Komori
Cynd (4256) · TargetAdvanced

Policy of making ARR growth a management objective

First written in FY2022. 5 of 7 entries say "Advanced", first in FY2023. Latest entry: 2026-08-14.

7entries
5years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023 – FY20262022: 120222023: 120232024: 120242025: 020252026: 42026
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. 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.」

    ARR increased from ¥2.218688 billion in the previous fiscal year to ¥2.460695 billion, indicating progress toward the management objective of ARR growth.
  2. 2026-05-15AdvancedFinancial Results Presentation

    「ARR grew 10.9% YoY」

    Reports consolidated ARR of ¥2.46 billion, up 10.9% year on year.
  3. FY2024AdvancedAnnual report

    「ARR for the fiscal year ended March 2024 was ¥1.925 billion, up 55.9% year on year, establishing a stable earnings base.」

    ARR increased from ¥1.235 billion to ¥1.925 billion, updating the full-year results for the ARR growth objective.
  4. FY2023AdvancedAnnual report

    「Our group believes that maximizing the value provided to customers, namely sales, will lead to increased corporate value. As we primarily operate businesses based on a subscription model with monthly billing, we have set ARR growth as a management objective. We have designated the number of contracted stores, ARPU and the customer churn rate as key management indicators and objective metrics for assessing progress toward this objective.」

    In addition to ARR growth, the company clearly identifies the number of contracted stores, ARPU and customer churn rate as objective progress indicators.
  5. FY2022First statedAnnual report

    「As we primarily operate businesses based on a subscription model with monthly billing, we have set ARR growth as a management objective. To achieve this objective, our management strategy is to actively invest not only in acquiring customers on an ongoing basis, but also in reducing customer churn and expanding service functionality.」

    The company identifies ARR growth as an objective and customer acquisition, lower churn and investment in expanded functionality as means of achieving it.
Moved together

"Further Expansion of BeautyMerit's Market Share" moved the same way as this thread, in the same document, in 5 of its 7 moves.

555444★123456
  1. ★This thread
  2. 1Further Expansion of BeautyMerit's Market Share5×
  3. 2Increase in the number of contracts and net sales5×
  4. 3Revenue composition centered on BeautyMerit subscriptions5×
  5. 4A stable earnings base supported by the subscription model4×
  6. 5Decline in subscription revenue due to customer cancellations4×
  7. 6Expansion of the Online Booking Market for Hair and Beauty Services4×

★ 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 Financial Results 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.