Revenue model linking flow business to repeat and recurring revenue
First written in FY2022. 2 of 4 entries say "Worsened", first in FY2023. Latest entry: FY2026-H1.
0 other companies' latest entry also says "Advanced".
- FY2026-H1AdvancedAnnual report
「Revenue reached a record high of ¥27,801 million (¥21,876 million in the same period of the previous year, up 27.1% year on year), due to strong revenue from both Systems Integration and Operations Services and steady acquisition of repeat orders in Strategy/DX Consulting, making this a record high for both the quarter and interim period.」
In strategy and DX consulting, securing repeat orders was explicitly identified as a driver of revenue growth in the interim period. The traditional revenue model of generating repeat revenue after flow-based projects is described as also applying to the consulting business. - FY2025WorsenedAnnual report
「Among these categories, repeat orders and recurring businesses are the Group's low-risk, stable sources of revenue, accounting for approximately 60% of total revenue in the fiscal year ended March 2025.」
The proportion of revenue generated by repeat orders and recurring businesses declined from approximately 65% in the fiscal year ended March 2023 to approximately 60% in the fiscal year ended March 2025. - FY2023WorsenedAnnual report
「Among these categories, repeat orders and recurring businesses are the Group's low-risk, stable sources of revenue, accounting for approximately 65% of total revenue in the fiscal year ended March 2023.」
The proportion of revenue generated by repeat orders and recurring businesses declined from approximately 70% in the fiscal year ended March 2022 to approximately 65% in the fiscal year ended March 2023. - FY2022First statedAnnual report
「The Group has built a revenue model in which the expansion of flow businesses, such as consulting and design and construction work related to new system implementations, drives a corresponding expansion of repeat orders arising after implementation, including functional modifications and responses to changes in laws and regulations, as well as recurring businesses such as operations and maintenance and shared-use services. Among these categories, repeat orders and recurring businesses are the Group's low-risk, stable sources of revenue, accounting for approximately 70% of total revenue in the fiscal year ended March 2022.」
The Group has built a model that generates a chain of revenue from flow-based projects to repeat orders, operations and maintenance, and other services, with the latter accounting for approximately 70% of revenue in the fiscal year ended March 2022.