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TeamSpirit (4397) · FactAdvanced

Growth in Contracted Companies and Licenses

First written in FY2018. 33 of 34 entries say "Advanced", first in FY2019-Q1. Latest entry: 2026-10-14.

34entries
9years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2019-Q1 – 2026-10-142018: 12019: 420192020: 420202021: 420212022: 420222023: 420232024: 420242025: 220252026: 72026
Same theme, other companies
Expansion of the customer baseA theme 8 companies write about · 1 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2026: 1 of 9 companies on the "Worse" side.

7 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. FY2026-H1AdvancedAnnual report

    「Net additions of contracted licenses during the interim consolidated period totaled 54,392, bringing cumulative contracted licenses above 700,000 to 718,081, up 24.3% year on year.」

    Contracted licenses increased from 663,689 at the end of the previous fiscal year to 718,081, exceeding 700,000. Contracted companies also reached 2,234.
  2. FY2025AdvancedAnnual report

    「Net additions of contracted licenses during the consolidated fiscal year totaled 118,170, bringing cumulative contracted licenses to 663,689, up 21.7% from the end of the previous consolidated fiscal year. Accordingly, net additions to ARR (Note 4) totaled ¥578 million, bringing cumulative ARR to ¥4,414 million, up 15.1%. The number of contracted companies increased by 212, bringing the cumulative total to 2,179.」

    A new fiscal year-end performance level was disclosed, with 663,689 contracted licenses, ARR of ¥4,414 million and 2,179 contracted companies.
  3. FY2025-H1AdvancedAnnual report

    「Cumulative contracted licenses totaled 577,704, up 16.5% year on year, and contracted companies totaled 2,070.」

    Contracted licenses and contracted companies expanded from the end of the previous fiscal year, and a new interim year-end level was disclosed.
  4. FY2024AdvancedAnnual report

    「As of the end of August 2024, TeamSpirit had 545,519 contracted licenses and 1,967 contracted companies.」

    The number of contracted licenses and contracted companies expanded from 456,716 licenses and 1,800 companies at the end of the previous consolidated fiscal year.
  5. FY2024-Q3AdvancedAnnual report

    「Cumulative contracted licenses totaled 520,176, up 22.6% year on year. ARR totaled ¥3,726 million, up 15.8%. The number of contracted companies increased by 98 during the cumulative third quarter of the fiscal year, bringing the cumulative total to 1,898.」

    Contracted licenses increased from 495,877 to 520,176, contracted companies from 1,863 to 1,898, and ARR of ¥3,726 million was also disclosed.
  6. FY2024-Q2AdvancedAnnual report

    「Net additions of contracted licenses totaled 39,161, driven by new and additional orders from enterprise companies, bringing cumulative contracted licenses to 495,877, up 21.2% year on year. The number of contracted companies increased by 63 during the cumulative second quarter of the fiscal year, bringing the cumulative total to 1,863.」

    A new scale was disclosed, with 495,877 contracted licenses and 1,863 contracted companies.
  7. FY2024-Q1AdvancedAnnual report

    「Cumulative contracted licenses totaled 475,142, up 21.7% year on year. ARR (Note 5) totaled ¥3,461 million, up 16.5%. The number of contracted companies increased by 35 during the cumulative first quarter of the fiscal year, bringing the cumulative total to 1,835.」

    A new scale was disclosed, with 475,142 contracted licenses, ARR of ¥3,461 million and 1,835 contracted companies.
  8. FY2023AdvancedAnnual report

    「As of the end of August 2023, TeamSpirit had 456,716 contracted licenses and 1,800 contracted companies.」

    The number of contracted licenses and contracted companies expanded from 382,046 licenses and 1,644 companies at the end of the previous consolidated fiscal year to 456,716 licenses and 1,800 companies.
  9. FY2023-Q3AdvancedAnnual report

    「Net additions of contracted licenses during the third quarter of the fiscal year totaled 15,250, bringing net additions from the beginning of the fiscal year to 42,308 and cumulative contracted licenses to 424,354, up 15.1% year on year. Accordingly, ARR (Note 6) totaled ¥3,218 million, up 14.7%. The number of contracted companies increased by 40 during the third quarter, bringing the cumulative total to 1,768.」

    A new scale was disclosed, with 424,354 contracted licenses, ARR of ¥3,218 million and 1,768 contracted companies.
  10. FY2023-Q2AdvancedAnnual report

    「Cumulative contracted licenses totaled 409,104, up 15.2% year on year. Accordingly, ARR (Note 6) totaled ¥3,104 million, up 14.0%. The number of contracted companies increased by 46 during the second quarter of the fiscal year, bringing the cumulative total to 1,728.」

    A new scale was disclosed, with 409,104 contracted licenses, ARR of ¥3,104 million and 1,728 contracted companies.
  11. FY2023-Q1AdvancedAnnual report

    「Net additions of contracted licenses during the cumulative first quarter of the fiscal year totaled 8,498, bringing cumulative contracted licenses to 390,544, up 15.3% year on year. The number of contracted companies increased by 38 during the cumulative first quarter, bringing the cumulative total to 1,682.」

    Contracted licenses totaled 390,544 and contracted companies 1,682, expanding from 382,046 licenses and 1,644 companies at the end of FY2022.
  12. FY2022AdvancedAnnual report

    「As of the end of August 2022, the TeamSpirit series had 382,046 contracted licenses and 1,644 contracted companies.」

    Contracted licenses increased from 321,534 to 382,046, while contracted companies increased from 1,531 to 1,644.
  13. FY2022-Q3AdvancedAnnual report

