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Cynd (4256) · FactAdvanced

A stable earnings base supported by the subscription model

First written in FY2022. 6 of 13 entries say "Advanced", first in FY2023-Q3. Latest entry: 2026-08-14.

13entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022RestatedFY2024-Q1 – FY2024-Q3RestatedFY2025-H12022: 120222023: 420232024: 320242025: 120252026: 42026
Same theme, other companies
Stable Revenue Base from Recurring RevenueA theme 23 companies write about · 0 as a headwind · 24 as a tailwind

The whole theme swung hardest in 2019: 1 of 11 companies on the "Worse" side.

13 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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Under the subscription model, subscription revenue accounted for 92.4% (Note) of total revenue in the fiscal year ended March 2026, while ARR was ¥2.460 billion, up 10.9% year on year, establishing a stable earnings base.」

    The company has disclosed full-year results showing that subscription sales accounted for 92.4% of revenue and ARR was ¥2.460 billion.
  2. 2026-05-15RestatedEarnings presentation materials

    「The subscription model, under which fees are collected from hair and beauty salons for use of the services, is the main source of revenue」

    Continues to explain the revenue structure, in which the subscription model is the main source of revenue.
  3. FY2026-H1AdvancedAnnual report

    「Subscription revenue 998,111 1,146,497 Initial implementation revenue 50,854 37,774 Other 31,142 36,980 Revenue from contracts with customers 1,080,108 1,221,252」

    Revenue composition remained centered on subscription sales, which amounted to ¥1,146.497 million during the interim period.
  4. FY2025-H1RestatedAnnual report

    「Subscription revenue 998,111 Initial implementation revenue 50,854 Other 31,142 Revenue from contracts with customers 1,080,108」

    Revenue composition centered on subscription sales continued during the interim period.
  5. FY2024AdvancedAnnual report

    「Under the subscription model, subscription sales accounted for 91.4% of revenue in the fiscal year ended March 2024, while ARR was ¥1.925 billion, up 55.9% year on year, establishing a stable earnings base.」

    The company has disclosed full-year results showing that subscription sales accounted for 91.4% of revenue and ARR was ¥1.925 billion.
  6. FY2024-Q3RestatedAnnual report

    「Subscription revenue 1,310,738 Initial implementation revenue 62,776 Other 67,811 Revenue from contracts with customers 1,441,325」

    Revenue composition centered on subscription sales continued during the cumulative consolidated period through the third quarter.
  7. FY2024-Q2RestatedAnnual report

    「Subscription revenue 852,098 Initial implementation revenue 38,004 Other 45,149 Revenue from contracts with customers 935,251」

    During the cumulative second quarter as well, the revenue breakdown centered on subscription revenue continued.
  8. FY2024-Q1RestatedAnnual report

    「Subscription revenue 417,871 Initial implementation revenue 13,023 Other 19,716 Revenue from contracts with customers 450,611」

    During the first quarter as well, the revenue breakdown centered on subscription revenue continued.
  9. FY2023AdvancedAnnual report

    「Under the subscription model, subscription revenue accounted for 89.7% (Note) of total revenue in the fiscal year ended March 2023, while ARR was ¥1.235 billion, up 16.2% year on year, establishing a stable earnings base.」

    The company discloses full-year results of a subscription revenue ratio of 89.7%, ARR of ¥1.235 billion and year-on-year growth of 16.2%.
  10. FY2023-Q3AdvancedAnnual report

    「BeautyMerit subscription revenue 863,886 BeautyMerit initial implementation revenue 47,308 Other 48,631 Revenue from contracts with customers 959,825」

    Subscription revenue increased from ¥695.311 million in the same period of the previous year to ¥863.886 million, updating the actual revenue breakdown centered on subscriptions.
  11. FY2022First statedAnnual report

    「Under the subscription model, subscription revenue accounted for 87.8% (Note) of total revenue in the fiscal year ended March 2022, while ARR was ¥1.063 billion, up 37.2% year on year, establishing a stable earnings base.」

    The company explains the structure of its revenue model using the subscription revenue ratio, ARR and year-on-year growth.
Moved together

"Further Expansion of BeautyMerit's Market Share" moved the same way as this thread, in the same document, in 6 of its 13 moves.

665443★123456
  1. ★This thread
  2. 1Further Expansion of BeautyMerit's Market Share6×
  3. 2Increase in the number of contracts and net sales6×
  4. 3Revenue composition centered on BeautyMerit subscriptions5×
  5. 4Policy of setting ARR growth as a management objective4×
  6. 5Driving DX in the Hairdressing and Beauty Industry through Partnerships and M&A4×
  7. 6Securing Competitive Advantage Through Feature Development Reflecting Customer Needs3×

★ 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 Earnings presentation materials 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.
A stable earnings base supported by the subscription model | CYND Co.,Ltd. (4256) | Komori