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True Data (4416) · FactSoftenedLatest Financial results presentation (2026-08-12): "Advanced"

Securing Stable Earnings Through a Cloud-Based, Recurring Revenue Model

First written in FY2022-Q3. 7 of 15 entries say "Restated". Latest entry: 2026-08-12.

15entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2024-Q3SoftenedFY20242022: 420222023: 420232024: 220242025: 220252026: 32026
Same theme, other companies
Cloud and SaaS Subscription (Monthly Billing) Revenue ModelA theme 50 companies write about · 1 as a headwind · 50 as a tailwind

26 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.
Showing 14 of the 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-12AdvancedFinancial results presentation

    「Recurring revenue steadily accumulated to ¥440 million, up 8.6% QoQ and 26.4% YoY.」

    The company reports the accumulation of recurring revenue in the first quarter, providing a concrete indication of its stable revenue structure.
  2. FY2026SoftenedAnnual report

    「Recurring revenue, consisting primarily of continuous usage-fee income, accounts for 81.4% of the Company’s sales mix, ensuring the stability of its revenue base.」

    Although the recurring-revenue ratio declined from 91.8% in the previous fiscal year to 81.4%, the Company continues to explain that its revenue base remains stable.
  3. 2026-05-15RaisedEarnings

    「By making maximum use of our network of collaboration partners among leading domestic wholesale companies and efficiently rolling out standardized data-utilization infrastructure across a broad market, including mid-sized and small manufacturers, we will pursue quantitative expansion of recurring revenue.」

    The company explicitly sets a goal of expanding recurring revenue quantitatively through the horizontal rollout of standardized infrastructure via its collaboration-partner network.
  4. FY2026-H1RestatedAnnual report

    「During the interim accounting period, the Company steadily increased the number of contracted customers for its core service, Eagle Eye, and worked to strengthen its stable revenue base.」

    The Company continues to explain that it is increasing the number of contracted customers for Eagle Eye and strengthening its stable revenue base, but does not provide a specific number of contracted customers.
  5. FY2025AdvancedAnnual report

    「Recurring revenue accounts for 91.8% of the Company’s sales mix, ensuring sustained soundness and stability.」

    The recurring-revenue ratio rose from 85.9% in the previous fiscal year to 91.8%, expanding the share of the stable revenue structure.
  6. FY2024SoftenedAnnual report

    「Recurring revenue accounts for 85.9% of the Company’s sales mix, ensuring sustained soundness and stability.」

    Although the share of recurring revenue declined from 91.3% in the previous fiscal year to 85.9%, the Company continues to explain that it has secured stability.
  7. FY2024-Q3RestatedAnnual report

    「These core services operate under a business model that receives monthly usage fees for providing services through the cloud, securing stable recurring revenue as a base.」

    The Company continues to describe its core services as securing stable revenue through cloud-based service provision, monthly billing and recurring revenue.
  8. FY2024-Q2RestatedAnnual report

    「These core services operate under a business model that receives monthly usage fees for providing services through the cloud, securing stable recurring revenue as a base.」

    The Company continues to describe its core services as securing stable revenue through cloud-based service provision, monthly billing and recurring revenue.
  9. FY2024-Q1RestatedAnnual report

    「These core services operate under a business model that receives monthly usage fees for providing services through the cloud, securing stable recurring revenue as a base.」

    The Company continues to describe its core services as securing stable revenue through cloud-based service provision, monthly billing and recurring revenue.
  10. FY2023AdvancedAnnual report

    「Recurring revenue accounts for 91.3% of the Company’s sales mix, ensuring sustained soundness and stability.」

    The share of recurring revenue increased from 78.7% in the previous fiscal year to 91.3%, indicating an expansion of the stable revenue structure.
  11. FY2023-Q3RestatedAnnual report

    「These core services operate under a business model that receives monthly usage fees for providing services through the cloud, securing stable recurring revenue as a base.」

    The Company continues to describe its core services as securing stable revenue through cloud-based service provision, monthly billing and recurring revenue.
  12. FY2023-Q2RestatedAnnual report

    「These core services operate under a business model that receives monthly usage fees for providing services through the cloud, securing stable recurring revenue as a base.」

    The Company continues to describe its core services as securing stable revenue through cloud-based service provision, monthly billing and recurring revenue.
  13. FY2023-Q1RestatedAnnual report

    「The Company’s core services operate under a business model that receives usage fees for products and services provided through the cloud, and have a recurring-revenue structure expected to generate continuous income, thereby securing stable revenue.」

    The Company continues to describe a recurring-revenue structure based on cloud usage fees and the securing of stable revenue.
  14. FY2022AdvancedAnnual report

    「Recurring revenue accounts for 78.7% of the Company’s sales mix, ensuring sustained soundness and stability. In addition, Eagle Eye recorded a 13.0% sales growth rate and an increase of 14 contracted customers from the previous fiscal year-end, reflecting steady growth in recurring sales from monthly subscriptions.」

    The Company reports that recurring revenue accounts for 78.7% of the sales mix, and describes growth in Eagle Eye’s sales and number of contracted customers.
  15. FY2022-Q3First statedAnnual report

    「The Company’s core services operate under a business model that receives usage fees for products and services provided through the cloud, and have a recurring-revenue structure expected to generate continuous income, thereby securing stable revenue.」

    The Company describes the revenue structure of its core services as cloud-based, usage-fee-driven and recurring.
Moved together

"Expanding sales of services for consumer goods manufacturers and retailers" moved the same way as this thread, in the same document, in 5 of its 15 moves.

543332★123456
  1. ★This thread
  2. 1Expanding sales of services for consumer goods manufacturers and retailers5×
  3. 2Expansion into External Big Data Using KURASHI360 and AI, and into Other Industries4×
  4. 3Structural shift from on-premises to the cloud3×
  5. 4Customer Companies’ Budget Restraint and Contract Reviews Due to Economic Fluctuations3×
  6. 5Tokyo Stock Exchange Mothers Listing and Capital Raising3×
  7. 6Building a Purchasing Data Platform Integrating Data, Technology and Data-Utilization Expertise2×

★ 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 True Data yet. It last moved in the Financial results presentation of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Securing Stable Earnings Through a Cloud-Based, Recurring Revenue Model | True Data Inc. (4416) | Komori