    「As of the end of May 2022, contracted licenses totaled 368,819, up 17.5% year on year, while ARR (Note 6) totaled ¥2,806 million, up 15.9%. The number of contracted companies increased by 23 during the third quarter of the fiscal year, bringing the cumulative total to 1,617.」

    A new scale was disclosed, with 368,819 contracted licenses, ARR of ¥2,806 million and 1,617 contracted companies.
  14. FY2022-Q2AdvancedAnnual report

    「As of the end of February 2022, contracted licenses totaled 355,007, up 17.0% year on year, while ARR (Note 6) totaled ¥2,723 million, up 15.7%. The number of contracted companies increased by 39 during the second quarter of the fiscal year, bringing the cumulative total to 1,594.」

    A new scale was disclosed, with 355,007 contracted licenses, ARR of ¥2,723 million and 1,594 contracted companies.
  15. FY2022-Q1AdvancedAnnual report

    「Cumulative contracted licenses totaled 338,587, up 16.8% year on year. The number of contracted companies increased by 24 during the cumulative first quarter of the fiscal year, bringing the cumulative total to 1,555.」

    Contracted licenses totaled 338,587 and contracted companies 1,555, representing further expansion from the end of the previous fiscal year.
  16. FY2021AdvancedAnnual report

    「Against this backdrop, demand for the TeamSpirit series has been steadily increasing, and as of the end of August 2021, the series had 321,534 contracted licenses and 1,531 contracted companies.」

    Contracted licenses increased from 277,714 at the end of FY2020 to 321,534, while contracted companies increased from 1,409 to 1,531.
  17. FY2021-Q3AdvancedAnnual report

    「Contracted licenses totaled 313,822, and the number of contracted companies reached 1,491.」

    The numbers of contracted licenses and contracted companies increased further from 303,533 licenses and 1,479 companies in the previous quarter, rather than the 313,? reported for FY2021-Q2.
  18. FY2021-Q2AdvancedAnnual report

    「Contracted licenses totaled 303,533, and the number of contracted companies reached 1,479.」

    Contracted licenses increased from 289,973 in the previous quarter to 303,533, while contracted companies increased from 1,428 to 1,479.
  19. FY2021-Q1AdvancedAnnual report

    「Contracted licenses totaled 289,973, and the number of contracted companies reached 1,428.」

    Contracted licenses increased from 277,714 at the end of FY2020 to 289,973, while contracted companies increased from 1,409 to 1,428.
  20. FY2020AdvancedAnnual report

    「As of the end of August 2020, TeamSpirit had 277,714 contracted licenses and 1,409 contracted companies.」

    Contracted licenses increased from 269,259 in FY2020-Q3 to 277,714, while contracted companies increased from 1,384 to 1,409.
  21. FY2020-Q3AdvancedAnnual report

    「Contracted licenses totaled 269,259, and the number of contracted companies reached 1,384.」

    The numbers of contracted licenses and contracted companies increased from 255,387 licenses and 1,351 companies in the previous quarter.
  22. FY2020-Q2AdvancedAnnual report

    「Contracted licenses exceeded 250,000, reaching 255,387, while contracted companies reached 1,351.」

    Contracted licenses increased from 234,949 in the previous quarter to 255,387, while contracted companies increased from 1,308 to 1,351.
  23. FY2020-Q1AdvancedAnnual report

    「Advance orders for WSP, our next-generation product, also remained strong, while the number of TeamSpirit contracted licenses reached 234,949 and the number of customer companies reached 1,308.」

    Contracted licenses and contracted companies increased from 208,615 licenses and 1,232 companies at the end of August 2019.
  24. FY2019AdvancedAnnual report

    「As of the end of August 2019, “TeamSpirit” had 1,232 contracted companies and 208,615 contracted licenses.」

    Contracted companies and contracted licenses increased from 973 companies and 139,171 licenses at the end of August 2018.
  25. FY2019-Q3AdvancedAnnual report

    「“TeamSpirit” reached 191,054 contracted licenses and 1,174 contracted companies.」

    Contracted licenses and contracted companies increased further from 175,486 licenses and 1,118 companies in the previous quarter, not 191?.
  26. FY2019-Q2AdvancedAnnual report

    「“TeamSpirit” reached 175,486 contracted licenses and 1,118 contracted companies.」

    Contracted licenses and contracted companies increased further from 161,116 licenses and 1,052 companies in the previous quarter.
  27. FY2019-Q1AdvancedAnnual report

    「“TeamSpirit” reached 161,116 contracted licenses and 1,052 contracted companies.」

    Contracted licenses and contracted companies increased from 139,171 licenses and 973 companies at FY2018-end.
  28. FY2018First statedAnnual report

    「As of the end of August 2018, “TeamSpirit” had 973 contracted companies and 139,171 contracted licenses.」

    Contracted licenses increased from 2,811 in August 2012 to 139,171 in August 2018, while contracted companies increased from 34 to 973.
Moved together

"Growth management focused on the number of contracted licenses, growth rate, and churn rate" moved the same way as this thread, in the same document, in 32 of its 34 moves.

322220191616★123456
  1. ★This thread
  2. 1Growth management focused on the number of contracted licenses, growth rate, and churn rate32×
  3. 2Strengthening Development and Sales Staff in Line with Business Expansion22×
  4. 3Subscription-Based Recurring Revenue Model20×
  5. 4Establishing SaaS Chosen by Enterprise Customers19×
  6. 5Revenue Growth and Return to Profitability16×
  7. 6Raising Capital through a Listing and Strengthening the Financial Base16×

★ 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
TeamSpirit's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-10-14: "Advanced".
Growth in Contracted Companies and Licenses | TeamSpirit Inc. (4397) | Komori