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

Track Record of Improvements in ARR, Number of Contracts and Churn Rate

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

17entries
6years
3from disclosures
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ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2022OtherFY2023-Q1 – FY2023-Q3OtherFY2024-Q2 – FY2024AdvancedFY2025-H1 – FY2026-H12021: 12022: 320222023: 320232024: 420242025: 220252026: 42026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

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

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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

    「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」

    In the second quarter of the fiscal year ending August 2026, the number of contracts was 318, average revenue per contract was ¥311 thousand, and the average trailing 12-month churn rate was 0.68%. Average revenue per contract increased from ¥295 thousand at the end of the previous fiscal year, while the churn rate rose from 0.63% to 0.68%.
  3. FY2025AdvancedAnnual 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」

    In the fourth quarter of the fiscal year ending August 2025, the number of contracts was 322, average revenue per contract was ¥295 thousand, and the average trailing 12-month churn rate was 0.63%. The number of contracts and average revenue per contract increased, while the churn rate declined from 0.83% in the second quarter.
  4. FY2025-H1AdvancedAnnual 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」

    Under the recalculated metrics based on the new criteria, the number of contracts in the second quarter of the fiscal year ending August 2025 was 317, average revenue per contract was ¥275 thousand, and the average trailing 12-month churn rate was 0.83%. The number of contracts and average revenue per contract increased year on year, while the churn rate declined.
  5. FY2024ARR and MRR per contract increased; number of contracts was flat; churn rate roseAnnual report

    「Number of contracts 280 291 305 308 310 311 307 308 MRR per contract (¥ thousands) 185 196 195 197 203 210 215 219 Churn rate (%) 1.19 1.16 1.03 0.81 0.76 0.89 0.98 1.03」

    In the fourth quarter of the fiscal year ending August 2024, the number of contracts was 308, MRR per contract was ¥219 thousand, and the churn rate was 1.03%. Year on year, MRR increased and the number of contracts was unchanged, while the churn rate rose from 0.81% to 1.03%.
  6. FY2024-Q3ARR and MRR per contract increased; number of contracts declined; churn rate roseAnnual report

    「ARR (¥ thousands) 812,100 890,399 926,826 953,335 983,712 1,002,791 1,033,087 Number of contracts 280 291 305 308 310 311 307 MRR per contract (¥ thousands) 185 196 195 197 203 210 215 Churn rate (%) 1.19 1.16 1.03 0.81 0.76 0.89 0.98」

    ARR increased to ¥1,033,087 thousand and MRR per contract to ¥215 thousand, while the number of contracts declined from 311 to 307 and the average trailing 12-month churn rate rose from 0.89% to 0.98%.
  7. FY2024-Q2ARR, number of contracts and MRR per contract increased; churn rate roseAnnual report

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

    ARR increased to ¥1,002,791 thousand, the number of contracts to 311, and MRR per contract to ¥210 thousand, while the average trailing 12-month churn rate rose from 0.76% to 0.89%.
  8. FY2024-Q1AdvancedAnnual report

    「ARR (¥ thousands) 812,100 890,399 926,826 953,335 983,712 Number of contracts 280 291 305 308 310 MRR per contract (¥ thousands) 185 196 195 197 203 Churn rate (%) 1.19 1.16 1.03 0.81 0.76」

    ARR increased to ¥983,712 thousand, the number of contracts to 310, and MRR per contract to ¥203 thousand, while the average trailing 12-month churn rate declined from 0.81% to 0.76%.
  9. FY2023-Q3ARR and number of contracts increased; MRR per contract declined; churn rate improvedAnnual report

    「ARR (¥ thousands) 671,979 712,187 715,943 772,556 812,100 890,399 926,826 Number of contracts 249 264 266 272 280 291 305 MRR per contract (¥ thousands) 166 164 165 178 185 196 195 Churn rate (%) 0.75 0.97 1.00 1.15 1.19 1.16 1.03」

    ARR increased to ¥926,826 thousand and the number of contracts rose to 305, while the churn rate declined from 1.16% to 1.03%. MRR per contract, meanwhile, declined from ¥196 thousand to ¥195 thousand.
  10. FY2023-Q2ARR, number of contracts and MRR per contract increased; churn rate declinedAnnual report

