Komori
Moi (5031) · TargetAdvanced

Expanding Revenue per Customer

First written in FY2022. 20 of 22 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-09-10.

22entries
5years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q1 – FY2024AdvancedFY2025-H1 – 2026-09-102022: 420222023: 420232024: 320242025: 220252026: 92026
Same theme, other companies

2 other companies' latest entry also says "Advanced".

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Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「Monthly average points ARPPU (Average Revenue Per Paid User, or the average amount spent per paying user) was ¥8,052, up 12.2% year on year, and remained on a steady trend.」

    Monthly average points ARPPU rose to ¥8,052, up 12.2% year on year, indicating improvement in revenue per customer.
  2. FY2026AdvancedAnnual report

    「Monthly average points ARPPU, one of our key metrics, was ¥7,474, up 10.4% from the previous fiscal period, and grew steadily. Real gross profit was ¥1,909 million, up 7.5% from the previous fiscal period, and remained solid.」

    ARPPU was ¥7,474, up 10.4% from the previous fiscal period, and real gross profit was ¥1,909 million, up 7.5%, indicating progress in the metrics for revenue per customer and profitability.
  3. FY2026-H1AdvancedAnnual report

    「As a result, during the interim accounting period, monthly average points ARPPU, one of our key metrics, was ¥7,179, up 7.1% year on year, and performed well. Real gross profit, defined as total revenue earned by the Company less compensation paid to monetised streamers and fees paid to payment service providers such as Apple Inc. and Google Inc., was ¥912.795 million, with continued growth in Membership contributing to the 2.1% year-on-year increase.」

    Monthly average points ARPPU was ¥7,179, up 7.1% year on year, while real gross profit was ¥912.795 million, up 2.1% year on year.
  4. FY2025AdvancedAnnual report

    「Monthly average points ARPPU, which stands for Average Revenue Per Paid User and represents the average amount paid per paying user, was ¥6,768, up 3.1% from the previous fiscal period, and remained solid.」

    ARPPU, a metric for revenue per customer, was ¥6,768, up 3.1% from the previous fiscal period.
  5. FY2025-H1AdvancedAnnual report

    「As a result, during the interim accounting period, monthly average points PU, one of our key metrics, was 73 thousand, down 3.4% year on year. Monthly average points ARPPU was ¥6,703, up 2.6% year on year and remained solid, while point sales revenue from TwitCasting was ¥2,954 million, down 0.7% year on year. Real gross profit, defined as total revenue earned by the Company less compensation paid to monetised streamers and fees paid to payment service providers such as Apple Inc. and Google Inc., was ¥894.431 million, up 4.3% year on year, due in part to continued growth in Membership.」

    While PU and point sales revenue declined, ARPPU was ¥6,703, up 2.6% year on year, and real gross profit was ¥894.431 million, up 4.3%, indicating progress in some metrics for revenue per customer and profitability.
  6. FY2025-Q1WorsenedAnnual report

    「However, the decline caused by changes in the competitive environment in Japan's live-streaming services market, which had continued from the previous fiscal period, had not yet been reversed. During the cumulative first-quarter period, monthly average points PU, which stands for Paid Users and represents the number of paying users, was 73 thousand, down 4.5% year on year, while monthly average points ARPPU, which stands for Average Revenue Per Paid User and represents the average amount paid per paying user, was ¥6,509, down 0.6% year on year,」

    ARPPU, a metric for revenue per customer, was ¥6,509, down 0.6% year on year, and the decline from the previous fiscal period was not reversed.
  7. FY2024AdvancedAnnual report

    「Monthly average points ARPPU, which stands for Average Revenue Per Paid User and represents the average amount paid per paying user, was ¥6,562, up 5.9% from the previous fiscal period, and remained solid.」

    ARPPU was ¥6,562, up 5.9% from the previous fiscal period, quantifying the increase in revenue per customer.
  8. FY2024-Q3AdvancedAnnual report

    「Against this backdrop, we held TwitCasting Q, where viewers and streamers work together to answer quizzes during live streams, and the TwitCasting x Only Up! Summit Challenge gaming event featuring a popular online game, with the aim of improving user satisfaction. To expand the platform's economic scale, we began providing a monetisation service for streamers living overseas and selling premium live-stream tickets exclusively for Membership subscribers, and held a discount coupon campaign for exclusive Membership premium streams in collaboration with the popular idol group Strawberry Prince, affiliated with our capital and business partner STPR. To expand the platform's culture, we also broadcast the science-fiction thriller film 12 Monkeys, starring Bruce Willis and Brad Pitt, and the new TV anime Masamune-kun's Revenge R, among other titles, to allow more users to experience online co-viewing. As a result, monthly average points ARPPU, one of our key metrics, stood at ¥6,579, up 7.7% year on year, during the cumulative third-quarter period. ARPPU stands for Average Revenue Per User and represents the average amount paid per paying user.」

