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circlace Inc (5029) · InitiativeAdvanced

Expansion of the DX Business and SaaS Product Sales

First written in FY2022. 11 of 18 entries say "Advanced", first in FY2023. Latest entry: 2026-10-22.

18entries
5years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2023-Q3ReframedFY2025-H1AdvancedFY2026-H1 – 2026-10-222022: 320222023: 420232024: 320242025: 120252026: 72026
Same theme, other companies
Expanding the SaaS, PaaS and IaaS cloud businessA theme 43 companies write about · 0 as a headwind · 49 as a tailwind

The whole theme swung hardest in 2019: 2 of 22 companies on the "Worse" side.

27 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 43 companies compared. The sentences above are computed from all 43.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「As of the end of March 2026, the number of contracted user IDs had exceeded 12,000. …SaaS segment revenue for the fiscal year ending March 2026 was ¥190 million, up 25.6% year on year, and the number of contracted user IDs exceeded 12,000, continuing its stable growth.」

    AGAVE contracted user IDs exceeded 12,000, while revenue reached ¥190 million, up 25.6% year on year. In addition to overseas payroll support, an AI help desk function powered by generative AI has been added.
  2. FY2026-H1AdvancedAnnual report

    「AGAVE, an SaaS service, continued to perform solidly, aided by the overseas payroll calculation function implemented in the previous fiscal year.」

    AGAVE revenue was ¥85.826 million, up 25.4% year on year. The contribution from the overseas payroll calculation function implemented in the previous fiscal year continued.
  3. FY2025-H1Name change from DX to SaaS servicesAnnual report

    「The service previously called DX has been renamed “SaaS services,” and the services of “アオラナウ (consolidated subsidiary)” have been classified as a separate service.」

    The service previously called DX has been renamed SaaS services, and アオラナウ’s ServiceNow-related services have been disclosed as a separate category.
  4. FY2024AdvancedAnnual report

    「In DX, “AGAVE” revenue performed strongly. This was attributable to the addition of the new “overseas payroll calculation” function, which had long been requested by existing customers that had already implemented “AGAVE.” The function has contributed not only to higher customer satisfaction among existing customers but also to the acquisition of new customers.」

    DX revenue increased 40.4% year on year. The overseas payroll calculation function was added to AGAVE, and as of the end of March 2024, usage was disclosed for 93 corporate groups, 8,660 users and 9,360 IDs.
  5. FY2024-Q3RestatedAnnual report

    「In DX, the expatriate management cloud service “AGAVE” generated solid revenue.」

    It is explained that AGAVE continued to generate solid revenue in the DX business.
  6. FY2024-Q2AdvancedAnnual report

    「In DX, the expatriate management cloud service “AGAVE” generated solid revenue.」

    DX revenue increased from ¥43.242 million in the same period of the previous year to ¥67.570 million, and AGAVE revenue was described as continuing to perform solidly.
  7. FY2024-Q1RestatedAnnual report

    「In DX, the expatriate management cloud service “AGAVE” generated solid revenue.」

    It is explained that AGAVE continued to generate solid revenue in the DX business.
  8. FY2023AdvancedAnnual report

    「Platform services increased 15.2% year on year. Customer Success increased 15.4% and DX increased 41.9%, while Education decreased 2.0%. Within Customer Success, Onsite Service remained solid, while Hybrid Service steadily improved its performance. The company will continue to use “Circlace®” to accumulate expertise and improve its services. In DX, “AGAVE” revenue performed strongly. Revenue through the company’s 2 major partners was strong, while its own direct revenue also continued to grow steadily. Although “Circlace®” revenue remains small, the company will continue efforts to expand sales.」

    DX revenue increased 41.9% year on year, with growth in AGAVE revenue through partners and in the company’s own direct revenue. Continued sales expansion for Circlace has also been indicated.
  9. FY2023-Q3RestatedAnnual report

    「In DX, the expatriate management cloud service “AGAVE” generated solid revenue.」

    The explanation that AGAVE’s revenue is solid continues.
  10. FY2023-Q2RestatedAnnual report

    「In DX, the expatriate management cloud service “AGAVE” generated solid revenue.」

    The explanation that AGAVE’s revenue is solid has been reiterated. No new sales initiatives or additional functions are mentioned.
  11. FY2023-Q1RestatedAnnual report

    「In DX, the expatriate management cloud service “AGAVE” generated solid revenue.」

    The company has reconfirmed AGAVE’s solid revenue performance. No new sales initiatives or additional functions are mentioned.
  12. FY2022First statedAnnual report

    「The company plans to expand SaaS product sales and establish them as a business foundation through the following 3 initiatives: ・“AGAVE”: increase license sales by strengthening collaboration with BPO partners and developing new partners ・“AGAVE”: increase option fees through the development of additional functions ・sell “Circlace®” as an SaaS product to existing customers using “Circlace®”」

    The company plans to establish the DX business as a business foundation through AGAVE partnerships and additional functions, as well as sales of Circlace to existing customers. It has also indicated its intention to accelerate Circlace sales in earnest in the fiscal year ended March 2023.
Moved together

"Restructuring and Diversification of Consulting Services" moved the same way as this thread, in the same document, in 7 of its 18 moves.

765443★123456
  1. ★This thread
  2. 1Restructuring and Diversification of Consulting Services7×
  3. 2Expanding the mix of non-Salesforce services6×
  4. 3Business Collaboration in DX Support and DX Talent Development, Including ServiceNow5×
  5. 4Focus on Revenue, Profits, Profitability, Large-Enterprise Sales Ratio, and Cash Flow4×
  6. 5Digitalization of Customer Success4×
  7. 6Stepped-Up Recruitment and Higher Service Fees3×

★ 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 circlace Inc yet. It last moved in the M&A and Subsidiary Changes of 2026-10-22: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of the DX Business and SaaS Product Sales | circlace Inc (5029) | Komori