Komori
Mobilus (4370) · InitiativeAdvancedLatest Earnings presentation (2026-10-15): "Other"

Expanding the Sales Channel Network Through Agencies and OEM

First written in FY2021. 11 of 18 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-10-15.

18entries
6years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q2 – FY2024-Q1OtherFY2024-Q2 – FY2024AdvancedFY2025-H1 – 2026-10-152021: 12022: 320222023: 320232024: 420242025: 220252026: 52026
Same theme, other companies
OEM and Sales Partner Program for Accounting Software and BPO ProvidersA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  2. FY2026-H1AdvancedAnnual report

    「Of which: Direct sales (¥ thousand) 617,497 632,296 682,563 687,477 686,584 709,809 Of which: Resellers (¥ thousand) 365,876 413,156 401,466 451,715 477,549 481,506 Of which: OEM (¥ thousand) 258,171 265,935 295,230 279,454 278,545 281,350」

    In the second quarter of the fiscal year ending August 2026, ARR was ¥709.809 million for direct sales, ¥481.506 million for resellers, and ¥281.350 million for OEM, all up from the fourth quarter of the fiscal year ended August 2025. The company also described progress in activating reseller-based transactions and expanding sales of its chat solution.
  3. FY2025AdvancedAnnual report

    「Of which: Direct sales (¥ thousand) 450,821 486,770 518,909 527,403 617,497 632,296 682,563 687,477 Of which: Resellers (¥ thousand) 354,069 374,785 360,832 358,325 365,876 413,156 401,466 451,715 Of which: OEM (¥ thousand) 232,643 221,171 250,530 258,079 258,171 265,935 295,230 279,454」

    From the second quarter to the fourth quarter of the fiscal year ending August 2025, direct-sales ARR increased from ¥632.296 million to ¥687.477 million, reseller ARR from ¥413.156 million to ¥451.715 million, and OEM ARR from ¥265.935 million to ¥279.454 million.
  4. FY2025-H1AdvancedAnnual report

    「Of which: Direct sales (¥ thousand) 450,821 486,770 518,909 527,403 617,497 632,296 Of which: Resellers (¥ thousand) 354,069 374,785 360,832 358,325 365,876 413,156 Of which: OEM (¥ thousand) 232,643 221,171 250,530 258,079 258,171 265,935」

    In the second quarter of the fiscal year ending August 2025, ARR was ¥632.296 million for direct sales, ¥413.156 million for resellers, and ¥265.935 million for OEM, all up from the corresponding channels in the same quarter of the previous year.
  5. FY2024Direct-sales and OEM ARR increased, while reseller ARR declinedAnnual report

    「Of which: Direct sales (¥ thousand) 345,633 379,285 390,996 402,669 425,414 448,643 464,959 487,696 Of which: Resellers (¥ thousand) 276,840 307,288 323,825 325,050 329,739 336,818 326,525 323,447 Of which: OEM (¥ thousand) 189,627 203,825 212,004 225,616 228,557 217,329 241,602 246,860」

    From the third quarter to the fourth quarter of the fiscal year ended August 2024, direct-sales ARR increased from ¥464.959 million to ¥487.696 million and OEM ARR from ¥241.602 million to ¥246.860 million, while reseller ARR declined from ¥326.525 million to ¥323.447 million.
  6. FY2024-Q3Direct-sales and OEM ARR increased, while reseller ARR declinedAnnual report

    「Of which: Direct sales (¥ thousand) 345,633 379,285 390,996 402,669 425,414 448,643 464,959 Of which: Resellers (¥ thousand) 276,840 307,288 323,825 325,050 329,739 336,818 326,525 Of which: OEM (¥ thousand) 189,627 203,825 212,004 225,616 228,557 217,329 241,602」

    From the second quarter to the third quarter of the fiscal year ended August 2024, direct-sales ARR increased from ¥448.643 million to ¥464.959 million and OEM ARR from ¥217.329 million to ¥241.602 million, while reseller ARR declined from ¥336.818 million to ¥326.525 million.
  7. FY2024-Q2Direct-sales and reseller ARR increased, while OEM ARR declinedAnnual report

    「Of which: Direct sales (¥ thousand) 345,633 379,285 390,996 402,669 425,414 448,643 Of which: Resellers (¥ thousand) 276,840 307,288 323,825 325,050 329,739 336,818 Of which: OEM (¥ thousand) 189,627 203,825 212,004 225,616 228,557 217,329」

    From the first quarter to the second quarter of the fiscal year ended August 2024, direct-sales ARR increased from ¥425.414 million to ¥448.643 million and reseller ARR from ¥329.739 million to ¥336.818 million, while OEM ARR declined from ¥228.557 million to ¥217.329 million.
  8. FY2024-Q1AdvancedAnnual report

    「Of which: Direct sales (¥ thousand) 345,633 379,285 390,996 402,669 425,414 Of which: Resellers (¥ thousand) 276,840 307,288 323,825 325,050 329,739 Of which: OEM (¥ thousand) 189,627 203,825 212,004 225,616 228,557」