    We rolled out participatory events, monetisation for overseas streamers, subscriber-only premium streams and online co-viewing, and monthly average points ARPPU was ¥6,579, up 7.7% year on year.
  9. FY2024-Q2AdvancedAnnual report

    「Against this backdrop, to improve user satisfaction, we released collaboration stamps featuring popular characters such as Mofu Piyo and Pompompurin for use on TwitCasting, and held the National Fluffy Rain Shelter Campaign, a seasonal user-participation giveaway campaign. To expand the platform culturally and economically, we released Clip, a short-video creation feature that uses voice AI to provide automatic transcription in Japanese and English, and continued collaborative broadcasts with popular horror and anime titles to promote online co-viewing experiences. As a result, monthly average points ARPPU, one of our key metrics, stood at ¥6,531, up 9.6% year on year, during the cumulative second-quarter period. ARPPU stands for Average Revenue Per Paid User and represents the average amount paid per paying user.」

    We rolled out user-participation initiatives, a short-video feature and co-viewing, and monthly average points ARPPU was ¥6,531, up 9.6% year on year.
  10. FY2024-Q1AdvancedAnnual report

    「Against this backdrop, we held user-participation campaigns, including collaborations with popular characters such as Obungu and Sanrio characters, continued promoting online co-viewing experiences, and improved existing features and released new features for our service TwitCasting, with the aim of further improving user satisfaction and expanding the platform. As a result, monthly average points ARPPU, one of our key metrics, stood at ¥6,547, up 11.7% year on year, during the cumulative first-quarter period. ARPPU stands for Average Revenue Per Paid User and represents the average amount paid per paying user.」

    We rolled out user-participation campaigns, co-viewing and feature improvements, and monthly average points ARPPU was ¥6,547, up 11.7% year on year.
  11. FY2023AdvancedAnnual report

    「In addition, underlying gross profit was ¥1.68 billion, up 3.8% year on year, mainly reflecting growth in revenue from “Membership,” which allows users to support streamers through a fixed monthly membership fee.」

    Real gross profit was ¥1,680 million, up 3.8% year on year, driven by expanded revenue opportunities including Membership.
  12. FY2023-Q3AdvancedAnnual report

    「The company implemented measures aimed at improving user satisfaction, expanding its user base and increasing revenue opportunities, including joint online viewing of popular horror film series such as Sadako and popular anime series such as Aikatsu!, as well as user-participation campaigns in collaboration with the popular comic Tomorrow, I Will Be Someone’s Girlfriend and the popular character Sumikko Gurashi.」

    The company pursued initiatives to improve customer satisfaction, expand its user base, and increase revenue opportunities through joint online viewing and collaborations with popular titles and characters.
  13. FY2023-Q2AdvancedAnnual report

    「The company has implemented measures aimed at improving user satisfaction, expanding its user base and increasing revenue opportunities, including joint online viewing with popular anime titles such as Love Live! Superstar!! and cheer-viewing events for titles such as Ensemble Stars! DREAM LIVE, in which multiple viewers can watch the streamed content online simultaneously and participate through voice comments.」

    The company pursued initiatives to improve user satisfaction, expand its customer base, and increase revenue opportunities through collaborations with popular anime titles, joint online viewing, and cheering screenings.
  14. FY2023-Q1AdvancedAnnual report

    「The company aims to increase revenue per customer while expanding its user base and improving user satisfaction. It has held user-participation campaigns such as the “Valentine's Day & White Day Campaign” and the Sanrio Characters collaboration “Spring Pompompurin vs. Cinnamoroll Campaign”; added popular characters including Rilakkuma and Pochacco to the stamp feature available on TwitCasting; streamed popular anime titles including “Love Live! Nijigasaki High School Idol Club” through “TwitCasting Anime”; and held online cheering screenings of films including “KING OF PRISM by PrettyRhythm” using the high-quality audio space “Space Pod by TwitCasting.”」

    The company implemented initiatives to increase revenue per customer by developing user-participation campaigns, character and anime content, and online screenings.
  15. FY2022First statedAnnual report

    「Increasing revenue per customer」

    The company is using recurring events, growth in the number of paying users, higher average revenue per customer, and expansion of subscriptions supporting streamers as means of achieving this.
Moved together

"Reducing Reliance on Point Sales and Creating New Revenue Opportunities" moved the same way as this thread, in the same document, in 20 of its 22 moves.

20181613119★123456
  1. ★This thread
  2. 1Reducing Reliance on Point Sales and Creating New Revenue Opportunities20×
  3. 2Supporting the organic emergence and development of user-led cultures and communities18×
  4. 3Expansion of streamer-support subscriptions16×
  5. 4Concentration of sales in point sales13×
  6. 5Acquiring New User Segments Through Paid Live Streaming11×
  7. 6Investment to Expand Server and Network Infrastructure9×

★ 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 Moi yet. It last moved in the Results briefing materials of 2026-09-10: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expanding Revenue per Customer | Moi Corporation (5031) | Komori