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Link-U Group (4446) · TargetInterim results update

Expanding Recurring, Stock-Based Revenue with Recurring Services as the Core

First written in FY2019. 22 of 24 entries say "Advanced", first in FY2020-Q1. Latest entry: FY2026-H1.

24entries
8years
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ProgressHeldSoftenedWorseAdvancedFY2020-Q1 – FY20252019: 22020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 1
Same theme, other companies
Stable Revenue Base from Recurring RevenueA theme 23 companies write about · 0 as a headwind · 24 as a tailwind

The whole theme swung hardest in 2019: 1 of 11 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Interim results updateAnnual report

    「Recurring services 2,394,512 2,102,030」

    Revenue from recurring services declined from ¥2,394.512 million in the year-earlier period to ¥2,102.030 million. Meanwhile, growth in overseas services brought revenue from manga services to ¥1,350.115 million, or 106.8% of the year-earlier period.
  2. FY2025AdvancedAnnual report

    「During the fiscal year, revenue was added from 株式会社ビューン and 株式会社Romanz, which became newly consolidated subsidiaries in the fourth quarter of the previous fiscal year. Revenue from the earthquake-prediction AI service "ゆれしる," in-house advertising operations, and monthly fixed fees from services released in the previous fiscal year also grew steadily. As a result, recurring-service revenue was ¥4,309.574 million, or 128.9% of the year-earlier period.」

    Recurring-service revenue was ¥4,309.574 million, or 128.9% of the year-earlier period, driven by the consolidation effects of ビューン and Romanz, as well as growth in "ゆれしる," in-house advertising operations, and monthly fixed fees.
  3. FY2025-H1AdvancedAnnual report

    「During the interim consolidated accounting period, revenue was added from 株式会社ビューン and 株式会社Romanz, which became newly consolidated subsidiaries in the fourth quarter of the previous fiscal year. Revenue from the earthquake-prediction AI service "ゆれしる," in-house advertising operations, and monthly fixed fees from services released in the previous fiscal year also grew steadily. As a result, recurring-service revenue was ¥2,394.512 million, or 164.1% of the year-earlier period.」

    Recurring-service revenue was ¥2,394.512 million, or 164.1% of the year-earlier period, driven by the consolidation effects of ビューン and Romanz, as well as growth in "ゆれしる," in-house advertising operations, and monthly fixed fees.
  4. FY2024AdvancedAnnual report

    「As a result, revenue from recurring services was ¥3,334.423 million, or 120.1% of the year-earlier period.」

    Recurring-service revenue was ¥3,334.423 million, or 120.1% of the year-earlier period, driven by the consolidation effects of ビューン and Romanz, as well as growth in "ゆれしる," in-house advertising operations, and monthly fixed fees from existing services.
  5. FY2024-Q3AdvancedAnnual report

    「During the first nine months of the fiscal year, while translation revenue related to last year's releases leveled off, revenue from the earthquake-prediction AI service "ゆれしる," in-house advertising operations, and monthly fixed fees from services released in the previous fiscal year grew steadily. As a result, revenue from recurring services was ¥2,187.744 million, or 105.5% of the year-earlier period.」

    Revenue from "ゆれしる," in-house advertising operations, and monthly fixed fees from existing services grew, resulting in recurring-service revenue of ¥2,187.744 million, or 105.5% of the year-earlier period.
  6. FY2024-Q2AdvancedAnnual report

    「During the first six months of the fiscal year, while translation revenue related to last year's releases leveled off, revenue from the earthquake-prediction AI service "ゆれしる," in-house advertising operations, and monthly fixed fees from services released in the previous fiscal year grew steadily. As a result, revenue from recurring services was ¥1,449.586 million, or 100.9% of the year-earlier period.」

    While translation revenue leveled off, revenue from "ゆれしる," in-house advertising operations, and monthly fixed fees from existing services grew, resulting in recurring-service revenue of ¥1,449.586 million, or 100.9% of the year-earlier period.
  7. FY2024-Q1AdvancedAnnual report

    「While translation revenue related to last year's releases leveled off, revenue from the earthquake-prediction AI service "ゆれしる," in-house advertising operations, and monthly fixed fees from services released in the previous fiscal year grew steadily. As a result, revenue from recurring services was ¥736.561 million, or 99.9% of the year-earlier period.」

    While translation revenue leveled off, revenue from "ゆれしる," in-house advertising operations, and monthly fixed fees from existing services grew, resulting in recurring-service revenue of ¥736.561 million, or 99.9% of the year-earlier period.
  8. FY2023AdvancedAnnual report

