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i Cubed Systems (4495) · PolicyAdvancedLatest Management Planning (2026-09-29): "Cited as achieved"

Recurring Revenue and a Stock-Based Business Foundation Through Subscriptions

First written in FY2020. 11 of 20 entries say "Restated". Latest entry: 2026-09-29.

20entries
7years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY2022-Q3RestatedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q3 – FY2025-H12020: 220202021: 320212022: 420222023: 320232024: 220242025: 120252026: 52026
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 "Cited as achieved".

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. 2026-09-29Cited as achievedManagement Planning

    「ストック売上比率 96%」

    2026年6月期のストック売上比率96%を継続収益基盤の実績として示している。
  2. FY2026AdvancedAnnual report

    「The license retention rate for the fiscal year was 95.8%.」

    The license retention rate increased from 95.5% in the previous fiscal year to 95.8%. The company attributed this result to customer success activities, including user meetings, regular consultations and step-up seminars.
  3. FY2025-H1RestatedAnnual report

    「The company provides a cloud-based B2B SaaS business on a subscription basis」

    The company continues to provide services generating recurring subscription revenue.
  4. FY2024Decline in license retention rateAnnual report

    「The license retention rate for the fiscal year was 94.8%.」

    The license retention rate declined from 97.1% in the previous fiscal year to 94.8%. The company cited the expiration of contracts with certain major customers and the resulting planned cancellations as the reason.
  5. FY2024-Q3RestatedAnnual report

    「The company provides a cloud-based B2B SaaS business on a subscription basis」

    The company continues to provide services generating recurring subscription revenue.
  6. FY2023AdvancedAnnual report

    「The license retention rate for the fiscal year was 97.1%.」

    The license retention rate increased from 96.7% in the previous fiscal year to 97.1%. The company attributed this result to customer success activities, including user meetings, regular consultations and step-up seminars.
  7. FY2023-Q3RestatedAnnual report

    「The company provides a cloud-based B2B SaaS business on a subscription basis」

    The company continues to provide services generating recurring subscription revenue.
  8. FY2023-Q2RestatedAnnual report

    「By maintaining regular contact with many customers and promoting their use of the CLOMO services, we are working to maintain a high retention rate.」

    The company continues its policy of maintaining a recurring revenue base from subscriptions and a high license retention rate.
  9. FY2023-Q1RestatedAnnual report

    「The company provides a cloud-based B2B SaaS business on a subscription basis」

    The company continues to provide services generating recurring subscription revenue.
  10. FY2022AdvancedAnnual report

    「The license retention rate for the fiscal year was 96.7%.」

    The CLOMO MDM retention rate increased from the previously disclosed 95.4% to 96.7%, and the company stated that it is maintaining a high level through customer success initiatives and other measures.
  11. FY2022-Q3RestatedAnnual report

    「The company provides a cloud-based B2B SaaS business on a subscription basis」

    The company continues to provide services generating recurring subscription revenue.
  12. FY2022-Q2RestatedAnnual report

    「The company provides a cloud-based B2B SaaS business on a subscription basis」

    The company continues to provide services generating recurring subscription revenue.
  13. FY2022-Q1RestatedAnnual report

    「The company provides a cloud-based B2B SaaS business on a subscription basis」

    There has been no material change to the provision of services generating recurring subscription revenue.
  14. FY2021RestatedAnnual report

    「Our CLOMO services are a subscription business expected to generate recurring revenue, and more than half of the contracts are annual contracts. Accordingly, only part of the new orders obtained during the fiscal year is recognized as revenue during that fiscal year, while the remainder is allocated monthly over the contract period and recognized as revenue in the following fiscal year or later. The CLOMO MDM retention rate was 95.4% (Note).」

    The company continues to describe its recurring revenue base built through subscriptions. It changed the basis for calculating the retention rate to CLOMO MDM and disclosed a retention rate of 95.4% for the fiscal year.
  15. FY2021-Q3RestatedAnnual report

    「The company provides a cloud-based B2B SaaS business on a subscription basis」

    The company continues to provide services generating recurring subscription revenue.
  16. FY2021-Q1RestatedAnnual report

    「We provide a cloud-based B2B SaaS business on a subscription basis, centered on the mobile device management service “CLOMO MDM,” launched in 2010, and the mobile application service “CLOMO SECURED APPs.”」

    The company continues to provide services on a subscription basis.
  17. FY2020First statedAnnual report

    「Our CLOMO services are a subscription business expected to generate recurring revenue, and more than half of the contracts are annual contracts. Accordingly, only part of the new orders obtained during the fiscal year is recognized as revenue during that fiscal year, while the remainder is recognized as revenue in the following fiscal year or later, depending on the contract period.」

    The company also disclosed a monthly churn rate of 0.14%, describing a recurring revenue model that builds cumulatively.
Moved together

"Growth in the Number of Companies Using CLOMO and the License Retention Rate" moved the same way as this thread, in the same document, in 6 of its 20 moves.

665544★123456
  1. ★This thread
  2. 1Growth in the Number of Companies Using CLOMO and the License Retention Rate6×
  3. 2Strengthening Sales Cooperation Centered on NTT DOCOMO, INC.6×
  4. 3Growth in Revenue, Profit and Number of Companies Using CLOMO5×
  5. 4Policy of prioritizing growth investments and not paying dividends for the time being5×
  6. 5Engineer Recruitment and Retention and Strengthening of the Development Structure4×
  7. 6Expansion into SMEs, Public-Sector Organizations, Local Governments, Schools and Overseas Markets4×

★ 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 i Cubed Systems yet. It last moved in the Management Planning of 2026-09-29: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Recurring Revenue and a Stock-Based Business Foundation Through Subscriptions | i Cubed Systems,Inc. (4495) | Komori