Komori
Mobilus (4370) · TargetAdvancedLatest Earnings presentation (2026-10-15): "Softened"

Sustained Growth in Subscription-Based Recurring Revenue

First written in FY2021. 16 of 18 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-10-15.

18entries
6years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – 2026-10-152021: 12022: 320222023: 320232024: 420242025: 220252026: 52026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

0 other companies' latest entry also says "Softened".

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
  2. FY2026-H1AdvancedAnnual report

    「ARR (¥ thousand) 1,241,546 1,311,388 1,379,260 1,418,646 1,442,680 1,472,666」

    ARR increased from ¥1,418,646 thousand in the fourth quarter of the fiscal year ended August 2025 to ¥1,472,666 thousand in the second quarter of the fiscal year ending August 2026, with recurring revenue continuing to expand.
  3. FY2025AdvancedAnnual report

    「ARR (¥ thousand) 1,037,533 1,082,726 1,130,272 1,143,808 1,241,546 1,311,388 1,379,260 1,418,646 Subscription revenue (¥ thousand) 883,701 1,009,949 1,364,377 Percentage of total revenue (%) 55 66 74」

    ARR increased from ¥1,311,388 thousand in the second quarter of the fiscal year ended August 2025 to ¥1,418,646 thousand in the fourth quarter. Subscription revenue reached ¥1,364,377 thousand, accounting for 74% of total revenue.
  4. FY2025-H1AdvancedAnnual report

    「ARR (¥ thousand) 1,037,533 1,082,726 1,130,272 1,143,808 1,241,546 1,311,388」

    ARR recalculated under a new definition that includes usage-based fees increased from ¥1,143,808 thousand in the fourth quarter of the fiscal year ended August 2024 to ¥1,311,388 thousand in the second quarter of the fiscal year ending August 2025.
  5. FY2024AdvancedAnnual report

    「ARR (¥ thousand) 812,100 890,399 926,826 953,335 983,712 1,002,791 1,033,087 1,058,003」

    ARR increased from ¥1,033,087 thousand in the third quarter of the fiscal year ended August 2024 to ¥1,058,003 thousand in the fourth quarter. Subscription revenue also reached ¥1,009,949 thousand, accounting for 66% of total revenue.
  6. FY2024-Q3AdvancedAnnual report

    「ARR (¥ thousand) 812,100 890,399 926,826 953,335 983,712 1,002,791 1,033,087」

    ARR increased from ¥1,002,791 thousand in the second quarter of the fiscal year ended August 2024 to ¥1,033,087 thousand in the third quarter, demonstrating the expansion of subscription-based recurring revenue.
  7. FY2024-Q2AdvancedAnnual report

    「ARR (¥ thousand) 812,100 890,399 926,826 953,335 983,712 1,002,791」

    ARR increased from ¥983,712 thousand in the first quarter of the fiscal year ended August 2024 to ¥1,002,791 thousand in the second quarter, demonstrating the expansion of subscription-based recurring revenue.
  8. FY2024-Q1AdvancedAnnual report

    「ARR (¥ thousand) 812,100 890,399 926,826 953,335 983,712」

    ARR increased from ¥953,335 thousand in the fourth quarter of the fiscal year ended August 2023 to ¥983,712 thousand in the first quarter of the fiscal year ending August 2024, demonstrating the expansion of recurring revenue numerically.
  9. FY2023-Q3AdvancedAnnual report

    「ARR (¥ thousand) 671,979 712,187 715,943 772,556 812,100 890,399 926,826」

    ARR increased from ¥890,399 thousand in the second quarter of the fiscal year ended August 2023 to ¥926,826 thousand in the third quarter, demonstrating the expansion of subscription-based recurring revenue.
  10. FY2023-Q2AdvancedAnnual report

    「ARR (¥ thousand) 671,979 712,187 715,943 772,556 812,100 890,399」

    ARR increased from ¥812,100 thousand in the first quarter of the fiscal year ended August 2023 to ¥890,399 thousand in the second quarter, demonstrating the expansion of recurring revenue numerically.
  11. FY2023-Q1AdvancedAnnual report

    「ARR (¥ thousand) 671,979 712,187 715,943 772,556 812,100」

    ARR increased from ¥772,556 thousand at the end of the fiscal year ended August 2022 to ¥812,100 thousand in the first quarter of the fiscal year ending August 2023, demonstrating the expansion of recurring revenue numerically.
  12. FY2022AdvancedAnnual report

    「ARR (¥ thousand) 490,933 526,741 580,420 629,791 671,979 712,187 715,943 772,556」

    ARR increased from ¥715,943 thousand in the third quarter of the fiscal year ended August 2022 to ¥772,556 thousand in the fourth quarter, indicating the expansion of subscription-based recurring revenue.
  13. FY2022-Q3AdvancedAnnual report

    「ARR (¥ thousand) 490,933 526,741 580,420 629,791 671,979 712,187 715,943」

    ARR increased from ¥712,187 thousand in the second quarter of the fiscal year ended August 2022 to ¥715,943 thousand in the third quarter, demonstrating the expansion of recurring revenue numerically.
  14. FY2022-Q1AdvancedAnnual report

    「ARR (¥ thousand) 490,933 526,741 580,420 629,791 671,979」

    ARR increased from ¥629,791 thousand at the end of the fiscal year ended August 2021 to ¥671,979 thousand in the first quarter of the fiscal year ending August 2022, demonstrating the growth in recurring revenue numerically.
  15. FY2021First statedAnnual report

    「To achieve continuous and cumulative revenue growth, we manage the business with a focus on subscription-based recurring revenue generated by our SaaS services, meaning the recurring fees earned from use of our products. We regard the number of contracted domains, recurring revenue per customer and churn rate as key indicators, and aim to achieve medium- to long-term revenue and profit growth and continuously enhance corporate value.」

    The company places recurring revenue at the center of revenue and profit growth, using the number of contracts, average revenue per customer and churn rate as management indicators.
Moved together

"Growth of Existing Businesses Through Higher ARPU and More Contracts" moved the same way as this thread, in the same document, in 15 of its 18 moves.

1512121177★123456
  1. ★This thread
  2. 1Growth of Existing Businesses Through Higher ARPU and More Contracts15×
  3. 2Funding Through Internal Funds, Borrowings and Equity Financing12×
  4. 3Incentives for Officers and Employees Through Paid Stock Options and Restricted Stock12×
  5. 4Expanding the Sales Channel Network Through Agencies and OEM11×
  6. 5Adapting to new technologies and strengthening the development structure and R&D organization7×
  7. 6Track Record of Improvements in ARR, Number of Contracts and Churn Rate7×

★ 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
Mobilus's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings presentation of 2026-10-15: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sustained Growth in Subscription-Based Recurring Revenue | Mobilus Corporation (4370) | Komori