Komori
note (5243) · TargetAdvanced

Continued expansion of note users, content and total content distribution value

First written in FY2022. 16 of 17 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-10-06.

17entries
4years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q2 – 2026-10-062023: 320232024: 320242025: 220252026: 92026
Same theme, other companies
Expanding the Buyer and Creator Bases of a Creative PlatformA theme 5 companies write about · 1 as a headwind · 6 as a tailwind

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「For note, the number of users and the amount of content on the platform have been steadily increasing through continuous functional improvements. As of the end of May 2026, registered members had reached 12.48 million and published content had reached 82.09 million items. GMV for the second quarter was ¥6,484 million, up 24.6% year on year, and remained high.」

    It reports new scale results of 12.48 million registered members, 82.09 million published content items and quarterly GMV of ¥6,484 million as of the end of May 2026.
  2. FY2025AdvancedAnnual report

    「For the consolidated fiscal year, revenue was ¥4,141.280 million, up 25.0% from the previous fiscal year; adjusted EBITDA was ¥314.868 million, up 264.2%; note GMV was ¥21,312 million, up 24.9%; and note pro ARR was ¥757 million, up 34.4%.」

    It reports new specific results for GMV, ARR, revenue and adjusted EBITDA for the fiscal year ended November 2025.
  3. FY2025-H1AdvancedAnnual report

    「For note, the number of users and the amount of content on the platform have been steadily increasing through continuous functional improvements. As of the end of May 2025, registered members had reached 9.95 million and published content had reached 58.98 million items. GMV for the second quarter was ¥5,205 million, up 24.7% year on year, and remained high.」

    It reports new scale results of 9.95 million registered members, 58.98 million published content items and quarterly GMV of ¥5,205 million as of the end of May 2025.
  4. FY2024AdvancedAnnual report

    「For the fiscal year ended November 2024, annual GMV was ¥17,064 million. As of the end of November 2024, published content totaled 51.072 million items, note’s MAU was 65.74 million, cumulative registered members totaled 8.931 million, cumulative unique creators totaled 1.526 million and ARPPU was ¥2,617, attracting support from many users.」

    It reports new results for GMV, MAU, members, creators, published content and ARPPU for the fiscal year ended November 2024 and as of the end of November.
  5. FY2024-Q2AdvancedAnnual report

    「For note, the number of users and the amount of content on the platform have been steadily increasing through continuous functional improvements. As of the end of May 2024, cumulative registered members had reached 8.16 million and published content had reached 45.30 million items. GMV for the second quarter was ¥4,175 million, up 25.9% year on year, and remained high.」

    It reports new results of 8.16 million cumulative registered members, 45.30 million published content items and quarterly GMV of ¥4,175 million.
  6. FY2024-Q1AdvancedAnnual report

    「For note, the number of users and the amount of content on the platform have been steadily increasing through continuous functional improvements. As of the end of February 2024, cumulative registered members had reached 7.77 million and published content had reached 42.59 million items. GMV for the first quarter was ¥4,198 million, up 28.6% year on year, and remained high.」

    It reports new results of 7.77 million cumulative registered members, 42.59 million published content items and quarterly GMV of ¥4,198 million.
  7. FY2023AdvancedAnnual report

    「For note, the number of users and the amount of content on the platform have been steadily increasing through continuous functional improvements. As of the end of November 2023, cumulative registered members had reached 7.33 million and published content had reached 39.86 million items. Annual GMV was ¥13,719 million, up 23.0% from the previous fiscal year, and remained high.」

    It reports new specific results for members, published content and annual GMV as of the end of November 2023.
  8. FY2023-Q3AdvancedAnnual report

    「For note, the number of users and the amount of content on the platform have been steadily increasing through continuous functional improvements. As of the end of August 2023, cumulative registered members had reached 7.00 million and published content had reached 37.40 million items. GMV for the third quarter was ¥3,607 million, up 27.7% year on year, and remained high.」

    It reports new results of 7.00 million cumulative registered members, 37.40 million published content items and quarterly GMV of ¥3,607 million.
  9. FY2023-Q2AdvancedAnnual report

    「For note, the number of users and the amount of content on the platform have been steadily increasing through continuous functional improvements. As of the end of May 2023, cumulative registered members had reached 6.63 million and published content had reached 34.90 million items. GMV for the second quarter was ¥3,318 million, or 118.1% of the year-earlier level, and remained high.」

    It reports specific increases in cumulative registered members, published content and GMV since the previous disclosure.
  10. FY2022First statedAnnual report

    「As key business metrics, we have adopted GMV for note and ARR for note pro, and aim for sustained and cumulative increases in revenue from each business.」

    It identifies GMV, ARR, cumulative unique creators, cumulative members and published content as growth metrics.
Moved together

"Growth in usage of the note platform" moved the same way as this thread, in the same document, in 15 of its 17 moves.

151514141312★123456
  1. ★This thread
  2. 1Growth in usage of the note platform15×
  3. 2Growth in note pro subscriptions and ARR15×
  4. 3Raising Growth Capital Through Internally Generated Funds, Borrowings and Equity Financing14×
  5. 4Expanding note pro into companies' online business hubs14×
  6. 5Maximizing Gross Profit13×
  7. 6Achieving Profitability Through Higher Recurring Revenue12×

★ 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 note yet. It last moved in the Financial results briefing materials of 2026-10-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Continued expansion of note users, content and total content distribution value | note inc. (5243) | Komori