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SmartDrive (5137) · TargetAdvanced

Expansion of Revenue and the Number of Contracted Companies

First written in FY2022. 9 of 10 entries say "Advanced", first in FY2023. Latest entry: 2026-08-13.

10entries
5years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023 – 2026-08-132022: 12023: 120232024: 120242025: 220252026: 52026
Same theme, other companies
Expansion of the Corporate Customer BaseA theme 24 companies write about · 1 as a headwind · 27 as a tailwind

14 other companies' latest entry also says "Advanced".

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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  2. FY2025AdvancedAnnual report

    「The number of SmartDrive Fleet end-user companies has continued to trend upward through direct sales to end users, expanded and joint sales through partner companies, and new customer acquisition across both sales channels. The number of contracted companies exceeded 2,100 as of the end of September 2025.」

    The number of contracted companies expanded from more than 1,100 to more than 2,100 as of the end of September 2025. Direct sales and joint sales through partners are identified as methods of expansion.
  3. FY2025-H1AdvancedAnnual report

    「As a result, for the six months ended the current interim consolidated period, revenue was ¥1,431.058 million, up 33.7% year on year.」

    No new figure for the number of contracted companies was provided, but revenue increased from ¥1,070.075 million in the same period of the previous year to ¥1,431.058 million.
  4. FY2024-Q2AdvancedAnnual report

    「Revenue was ¥1,070.075 million.」

    Revenue increased from ¥820.373 million in the same period of the previous year to ¥1,070.075 million. No new figure for the number of contracted companies was provided.
  5. FY2023AdvancedAnnual report

    「The number of SmartDrive Fleet end-user companies has continued to trend upward, exceeding 1,100 contracted companies as of the end of September 2023.」

    A specific milestone of more than 1,100 contracted companies was reported as of the end of September 2023.
  6. FY2022First statedAnnual report

    「The Group provides various services through its domestic fleet operator business and domestic asset owner business. Revenue from all of these services is monetized through subscription contracts with customer companies, including partner companies in the domestic asset owner business, based on the contract period, number of users and volume of data used. Because this business model generates recurring revenue, the Group places importance on the number of contracted companies, or end-user companies.」

    In addition to revenue, the number of contracted companies is positioned as a key metric.
Moved together

"Increase in the recurring revenue ratio and reduction in losses" moved the same way as this thread, in the same document, in 8 of its 10 moves.

866443★123456
  1. ★This thread
  2. 1Increase in the recurring revenue ratio and reduction in losses8×
  3. 2Sustainable Growth and Enhanced Corporate Value6×
  4. 3Continued losses and negative operating cash flow due to upfront investment6×
  5. 4Expanding collaboration through an investment in a cloud CRM company serving the automotive industry4×
  6. 5Listing of shares and strengthening the financial and business foundations with the funds raised4×
  7. 6Business Expansion in Southeast Asia and Malaysia3×

★ 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 SmartDrive yet. It last moved in the Financial results presentation of 2026-08-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Revenue and the Number of Contracted Companies | SmartDrive inc. (5137) | Komori