    「ARR (¥ thousands) 671,979 712,187 715,943 772,556 812,100 890,399 Subscription revenue (¥ thousands) 543,969 702,133 416,295 Percentage of total revenue 44 45 52 Number of contracts 249 264 266 272 280 291 MRR per contract (¥ thousands) 166 164 165 178 185 196 Churn rate (%) 0.75 0.97 1.00 1.15 1.19 1.16」

    For the second quarter of the fiscal year ending August 2023, the company disclosed ARR of ¥890,399 thousand, subscription revenue of ¥416,295 thousand, subscription revenue at 52% of total revenue, 291 contracts, and MRR per contract of ¥196 thousand. The churn rate declined from 1.19% to 1.16%.
  11. FY2023-Q1ARR, number of contracts and MRR per contract increased; churn rate roseAnnual report

    「ARR (¥ thousands) 671,979 712,187 715,943 772,556 812,100 Subscription revenue (¥ thousands) 543,969 702,133 201,210 Percentage of total revenue 44 45 53 Number of contracts 249 264 266 272 280 MRR per contract (¥ thousands) 166 164 165 178 185 Churn rate (%) 0.75 0.97 1.00 1.15 1.19」

    For the first quarter of the fiscal year ending August 2023, the company disclosed ARR of ¥812,100 thousand, subscription revenue of ¥201,210 thousand, subscription revenue at 53% of total revenue, 280 contracts, and MRR per contract of ¥185 thousand. Meanwhile, the churn rate rose from 1.15% to 1.19%.
  12. FY2022AdvancedAnnual report

    「ARR (¥ thousands) 490,933 526,741 580,420 629,791 671,979 712,187 715,943 772,556 Subscription revenue (¥ thousands) 364,379 543,969 702,133 Percentage of total revenue (%) 38 44 45 Number of contracts 163 184 209 233 249 264 266 272 MRR per contract (¥ thousands) 164 169 163 163 166 164 165 178 Churn rate (%) 1.23 1.16 1.02 0.99 0.75 0.97 1.00 1.15」

    The company disclosed ARR of ¥772,556 thousand, subscription revenue of ¥702,133 thousand, 272 contracts, and MRR per contract of ¥178 thousand. The churn rate rose from 1.00% in the third quarter to 1.15%.
  13. FY2022-Q3AdvancedAnnual report

    「Subscription revenue (¥ thousands) 364,379 543,969 517,431 Percentage of total revenue 38% 44% 46% Number of contracts 163 184 209 233 249 264 266 MRR per contract (¥ thousands) 164 169 163 163 166 164 165 Churn rate 1.23% 1.16% 1.02% 0.99% 0.75% 0.97% 1.00%」

    As of the third quarter, the number of contracts was 266, MRR per contract was ¥165 thousand, and the average trailing 12-month churn rate was 1.00%. While the number of contracts increased, the churn rate rose from 0.97% in the second quarter.
  14. FY2022-Q1AdvancedAnnual report

    「Subscription revenue (¥ thousand) 364,379 543,969 164,522 Percentage of total revenue 38% 44% 52% Number of contracts 163 184 209 233 249 MRR per contract (¥ thousand) 164 169 163 163 166 Churn rate 1.23% 1.16% 1.02% 0.99% 0.75%」

    Subscription revenue accounted for 52% of total revenue, with 249 contracts, MRR per contract of ¥166 thousand, and an average trailing 12-month churn rate of 0.75%.
  15. FY2021First statedAnnual report

    「ARR (¥ thousand) 305,337 331,373 419,560 460,777 490,933 526,741 580,420 629,791」

    ARR increased over the reported quarterly period, while the number of contracts rose from 106 to 233 and the average churn rate over the most recent 12 months declined from 2.00% to 0.99%.
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.

776655★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 OEM6×
  5. 4Funding Through Internal Funds, Borrowings and Equity Financing6×
  6. 5Revenue and Profit Growth5×
  7. 6Decline in Recurring Revenue Due to Stagnating New Customer Acquisition and Rising Cancellations5×

★ 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.
Track Record of Improvements in ARR, Number of Contracts and Churn Rate | Mobilus Corporation (4370) | Komori