Risk of Declining Existing-Customer Retention Rates and Average Revenue per Customer
First written in FY2023. 2 of 6 entries say "Materialised", first in FY2025-H1. Latest entry: 2026-08-14.
11 other companies' latest entry also says "Mitigated".
- 2026-08-14MitigatedFinancial Results Presentation
「We recognize that cancellations associated with the pruning strategy have largely subsided, but we are planning for a certain level of cancellations among small-scale trial customers.」
剪定戦略に伴う解約が概ね収束したとの認識を示し、既存顧客の継続に関するリスクが一部低減したと説明している。一方、トライアル顧客の解約は見込んでいる。 - FY2026-H1MaterialisedAnnual report
「One customer cancelled its contract in connection with a transition to in-house system development.」
One DCR customer cancelled its contract while transitioning to in-house system development, representing a realized existing-customer retention risk. - 2026-05-14MitigatedFinancial Results Presentation
「We recognize that cancellations associated with the pruning strategy have largely subsided, but we are planning for a certain level of cancellations among small-scale trial customers.」
剪定戦略に伴う解約について、概ね収束したとの認識を示す一方、小規模トライアル顧客の解約はなお計画に織り込んでいる。 - FY2025WorsenedAnnual report
「Meanwhile, average monthly fees declined 1.8% year on year to ¥1.639 million. The adjusted revenue retention rate remained steady at 109.8%. This was due to some cancellations under the pruning strategy (Note).」
Horizontal SaaS revenue retention declined from 117.5% to 109.8%, while average monthly fees fell from ¥1.669 million to ¥1.639 million. Some cancellations were attributed to the pruning strategy. - FY2025-H1MaterialisedAnnual report
「Although the number of contracted companies declined because of cancellations by small chains, revenue remained at the same level as the previous year.」
The Group explains that the number of Shopらん customers declined because small chains cancelled contracts, representing a realized customer-retention risk. - FY2023First statedAnnual report
「If new or additional contracts do not progress as expected or cancellations exceed expectations, the Group’s operating results and financial condition may be affected.」
The Group identifies the possibility that existing-customer retention and pricing needed to grow subscription revenue may fall short because of restrained IT investment or cancellations.