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Fines (5125) · TargetAdvancedLatest Management Planning (2026-09-29): "Raised"

Expanding Video Cloud Accounts and Recurring Revenue

First written in FY2022. 8 of 14 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-09-29.

14entries
5years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q1 – FY2023-Q3OtherFY2024-Q2 – FY2024-Q3WorsenedFY2024 – FY2025-H1AdvancedFY2025 – 2026-09-292022: 220222023: 220232024: 320242025: 220252026: 52026
Same theme, other companies
Cloud and SaaS Subscription (Monthly Billing) Revenue ModelA theme 50 companies write about · 1 as a headwind · 50 as a tailwind

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

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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-29RaisedManagement Planning

    「The fiscal year ending June 2027 is positioned as an investment period for business transformation toward 2030. To increase subscription revenue, we will develop AI services addressing customer challenges, strengthen our sales structure and enhance synergies among the group companies.」

    Regarding the transformation to a subscription-based business model, the company has specified the fiscal year ending June 2027 as an investment period and plans to achieve profitability in the fiscal year ending June 2028.
  2. FY2026AdvancedAnnual report

    「We will pursue a business-model transformation from our traditional focus on flow transactions to a subscription-based business, with the aim of building a stable stream of recurring revenue to fund growth investment. We will concentrate management resources on launching and expanding monthly subscription-based services, including social media management outsourcing and the AI search optimization tool AIO Navi, to stabilize our medium- to long-term revenue portfolio.」

    The company explicitly stated that it would transform its business model from flow transactions to monthly subscription-based services, rather than focusing solely on expanding Video Cloud accounts. Recurring revenue was ¥650.285 million, and the number of active recurring contracts was 9,781.
  3. FY2025AdvancedAnnual report

    「We are continuing to build a stable earnings base. Going forward, in addition to increasing the number of Video Cloud accounts, we will focus on expanding recurring revenue by broadening our DX consulting business, including Raise.」

    The company disclosed 6,384 Video Cloud customer companies, 5,637 active contracts and a recurring contract unit price of ¥3,713, and continues measures to expand recurring revenue, including Raise.
  4. FY2025-H1WorsenedAnnual report

    「Although we proposed new services utilizing subsidies, the adoption rate was substantially below expectations, resulting in sluggish order intake. Consequently, revenue and profit at each stage were weaker than expected during the interim accounting period. From the second half onward, we aim to strengthen our future earnings base by actively expanding Raise-related services.」

    The subsidy adoption rate for the proposed new services was substantially below expectations, resulting in sluggish order intake, revenue and profit at each stage. The company stated that it would expand Raise-related services from the second half onward.
  5. FY2024WorsenedAnnual report

    「Performance for the fiscal year declined year on year in both revenue and profit, as Video Cloud customer acquisition remained sluggish due in part to a decline in the number of sales consultants. Revenue was slightly below plan. Profit at each stage was below plan because cost of sales increased year on year due to higher outsourcing expenses and personnel expenses in the cost-related departments, the gross profit margin deteriorated more than expected as revenue declined, and selling, general and administrative expenses increased.」

    Video Cloud customer acquisition was sluggish, and revenue and profit at each stage fell below plan. The number of customer companies using the service increased to 4,945, but the disclosure indicated deterioration in customer acquisition and earnings for the period.
  6. FY2024-Q3Shortfall against plan widenedAnnual report

    「Performance for the cumulative nine-month period was lower year on year in both revenue and profit, as Video Cloud customer acquisition remained sluggish due in part to a decline in the number of sales consultants. Revenue was slightly below plan. Profit at each stage was substantially below plan because, although fixed costs increased year on year, revenue declined and the operating margin deteriorated more than expected.」

    Video Cloud customer acquisition remained sluggish, revenue was slightly below plan, and profit at each stage remained substantially below plan.
  7. FY2024-Q2Sluggish growth in Video Cloud customer acquisitionAnnual report

    「Performance for the six-month period ended in the second quarter declined year on year in both revenue and profit, as Video Cloud customer acquisition stagnated due in part to a decline in the number of sales consultants.」

    Regarding the initiative to expand and acquire Video Cloud customers, customer acquisition was sluggish during the cumulative period of the current quarter.
  8. FY2023-Q3AdvancedAnnual report

    「In this business, we focused on selling Video Cloud, our core service, and pursued active business development. Video Cloud, the video distribution platform service fully launched in April 2021, has been expanding steadily, with the number of companies using the service approaching 3,000, contributing to the accumulation of recurring revenue.」

    The number of companies using Video Cloud approached 3,000, and its contribution to the accumulation of recurring revenue continued.
  9. FY2023-Q2AdvancedAnnual report

    「In this business, we focused on selling Video Cloud, our core service, and pursued active business development. Video Cloud, the video distribution platform service fully launched in April 2021, has been expanding steadily, with the number of companies using the service approaching 2,500, contributing to the accumulation of recurring revenue.」

    The number of companies using Video Cloud approached 2,500, and its contribution to the accumulation of recurring revenue continued.
  10. FY2023-Q1AdvancedAnnual report

    「Video Cloud, the video distribution platform service fully launched in April 2021, has been expanding steadily, with the number of companies using the service exceeding 2,000, contributing to the accumulation of recurring revenue.」

    The number of companies using Video Cloud exceeded 2,000, contributing to the accumulation of recurring revenue.
  11. FY2022First statedAnnual report

    「Going forward, we will increase the number of Video Cloud accounts and focus on expanding recurring revenue. By enhancing our revenue portfolio, we aim to further strengthen our stable earnings base.」

    The goal is to strengthen the revenue portfolio and stable earnings base by expanding the number of accounts.
Moved together

"Entry into the talent platform and RPO businesses through the acquisitions of Orpla and Nexil" moved the same way as this thread, in the same document, in 5 of its 14 moves.

554443★123456
  1. ★This thread
  2. 1Entry into the talent platform and RPO businesses through the acquisitions of Orpla and Nexil5×
  3. 2Business Expansion Centered on Video Cloud5×
  4. 3Expansion of diverse DX solutions, including SFA, QuickBill, F-Learning, AI Package and MEO Navi4×
  5. 4Recruitment and Strengthening of Sales Consultants4×
  6. 5Dependence on the Video Cloud Business4×
  7. 64 Key Metrics for Measuring Revenue and Operating Profit Growth3×

★ 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 Fines yet. It last moved in the Management Planning of 2026-09-29: "Raised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expanding Video Cloud Accounts and Recurring Revenue | Fines inc. (5125) | Komori