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DreamArts (4811) · FactSoftened

Boost to on-premises business performance from a large additional license order

First written in FY2025-H1. 2 of 4 entries say "Softened", first in FY2025. Latest entry: FY2026-H1.

4entries
2years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-H1Cited as achieved2026-05-142025: 120252026: 32026
Same theme, other companies
Performance fluctuations driven by large additional license orders in the on-premises businessA theme 1 companies write about · 0 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1SoftenedAnnual report

    「Revenue declined year on year because of the反動 from a large license order recorded in the previous period.」

    The反動 from a large license order recorded in the previous period is explicitly identified, with on-premises revenue down 30.3% year on year and segment profit down 51.8%.
  2. 2026-05-14Cited as achievedEarnings presentation

    「前年の大型ライセンス反動減が主因でメンテ縮小は計画通りに進捗」

    前年の大型ライセンス受注とその反動減を、当四半期のオンプレミス事業の減収要因として引用している。
  3. FY2025SoftenedAnnual report

    「Although some customers placed license orders, software maintenance cancellations progressed in connection with migration to cloud environments and other factors.」

    The filing refers to license orders from some customers rather than large additional license orders, and on-premises revenue declined 6.0% year on year.
  4. FY2025-H1First statedAnnual report

    「While software maintenance cancellations progressed in connection with migration to cloud environments and other factors, a large order for additional licenses boosted results. As a result, for the six-month consolidated period, on-premises segment revenue was ¥301.372 million, up 1.7% year on year, and segment profit was ¥150.430 million, up 18.8%.」

    Large additional license orders offset the impact of software maintenance cancellations, resulting in on-premises revenue of ¥301.372 million and segment profit of ¥150.430 million.
Moved together

"On-Premises Contract Cancellations and Revenue Decline Following SaaS Migration" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22★12
  1. ★This thread
  2. 1On-Premises Contract Cancellations and Revenue Decline Following SaaS Migration2×
  3. 2Risk of Declining Existing-Customer Retention Rates and Average Revenue per Customer2×

★ 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 DreamArts yet. It last moved in the Earnings presentation of 2026-05-14: "Cited as achieved".
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Boost to on-premises business performance from a large additional license order | DreamArts Corporation (4811) | Komori