Komori
tripla (5136) · FactContinued growth in other revenueLatest Financial results briefing materials (2026-09-14): "Reframed"

Revenue Model Built on Fixed and Usage-Based Revenue

First written in FY2022. 5 of 12 entries say "Restated". Latest entry: 2026-09-14.

12entries
4years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2023-Q2RestatedFY2024-Q1 – FY2026-H12023: 320232024: 320242025: 220252026: 42026
Same theme, other companies
Revenue model combining fixed and usage-based billingA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

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

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Continued growth in other revenueAnnual report

    「tripla Book 1,244,686 tripla Bot 218,416 Other 199,361 Revenue from contracts with customers (total) 1,662,464」

    The revenue structure remains centered on Book and Bot, while other revenue increased from ¥190.459 million in the previous corresponding period to ¥199.361 million.
  2. FY2025Continued growth in other revenueAnnual report

    「tripla Book 1,814,027 tripla Bot 411,617 Other 347,898 Revenue from contracts with customers 2,573,543」

    The revenue structure remains centered on Book and Bot, while other revenue also reached ¥347.898 million, reflecting continued diversification.
  3. FY2025-H1Increase in the share of other revenueAnnual report

    「tripla Book 854,704 tripla Bot 185,108 Other 190,459 Revenue from contracts with customers (total) 1,230,273」

    The revenue structure remains centered on Book and Bot, while other revenue increased from ¥41.801 million in the previous corresponding period to ¥190.459 million, indicating further diversification.
  4. FY2024RestatedAnnual report

    「tripla Book 1,299,426 tripla Bot 367,137 Other 200,795 Revenue from contracts with customers 1,867,358」

    Following consolidation, the revenue structure remains centered on tripla Book and tripla Bot, with the billing structure, including Book’s fixed and usage-based revenue, continuing to be described.
  5. FY2024-Q2RestatedAnnual report

    「tripla Book 534,462 tripla Bot 184,543 Other 46,041 Revenue from contracts with customers (total) 765,048」

    Revenue continued to be disclosed by service, mainly tripla Book and tripla Bot.
  6. FY2024-Q1RestatedAnnual report

    「Our group operates as a single hospitality solutions segment, and revenue disaggregated by major type of good or service is as follows.」

    Disclosure of revenue by service, centered on tripla Book and tripla Bot, continues during the quarter.
  7. FY2023ReframedAnnual report

    「Because AI-only plans are now the main offering and existing full-service plans are also being migrated to AI-only plans, from the fiscal year ending October 2024 onward we plan to present tripla Bot revenue in aggregate rather than separating fixed and variable revenue.」

    The description of tripla Bot’s pricing and revenue structure was reorganized for the following fiscal year to reflect the shift toward AI-only plans, with revenue to be presented in aggregate.
  8. FY2023-Q2RestatedAnnual report

    「tripla Book 338,484 tripla Bot 199,438 Other 1,902」

    Revenue continued to be generated mainly by tripla Book and tripla Bot, with no significant change in the service-based revenue structure.
  9. FY2023-Q1RestatedAnnual report

    「Revenue Recognition」

    Revenue continued to be generated by tripla Book, tripla Bot and other services during the quarter, with no significant change in the service-based revenue model.
  10. FY2022First statedAnnual report

    「In the fiscal year ended October 2022, more than 97.3% of our operating revenue came from tripla Book and tripla Bot, generating recurring monthly base-fee revenue.」

    The company manages operating revenue and operating profit using a model in which facility count generates fixed revenue, while Book GMV and Bot request volume generate usage-based and variable revenue.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for tripla yet. It last moved in the Financial results briefing materials of 2026-09-14: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Revenue Model Built on Fixed and Usage-Based Revenue | tripla Co.,Ltd. (5136) | Komori