Komori
Moi (5031) · InitiativeAdvancedLatest Earnings presentation (2026-09-14): "Raised"

Expansion of streamer-support subscriptions

First written in FY2022. 19 of 22 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-09-14.

22entries
5years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q1 – FY2026-H12022: 420222023: 420232024: 320242025: 220252026: 92026
Same theme, other companies

0 other companies' latest entry also says "Raised".

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

    「Net gross profit, defined as total revenue earned by the Company less compensation paid to monetized streamers and fees paid to payment processors such as Apple Inc. and Google Inc., was ¥988,417 thousand, up 8.3% year on year. This reflected further changes in the revenue structure accompanying the decline in the proportion of app payments for point sales, as well as continued growth in Membership.」

    Revenue from membership sales fees was ¥305,956 thousand, up from ¥272,243 thousand in the same period of the previous year. Growth in Membership contributed to the increase in net gross profit.
  2. FY2026AdvancedAnnual report

    「Membership sales commission revenue increased by ¥114.412 million, or 25.8%, year on year」

    Membership sales commission revenue increased by ¥114.412 million, or 25.8%, from the previous fiscal period, and expansion of the streamer-support subscription service continued.
  3. 2026-03-13RestatedEarnings presentation

    「We believe that the trend of increasing paying membership users will continue.」

    The outlook for continued growth in the number of paying membership users was presented.
  4. FY2026-H1AdvancedAnnual report

    「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.」

    Membership sales commission revenue was ¥272.243 million, up from ¥205.162 million in the previous year. Membership growth also contributed to the increase in real gross profit.
  5. FY2025AdvancedAnnual report

    「This was mainly because Membership sales commission revenue increased by ¥174.345 million, or 64.6%, year on year, while ticket and content distribution sales commission revenue at the official store decreased by ¥20.402 million, or 8.4%.」

    Membership sales commission revenue increased by ¥174.345 million, or 64.6%, from the previous fiscal period, and expansion of the streamer-support subscription service continued.
  6. FY2025-H1AdvancedAnnual report

    「Real gross profit was ¥894.431 million, up 4.3% year on year, due in part to continued growth in Membership.」

    Membership continued to grow, and real gross profit was ¥894.431 million, up 4.3% year on year. Membership sales commission revenue recognised under revenue recognition was ¥205.162 million.
  7. FY2025-Q1AdvancedAnnual report

    「To expand the platform, we sought to acquire new users by adding a new feature to the subscription-based streamer-support service Membership that sends members a birthday message from the owner, releasing stamps exclusive to Membership subscribers, and offering the popular anime film Laid-Back Camp as content available for simultaneous viewing exclusively by owners and members.」

    Membership was expanded with birthday messages, subscriber-only stamps and subscriber-only co-viewing content, increasing the features and usage opportunities of the streamer-support subscription service.
  8. FY2024AdvancedAnnual report

    「Membership sales commission revenue increased by ¥104.639 million, or 63.4%, year on year」

    Membership sales commission revenue increased 63.4% from the previous fiscal period, indicating continued expansion of the streamer-support subscription service.
  9. FY2024-Q3AdvancedAnnual report

    「To expand the platform’s economic scale, the company began offering monetization services for streamers living overseas and selling premium streaming tickets exclusively to membership holders. It also held a campaign offering discounts on premium streams exclusive to members, in collaboration with popular idol unit Strawberry Prince, which belongs to 株式会社STPR, its capital and business alliance partner.」

    We began selling premium live-stream tickets exclusively for Membership subscribers and held a discount coupon campaign with a unit affiliated with STPR. Membership sales commission revenue was ¥178.118 million.
  10. FY2024-Q2AdvancedAnnual report

    「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 ¥857.392 million, up 5.8% year on year, due in part to a reduction in total payment processing fees resulting from changes in the mix of payment methods used for point purchases and continued growth in Membership revenue, which allows users to support streamers through a fixed monthly membership fee.」

    Membership revenue continued to grow, and real gross profit was ¥857.392 million, up 5.8% year on year.
  11. FY2024-Q1AdvancedAnnual report

    「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 ¥427.815 million, up 10.0% year on year, due in part to growth in revenue from Membership, which allows users to support streamers through a fixed monthly membership fee.」

    Real gross profit was ¥427.815 million, up 10.0% year on year, driven by growth in Membership revenue. Membership sales commission revenue recognised under revenue recognition was ¥47.275 million.
  12. FY2023AdvancedAnnual report

    「Membership sales commission revenue increased by ¥94.307 million, or 133.2%, year on year」

    Membership sales commission revenue increased 133.2% from the previous fiscal period, quantifying the expansion of subscription revenue.
  13. FY2023-Q3AdvancedAnnual report

    「Membership sales commission revenue 123,612」

    Membership sales commission revenue of ¥123.612 million was disclosed for the cumulative third-quarter period, demonstrating revenue generated by monthly content.
  14. FY2023-Q2AdvancedAnnual report

    「During the second quarter, we began accepting advance download reservations for Membership STAR, a dedicated app that enables streamers using the monthly Membership content on TwitCasting and their paid-member listeners to enjoy closer communication,」

    We began accepting advance download reservations for the dedicated Membership STAR app for Membership users, demonstrating tangible progress toward strengthening interaction among subscription users.
  15. FY2023-Q1AdvancedAnnual report

    「Membership sales commission revenue 38,610」

    Membership sales commission revenue of ¥38.610 million was recognised during the cumulative first-quarter period, demonstrating the performance of subscription-based revenue.
  16. FY2022First statedAnnual report

    「Expansion of streamer-support subscriptions」

    Through the Membership feature, the Company aims to expand a model in which viewers provide ongoing support to streamers through monthly payments.
Moved together

"Supporting the organic emergence and development of user-led cultures and communities" moved the same way as this thread, in the same document, in 19 of its 22 moves.

1919161299★123456
  1. ★This thread
  2. 1Supporting the organic emergence and development of user-led cultures and communities19×
  3. 2Reducing Reliance on Point Sales and Creating New Revenue Opportunities19×
  4. 3Expanding Revenue per Customer16×
  5. 4Concentration of sales in point sales12×
  6. 5Diversification and Expansion of the Streamer Support Program9×
  7. 6Acquiring New User Segments Through Paid Live Streaming9×

★ 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 Earnings presentation of 2026-09-14: "Raised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of streamer-support subscriptions | Moi Corporation (5031) | Komori