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freee K.K. (4478) · FactMitigated

Subscription Revenue Structure and Low Monthly Churn

First written in FY2020. 5 of 6 entries say "Mitigated", first in FY2021. Latest entry: 2026-09-28.

6entries
7years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MitigatedFY2021 – 2026-09-282020: 120202021: 120212022: 020222023: 020232024: 120242025: 020252026: 32026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

3 other companies' latest entry also says "Mitigated".

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 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-28MitigatedBusiness Plan

    「12ヶ月平均解約率 (5) 1.0% / 0.5% 全体 法人」

    12ヶ月平均解約率を全体1.0%、法人0.5%と記載している。
  2. FY2026MitigatedAnnual report

    「The average monthly churn rate for the fiscal year ending June 2026 was approximately 1.0%. While small businesses tend to have higher closure rates than large companies and are also more likely to switch to other companies' software, our group has achieved a sustained reduction in churn.」

    The average monthly churn rate declined from approximately 1.2% as previously disclosed to approximately 1.0%. States that retention is being improved through customer success and cross-selling, among other initiatives.
  3. 2026-08-13MitigatedFinancial results briefing materials

    「The 12-month average monthly churn rate for the fiscal year ending June 2026 continued to improve, finishing at 1.0%.」

    The 12-month average monthly churn rate was 1.0%, down further from approximately 1.2%.
  4. FY2024MitigatedAnnual report

    「Subscription revenue accounts for more than 90% (Note 1) of total revenue, resulting in a stable and recurring revenue structure. As a result, the average monthly churn rate (Note 3) for the fiscal year ended June 2024 was approximately 1.2%.」

    The subscription revenue ratio remained above 90%, while the average monthly churn rate declined from approximately 1.3% previously to approximately 1.2%.
  5. FY2021MitigatedAnnual report

    「Subscription revenue accounts for more than 90% (Note 1) of total revenue, resulting in a stable and recurring revenue structure. As a result, the average monthly churn rate (Note 3) for the fiscal year ended June 2021 was approximately 1.3%.」

    The subscription ratio remained above 90%, while the average monthly churn rate declined from approximately 1.6% previously to approximately 1.3%.
  6. FY2020First statedAnnual report

    「Subscription revenue accounts for more than 90% (Note 1) of total revenue, resulting in a stable and recurring revenue structure. As a result, the average monthly churn rate (Note 3) for the fiscal year ended June 2020 was approximately 1.6%.」

    Presents a subscription revenue ratio of more than 90% and an average monthly churn rate of approximately 1.6% for the fiscal year ended June 2020 as structural facts underlying the revenue model.
Moved together

"Further expansion of the user base" moved the same way as this thread, in the same document, in 5 of its 6 moves.

554444★123456
  1. ★This thread
  2. 1Further expansion of the user base5×
  3. 2Expansion of ARR, Paying Users and ARPU5×
  4. 3Expanding TAM into ERP Beyond Accounting and Human Resources and Payroll4×
  5. 4Improving Back-Office Efficiency Through an Integrated Cloud ERP4×
  6. 5Expansion of Financial Services4×
  7. 6Maximizing medium- to long-term profit and cash flow4×

★ 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 freee K.K. yet. It last moved in the Business Plan of 2026-09-28: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Subscription Revenue Structure and Low Monthly Churn | freee K.K. (4478) | Komori