Expansion of the Recurring Business
First written in FY2021. 20 of 22 entries say "Advanced", first in FY2022-Q1. 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".
- 2026-10-14AdvancedEarnings
「リカーリング 小計 9,637 11,141 1,503 15.6％」
リカーリング売上収益が前年同期比15.6％増となり、クラウド及びサブスクリプションの増加が示された。 - FY2027-H1AdvancedAnnual report
「Recurring Maintenance 5,643 5,967 323 5.7% Cloud 3,119 3,981 861 27.6% Subscription 874 1,193 319 36.5% Subtotal 9,637 11,141 1,503 15.6%」
Recurring revenue for the interim period was ¥11,141 million, up 15.6% year on year. Revenue from ongoing maintenance, cloud and subscription contracts all increased. - 2026-07-14AdvancedEarnings
「Recurring revenue was ¥5,509 million, up 17.8% year on year.」
Recurring revenue, including cloud and subscription revenue, increased 17.8% year on year. - FY2026AdvancedAnnual report
「Recurring revenue was ¥20,288 million, total revenue was ¥30,945 million, and the recurring revenue ratio was 65.6%.」
Recurring revenue increased 16.0% from ¥17,494 million in the previous fiscal year to ¥20,288 million, while the recurring revenue ratio rose from 60.9% to 65.6%. This indicates progress toward the 75% target for the fiscal year ending February 2027. - FY2026-H1AdvancedAnnual report
「Recurring Maintenance 5,372 5,643 271 5.1% Cloud 2,529 3,119 590 23.3% Subscription 634 874 239 37.8% Subtotal 8,535 9,637 1,101 12.9%」
Recurring revenue for the first six months was ¥9,637 million, up 12.9% year on year. Revenue from ongoing maintenance, cloud and subscription contracts all increased. - FY2025AdvancedAnnual report
「Recurring revenue was ¥17,494 million, total revenue was ¥28,708 million, and the recurring revenue ratio was 60.9%.」
Recurring revenue increased 10.0% from ¥15,908 million in the previous fiscal year to ¥17,494 million. Revenue from ongoing maintenance, cloud and subscription contracts continued to accumulate, while recurring revenue's share of total revenue declined from 61.8% to 60.9%. - FY2025-H1AdvancedAnnual report
「Transactions based on ongoing contracts form a revenue model known as the recurring business, in which revenue accumulates each year as the number of customer companies increases. Revenue from these businesses, or recurring revenue, makes a significant contribution to stabilizing and continuously expanding the group's revenue. Recurring 7,666 8,535 869 11.3%」
Recurring revenue for the first six months was ¥8,535 million, up 11.3% year on year. Cloud and subscription revenue increased 28.3% and 29.3%, respectively, as revenue from ongoing contracts continued to accumulate. - FY2025-Q1AdvancedAnnual report
「The software and services provided by the group comprise transactions that do not presuppose ongoing contracts, such as software licenses and services provided at implementation, as well as transactions based on ongoing contracts, such as software maintenance and support contracts, subscription contracts and cloud service usage contracts. Recurring 3,765 4,244 479 12.7%」
First-quarter recurring revenue was ¥4,244 million, up 12.7% year on year. Revenue from ongoing maintenance, cloud and subscription contracts continued to build. - FY2024AdvancedAnnual report
「Recurring revenue was ¥15,908 million, and the recurring revenue ratio was 61.8%. The target recurring revenue ratio for the fiscal year ending February 2027 is 75%.」
Recurring revenue was ¥15,908 million, up 18.1% from the previous fiscal year, and accounted for 61.8% of total revenue. The company maintained its 75% target for the fiscal year ending February 2027 and is working to prevent customer churn and make additional proposals through dedicated departments and customer management. - FY2024-Q3AdvancedAnnual report
「Revenue by contract category Recurring 9,878 11,725 1,847 18.7%」
Cumulative recurring revenue for the third quarter increased from ¥9,878 million in the same period of the previous year to ¥11,725 million, up 18.7% year on year. - FY2024-Q2AdvancedAnnual report
「Recurring 6,465 7,666 1,201 18.6%」
Cumulative recurring revenue for the second quarter increased from ¥6,465 million in the same period of the previous year to ¥7,666 million, up 18.6% year on year. - FY2024-Q1AdvancedAnnual report
「Recurring 3,204 3,765 560 17.5%」
First-quarter recurring revenue increased from ¥3,204 million in the same period of the previous year to ¥3,765 million, up 17.5% year on year. - FY2023-Q3AdvancedAnnual report
「Recurring 9,032,115 9,878,315 846 9.4%」
Cumulative recurring revenue for the third quarter increased from ¥9,032 million in the same period of the previous year to ¥9,878 million, up 9.4% year on year. - FY2023-Q2AdvancedAnnual report
「Recurring 5,984 6,465 480 8.0%」
Cumulative recurring revenue for the second quarter increased from ¥5,984 million in the same period of the previous year to ¥6,465 million, up 8.0% year on year. - FY2023-Q1AdvancedAnnual report
「Recurring 2,987 3,204 217 7.3%」
First-quarter recurring revenue increased from ¥2,987 million in the same period of the previous year to ¥3,204 million, up 7.3% year on year. - FY2022RaisedAnnual report
「Recurring revenue accounted for 61.4% of total revenue in the fiscal year ended February 2022. We will work to improve this ratio as revenue expands. The medium-term management policy announced in January 2022 sets a target recurring revenue ratio of 75% for the fiscal year ending February 2027.」
The recurring revenue ratio was 61.4%, and a new time-bound medium-term target of 75% was established for the fiscal year ending February 2027. - FY2022-Q3AdvancedAnnual report
「Recurring 8,331,817 9,032,115」
Cumulative recurring revenue for the third quarter increased from ¥8,331 million in the same period of the previous year to ¥9,032 million. - FY2022-Q2AdvancedAnnual report
「Recurring 5,471,446 5,984,572」
Recurring revenue for the cumulative second-quarter period increased from ¥5,471 million in the same period of the previous year to ¥5,984 million. - FY2022-Q1AdvancedAnnual report
「Recurring 2,700,246 2,987,887」
Recurring revenue increased from ¥2,700 million in the same period of the previous year to ¥2,987 million. - FY2021First statedAnnual report
「The Group is promoting a recurring business in which it provides products and services to customers continuously, rather than on a one-time basis, and receives consideration according to the period of service provision. Recurring revenue, the revenue associated with this recurring business, accounted for 61.9% of total revenue in the fiscal year ended February 2021, and the Group intends to increase this ratio as revenue expands.」
The Group positions continuing contracts, including maintenance, subscriptions and cloud services, as the foundation for stabilizing and steadily expanding revenue.