven by Revenue, Operating Profit, and New Implementations" moved the same way as this thread, in the same document, in 10 of its 23 moves.

1098876★123456
  1. ★This thread
  2. 1Sustained Growth Driven by Revenue, Operating Profit, and New Implementations10×
  3. 2Product enhancement using AI, natural language processing and related technologies9×
  4. 3A return to profitability and improved profitability8×
  5. 4Co-creating Customer Value through SRM Design Lab8×
  6. 5Development of New Generative AI Businesses, Including AI Data Centers7×
  7. 6New Customer Acquisition, Upselling and Cross-Selling, and Strategic Partnerships6×

★ 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 G-Next yet. It last moved in the Earnings presentation of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of the Cloud Business and Acquisition of Recurring Revenue | G-NEXT Inc. (4179) | Komori