    「As a result, recurring service revenue was ¥2,775.411 billion, up 146.1% year on year.」

    The Company advanced the integration of the official 集英社 bookstore service into “ゼブラック” and the development of sales channels for “ゆれしる,” resulting in recurring service revenue of ¥2,775.411 billion, up 146.1% year on year.
  9. FY2023-Q3AdvancedAnnual report

    「During the cumulative third quarter of the fiscal year, the official 集英社 bookstore service was integrated into “ゼブラック,” the manga app jointly operated with 株式会社集英社, driving strong growth. The Company's proprietary earthquake forecasting AI service “ゆれしる” also entered a growth trajectory through the development of sales channels. As a result, recurring service revenue was ¥2,073.110 billion, up 154.5% year on year.」

    The Company continued the integration of the official 集英社 bookstore service into “ゼブラック” and the development of sales channels for “ゆれしる,” resulting in recurring service revenue of ¥2,073.110 billion, up 154.5% year on year.
  10. FY2023-Q2AdvancedAnnual report

    「During the cumulative second quarter of the fiscal year, the official 集英社 bookstore service was integrated into “ゼブラック,” the manga app jointly operated with 株式会社集英社, driving strong growth. The Company's proprietary earthquake forecasting AI service “ゆれしる” also entered a growth trajectory through the development of sales channels. As a result, recurring service revenue was ¥1,437.262 billion, up 175.9% year on year.」

    The Company reported the integration of the official 集英社 bookstore service into “ゼブラック” and the development of sales channels for “ゆれしる,” resulting in recurring service revenue of ¥1,437.262 billion, up 175.9% year on year.
  11. FY2023-Q1AdvancedAnnual report

    「During the cumulative first quarter of the fiscal year, the official 集英社 bookstore service was integrated into “ゼブラック,” the manga app jointly operated with 株式会社集英社, driving strong growth. The Company's proprietary earthquake forecasting AI service “ゆれしる” also entered a growth trajectory through the development of sales channels. In addition, 株式会社コンパス has been consolidated from the third quarter of the previous fiscal year, and 株式会社Brightech from the first quarter of the current fiscal year. As a result, recurring service revenue was ¥737.030 million, up 182.8% year on year.」

    The Company integrated the official 集英社 bookstore service into ゼブラック, developed sales channels for ゆれしる and expanded the scope of consolidation, recording recurring service revenue of ¥737.030 million, up 182.8% year on year.
  12. FY2022AdvancedAnnual report

    「As a result, recurring service revenue was ¥1,900.112 billion, up 131.1% year on year.」

    The Company expanded its manga content and launched new projects, resulting in recurring service revenue of ¥1,900.112 billion, up 131.1% year on year.
  13. FY2022-Q3AdvancedAnnual report

    「During the cumulative third quarter of the fiscal year, we worked to increase earning power by expanding the manga content handled by the Group and launching new projects, among other measures. As a result, recurring service revenue was ¥1,341.473 billion, up 133.1% year on year.」

    The Company expanded the manga content handled by the Group and launched new projects, recording recurring service revenue of ¥1,341.473 billion, up 133.1% year on year.
  14. FY2022-Q2AdvancedAnnual report

    「During the cumulative second quarter of the fiscal year, we worked to increase earning power by expanding the manga service, including through collaboration with new business partners, and improving usability through technological improvements and other measures.」

    The Company continued collaboration with new business partners, expansion of the manga service and technological improvements, resulting in recurring service revenue of ¥816.860 million, up 131.2% year on year.
  15. FY2022-Q1AdvancedAnnual report

    「During the cumulative first quarter of the fiscal year, we worked to increase earning power by expanding the manga service, including through collaboration with new business partners, and improving usability through technological improvements and other measures. Although the number of manga service users continued to increase, we recognize that pirated sites and intensifying competition with competitors, among other factors, affected revenue. As a result, recurring service revenue was ¥403.252 million, up 131.0% year on year.」

    The Company advanced collaboration with new business partners and technological improvements, recording recurring service revenue of ¥403.252 million, up 131.0% year on year.
  16. FY2021AdvancedAnnual report

    「During the fiscal year, in response to the renewed activity of pirated sites, we withdrew from certain development and maintenance operations with limited potential to expand earnings and worked to increase earning power by assigning engineers to improve the manga service. As a result, we believe that the manga service, which had been sluggish due to the impact of pirated sites, bottomed out in the second half of the fiscal year. As a result, recurring service revenue was ¥1,449.896 billion.」

