A business model that builds recurring revenue from users
First written in FY2020. 15 of 21 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-09-17.
No other company in this theme has enough history to compare yet.
- FY2025RestatedAnnual report
「We have entered into fixed-fee or usage-based contracts with telecommunications carriers and established a continuous and stable revenue base through a revenue model linked to the number of option-pack contracts or users offered by those carriers.」
The company continues to explain its recurring-revenue model based on the number of telecommunications carriers’ option-pack contracts and users as the foundation of its security business. - FY2025-H1AdvancedAnnual report
「Recurring revenue (Note 1) 880,680 218,103 1,098,784 － 1,098,784 Transactional revenue (Note 2) 89,419 183,932 273,352 － 273,352」
The company disclosed recurring revenue of ¥1,098.784 million and transactional revenue of ¥273.352 million for the current interim accounting period. Recurring revenue increased from ¥970.473 million in the same period of the previous year. - FY2024RestatedAnnual report
「The company’s principal revenue from its nuisance-information filtering business consists of accumulated service fees from option-pack contracts offered by telecommunications carriers, with recurring revenue linked to the number of service users accounting for the majority of revenue. Revenue increases as the number of users grows.」
The company continues to explain its recurring-revenue model based on telecommunications carriers’ option contracts and user numbers. - FY2024-Q2AdvancedAnnual report
「Recurring revenue (Note 1) 861,581 970,473 Transactional revenue (Note 2) 148,039 183,561 Revenue from contracts with customers 1,009,621 1,154,034」
Recurring revenue for the cumulative period of the second quarter was ¥970.473 million, up from ¥861.581 million in the same period of the previous year. Transactional revenue also increased to ¥183.561 million from ¥148.039 million. - FY2024-Q1AdvancedAnnual report
「Recurring revenue (Note 1) 423,450 476,901 Transactional revenue (Note 2) 64,372 90,980 Revenue from contracts with customers 487,823 567,882」
Year on year, recurring revenue increased from ¥423.450 million to ¥476.901 million, while transactional revenue increased from ¥64.372 million to ¥90.980 million. - FY2023RestatedAnnual report
「The company’s principal revenue from its nuisance-information filtering business consists of accumulated service fees from option-pack contracts offered by telecommunications carriers, with recurring revenue linked to the number of service users accounting for the majority of revenue. Revenue increases as the number of users grows.」
The company continues to explain that recurring revenue linked to user numbers is the main component of its business model. - FY2023-Q3AdvancedAnnual report
「Recurring revenue (Note 1) 1,282,331 1,282,331 34,126 1,316,457 Transactional revenue (Note 2) 208,729 208,729 4,551 213,280」
The company disclosed recurring revenue of ¥1,316.457 million and transactional revenue of ¥213.280 million for the cumulative period of the third quarter, with recurring revenue increasing from ¥1,087.689 million in the same period of the previous year. - FY2023-Q2AdvancedAnnual report
「Recurring revenue (Note 1) 837,929 837,929 23,651 861,581 Transactional revenue (Note 2) 143,487 143,487 4,551 148,039」
The company disclosed recurring revenue of ¥861.581 million and transactional revenue of ¥148.039 million for the cumulative period of the second quarter, with recurring revenue increasing from ¥714.376 million in the same period of the previous year. - FY2023-Q1AdvancedAnnual report
「Recurring revenue (Note 1) 411,295 411,295 12,155 423,450 Transactional revenue (Note 2) 59,852 59,852 4,520 64,372」
The company disclosed recurring revenue of ¥423.450 million and transactional revenue of ¥64.372 million for the cumulative period of the first quarter, updating the scale of its recurring revenue. - FY2022-Q3AdvancedAnnual report
「Recurring revenue (Note 1) 1,087,689 1,087,689 43,092 1,087,689 Transactional revenue (Note 2) 160,846 160,846 2,256 163,103」
The company disclosed recurring revenue of ¥1,087.689 million and transactional revenue of ¥163.103 million for the cumulative period of the third quarter, updating the scale of its recurring revenue. - FY2022-Q2AdvancedAnnual report
「Recurring revenue (Note 1) 683,873 683,873 30,502 714,376 Transactional revenue (Note 2) 124,315 124,315 261 124,577」
The company disclosed recurring revenue of ¥714.376 million and transactional revenue of ¥124.577 million for the cumulative period of the current quarter. - FY2022-Q1AdvancedAnnual report
「Recurring revenue (Note 1) 336,828 336,828 14,490 351,319 Transactional revenue (Note 2) 40,423 40,423 139 40,563」
The disaggregation of revenue showed recurring revenue of ¥351.319 million and transactional revenue of ¥40.563 million, providing the first quantitative disclosure of the composition of the recurring-revenue model. - FY2021RestatedAnnual report
「Because our business model builds recurring revenue from users, we believe that even if COVID-19 were to spread rapidly, it would be unlikely to affect our revenue immediately.」
The company continues to explain that its business model is based on accumulating recurring revenue from users. - FY2020First statedAnnual report
「Because our business model builds recurring revenue from users, we believe that even if COVID-19 were to spread rapidly, it would be unlikely to affect our revenue immediately.」
The company explained that its business model is structurally based on accumulating recurring revenue from users.