Developing Recurring, Subscription-Based Revenue
First written in FY2020. 16 of 19 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2026.
65 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Of which, cloud services 3,479 4,293 123.4%」
Recurring-revenue cloud-services sales reached 123.4% of the previous fiscal year's level, demonstrating the full-year expansion of the stock-based business. - FY2026-H1AdvancedAnnual report
「Of which, cloud services 1,527 2,035 133.2% In the payments field, the FEP segment increased due to hardware sales and other items related to existing customers' FEP system renewals, while the fraud-detection segment also increased, centered on cloud services, as losses from card fraud grew.」
Cloud-services sales increased from ¥1,527 million to ¥2,035 million, and the recurring-revenue business continued to expand. Rising demand for fraud detection contributed to cloud-services growth. - FY2025-H1AdvancedAnnual report
「Cloud-services orders are primarily based on multiyear contracts, and the order backlog stood at ¥11,449 million as of the end of December 2024, up 61.3% year on year.」
The company accumulated primarily multiyear-contract orders for cloud services, bringing the order backlog to ¥11,449 million, up 61.3% year on year. The order base for the recurring-revenue business is expanding. - FY2024-Q3AdvancedAnnual report
「Cloud-services orders are primarily based on multiyear contracts, and the order backlog stood at ¥7,371 million as of the end of March. The company plans sales of ¥2,500 million for the fiscal year ending June 2024 and is progressing steadily.」
Multiyear contracts became the mainstay of the recurring-revenue cloud-services business, and the order backlog stood at ¥7,371 million. Sales of ¥1,799 million and gross profit of ¥274 million were recorded, driven in part by an increase in the number of IFINDS users, indicating progress in expanding and monetizing stock-based revenue. - FY2024-Q2AdvancedAnnual report
「Cloud-services orders are primarily based on multiyear contracts, and the order backlog stood at ¥7,098 million as of the end of December. The company plans sales of ¥2,500 million for the fiscal year ending June 2024 and is progressing steadily.」
Multiyear contracts became the mainstay of the recurring-revenue cloud-services business, securing an order backlog of ¥7,098 million. Sales were ¥1,180 million and gross profit was ¥180 million, indicating progress in monetizing and expanding the stock-based business. - FY2024-Q1AdvancedAnnual report
「For the cloud services business, which the medium-term business plan targets for expansion, revenue was ¥592 million, up 36.4% year on year, and gross profit was ¥96 million, compared with a gross loss of ¥4 million in the same period of the previous fiscal year. Cloud services are mainly provided under multi-year contracts, and the order backlog stood at ¥6,717 million as of the end of September. The company plans revenue of ¥2,500 million for the fiscal year ending June 2024 and is progressing steadily toward that target.」
Sales and order backlog for cloud services, which are primarily based on multiyear contracts, expanded, and gross profit turned positive. The expansion of the recurring-revenue business progressed into concrete operating and order performance. - FY2023AdvancedAnnual report
「The company plans to secure new sources of revenue and expand its business scale by further growing its stock-based business, whose share of sales had increased to 49% in the fiscal year ending June 2023.」
The stock-based business's share of sales increased to 49% in the fiscal year ending June 2023. The company is progressing in its transition from a flow-based revenue structure to one that includes recurring revenue. - FY2023-Q3AdvancedAnnual report
「Revenue from cloud services totaled ¥1,351 million, up 70.4% year on year, while gross profit was ¥69 million, down 27.4% year on year. Revenue grew substantially, but profit fell below the same period of the previous year because costs to strengthen the operating structure increased at certain services as the number of users expanded. The Company is currently fundamentally reviewing its operating structure and working to improve profitability at an early stage.」
Stock-based cloud-services sales increased 70.4% year on year to ¥1,351 million. Recurring revenue grew as the number of users increased, but gross profit declined 27.4% year on year due to costs associated with strengthening the operating structure. - FY2023-Q2AdvancedAnnual report
「Cloud-services sales were ¥881 million, up 78.7% year on year, while gross profit was ¥25 million, up 108.3%. Sales expanded as orders increased substantially in the previous fiscal year.」