    The Company withdrew from low-earning operations and reassigned engineers, recognizing that the manga service had bottomed out in the second half of the fiscal year. Recurring service revenue was ¥1,449.896 billion.
  17. FY2021-Q3AdvancedAnnual report

    「During the cumulative third quarter of the fiscal year, we withdrew from certain development and maintenance projects with limited potential to expand earnings and worked to increase earning power by assigning engineers to improve the manga service. As a result, the number of manga service users continued to increase, although we recognize that the increase in users of pirated sites affected revenue. As a new project, we launched “マンガがうがう” with 株式会社双葉社. As a result, recurring service revenue was ¥1,007.987 billion.」

    The Company withdrew from low-earning projects, reassigned engineers to the manga service and launched a new service, recording recurring service revenue of ¥1,007.987 billion.
  18. FY2021-Q2AdvancedAnnual report

    「During the cumulative second quarter of the fiscal year, we worked to increase earning power by expanding the manga service, including through collaboration with new business partners, and improving usability through technological improvements and other measures. As a new project, we launched “マンガがうがう” with 株式会社双葉社. Although the number of users of the manga service continued to increase, we recognize that the increase in users of pirated sites affected revenue.」

    The Company continued technological improvements and launched the new service “マンガがうがう” with 株式会社双葉社. Recurring service revenue was ¥622.419 million, while the Company also noted the impact on revenue from the increase in users of pirated sites.
  19. FY2021-Q1AdvancedAnnual report

    「During the cumulative first quarter of the fiscal year, we worked to increase earning power by improving usability through technological improvements and other measures. Although the number of users of the manga service continued to increase, we recognize that the increase in users of pirated sites affected revenue. As a result, recurring service revenue was ¥307.735 million.」

    The Company continued to increase earning power through technological improvements and reported an increase in manga service users and recurring service revenue of ¥307.735 million.
  20. FY2020AdvancedAnnual report

    「As a result, recurring service revenue was ¥1,173.110 billion, up 133.5% from the previous fiscal year.」

    The Company continued to increase earning power through technological improvements, advertising investments and services in the investment recovery phase, resulting in annual recurring service revenue of ¥1,173.110 billion, up 133.5% year on year.
  21. FY2020-Q3AdvancedAnnual report

    「During the cumulative third quarter, we worked to increase earning power by improving usability through technological improvements and other measures. As the earning power of the services as a whole remained strong, we viewed this as a growth phase and made proactive and efficient investments in advertising. Services that had entered the investment recovery phase also contributed to earnings. As a result, recurring service revenue was ¥818.606 million, up 130.8% year on year.」

    The Company continued to increase earning power through technological improvements, advertising investments and services in the investment recovery phase, and reported recurring service revenue of ¥818.606 million, up 130.8% year on year.
  22. FY2020-Q2AdvancedAnnual report

    「During the six months ended this quarter, we worked to expand earnings power by improving usability through technological enhancements and other measures. As earnings power across our services remained strong, we regarded this as a growth phase and made proactive and efficient investments in advertising. Services that had entered the investment-recovery phase also contributed to earnings. As a result, revenue from recurring services was ¥511.248 million.」

    The company continued technological improvements and advertising investment, while services in the investment-recovery phase contributed to earnings. Recurring-services revenue was ¥511.248 million.
  23. FY2020-Q1AdvancedAnnual report

    「In our recurring services and initial and maintenance development services, we focused on expanding the earnings power of existing services and launching new services.」

    The company pursued initiatives to expand the earnings power of existing services and launch new services. Recurring-services revenue for the first quarter was ¥242.509 million.
  24. FY2019First statedAnnual report

    「We are working to achieve sustainable growth by expanding our recurring services.」

    The company positions revenue sharing and monthly fixed revenue as a sustainable earnings base and plans to expand stock-based projects such as server maintenance and operations.
Moved together

"Funding Growth Through Internal Funds, Borrowings and Equity" moved the same way as this thread, in the same document, in 18 of its 24 moves.

181410866★123456
  1. ★This thread
  2. 1Funding Growth Through Internal Funds, Borrowings and Equity18×
  3. 2Winning Recurring Projects Through Initial and Maintenance Development14×
  4. 3Creating New Businesses and Accumulating Technology and Expertise10×
  5. 4Beginning Preparation of Consolidated Financial Statements Following the Acquisition of Subsidiaries8×
  6. 5Expansion into Diverse Content Beyond Manga6×
  7. 6Agreements with New Content Holders and Expansion into Video Services6×

★ 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.

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Expanding Recurring, Stock-Based Revenue with Recurring Services as the Core | Link-U Group Inc. (4446) | Komori