Komori
Mobilus (4370) · RiskMitigatedLatest Financial Results Presentation (2026-10-15): "Other"

Decline in Recurring Revenue Due to Stagnating New Customer Acquisition and Rising Cancellations

First written in FY2021. 7 of 17 entries say "Mitigated", first in FY2022-Q1. Latest entry: 2026-10-15.

17entries
6years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2022-Q3 – FY2023-Q1MitigatedFY2023-Q2 – FY2024-Q1OtherFY2024-Q3 – FY2024MitigatedFY2025-H1 – FY2026-H12021: 12022: 320222023: 320232024: 320242025: 220252026: 52026
Same theme, other companies
Revenue risks from customer acquisition, retention, churn and ARPU shortfallsA theme 67 companies write about · 66 as a headwind · 2 as a tailwind

3 other companies' latest entry also says "Other".

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 67 companies compared. The sentences above are computed from all 67.
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  2. FY2026-H1MitigatedAnnual report

    「Number of contracts 312 317 316 322 316 318 Average revenue per contract (¥ thousands) 263 275 286 295 307 311 Churn rate (%) 1.06 0.83 0.72 0.63 0.70 0.68」

    The number of contracts increased from 317 to 318, and the average price per contract rose from ¥275 thousand to ¥311 thousand. The trailing 12-month average churn rate fell from 0.83% in the same period of the previous year to 0.68%, improving the indicators related to new customer acquisition and retention.
  3. FY2025MitigatedAnnual report

    「Number of contracts 310 311 307 308 312 317 316 322 Average revenue per contract (¥ thousands) 216 231 239 240 263 275 286 295 Churn rate (%) 0.76 0.89 0.98 1.03 1.06 0.83 0.72 0.63」

    The number of contracts and the average price per contract increased, while the trailing 12-month average churn rate fell to 0.63%, improving the indicators related to new customer acquisition and retention.
  4. FY2025-H1MitigatedAnnual report

    「Number of contracts 310 311 307 308 312 317 Average revenue per contract (¥ thousands) 216 231 239 240 263 275 Churn rate (%) 0.76 0.89 0.98 1.03 1.06 0.83」

    In the second quarter of the fiscal year ending August 2025, the number of contracts was 317 and the average price per contract was ¥275 thousand. The trailing 12-month average churn rate fell from 1.06% in the first quarter to 0.83%, improving the indicators related to new customer acquisition and retention.
  5. FY2024The number of contracts was flat, MRR per contract rose, and the churn rate roseAnnual report

    「We recognize that acquiring new customers and retaining existing customers are extremely important factors in achieving sustainable growth.」

    The annual number of contracts was 308, unchanged from the same period of the previous year. MRR per contract rose to ¥219 thousand, while the churn rate increased to 1.03%. The indicators related to new customer acquisition and retention showed mixed trends.
  6. FY2024-Q3MRR per contract increased, while the number of contracts declined and the churn rate roseAnnual report

    「Number of contracts 280 291 305 308 310 311 307 MRR per contract (¥ thousand) 185 196 195 197 203 210 215 Churn rate (%) 1.19 1.16 1.03 0.81 0.76 0.89 0.98」

    The number of contracts declined from 311 to 307 and the churn rate rose from 0.89% to 0.98%, while MRR per contract increased from ¥210 thousand to ¥215 thousand, resulting in mixed trends in the indicators related to new customer acquisition and cancellations.
  7. FY2024-Q1MitigatedAnnual report

    「Number of contracts 280 291 305 308 310 MRR per contract (¥ thousand) 185 196 195 197 203 Churn rate (%) 1.19 1.16 1.03 0.81 0.76」

    The number of contracts increased from 308 to 310, MRR per contract rose from ¥197 thousand to ¥203 thousand, and the trailing 12-month average churn rate fell from 0.81% to 0.76%, improving the indicators related to new customer acquisition and cancellations.
  8. FY2023-Q3MitigatedAnnual report

    「Number of contracts 249 264 266 272 280 291 305 MRR per contract (¥ thousand) 166 164 165 178 185 196 195 Churn rate (%) 0.75 0.97 1.00 1.15 1.19 1.16 1.03」

