Expanding recurring, subscription-based revenue centered on ARR
First written in FY2022. 17 of 20 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-09-14.
65 other companies' latest entry also says "Advanced".
- FY2026-H1AdvancedAnnual report
「The number of paying student IDs, a leading business indicator, was 483 thousand, up 6.6% year on year, ARR was ¥1,167.888 million, up 6.0% year on year, and ARPU was ¥46,279, down 9.0% year on year. Although these figures represented a temporary decline from the previous quarter, the customer churn rate (Note 3), which indicates the fundamental health of the business, remained under control at an extremely low 0.5%, and the decline was not attributable to deterioration of the customer base or weakening competitiveness.」
ARR was ¥1,167.888 million, up 6.0% year on year, and the number of paying student IDs was 483 thousand. Although it declined from the first quarter due to seasonality and other factors, recurring revenue continued to expand year on year. - FY2025AdvancedAnnual report
「The number of paying student IDs, a leading indicator for the business, increased steadily to 505 thousand, up 13.6% year on year, supported by expansion of the existing customer base and seasonal demand associated with summer courses and other factors. Accordingly, ARR increased to ¥1,205.649 million, up 9.4% year on year.」
ARR increased from ¥1,101.862 million at the end of the previous fiscal year to ¥1,205.649 million, and the number of paying student IDs rose to 505 thousand. The business maintained its trend of recurring revenue growth despite temporary seasonal fluctuations. - FY2025-H1AdvancedAnnual report
「ARR (¥ thousands) Fiscal year ended October 2024 1,101,862 Fiscal year ending October 2025 1,145,780 1,102,202」
ARR increased from ¥1,101.862 million at the end of the fiscal year ended October 2024 to ¥1,102.202 million at the end of the second quarter of the fiscal year ending October 2025. It declined from ¥1,145.780 million at the end of the first quarter due to seasonality associated with the change in academic years, but remained above the year-earlier level. - FY2024AdvancedAnnual report
「Monthly usage fees received on a recurring basis account for most of the business's revenue, and management has set the expansion of ARR, an indicator of the accumulation of these fees, as a business objective.」
ARR increased from ¥794.601 million at the end of the previous fiscal year to ¥1,101.862 million. The number of companies with paid contracts, the number of paying student IDs and ARPU also increased, expanding the recurring revenue base, including through the takeover of BIT CAMPUS. - FY2024-Q2AdvancedAnnual report
「During the cumulative second-quarter period, sales efforts for upselling and cross-selling, such as ComiruHR, to existing customers were strengthened, and adoption by new customers from April, the start of the new academic year, progressed favorably. As a result, the number of paying customer companies increased by 97 from the end of the previous fiscal year, reflecting steady new customer acquisition.」
ARR increased from ¥833.954 million to ¥847.228 million, and recurring revenue continues to expand through upselling, cross-selling and new customer adoption. - FY2024-Q1AdvancedAnnual report
「During the cumulative first-quarter period, the core service Comiru saw an increase in average customer spend and the number of paying student IDs as a result of stronger proposals for upselling to existing customers, including expanding the departments and number of students using the service, and cross-selling, including use of ComiruHR.」
ARR increased from ¥794.601 million to ¥833.954 million, and the number of paying student IDs also increased to 354 thousand. Recurring revenue continues to expand through upselling and cross-selling. - FY2023AdvancedAnnual report
「Monthly usage fees received on a recurring basis account for most of the business's revenue, and management has set the expansion of ARR, an indicator of the accumulation of these fees, as a business objective.」
ARR increased from ¥772.589 million in the third quarter to ¥794.601 million, also exceeding the ¥709.519 million at the end of the fiscal year ended October 2022. - FY2023-Q3AdvancedAnnual report
「During the cumulative third-quarter period, the number of paying customer companies, billed student IDs and ARPU for Comiru, our core service, all increased as a result of upselling to existing customers, such as expanding the departments using the service or the number of students using it, and an increase in new customers, including major cram schools in Hokkaido.」
ARR under the revised calculation method increased to ¥772.589 million from ¥724.012 million in the second quarter. Expansion of recurring revenue through upselling and new customer acquisition is progressing. - FY2023-Q2Decrease from the previous quarterAnnual report
「Strengthening proposals for upselling to existing customers, including expanding the departments and number of students using the service, and cross-selling, including use of ComiruHR and expanding the adoption of ComiruPro, increased the average price per student ID. New customer growth also remained strong as implementations were concentrated from April, the start of the new academic year, resulting in an increase in the number of companies with paid contracts.」
ARR was ¥724.012 million, down from ¥741.945 million in the first quarter but above the ¥709.519 million at the end of the fiscal year ended October 2022 under the revised basis. - FY2023-Q1AdvancedAnnual report
「Strengthening proposals for upselling to existing customers, including expanding the departments and number of students using the service, and cross-selling, including use of ComiruHR, increased average customer spend and the number of paying student IDs.」
Under the revised calculation method, ARR was ¥741.945 million and the number of paying student IDs was 344 thousand. Because the calculation method changed, caution is required when making a simple comparison with the previously disclosed figure of ¥609.923 million, but under the same revised basis ARR increased from ¥709.519 million at the end of the previous fiscal year. - FY2022First statedAnnual report
「Monthly usage fees received on a recurring basis account for most of the business's revenue, and management has set the expansion of ARR, an indicator of the accumulation of these fees, as a business objective.」
The number of companies with paid contracts, the number of paying student IDs, ARPU and ARR were established as key metrics. ARR for the fiscal year ended October 2022 was ¥609.923 million.