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AI inside (4488) · TargetAdvanced

Recurring revenue growth as the most important management indicator

First written in FY2020. 19 of 23 entries say "Advanced", first in FY2021-Q2. Latest entry: 2026-08-12.

23entries
7years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q2 – FY2022-Q2AdvancedFY2023-Q2 – 2026-08-122020: 220202021: 420212022: 420222023: 420232024: 320242025: 220252026: 42026
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".

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. 2026-08-12AdvancedEarnings presentation

    「Five consecutive years of revenue growth, centered on recurring revenue」

    First-quarter recurring revenue increased from ¥1,078 million in the prior year to ¥1,139 million, continuing revenue growth centered on recurring revenue.
  2. FY2026AdvancedAnnual report

    「Recurring revenue model 4,188,788 108.9 4,487,817 107.1」

    Recurring revenue, identified as the most important metric, was ¥4,487,817 thousand for the full fiscal year, or 107.1% of the previous fiscal year.
  3. FY2026-H1AdvancedAnnual report

    「Recurring revenue model 2,041,010 107.9 2,197,990 107.7」

    Recurring revenue, identified as the most important metric, increased from ¥2,041,010 thousand in the year-earlier period to ¥2,197,990 thousand, or 107.7% of the year-earlier period.
  4. FY2025AdvancedAnnual report

    「The company has designated recurring revenue growth as its most important metric, with the number of contracts, contract churn rate (Note 1) and number of requests for AI functions serving as related metrics.」

    The company continued its policy of treating recurring revenue as its most important metric, and full-year revenue was ¥4,188,788 thousand, or 108.9% of the previous fiscal year.
  5. FY2025-H1AdvancedAnnual report

    「Recurring revenue model 1,891,332 114.3 2,041,010 107.9」

    Recurring revenue, identified as the most important metric, increased from ¥1,891,332 thousand in the year-earlier period to ¥2,041,010 thousand, or 107.9% of the year-earlier period.
  6. FY2024AdvancedAnnual report

    「The company has designated recurring revenue growth as its most important metric, with the number of contracts, contract churn rate (Note 1) and number of requests for AI functions serving as related metrics.」

    The company continued its policy of treating recurring revenue as its most important metric, and full-year revenue was ¥3,845,324 thousand, or 111.3% of the previous fiscal year.
  7. FY2024-Q3AdvancedAnnual report

    「Recurring revenue model 2,533,761 111.7 2,860,988 112.9」

    Recurring revenue, identified as the most important metric, was ¥2,860,988 thousand for the cumulative third quarter period, or 112.9% of the year-earlier period.
  8. FY2024-Q2AdvancedAnnual report

    「Recurring revenue model 1,655,046 106.2 1,891,332 114.3」

    Recurring revenue, identified as the most important metric, increased from ¥1,655,046 thousand in the year-earlier period to ¥1,891,332 thousand, or 114.3% of the year-earlier period.
  9. FY2024-Q1AdvancedAnnual report

    「Recurring revenue model 806,411 88.0 941,987 116.8」

    Recurring revenue, identified as the most important metric, was ¥941,987 thousand, or 116.8% of the year-earlier period, representing an increase from the previous year.
  10. FY2023AdvancedAnnual report

    「The company has designated recurring revenue growth as its most important metric, with the number of contracts, contract churn rate (Note 1) and number of requests for AI functions serving as related metrics.” Recurring revenue model 3,027,780 75.1 3,454,920 114.1」

    Recurring revenue, identified as the most important metric, was ¥3,454,920 thousand for the full fiscal year, or 114.1% of the previous fiscal year.
  11. FY2023-Q3AdvancedAnnual report

    「Recurring revenue model 2,269,173 80.2 2,533,761 111.7」

    Recurring revenue, identified as the most important metric, was ¥2,533,761 thousand for the cumulative third quarter period, or 111.7% of the year-earlier period.
  12. FY2023-Q2AdvancedAnnual report

    「Recurring revenue model 1,558,606 97.1 1,655,046 106.2 Revenue from the selling model fell to 95.1% of the year-earlier period, as a result of revising the service pricing structure in line with the policy of prioritising revenue from the recurring model.」