    The number of contracts increased from 291 to 305, and the trailing 12-month average churn rate fell from 1.16% to 1.03%. The indicators related to contract acquisition and cancellations improved, while MRR per contract declined from ¥196 thousand to ¥195 thousand.
  9. FY2023-Q2MitigatedAnnual report

    「Number of contracts 249 264 266 272 280 291 MRR per contract (¥ thousand) 166 164 165 178 185 196 Churn rate (%) 0.75 0.97 1.00 1.15 1.19 1.16」

    The number of contracts increased from 280 to 291, MRR per contract rose from ¥185 thousand to ¥196 thousand, and the trailing 12-month average churn rate fell from 1.19% to 1.16%, improving the indicators related to new customer acquisition and cancellations.
  10. FY2023-Q1Increase in the number of contracts and higher churn rate occurring simultaneouslyAnnual report

    「Trends in the number of contracts (Note 3) and average MRR per contract (Notes 4 and 5) for subscription-based recurring revenue Fiscal year ended August 2022 Fiscal year ended August 2023 First quarter Second quarter Third quarter Fourth quarter First quarter Number of contracts 249 264 266 272 280 MRR per contract (¥ thousand) 166 164 165 178 185 Trends in trailing 12-month average churn rate (Note 6) Fiscal year ended August 2022 Fiscal year ended August 2023 First quarter Second quarter Third quarter Fourth quarter First quarter Churn rate (%) 0.75 0.97 1.00 1.15 1.19」

    The number of contracts increased from 272 to 280 and MRR per contract rose from ¥178 thousand to ¥185 thousand, while the trailing 12-month average churn rate increased from 1.15% to 1.19%.
  11. FY2022Increase in the number of contracts and higher churn rate occurring simultaneouslyAnnual report

    「Number of contracts 163 184 209 233 249 264 266 272 Churn rate (%) 1.23 1.16 1.02 0.99 0.75 0.97 1.00 1.15」

    The number of contracts increased to 272, while the trailing 12-month average churn rate rose to 1.15%, and the indicators related to new customer acquisition and cancellations moved in different directions.
  12. FY2022-Q3Increase in the number of contracts and higher churn rateAnnual report

    「Number of contracts 163 184 209 233 249 264 266 Churn rate 1.23% 1.16% 1.02% 0.99% 0.75% 0.97% 1.00%」

    The number of contracts increased from 264 in the second quarter to 266, while the churn rate rose from 0.97% to 1.00%, resulting in mixed trends in the indicators related to new customer acquisition and cancellations.
  13. FY2022-Q1MitigatedAnnual report

    「Number of contracts 163 184 209 233 249 Churn rate 1.23% 1.16% 1.02% 0.99% 0.75%」

    The number of contracts increased from 233 to 249, while the trailing 12-month average churn rate fell from 0.99% to 0.75%, improving the indicators related to new customer acquisition and cancellations.
  14. FY2021First statedAnnual report

    「If new customer acquisition does not progress as expected due to a decline in the market competitiveness of our services or other factors, or if cancellations increase and recurring revenue declines, this may affect our financial position and operating results.」

    The company identifies its dependence on new customer acquisition and customer retention in its subscription-based model as a risk.
Moved together

"Sustained Growth in Subscription-Based Recurring Revenue" moved the same way as this thread, in the same document, in 7 of its 17 moves.

777655★123456
  1. ★This thread
  2. 1Sustained Growth in Subscription-Based Recurring Revenue7×
  3. 2Growth of Existing Businesses Through Higher ARPU and More Contracts7×
  4. 3Expanding the Sales Channel Network Through Agencies and OEM7×
  5. 4Incentives for Officers and Employees Through Paid Stock Options and Restricted Stock6×
  6. 5Track Record of Improvements in ARR, Number of Contracts and Churn Rate5×
  7. 6Funding Through Internal Funds, Borrowings and Equity Financing5×

★ 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 Financial Results Presentation of 2026-10-15: "Other".
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