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Ai (4388) · TargetAdvanced

Securing stable income through licenses, royalties, cloud services, and other sources

First written in FY2018. 7 of 10 entries say "Advanced", first in FY2019. Latest entry: 2026-06-22.

10entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2019RestatedFY2021 – FY2022AdvancedFY2023-Q1 – 2026-06-222018: 120182019: 120192020: 020202021: 120212022: 220222023: 020232024: 220242025: 120252026: 22026
Same theme, other companies
Strengthening the Revenue Base Through Continued Cloud Service Use and MigrationA theme 12 companies write about · 0 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.

5 other companies' latest entry also says "Advanced".

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
  1. 2026-06-22AdvancedOther Disclosures

    「a2 speakers (all speakers) ¥100,000/month a1 speakers (all speakers) ¥50,000/month a1 speaker (1 speaker) ¥30,000/month」

    Additional monthly fees for foreign-language speakers were established for the cloud-based speech synthesis service, incorporating multilingual support into the recurring revenue model.
  2. FY2026AdvancedAnnual report

    「Corporate services (¥ thousands) 640,931 155.8」

    Revenue from corporate services was ¥640.931 million, equivalent to 155.8% of the year-earlier figure. This quantifies the scale of recurring revenue sources alongside the expansion of cloud and SaaS-based services.
  3. FY2026-H1AdvancedAnnual report

    「The conventional installed software has been converted to a cloud service, allowing use under a monthly subscription.」

    As a source of stable revenue, the company launched a specific revenue model based on monthly cloud subscriptions in addition to its conventional license and service offerings.
  4. FY2024AdvancedAnnual report

    「We currently secure recurring, stable revenue from monthly fees, royalties, ongoing use of cloud services and support services, among other sources.」

    While continuing its policy of securing stable revenue, the company recorded a 19.0% year-on-year increase in revenue from corporate services in the current fiscal year.
  5. FY2024-Q3AdvancedAnnual report

    「Corporate products: ¥231.760 million (up 19.2% year on year); corporate services: ¥156.914 million (up 10.6%); consumer products: ¥125.857 million (up 2.3%).」

    Corporate services, one source of stable revenue, increased 10.6% year on year, quantifying the increase in revenue from corporate products and services.
  6. FY2023-Q1AdvancedAnnual report

    「Meanwhile, royalty revenue outside the automotive field from our work with Cerence Inc., together with growing demand for consumer products, resulted in revenue exceeding that of the cumulative period through the first quarter of the previous fiscal year.」

    The company states that royalty revenue outside the automotive field from its work with Cerence contributed to actual sales as a source of stable revenue.
  7. FY2022RestatedAnnual report

    「We currently secure recurring, stable revenue from monthly fees, royalties, ongoing use of cloud services and support services, among other sources. As we expand the business, we believe it is important to develop new businesses and secure stable revenue.」

    The company continues to emphasize the need to secure stable revenue from licenses, royalties, cloud services and support, and to develop new businesses.
  8. FY2021RestatedAnnual report

    「We currently secure recurring, stable revenue from monthly fees, royalties, ongoing use of cloud services and support services, among other sources.」

    The company continues to state that it secures stable revenue from monthly fees, royalties, cloud services and support services.
  9. FY2019AdvancedAnnual report

    「We currently secure recurring, stable revenue from monthly fees, royalties, ongoing use of cloud services and support services, among other sources.」

    The discussion of stable revenue has advanced from an objective to be pursued to revenue currently secured through monthly fees, royalties, cloud services and support. Revenue from corporate services was ¥208.726 million, up 66.0% year on year.
  10. FY2018First statedAnnual report

    「As we expand the business, we believe it is important to secure stable revenue in new fields.」

    Monthly fees, royalties, cloud usage and support services are cited as sources of revenue.
Moved together

"Creating new markets beyond established markets" moved the same way as this thread, in the same document, in 6 of its 10 moves.

664444★123456
  1. ★This thread
  2. 1Creating new markets beyond established markets6×
  3. 2Strengthening the Consumer-Facing Business6×
  4. 3Development of a Next-Generation Speech Synthesis Engine4×
  5. 4Integration with speech recognition, intent interpretation, translation, and multilingual speech synthesis4×
  6. 5Expansion of Cloud Services and Proprietary Services Centered on AICloud4×
  7. 6Research and development in Japanese language analysis, deep neural networks (DNNs), emotional speech, and related areas4×

★ 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
No upcoming earnings preview for Ai yet. It last moved in the Other Disclosures of 2026-06-22: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Securing stable income through licenses, royalties, cloud services, and other sources | AI,Inc. (4388) | Komori