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Cynd (4256) · RiskMitigatedLatest Results briefing materials (2026-08-14): "Restated"

Decline in subscription revenue due to customer cancellations

First written in FY2022. 4 of 6 entries say "Mitigated", first in FY2023. Latest entry: 2026-08-14.

6entries
5years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022MitigatedFY2023 – FY20262022: 120222023: 120232024: 120242025: 020252026: 32026
Same theme, other companies
Revenue risks from customer acquisition, retention, churn and ARPU shortfallsA theme 67 companies write about · 66 as a headwind · 2 as a tailwind

29 other companies' latest entry also says "Restated".

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 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14RestatedResults briefing materials

    「The customer churn rate is 0.68%, remaining at 1.0% or below」

    Reconfirms that the first-quarter customer churn rate was 0.68%, remaining at 1.0% or below.
  2. FY2026MitigatedAnnual report

    「Under this organizational structure, the customer churn rate was 0.65% in the fiscal year ending March 2026.」

    The company disclosed that the customer churn rate declined from 0.71% in the previous fiscal year to 0.65%.
  3. 2026-05-15MitigatedResults briefing materials

    「The customer churn rate is 0.65%, remaining at 1.0% or below」

    Reports a customer churn rate of 0.65% and its continued maintenance at 1.0% or below.
  4. FY2024MitigatedAnnual report

    「Under this organizational structure, the customer churn rate for the fiscal year ended March 2024 was 0.67%.」

    The company disclosed that the customer churn rate declined from 0.79% in the previous fiscal year to 0.67%.
  5. FY2023MitigatedAnnual report

    「Under this organizational structure, the customer churn rate for the fiscal year ended March 2023 was 0.79%.」

    The company disclosed a customer churn rate of 0.79% related to cancellation risk, down from 0.86% in the previous fiscal year.
  6. FY2022First statedAnnual report

    「If cancellations increase and subscription revenue declines due to a loss of market competitiveness in our services or other factors, our operating results and financial position may be affected.」

    The company identifies increased cancellations and lower subscription revenue resulting from reduced market competitiveness as risks.
Moved together

"Further Expansion of BeautyMerit's Market Share" moved the same way as this thread, in the same document, in 4 of its 6 moves.

444444★123456
  1. ★This thread
  2. 1Further Expansion of BeautyMerit's Market Share4×
  3. 2Increase in the number of contracts and net sales4×
  4. 3Revenue composition centered on BeautyMerit subscriptions4×
  5. 4Policy of making ARR growth a management objective4×
  6. 5Expansion of the Online Booking Market for Hair and Beauty Services4×
  7. 6Driving DX in the Hairdressing and Beauty Industry through Partnerships and M&A4×

★ 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 Cynd yet. It last moved in the Results briefing materials of 2026-08-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in subscription revenue due to customer cancellations | CYND Co.,Ltd. (4256) | Komori