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freee K.K. (4478) · FactAdvanced

Expansion of ARR, Paying Users and ARPU

First written in FY2020-Q2. 20 of 23 entries say "Advanced", first in FY2020-Q3. Latest entry: 2026-09-28.

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ProgressHeldSoftenedWorseAdvancedFY2020-Q3 – FY2025-H12020: 420202021: 420212022: 320222023: 320232024: 220242025: 120252026: 62026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

65 other companies' latest entry also says "Advanced".

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Showing 14 of the 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-28AdvancedManagement plan

    「プラットフォームARRは、前年同期比+21.8%の43,595百万円に拡大」

    プラットフォームARRを43,595百万円とし、サブスクリプションARRとトランザクションARRの内訳および成長率を示している。
  2. FY2026AdvancedAnnual report

    「As a result of these initiatives, at the end of the fiscal year, platform ARR for the platform business was ¥43,595 million, up 21.8% from the end of the previous fiscal year; the number of paying customer companies was 694,586, up 14.0%; and ARPU was ¥62,772, up 6.8%.」

    Platform ARR was ¥43,595 million, the number of paying customer companies was 694,586, and ARPU was ¥62,772. The previous ARR designation was changed to subscription ARR, and platform ARR, including transaction ARR, was disclosed.
  4. FY2026-H1Redefinition and Growth of Platform ARRAnnual report

    「As a result of these initiatives, platform ARR (Note 5) for the platform business at the end of the interim consolidated accounting period increased 26.0% year on year to ¥39,151 million, the number of paying customer companies (Note 6) increased 13.3% to 643,027, and ARPU (Note 7) increased 11.2% to ¥60,892.」

    The previous ARR designation was changed to subscription ARR, and platform ARR was described as a metric comprising subscription ARR and transaction ARR. Platform ARR was ¥39,151 million.
  5. FY2025-H1AdvancedAnnual report

    「As a result of these initiatives, at the end of the interim consolidated period, ARR (Note 6) for the platform business (Note 5) was ¥30,015 million, up 29.1% from the end of the same period of the previous year; the number of paying customer companies (Note 7) was 564,828, up 19.6%; and ARPU (Note 8) was ¥53,140, up 8.0%.」

    ARR, the number of paying customer companies, and ARPU all increased year on year; ARR exceeded ¥3 trillion and the number of paying customer companies exceeded 560,000.
  6. FY2024AdvancedAnnual report

    「As a result of these initiatives, at the end of the fiscal year, ARR for the platform business was ¥26,087 million, up 26.8% from the end of the previous fiscal year; the number of paying customer companies was 532,637, up 18.1%; and ARPU was ¥48,977, up 7.4%.」

    ARR was ¥26,087 million, the number of paying customer companies was 532,637, and ARPU was ¥48,977, with growth stated for all three metrics.
  7. FY2024-Q3AdvancedAnnual report

    「As a result of these initiatives, at the end of the cumulative third quarter of the fiscal year, ARR (Note 6) for the platform business (Note 5) was ¥25,776 million, up 29.0% from the end of the same period of the previous year; the number of paying customer companies (Note 7) was 543,370, up 17.1%; and ARPU (Note 8) was ¥47,437, up 10.2%.」

    ARR was ¥25,776 million, the number of paying customer companies was 543,370, and ARPU was ¥47,437, with the increase from the same period of the previous year stated.
  8. FY2024-Q1AdvancedAnnual report

    「As a result of these initiatives, at the end of the cumulative first quarter of the fiscal year, ARR (Note 6) for the platform business (Note 5) was ¥21,822 million, up 32.4% from the end of the same period of the previous year; the number of paying customer companies (Note 7) was 458,196, up 18.5%; ARPU (Note 8) was ¥47,626, up 11.8%; revenue from the business during the cumulative first quarter was ¥5,720 million, up 34.9% year on year; and adjusted operating loss (Note 9) was ¥1,915 million, compared with ¥1,042 million in the same period of the previous year.」

    ARR was ¥21,822 million, the number of paying customer companies was 458,196, and ARPU was ¥47,626, with the increase from the same period of the previous year stated.
  9. FY2023-Q3AdvancedAnnual report

    「As a result of these initiatives, ARR (Note 6) for the platform business (Note 5) at the end of the third quarter increased 37.1% year on year to ¥19,983 million, the number of paying customer companies (Note 7) increased 20.6% to 464,157, and ARPU (Note 8) increased 13.7% to ¥43,052.」

    ARR was ¥19,983 million, the number of paying customer companies was 464,157, and ARPU was ¥43,052, with increases from the same period of the previous year stated for all three metrics.
  10. FY2023-Q2AdvancedAnnual report

    「As a result of these initiatives, ARR (Note 6) for the platform business (Note 5) at the end of the second quarter increased 36.8% year on year to ¥17,629 million, the number of paying customer companies (Note 7) increased 22.1% to 399,420, and ARPU (Note 8) increased 12.0% to ¥44,138.」

    ARR was ¥17,629 million, the number of paying customer companies was 399,420, and ARPU was ¥44,138, with increases from the same period of the previous year stated for all three metrics.
  11. FY2023-Q1AdvancedAnnual report

    「At the end of the cumulative first quarter of the fiscal year, ARR (Note 6) for the platform business (Note 5) was ¥16,475 million, up 36.3% from the end of the same period of the previous year; the number of paying customer companies (Note 7) was 386,655, up 23.5%; and ARPU (Note 8) was ¥42,611, up 10.4%.」

    ARR was ¥16,475 million, the number of paying customer companies was 386,655, and ARPU was ¥42,611, with increases from the same period of the previous year stated for all three metrics.
  12. FY2022-Q3AdvancedAnnual report