    From the fourth quarter of the fiscal year ended August 2023 to the first quarter of the fiscal year ended August 2024, direct-sales ARR increased from ¥402.669 million to ¥425.414 million, reseller ARR from ¥325.050 million to ¥329.739 million, and OEM ARR from ¥225.616 million to ¥228.557 million.
  9. FY2023-Q3AdvancedAnnual report

    「Of which: Direct sales (¥ thousand) 257,401 277,806 287,704 319,848 345,633 379,285 390,996 Of which: Resellers (¥ thousand) 238,373 242,773 240,040 262,760 276,840 307,288 323,825 Of which: OEM (¥ thousand) 176,204 191,606 188,197 189,947 189,627 203,825 212,004」

    From the second quarter to the third quarter of the fiscal year ended August 2023, direct-sales ARR increased from ¥379.285 million to ¥390.996 million, reseller ARR from ¥307.288 million to ¥323.825 million, and OEM ARR from ¥203.825 million to ¥212.004 million.
  10. FY2023-Q2AdvancedAnnual report

    「ARR (¥ thousand) 671,979 712,187 715,943 772,556 812,100 890,399 Of which: Direct sales (¥ thousand) 257,401 277,806 287,704 319,848 345,633 379,285 Of which: Resellers (¥ thousand) 238,373 242,773 240,040 262,760 276,840 307,288 Of which: OEM (¥ thousand) 176,204 191,606 188,197 189,947 189,627 203,825」

    From the first quarter to the second quarter of the fiscal year ended August 2023, direct-sales ARR increased from ¥345.633 million to ¥379.285 million, reseller ARR from ¥276.840 million to ¥307.288 million, and OEM ARR from ¥189.627 million to ¥203.825 million.
  11. FY2023-Q1Direct-sales and reseller ARR increased, while OEM ARR edged downAnnual report

    「ARR (Note 1) trend Fiscal year ended August 2022 Fiscal year ended August 2023 First quarter Second quarter Third quarter Fourth quarter First quarter ARR (¥ thousand) 671,979 712,187 715,943 772,556 812,100 Of which: Direct sales (¥ thousand) 257,401 277,806 287,704 319,848 345,633 Of which: Resellers (¥ thousand) 238,373 242,773 240,040 262,760 276,840 Of which: OEM (¥ thousand) 176,204 191,606 188,197 189,947 189,627」

    From the fourth quarter of the fiscal year ended August 2022 to the first quarter of the fiscal year ended August 2023, direct-sales ARR increased from ¥319.848 million to ¥345.633 million and reseller ARR from ¥262.760 million to ¥276.840 million, while OEM ARR edged down from ¥189.947 million to ¥189.627 million.
  12. FY2022AdvancedAnnual report

    「Of which: Direct sales (¥ thousand) 145,800 179,343 201,695 232,470 257,401 277,806 287,704 319,848 Of which: Resellers (¥ thousand) 174,738 192,981 207,171 222,490 238,373 242,773 240,040 262,760 Of which: OEM (¥ thousand) 170,395 154,417 171,553 174,832 176,204 191,606 188,197 189,947」

    In the fourth quarter, direct-sales ARR, reseller ARR, and OEM ARR all increased from the third quarter, providing quantitative evidence of an expanding distribution network that includes resellers and OEM partners.
  13. FY2022-Q3Direct-sales ARR increased, while reseller and OEM ARR declinedAnnual report

    「Of which: Direct sales (¥ thousand) 145,800 179,343 201,695 232,470 257,401 277,806 287,704 Of which: Resellers (¥ thousand) 174,738 192,981 207,171 222,490 238,373 242,773 240,040 Of which: OEM (¥ thousand) 170,395 154,417 171,553 174,832 176,204 191,606 188,197」

    Direct-sales ARR increased from the second quarter to the third quarter, while reseller ARR and OEM ARR declined, showing differing trends across channels.
  14. FY2022-Q1AdvancedAnnual report

    「Of which: Resellers (¥ thousand) 174,738 192,981 207,171 222,490 238,373 Of which: OEM (¥ thousand) 170,395 154,417 171,553 174,832 176,204」

    ARR through resellers increased from ¥222.490 million to ¥238.373 million, while OEM ARR increased from ¥174.832 million to ¥176.204 million, indicating that both channels remain active.
  15. FY2021First statedAnnual report

    「We have entered into reseller agreements with more than 40 companies.」

    In addition to direct sales, the company is using reseller agreements and OEM supply arrangements with BPO providers, system integrators, and AI and software companies as growth drivers.
Moved together

"Sustained Growth in Subscription-Based Recurring Revenue" moved the same way as this thread, in the same document, in 11 of its 18 moves.

11108776★123456
  1. ★This thread
  2. 1Sustained Growth in Subscription-Based Recurring Revenue11×
  3. 2Growth of Existing Businesses Through Higher ARPU and More Contracts10×
  4. 3Incentives for Officers and Employees Through Paid Stock Options and Restricted Stock8×
  5. 4Funding Through Internal Funds, Borrowings and Equity Financing7×
  6. 5Decline in Recurring Revenue Due to Stagnating New Customer Acquisition and Rising Cancellations7×
  7. 6Adapting to new technologies and strengthening the development structure and R&D organization6×

★ 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: "Other".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expanding the Sales Channel Network Through Agencies and OEM | Mobilus Corporation (4370) | Komori