Subscription-Based Recurring Revenue Model
First written in FY2018. 20 of 24 entries say "Advanced", first in FY2020. Latest entry: 2026-10-14.
The whole theme swung hardest in 2019: 1 of 11 companies on the "Worse" side.
13 other companies' latest entry also says "Advanced".
- FY2026-H1AdvancedAnnual report
「Accordingly, the net increase in ARR was ¥262 million, bringing cumulative ARR to ¥4,677 million, up 17.3% year on year.」
ARR was ¥4,677 million, up 17.3% year on year, raising the recurring-revenue performance level from ¥4,414 million at the end of the previous fiscal year. - FY2025AdvancedAnnual report
「Recurring revenue, consisting of license revenue plus premium support revenue, accounted for approximately 90% of our group’s revenue in the fiscal year.」
The annual results reaffirmed a recurring-revenue ratio of approximately 90%. ARR was ¥4,414 million, up 15.1% year on year. - FY2025-H1AdvancedAnnual report
「ARR(Note 4) was ¥3,988 million, up 11.3% year on year, as new additions failed to gain momentum because of longer sales cycles for enterprise deals, despite the increase in churn reduction factored into the initial plan. The resulting growth rate was sluggish.」
ARR was ¥3,988 million, up 11.3% year on year, while the growth rate was sluggish because of longer sales cycles for enterprise deals. - FY2024-Q3AdvancedAnnual report
「ARR was ¥3,726 million, up 15.8% year on year.」
ARR increased from ¥3,585 million in the previous quarter to ¥3,726 million, up 15.8% year on year. - FY2024-Q2AdvancedAnnual report
「ARR(Note 5) was ¥3,585 million, up 15.5% year on year.」
ARR was ¥3,585 million, up 15.5% year on year, raising the recurring-revenue performance level from ¥3,461 million in FY2024-Q1. - FY2024-Q1AdvancedAnnual report
「ARR(Note 5) was ¥3,461 million, up 16.5% year on year.」
ARR was ¥3,461 million, up 16.5% year on year, raising the recurring-revenue performance level from ¥3,356 million at the end of the previous fiscal year. - FY2023-Q3AdvancedAnnual report
「Accordingly, ARR(Note 6) was ¥3,218 million, up 14.7% year on year.」
ARR was ¥3,218 million, up 14.7% year on year, raising the recurring-revenue performance level from ¥3,104 million in the previous quarter. - FY2023-Q2AdvancedAnnual report
「Accordingly, ARR(Note 6) was ¥3,104 million, up 14.0% year on year.」
ARR was ¥3,104 million, up 14.0% year on year, raising the recurring-revenue performance level from ¥2,971 million in FY2023-Q1. - FY2023-Q1AdvancedAnnual report
「Accordingly, ARR(Note 6) was ¥2,971 million, up 14.3% year on year.」
ARR was ¥2,971 million, up 14.3% year on year, raising the recurring-revenue performance level from ¥2,599 million in the first quarter of the previous fiscal year. - FY2022AdvancedAnnual report
「Recurring revenue, consisting of license revenue plus premium support revenue, accounted for approximately 90% of our group’s revenue in the fiscal year.」
The annual results confirmed a recurring-revenue ratio of approximately 90% and the composition of the recurring-revenue model. - FY2022-Q3AdvancedAnnual report
「As of the end of May 2022, the number of contracted licenses was 368,819, up 17.5% year on year, and ARR(Note 6) was ¥2,806 million, up 15.9% year on year.」
ARR was ¥2,806 million, up 15.9% year on year and higher than ¥2,723 million in the previous quarter. - FY2022-Q2AdvancedAnnual report
「ARR(Note 6) was ¥2,723 million, up 15.7% year on year.」
ARR was disclosed at ¥2,723 million, up 15.7% year on year, expanding the performance indicator for recurring revenue. - FY2022-Q1AdvancedAnnual report
「Accordingly, ARR(Note 6) was ¥2,599 million, up 15.2% year on year.」
ARR, a recurring-revenue metric, was disclosed at ¥2,599 million, up 15.2% year on year, expanding the performance indicators for the recurring-revenue model. - FY2021AdvancedAnnual report
「Recurring revenue, consisting of license revenue plus premium support revenue, accounted for 89.3% of our group’s revenue in the fiscal year.」
The recurring-revenue ratio rose to 89.3%, up from 88.3% in FY2020. - FY2020AdvancedAnnual report
「Recurring revenue, consisting of license revenue plus premium support revenue, accounted for 88.3% of our group’s revenue in the fiscal year.」
The recurring-revenue ratio was disclosed at 88.3%, up from the FY2019 license revenue ratio of 76.6%, indicating a higher contribution from recurring revenue. - FY2020-Q3RestatedAnnual report
「In addition, our group’s revenue consists primarily of subscription income, represented by the monthly license fees for TeamSpirit, our principal product, and remains highly stable.」
The stability of subscription income, centered on monthly license fees, was reaffirmed even amid the spread of COVID-19. - FY2019RestatedAnnual report
「License revenue, which constitutes recurring revenue, accounted for 76.6% of our revenue in the fiscal year.」
The subscription-based recurring-revenue model continued, and the license revenue ratio was disclosed at 76.6%. - FY2018First statedAnnual report
「Our principal service, “TeamSpirit,” uses a recurring-revenue model under which customer companies are charged subscription fees, based on the period of use, for each user.」
Recurring billing was presented as the foundation for the stability and growth of the single business.