Driving Cloud Growth by Expanding the Identity Platform and Increasing Cloud ARPU
First written in FY2023-Q1. 2 of 5 entries say "Advanced", first in FY2023-Q2. Latest entry: FY2025.
1 other company's latest entry also says "Dropped".
- FY2025DroppedAnnual reportThis annual securities report does not explicitly use the previous wording that identified the number of M365 IDs and cloud ARPU as basic indicators.
- FY2023AdvancedAnnual report
「The Group's basic strategy is to increase the number of M365 IDs and expand cloud ARPU, the unit price per customer. In the fiscal year ended September 2022, the number of Microsoft 365 IDs was 1.719 million, ARPU was ¥50,282 per ID, and the business-partner utilization ratio was 32%. In the fiscal year ended September 2023, these figures were 2.390 million IDs, ¥47,197 per ID and 33%, respectively.」
The number of M365 IDs increased from 1.719 million to 2.390 million, and the business-partner utilization ratio rose from 32% to 33%. Meanwhile, ARPU declined from ¥50,282 per ID to ¥47,197 per ID. - FY2023-Q3RestatedAnnual report
「Among the Company's existing customers, adoption of M365, the communications platform, has progressed, and the Company is working to strengthen its customer base by acquiring new IDs. As demand for greater use of cloud services is increasing among customer companies that have adopted M365, the Company expects a gradual shift toward projects involving Azure, and is taking the lead in shifting skills to strengthen its ability to support customer companies in making greater use of cloud services.」
Continues to describe strengthening the customer base through new ID acquisition and a shift from M365 projects to projects involving Azure. - FY2023-Q2AdvancedAnnual report
「Among the Company's existing customers, adoption of M365, the communications platform, has progressed, and the Company is working to strengthen its customer base by acquiring new IDs.」
Describes strengthening the customer base through the acquisition of new IDs as a specific initiative to expand the ID base. - FY2023-Q1First statedAnnual report
「The Group continues to promote cloud growth by expanding its ID base and increasing cloud ARPU (Average Revenue Per User), its basic strategy.」
For the first time, identifies expansion of the ID base and higher cloud ARPU as basic strategies for promoting cloud growth. No quantitative targets are provided.