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Nulab (5033) · PolicyAdvancedLatest Financial results presentation (2026-08-14): "Other"

Expanding Subscription Revenue and Focusing on ARR, Contract Count, and Churn Rate

First written in FY2022. 4 of 6 entries say "Advanced", first in FY2023. Latest entry: 2026-08-14.

6entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023 – FY20262022: 120222023: 120232024: 120242025: 020252026: 32026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

9 other companies' latest entry also says "Other".

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. 2026-08-14OtherFinancial results presentation

    「As a result of these initiatives, the monthly churn rate remained low at 0.37% on a revenue basis.」

    Backlog’s paid contracts, user count, ARR and churn rate have been updated. ARR reached ¥4,609 million at the end of June 2026, while the monthly churn rate on a revenue basis was 0.37%; the updated metrics do not all indicate one-way improvement. The canonical thread itself is unchanged.
  2. FY2026AdvancedAnnual report

    「ARR in March 2026 was ¥4,574 million, up 7.4% year on year. As of the end of March 2026, the number of paid contracts for the Company’s services was 18,906. The churn rate, calculated as the ratio of the total monthly fees lost due to cancellations to the total monthly fees in the preceding month, was 0.27% in March 2026.」

    The key metrics were updated to ARR of ¥4,574 million, 18,906 paid contracts, and a churn rate of 0.27%.
  3. 2026-05-14AdvancedFinancial results presentation

    「The number of paid contracts increased by 221 from the third quarter, and the number of paid users surpassed 1.5 million. As a result of these initiatives, the monthly churn rate remained low at 0.27% on a revenue basis.」

    The company updated key performance indicators, including 18,906 paid contracts, ARR of ¥4,574 million, a monthly churn rate of 0.27% on a revenue basis and 1.07% on a customer-count basis.
  4. FY2024AdvancedAnnual report

    「ARR in March 2024 was ¥3,970 million, up 25.3% year on year. As of the end of March 2024, the number of paid contracts for the Company’s services was 18,347. The churn rate, calculated as the ratio of the total monthly fees lost due to cancellations to the total monthly fees in the preceding month, was 0.45% in March 2024.」

    The key metrics were updated: ARR increased from ¥3,170 million to ¥3,970 million, and the churn rate declined from 0.56% to 0.45%. The number of paid contracts decreased from 18,752 to 18,347.
  5. FY2023AdvancedAnnual report

    「ARR in March 2023 was ¥3,170 million, up 26.6% year on year. As of the end of March 2023, the number of paid contracts for the Company’s services was 18,752. The churn rate, calculated as the ratio of the total monthly fees lost due to cancellations to the total monthly fees in the preceding month, was 0.56% in March 2023.」

    The key metrics were updated to ARR of ¥3,170 million, 18,752 paid contracts, and a churn rate of 0.56%. Compared with the previous year’s ARR of ¥2,504 million, 18,541 paid contracts, and a churn rate of 0.62%, the figures were updated.
  6. FY2022First statedAnnual report

    「ARR (Note 1), the number of paid contracts (Note 2), and the churn rate (Note 3) are regarded as important metrics.」

    ARR was ¥2,504 million in March 2022, the number of paid contracts was 18,541, and the churn rate was 0.62%.
Moved together

"Dependence on Backlog for revenue" moved the same way as this thread, in the same document, in 3 of its 6 moves.

322222★123456
  1. ★This thread
  2. 1Dependence on Backlog for revenue3×
  3. 2Increasing Customer Satisfaction and Expanding Sales Through Continuous Improvement of Existing Services2×
  4. 3Future Investments, Subsidiary Establishment, Partnerships and M&A2×
  5. 4Dilution of Existing Shareholders Through the Exercise of Stock Acquisition Rights2×
  6. 5Diversity and Inclusion-Focused Recruitment and Internal Initiatives2×
  7. 6Research and development related to new business development2×

★ 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 Nulab yet. It last moved in the Financial results presentation of 2026-08-14: "Other".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.