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ExaWizards (4259) · FactAdvanced

Customer Spending and Sales Mix Centered on Large Companies and Long-Standing Customers

First written in FY2022-Q3. 8 of 9 entries say "Advanced", first in FY2022. Latest entry: 2026-06-25.

9entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022 – 2026-06-252022: 320222023: 420232024: 120242025: 020252026: 12026
Same theme, other companies
Concentration of sales among large enterprise customers and churn rateA theme 9 companies write about · 1 as a headwind · 8 as a tailwind

The whole theme swung hardest in 2025: 1 of 7 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-25AdvancedManagement plan

    「More than 2,500 customer companies」

    The company reported that the group’s number of customer companies had increased from approximately 2,000 to more than 2,500.
  2. FY2024-Q3AdvancedAnnual report

    「As a result, revenue was ¥3,820 million, up 10.4% year on year, gross profit was ¥2,145 million, up 5.2%, the gross margin was 56.2%, operating profit was ¥1,103 million, up 13.4%, and revenue from long-term continuing customers (Note) accounted for 68.3% of total revenue.」

    For the AI Platform Business, the company reported cumulative third-quarter revenue of ¥3,820 million, operating profit of ¥1,103 million and revenue from long-term continuing customers accounting for 68.3% of total revenue.
  3. FY2024-Q2AdvancedAnnual report

    「Revenue was ¥2,392 million, up 3.9% year on year」

    For the AI Platform Business, the company reported cumulative second-quarter revenue of ¥2,392 million, operating profit of ¥599 million and revenue from long-term continuing customers accounting for 69.7% of total revenue. This ratio was down from 73.5% in the cumulative period through the previous quarter.
  4. FY2024-Q1AdvancedAnnual report

    「As a result, revenue was ¥1,119 million, up 5.9% year on year, gross profit was ¥593 million, down 4.6%, the gross margin was 53.0%, down 5.8 percentage points, segment profit was ¥220 million, down 13.9%, and revenue from long-term continuing customers (Note) accounted for 73.5% of total revenue.」

    For the AI Platform Business, the company reported first-quarter revenue of ¥1,119 million, segment profit of ¥220 million and revenue from long-term continuing customers accounting for 73.5% of total revenue.
  5. FY2023AdvancedAnnual report

    「As a result, revenue was ¥4,703 million, up 12.5% year on year, gross profit was ¥2,757 million, down 1.1%, the gross margin was 58.6%, down 8.1 percentage points, operating profit was ¥314 million, down 55.9%, and revenue from long-term continuing customers (Note) accounted for 73.9% of total revenue.」

    The company reported annual revenue of ¥4,703 million and 142 companies served in the AI Platform Business, with average revenue from the top 10 customers of ¥229 million. Revenue from long-term continuing customers accounted for 73.9% of total revenue.
  6. FY2023-Q3AdvancedAnnual report

    「As a result, revenue was ¥3,460 million, up 20.8% year on year, gross profit was ¥2,033 million, up 7.5%, the gross margin was 58.8%, operating profit was ¥221 million, down 44.8%, and revenue from long-term continuing customers (Note 1) accounted for 74.7% of total revenue.」

    The company reported an increase in the number of companies served in the AI Platform Business and revenue of ¥3,460 million, while revenue from long-term continuing customers accounted for 74.7% of total revenue. This was down from 77.4% in the cumulative period through the previous quarter.
  7. FY2023-Q2AdvancedAnnual report

    「As a result, revenue was ¥2,301 million, up 32.6% year on year, gross profit was ¥1,382 million, up 22.4%, the gross margin was 60.1%, operating profit was ¥187 million, down 10.7%, and revenue from long-term continuing customers (Note 1) accounted for 77.4% of total revenue.」

    Revenue from the AI Platform Business was ¥2,301 million, the number of companies served increased, and revenue from long-term continuing customers accounted for 77.4% of total revenue. This was up from 65.6% in the previous full fiscal year.
  8. FY2022AdvancedAnnual report

    「Customer spending increased, particularly among long-term continuing customers (Note 1), as we worked with numerous large enterprises on AI-based DX support and projects to create innovation through AI projects.」

    For the full fiscal year, revenue from the AI Platform Business was ¥4,180.233 million, revenue from long-term continuing customers accounted for 65.6%, the number of customer companies in the fiscal year ended March 2022 was 117, and average revenue from the top 10 customers was ¥221 million.
  9. FY2022-Q3First statedAnnual report

    「Customer spending increased, particularly among long-term continuing customers (Note 1), as we worked with numerous large enterprises on AI-based DX support and projects to create innovation through AI projects.」

    In the AI Platform Business, customer spending increased, particularly among long-term continuing customers, and revenue from long-term continuing customers accounted for 69.2% of total revenue.
Moved together

"Expanding Sales of Existing AI Products and Developing New Services" moved the same way as this thread, in the same document, in 7 of its 9 moves.

743332★123456
  1. ★This thread
  2. 1Expanding Sales of Existing AI Products and Developing New Services7×
  3. 2Providing AI Software for Broad-Based Deployment4×
  4. 3Expanding the Group’s Business Platform Through Acquisitions and Subsidiary Establishments3×
  5. 4Cross-selling between AI platforms and AI products3×
  6. 5Partial Transfer of the AI Product Business3×
  7. 6Industrial and social innovation through solving customer challenges2×

★ 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 ExaWizards yet. It last moved in the Management plan of 2026-06-25: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Customer Spending and Sales Mix Centered on Large Companies and Long-Standing Customers | ExaWizards Inc. (4259) | Komori