Komori
Obic Business Consultants (4733) · TargetAdvanced

Transition to Subscriptions

First written in FY2021. 9 of 11 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-10-27.

11entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1AdvancedFY2023-Q3 – 2026-10-272021: 220212022: 120222023: 220232024: 220242025: 120252026: 32026
Same theme, other companies
Transition to and strengthening of a recurring-revenue business built on cloud and IoTA theme 16 companies write about · 0 as a headwind · 16 as a tailwind

9 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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「The shift to subscription-based, recurring revenue has accelerated the change in the revenue structure.」

    Cloud service revenue increased 20.8% year on year, while on-premises revenue decreased 60.1%, with the transition to a subscription- and cloud-based revenue structure reflected in the full-year results.
  2. FY2026-H1AdvancedAnnual report

    「The main reasons for the 9.6% increase in revenue, the 10.4% increase in operating profit, the 10.7% increase in ordinary profit and the 8.4% increase in interim net profit were stable revenue growth due to increased cloud service revenue and the results of focusing sales activities on acquiring new customers.」

    The increase in cloud service revenue has appeared in the interim results as steady revenue growth, indicating progress in the transition to a subscription- and cloud-based revenue structure.
  3. FY2025-H1AdvancedAnnual report

    「The main reasons for the increases in revenue of 16.7%, operating profit of 23.9%, ordinary profit of 21.9% and interim net profit of 25.0%, respectively, were the substantial increase in cloud service revenue in the previous fiscal year and the results of the ongoing measures to migrate to cloud services.」

    The results of the initiatives to transition to subscription and cloud services have appeared in higher revenue and profit for the interim period, indicating progress in the transformation of the revenue structure.
  4. FY2024AdvancedAnnual report

    「During the fiscal year, the shift to subscription-based, recurring revenue accelerated the change in the revenue structure. Against the backdrop of regulatory reforms, companies made significant progress in digitalisation, and demand from new customers shifted almost entirely to cloud services.」

    The accelerating transition to a subscription model has been reflected in the shift in new-customer demand to the cloud and a 50.2% year-on-year increase in cloud revenue.
  5. FY2023AdvancedAnnual report

    「The main reasons for the 3.0% decline in revenue, the 10.1% decline in operating profit, the 7.7% decline in ordinary profit and the 6.6% decline in net profit were changes in the earnings structure resulting from a decline in on-premises revenue and a shift to subscription-based recurring revenue.」

    The transition to a subscription model has emerged as a change in the revenue structure, with cloud revenue increasing 47.3% year on year.
  6. FY2023-Q3AdvancedAnnual report

    「In November 2022, we launched Bugyo V ERP Cloud, a ready-to-use SaaS ERP for mid-sized and growing companies that connects with a wide range of services and data to improve operational productivity and strengthen management capabilities.」

    The Company launched the SaaS ERP product “奉行V ERPクラウド” as a specific measure toward transitioning to a subscription model.
  7. FY2022RestatedAnnual report

    「Launch of the “奉行V ERP Smart Plan,” a subscription model that further advances the “奉行V ERP” cloud ERP for mid-sized and growing companies」

    The annual report confirms the launch of the 奉行V ERP Smart Plan as a specific measure toward transitioning to a subscription model.
  8. FY2022-Q1AdvancedAnnual report

    「Launch of the “奉行V ERP Smart Plan,” a subscription model that further advances the “奉行V ERP” cloud ERP for mid-sized and growing companies」

    The Company has advanced to the stage of actually launching a subscription model that further develops 奉行V ERP, as part of its Company-wide strategic theme of transitioning to a subscription model.
  9. FY2021First statedAnnual report

    「During the fiscal year, our research and development activities focused on enhancing products and services to achieve the Company-wide strategic theme of “transition to a subscription model.”」

    The Company has for the first time specified the transition to a subscription model as a Company-wide strategic theme, to be pursued through enhancing products and services, building the OBC cloud platform and developing Framework, among other initiatives.
Moved together

"Cloud First" moved the same way as this thread, in the same document, in 8 of its 11 moves.

877766★123456
  1. ★This thread
  2. 1Cloud First8×
  3. 2Trend of Increasing Revenue and Profits7×
  4. 3Responding to New Customer Needs and IT Technologies7×
  5. 4Operating model offering a choice between on-premises and cloud7×
  6. 5Ample cash and cash equivalents6×
  7. 6Adoption of the Accounting Standard for Revenue Recognition and Disclosure of Revenue Allocated Over the Contract Term6×

★ 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
Obic Business Consultants's next results are scheduled for 2026-10-27. Read the earnings preview It last moved in the Earnings of 2026-10-27: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.