    Recurring revenue, identified as the most important metric, increased from ¥1,558,606 thousand in the year-earlier period to ¥1,655,046 thousand, or 106.2% of the year-earlier period. The company also continued to prioritise recurring revenue and revise its pricing structure.
  13. FY2023-Q1Continued focus on recurring revenue and quarterly revenue declineAnnual report

    「Revenue from the selling model fell to 89.4% of the year-earlier period, as a result of revising the service pricing structure in line with the policy of prioritising revenue from the recurring model.」

    While the company continued its policy of prioritising recurring revenue and revising its pricing structure, recurring revenue was ¥806,411 thousand, or 88.0% of the year-earlier period.
  14. FY2022Most important metric maintained, revenue down year on yearAnnual report

    「The company has designated recurring revenue growth as its most important metric, with the number of contracts, contract churn rate (Note 1) and number of requests for AI functions serving as related metrics.」

    While the company continued to treat recurring revenue as its most important metric, full-year revenue was ¥3,027,780 thousand, or 75.1% of the previous fiscal year.
  15. FY2022-Q3Continued focus on recurring revenue and year-on-year declineAnnual report

    「Revenue from the selling model fell to 47.3% of the year-earlier period, as a result of revising the service pricing structure in line with the policy of prioritising revenue from the recurring model.」

    While the company continued to prioritise recurring revenue and revise its pricing structure, recurring revenue for the cumulative third quarter period was ¥2,269,173 thousand, or 80.2% of the year-earlier period.
  16. FY2022-Q2AdvancedAnnual report

    「Revenue from the selling model fell to 42.0% of the year-earlier period, as a result of revising the service pricing structure in line with the policy of prioritising revenue from the recurring model.」

    The company stated that it had revised its service pricing structure as a specific measure to prioritise recurring revenue.
  17. FY2022-Q1AdvancedAnnual report

    「Recurring revenue model 504,038 — 916,105 181.8」

    Recurring revenue, identified as the most important metric, was ¥916,105 thousand for the cumulative first quarter period, or 181.8% of the year-earlier period.
  18. FY2021AdvancedAnnual report

    「The company has designated recurring revenue growth as its most important metric, with the number of contracts, contract churn rate (Note 1) and number of requests for AI functions serving as related metrics. Recurring revenue model 750,891 770.7 4,031,981 537.0」

    Recurring revenue, identified as the most important metric, was ¥4,031,981 thousand for the full fiscal year, or 537.0% of the previous fiscal year.
  19. FY2021-Q3AdvancedAnnual report

    「Recurring revenue model 431,616 — 2,828,091 655.2」

    Recurring revenue, identified as the most important metric, was ¥2,828,091 thousand for the cumulative third quarter period, or 655.2% of the year-earlier period.
  20. FY2021-Q2AdvancedAnnual report

    「Recurring revenue model 225,210 — 1,604,005 712.2」

    Recurring revenue, identified as the most important metric, was ¥1,604,005 thousand for the cumulative second quarter period, a substantial increase to 712.2% of the year-earlier period.
  21. FY2020First statedAnnual report

    「The company has designated recurring revenue growth as its most important metric, with the number of contracts, contract churn rate and number of requests for AI functions serving as related metrics.」

    The company designated recurring revenue growth as its most important metric and established the number of contracts, churn rate and number of requests for AI functions as related metrics.
Moved together

"New DX Suite pricing plans and growth in new users and contracts" moved the same way as this thread, in the same document, in 17 of its 23 moves.

17151510109★123456
  1. ★This thread
  2. 1New DX Suite pricing plans and growth in new users and contracts17×
  3. 2Using recurring and sales-based models in parallel15×
  4. 3Expanding the customer base through partner-led sales15×
  5. 4Transition from the upfront investment phase to profitability in the fifth fiscal year10×
  6. 5Using proceeds for server investment and hiring AI talent10×
  7. 6Replacing labor-intensive work and improving productivity through deep-learning AI-OCR9×

★ 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 AI inside yet. It last moved in the Earnings presentation of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Recurring revenue growth as the most important management indicator | AI inside Inc. (4488) | Komori