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Mercury (5025) · TargetAdvanced

Strengthening a Stable Earnings Base

First written in FY2022. 14 of 18 entries say "Advanced", first in FY2023. Latest entry: 2026-10-15.

18entries
5years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022RestatedFY2024-Q1 – FY2024-Q3AdvancedFY2025-Q1 – 2026-10-152022: 120222023: 320232024: 320242025: 220252026: 92026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

65 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 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「MRR grew steadily, helped in part by the transition to the new pricing structure implemented in April 2026. Contracts continued to expand in the second quarter, and MRR remains at a high level.」

    The company transitioned to the new pricing structure in April 2026, and MRR and contracts expanded in part as a result. Measures to strengthen the recurring-revenue base have moved into the implementation stage, and the company has disclosed that recurring revenue remains at a high level.
  2. FY2026AdvancedAnnual report

    「Specifically, the Company will standardize existing usage-based content into packages by including it, thereby maximizing product utility and providing an environment in which users can use the content “anytime, as many times as they wish” without concern about cost. It aims to increase revenue and operating income in the platform business by moving to a new pricing structure aligned with the value provided.」

    Standardizing usage-based content into packages and moving to a new pricing structure are presented as measures to increase revenue and operating income in the platform business.
  3. FY2026-H1AdvancedAnnual report

    「Transaction volume for listing and CGM advertising has grown steadily in the digital marketing business, a priority area, and is an important factor supporting the Company’s overall performance.」

    The Company explains that growth in listing and CGM advertising transaction volume is supporting overall performance.
  4. FY2025AdvancedAnnual report

    「In its platform business, the Company aims to increase ARPU by embedding usage-based services for existing members with a large number of user accounts. Having strengthened its rental-related database in the previous fiscal year, it will also actively work to expand existing products and create new services.」

    The Company identifies embedding usage-based services for existing members, strengthening its rental database, expanding existing products and creating new services as measures to strengthen its earnings base.
  5. FY2025-H1AdvancedAnnual report

    「CGM advertising, launched in the previous fiscal year, has grown steadily in transaction volume as customer awareness of the service has increased.」

    The Company explains that customer awareness of the new CGM advertising service has increased and transaction volume is growing steadily.
  6. FY2025-Q1AdvancedAnnual report

    「In the newly built condominium segment, the Company is offering existing customers advertising placements on a CGM site, a new service launched in the previous fiscal year. Advertising placements have grown steadily as a result of this cross-selling, and the Company expects this trend to continue.」

    The Company is cross-selling advertising on its new CGM site to existing customers, with advertising placements growing steadily.
  7. FY2024-Q3RestatedAnnual report

    「The Company is promoting the expansion and customer awareness of Macro Summary, a real estate market trend research and analysis system launched last year, and usage-based content, with the aim of increasing revenue.」

    The Company continues to pursue higher revenue through expansion and promotion of Macro Summary and usage-based content.
  8. FY2024-Q2RestatedAnnual report

    「The Company is promoting the expansion and customer awareness of Macro Summary, a real estate market trend research and analysis system launched last year, and usage-based content, with the aim of increasing revenue.」

    The Company continues to strengthen its earnings base by expanding and promoting Macro Summary and usage-based content.
  9. FY2024-Q1RestatedAnnual report

    「For SaaS-based Mansion Summary, the Company’s core business for newly built condominium developers, the Company is pursuing feature enhancements to increase user accounts. It is also promoting customer awareness of Macro Summary and usage-based services launched last year, with the aim of increasing revenue.」

    The Company continues to target higher revenue through feature enhancements and promotion of existing new services.
  10. FY2023AdvancedAnnual report

    「In the newly built condominium segment, the Company will continue selling additional licenses for existing services, focus on promoting sales of Macro Summary launched in December 2022, and continue updating its systems to provide high-value-added services and expand earnings.」

    In addition to additional licenses for existing services, the Company explicitly cites Macro Summary sales promotion as a new earnings-growth initiative.
  11. FY2022First statedAnnual report

    「The Company believes it is essential to secure and strengthen a stable earnings base for sustainable future growth while securing recurring revenue by maintaining and enhancing the quality and functionality of existing services and developing new services suited to customer needs.」

    The Company seeks to secure recurring revenue through improvements to existing services and development of new services.
Moved together

"Advertising operations leveraging real estate data and expertise" moved the same way as this thread, in the same document, in 11 of its 18 moves.

11109754★123456
  1. ★This thread
  2. 1Advertising operations leveraging real estate data and expertise11×
  3. 2Revenue growth in the new-build and pre-owned condominium segment10×
  4. 3Growth in ARR and Average Revenue per Customer9×
  5. 4Profit boosted by lower depreciation expense7×
  6. 5Adding Content and Developing an Operational-Efficiency Platform5×
  7. 6Treasury Share Acquisitions and Holdings4×

★ 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 Mercury yet. It last moved in the Revision of earnings forecasts of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening a Stable Earnings Base | MERCURY Inc. (5025) | Komori