Komori
BeeX (4270) · TargetMixed performance across services

Stable revenue generation through the two pillars of flow and recurring revenue

First written in FY2022. 19 of 22 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-10-15.

22entries
5years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q1 – FY20262022: 320222023: 420232024: 420242025: 220252026: 92026
Same theme, other companies

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Mixed performance across servicesAnnual report

    「Cloud integration revenue was ¥1,291.168 million, up 1.0% year on year. MSP revenue was ¥668.175 million, down 2.8% year on year. Meanwhile, cloud license resale revenue was ¥4,085.239 million, up 29.3% year on year.」

    The company disclosed revenue for the 3 services for the interim period. Cloud integration and cloud license resale revenue increased, while MSP revenue declined due to the impact of contract reviews, including customers bringing functions in-house.
  2. FY2026AdvancedAnnual report

    「Cloud integration revenue was ¥2,446.677 million. MSP revenue was ¥1,367.995 million. Cloud license resale revenue was ¥6,811.400 million.」

    For the fiscal year ending February 2026, revenue was disclosed for all 3 services: flow-based cloud integration and recurring-revenue MSP and cloud license resale.
  3. FY2026-H1AdvancedAnnual report

    「In cloud integration during the six-month consolidated period, orders for additional projects from existing customers and projects won from new customers contributed to cloud integration revenue of ¥1,277.846 million. In MSP, the number of customers increased following the acquisition of 株式会社スカイ365, which specializes in MSP services, as a subsidiary, and MSP revenue was ¥687.347 million. In cloud license resale, the number of new contracts increased steadily, resulting in cloud license resale revenue of ¥3,158.796 million.」

    The company disclosed revenue for all 3 services during the six-month consolidated period, highlighting the acquisition of existing customers, new customers, and new contracts, as well as the increase in MSP customers following the acquisition of スカイ365 as a subsidiary.
  4. FY2025AdvancedAnnual report

    「In cloud integration during the fiscal year, revenue from follow-on phases of large projects won in the previous fiscal year contributed to results. In addition, revenue from large projects for government agencies, orders for additional projects from existing customers, and projects won from new customers contributed to cloud integration revenue of ¥2,839.172 million, up 17.1% year on year. MSP revenue was ¥904.757 million, up 18.2% year on year, and cloud license resale revenue was ¥5,511.720 million, up 22.2% year on year.」

    Revenue increased year on year across all 3 services, driven by follow-on phases of large projects, projects for government agencies, additional orders from existing customers, and the acquisition of new customers and new contracts.
  5. FY2025-H1AdvancedAnnual report

    「In cloud integration during the six-month period, revenue from follow-on phases of large projects won in the previous fiscal year contributed to results. In addition, revenue from large projects for government agencies, orders for additional projects from existing customers, and projects won from new customers contributed to cloud integration revenue of ¥1,489.048 million, up 37.3% year on year. In MSP, the number of customers remained solid, partly due to the acquisition of new customers, and MSP revenue was ¥441.329 million, up 19.8% year on year. In cloud license resale, the steady increase in new contracts, together with the favorable impact of yen depreciation, resulted in cloud license resale revenue of ¥2,548.035 million, up 19.4% year on year.」

    All 3 services, cloud integration, MSP, and cloud license resale, recorded year-on-year revenue growth, driven by follow-on phases of large projects, projects for government agencies, additional orders from existing customers, and the acquisition of new customers and new contracts.
  6. FY2025-Q1AdvancedAnnual report

    「In cloud integration during the three-month period ended 30 June, revenue from follow-on phases of large projects won in the previous fiscal year contributed to results. In addition, orders for additional projects from existing customers and projects won from new customers contributed to cloud integration revenue of ¥785.561 million, up 64.8% year on year. In MSP, the number of customers remained solid, partly due to the acquisition of new customers, and MSP revenue was ¥212.886 million, up 19.1% year on year. In cloud license resale, the steady increase in new contracts, together with the favorable impact of yen depreciation, resulted in cloud license resale revenue of ¥1,252.831 million, up 22.6% year on year.」

    Revenue increased year on year across all 3 services, driven by follow-on phases of large projects, additional orders from existing customers, and the acquisition of new customers and new contracts.
  7. FY2024AdvancedAnnual report

    「For the fiscal year, cloud integration revenue was ¥2,424.006 million, up 47.1% year on year; MSP revenue was ¥765.755 million, up 16.8%; and cloud license resale revenue was ¥4,510.306 million, up 30.5%.」

    In the fiscal year ended February 2024, revenue increased for all 3 services, demonstrating the expansion of project-based and recurring revenue through specific results.
  8. FY2024-Q3AdvancedAnnual report

    「During the nine months ended the third quarter, cloud integration revenue was ¥1,736.575 million, up 51.1% year on year; MSP revenue was ¥559.683 million, up 15.6%; and cloud license resale revenue was ¥3,327.954 million, up 33.1%. This reflected the steady increase in cloud integration projects due to additional orders from existing customers and the acquisition of new customers, as well as the solid number of customer companies in MSP and cloud license resale, partly due to the acquisition of new customers.」