Recurring-revenue cloud-services sales increased 78.7% year on year to ¥881 million, and gross profit also increased 108.3% year on year. Sales growth in the stock-based business continued. - FY2023-Q1AdvancedAnnual report
「Revenue from cloud services totaled ¥434 million, up 78.7% year on year, while gross profit was a loss of ¥4 million, compared with a loss of ¥19 million in the same period of the previous year. Revenue grew following a substantial increase in orders in the previous period, but profit temporarily deteriorated because the Company strengthened its infrastructure and operating structure to accommodate the expansion in the number of users. Profit is expected to improve from the second quarter onward.」
Recurring-revenue cloud-services sales increased 78.7% year on year to ¥434 million. The company is strengthening its infrastructure and operating structure to support growth in the number of users, and the expansion of the stock-based business is progressing in terms of sales. - FY2022-Q3RestatedAnnual report
「The company revised its sales categories to present a more detailed classification of sales under the so-called stock/flow model. Based on the form of the contract and the actual nature of the business, projects capable of generating a steady level of sales on a recurring basis were classified as stock, and all others as flow. Total flow sales 4,072 52.0 Total stock sales 3,762 48.0」
The company continued classifying sales as stock-based or flow-based. For the nine-month period, flow sales were ¥4,072 million, representing 52.0% of the total, while stock sales were ¥3,762 million, representing 48.0%. - FY2022-Q2RestatedAnnual report
「The company revised its sales categories to present a more detailed classification of sales under the so-called stock/flow model. Based on the form of the contract and the actual nature of the business, projects capable of generating a steady level of sales on a recurring basis were classified as stock, and all others as flow.」
The company continued classifying sales as stock-based or flow-based. In the second quarter of the current fiscal year, stock sales were ¥2,449 million, representing 50.1% of the total. - FY2022-Q1AdvancedAnnual report
「The company revised its sales categories to present a more detailed classification of sales under the so-called stock/flow model. Based on the form of the contract and the actual nature of the business, projects capable of generating a steady level of sales on a recurring basis were classified as stock, and all others as flow.」
The company redefined its sales categories and began more detailed classification of stock-based and flow-based sales. In the first quarter of the current fiscal year, stock sales were ¥1,196 million, representing 53.1% of the total, providing a more concrete view of recurring revenue. - FY2021AdvancedAnnual report
「The company is adding stock-based businesses to its traditional flow-based business to secure more stable revenue and expand its business scale. By growing its stock-based businesses, it plans to secure new sources of revenue and expand its business scale.」
The company continued its policy of adding stock-based businesses to its flow-based revenue structure, increasing cloud-services sales from ¥828 million in the previous fiscal year to ¥942 million. - FY2021-Q3AdvancedAnnual report
「For each category, businesses with contract structures capable of generating a steady level of sales on a recurring basis are shown as stock. Categories in which the contract size or timing of formation is not recurring are shown as flow. Cloud services 609 702 Stock」
The company continued to classify recurring contract structures as stock and those with nonrecurring contract sizes or timing of formation as flow, identifying cloud services as stock-based and showing sales increasing from ¥609 million to ¥702 million. - FY2021-Q1AdvancedAnnual report
「For each category, businesses with contract structures capable of generating a steady level of sales on a recurring basis are shown as stock. Categories in which the contract size or timing of formation is not recurring are shown as flow. Cloud services 178 224 Stock」
The company classified sales categories as stock or flow and explicitly identified cloud services as stock-based. Cloud-services sales increased from ¥178 million in the same period of the previous year to ¥224 million, providing a more concrete view of the performance of the recurring-revenue business. - FY2020First statedAnnual report
「The company plans to develop recurring and subscription businesses that can generate a certain level of stable recurring revenue as new sources of revenue and add them as core pillars of its business.」
The company first identified as a separate theme its policy of adding recurring and subscription businesses that generate ongoing revenue from customers as new core business pillars to its system-development-centered revenue structure.