    「At the end of the cumulative third quarter of the fiscal year, ARR (Note 6) for the platform business (Note 5) was ¥14,571 million, up 38.3% from the end of the same period of the previous year; the number of paying customer companies (Note 7) was 384,871, up 36.6%; and ARPU (Note 8) was ¥37,861, up 1.3%.」

    ARR was ¥14,571 million, the number of paying customer companies was 384,871, and ARPU was ¥37,861, with the increase from the same period of the previous year stated.
  13. FY2022-Q2AdvancedAnnual report

    「As a result, at the end of the cumulative second quarter of the fiscal year, ARR (Note 8) for the platform business (Note 7) was ¥12,883 million, up 38.9% from the end of the same period of the previous year; the number of paying customer companies (Note 9) was 327,034, up 33.5%; and ARPU (Note 10) was ¥39,395, up 4.1%.」

    ARR was ¥12,883 million, the number of paying customer companies was 327,034, and ARPU was ¥39,395, with the increase from the same period of the previous year stated.
  14. FY2022-Q1AdvancedAnnual report

    「As a result, at the end of the cumulative first quarter of the fiscal year, ARR (Note 6) for the platform business (Note 5) was ¥12,085 million, up 41.3% from the end of the same period of the previous year; the number of paying customer companies (Note 7) was 313,206, up 34.2%; and ARPU (Note 8) was ¥38,586, up 5.3%.」

    ARR was ¥12,085 million, the number of paying customer companies was 313,206, and ARPU was ¥38,586, with the increase from the same period of the previous year stated.
  15. FY2021AdvancedAnnual report

    「As a result of these initiatives, at the end of the fiscal year, ARR was ¥11,268 million, up 42.7% from the end of the previous fiscal year; the number of paying customer companies was 293,296, up 30.9%; and ARPU was ¥38,419, up 9.0%. ARR after taking into account the M&A conducted during the fiscal year was ¥11,465 million.」

    ARR reached ¥11,268 million, the number of paying customer companies reached 293,296, and ARPU reached ¥38,419. ARR after taking M&A into account was also stated as ¥11,465 million.
  16. FY2021-Q3AdvancedAnnual report

    「As a result, at the end of the cumulative third quarter of the fiscal year, ARR (Note 5) was ¥10,533 million, up 49.9% from the end of the same period of the previous year; the number of paying customer companies (Note 6) was 281,822, up 34.2%; and ARPU (Note 7) was ¥37,376, up 11.7%.」

    ARR was ¥10,533 million, the number of paying customer companies was 281,822, and ARPU was ¥37,376, with the increase from the same period of the previous year stated.
  17. FY2021-Q2AdvancedAnnual report

    「As a result, at the end of the cumulative second quarter of the fiscal year, ARR (Note 5) was ¥9,273 million, up 49.9% from the end of the same period of the previous year; the number of paying customer companies (Note 6) was 245,003, up 36.8%; and ARPU (Note 7) was ¥37,849, up 9.5%.」

    ARR was ¥9,273 million, the number of paying customer companies was 245,003, and ARPU was ¥37,849, with the increase from the same period of the previous year stated.
  18. FY2021-Q1AdvancedAnnual report

    「At the end of the three-month period ended in the first quarter, ARR (Note 5) was ¥8,550 million, up 49.0% year on year, the number of paying customer companies (Note 6) was 233,341, up 39.0%, and ARPU (Note 7) was ¥36,645, up 7.2%.」

    ARR was ¥8,550 million, the number of paying customer companies was 233,341, and ARPU was ¥36,645, with the increase from the same period of the previous year stated.
  19. FY2020AdvancedAnnual report

    「As a result, at the end of the fiscal year, ARR (Note 5) was ¥7,898 million, up 49.8% from the end of the previous fiscal year, the number of paying customer companies (Note 6) was 224,106, up 40.0%, and ARPU (Note 7) was ¥35,246, up 7.0%.」

    ARR was ¥7,898 million, the number of paying customer companies was 224,106, and ARPU was ¥35,246, with increases recorded for all three metrics year on year.
  20. FY2020-Q3AdvancedAnnual report

    「At the end of the nine-month period ended in the third quarter, ARR (Note 5) was ¥7,059 million, up 44.0% year on year, the number of paying customer companies (Note 6) was 205,196, up 31.4%, and ARPU (Note 7) was ¥34,402, up 9.6%.」

    ARR and the number of customer companies increased from ¥6,223 million and 172,882, respectively, at the time of the previous filing. ARPU declined from ¥35,999 to ¥34,402, but was up 9.6% year on year.
  21. FY2020-Q2First statedAnnual report

    「As a result, at the end of the six-month period ended in the second quarter, ARR (Note 5) was ¥6,223 million, up 54.3% year on year, the number of paying customer companies (Note 6) was 172,882, up 36.3%, and ARPU (Note 7) was ¥35,999, up 13.2%.」

    The Group presented its principal growth metrics at the end of the quarter, together with their year-on-year growth rates.
Moved together

"Further expansion of the user base" moved the same way as this thread, in the same document, in 19 of its 23 moves.

191210988★123456
  1. ★This thread
  2. 1Further expansion of the user base19×
  3. 2Improving Back-Office Efficiency Through an Integrated Cloud ERP12×
  4. 3Expanding TAM into ERP Beyond Accounting and Human Resources and Payroll10×
  5. 4Introduction of a Performance-Linked Stock Compensation Plan9×
  6. 5R&D Investment to Improve Core Services8×
  7. 6Strengthening Integration with Third-Party Software and Services8×

★ 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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Expansion of ARR, Paying Users and ARPU | freee K.K. (4478) | Komori