    During the nine months ended the third quarter, revenue increased year on year for all 3 services, demonstrating expansion through the acquisition of additional projects from existing customers, new customers and new contracts.
  9. FY2024-Q2AdvancedAnnual report

    「During the six months ended the second quarter, cloud integration revenue was ¥1,084.817 million, up 43.7% year on year; MSP revenue was ¥368.301 million, up 14.6%; and cloud license resale revenue was ¥2,133.655 million, up 37.0%.」

    During the six months ended the second quarter, revenue increased year on year for all 3 services, demonstrating the expansion of project-based and recurring revenue through specific results.
  10. FY2024-Q1AdvancedAnnual report

    「During the three months ended the first quarter, the number of cloud integration projects grew steadily due to additional orders from existing customers and the acquisition of new customers, resulting in cloud integration revenue of ¥476.808 million, up 36.8% year on year. In MSP, the number of customer companies remained solid, partly due to the acquisition of new customers, resulting in MSP revenue of ¥178.702 million, up 10.9% year on year. In cloud license resale, the number of new contracts increased steadily, while the weaker yen also provided a tailwind, resulting in cloud license resale revenue of ¥1,021.569 million, up 37.9% year on year.」

    During the three months ended the first quarter, all 3 services increased year on year through additional orders from existing customers and the acquisition of new customers and new contracts.
  11. FY2023AdvancedAnnual report

    「Cloud integration revenue grew steadily as the number of projects increased through additional orders from existing customers and the acquisition of new customers, reaching ¥1,647.704 million, up 16.9% year on year. MSP revenue was ¥655.629 million, up 18.5% year on year, and cloud license resale revenue was ¥3,455.935 million, up 44.5% year on year.」

    Revenue increased for all 3 services in FY2023, with cloud license resale revenue particularly strong at 44.5% growth. The company demonstrates the expansion of project-based and recurring revenue through specific results.
  12. FY2023-Q3AdvancedAnnual report

    「During the nine months ended the third quarter, the number of cloud integration projects grew steadily due to additional orders from existing customers and the acquisition of new customers, resulting in cloud integration revenue of ¥1,149.386 million, up 16.0% year on year. In MSP, the number of customer companies remained solid, partly due to the acquisition of new customers, resulting in MSP revenue of ¥484.006 million, up 19.8% year on year. In cloud license resale, the number of new contracts increased steadily, while the weaker yen also provided a tailwind, resulting in cloud license resale revenue of ¥2,499.600 million, up 45.7% year on year.」

    During the nine months ended the third quarter, all 3 services expanded through the acquisition of additional projects, new customers and new contracts, with revenue and year-on-year growth rates for all 3 services specifically disclosed.
  13. FY2023-Q2AdvancedAnnual report

    「During the six months ended the second quarter, the number of cloud integration projects grew steadily due to additional orders from existing customers and the acquisition of new customers, resulting in cloud integration revenue of ¥755.019 million. In MSP and cloud license resale, the number of customer companies remained solid, partly due to the acquisition of new customers, resulting in MSP revenue of ¥321.372 million and cloud license resale revenue of ¥1,556.977 million.」

    During the six months ended the second quarter, the number of projects increased through additional orders from existing customers and the acquisition of new customers, while the number of MSP and license resale customers remained solid. Revenue by service is also disclosed.
  14. FY2023-Q1AdvancedAnnual report

    「In cloud integration, the number of projects grew steadily due to additional orders from existing customers and the acquisition of new customers, resulting in cloud integration revenue of ¥348.456 million. In MSP and cloud license resale, the number of customer companies remained solid, partly due to the acquisition of new customers, resulting in MSP revenue of ¥161.125 million and cloud license resale revenue of ¥740.646 million.」

    During the first quarter, the number of projects increased through additional orders and the acquisition of new customers, while the number of MSP and license resale customers remained solid.
  15. FY2022First statedAnnual report

    「We aim to establish stable earnings by expanding project-based revenue through the development of new implementation customers and accumulating customers that continue to use our services, thereby expanding recurring revenue.」

    The company classifies cloud integration as project-based revenue, and MSP and cloud license resale as recurring revenue.
Moved together

"Strengthening next-generation MSP services through BeeX Service Console and BeeX Plus" moved the same way as this thread, in the same document, in 14 of its 22 moves.

141110965★123456
  1. ★This thread
  2. 1Strengthening next-generation MSP services through BeeX Service Console and BeeX Plus14×
  3. 2Securing and Developing High-Caliber Cloud Talent11×
  4. 3Emphasis on Revenue, Ordinary Profit, the Equity Ratio and Business KPIs10×
  5. 4Strengthening the Financial Base with a Focus on Retained Earnings and Liquidity9×
  6. 5Cloud Integration: Delays in Acceptance and Profitability Deterioration6×
  7. 6Foreign-exchange fluctuations associated with foreign-currency-denominated transactions such as AWS usage fees5×

★ 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 BeeX yet. It last moved in the Presentation materials on financial results of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Stable revenue generation through the two pillars of flow and recurring revenue | BeeX Inc. (4270) | Komori