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Transaction Media Networks (5258) · TargetAdvancedLatest Earnings presentation (2026-08-14): "Cited as achieved"

Generating Steady-State Profits Based on Center Usage Fees

First written in FY2023. 11 of 18 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-08-14.

18entries
4years
9from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q2 – FY2024-Q3RestatedFY2025-H1AdvancedFY2025 – FY2026-H12023: 320232024: 320242025: 220252026: 102026
Same theme, other companies
Stable Revenue Base from Recurring RevenueA theme 23 companies write about · 0 as a headwind · 24 as a tailwind

The whole theme swung hardest in 2019: 1 of 11 companies on the "Worse" side.

1 other company's latest entry also says "Cited as achieved".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Our revenue model has a stock-based structure in which revenue accumulates as customer terminals connect to and continue using our payment processing centers, but it also has infrastructure-business characteristics, with costs recorded upfront in order to build up revenue.」

    Stock income revenue increased from ¥8,129.240 million to ¥9,262.465 million, and center usage fees increased from ¥4,646.979 million to ¥5,040.955 million, continuing the expansion of the revenue base for generating recurring profits.
  2. FY2026-H1AdvancedAnnual report

    「In particular, center usage fees and QR and barcode settlement fees, which constitute stock income, have continued to expand and are driving our group revenue.」

    During the interim period, center usage fees were ¥2,509.402 million and QR and barcode settlement fees were ¥1,816.132 million, with stock income expanding from the same period of the previous year.
  3. FY2025AdvancedAnnual report

    「Our revenue model has a stock-based structure in which revenue accumulates as customer terminals connect to and continue using our payment processing centers, but it also has infrastructure-business characteristics, with costs recorded upfront in order to build up revenue.」

    Stock income revenue increased from ¥7,054.372 million in the previous fiscal year to ¥8,129.240 million, while center usage fees increased to ¥4,646.979 million. The challenge of generating recurring profits based on the accumulated number of connected terminals continues.
  4. FY2025-H1RestatedAnnual report

    「Revenue from center usage fees has also continued to increase, and the cashless payment services business has remained solid.」

    The continued increase in center usage fee revenue and the solid performance of the cashless payment services business supported by it were reaffirmed.
  5. FY2024AdvancedAnnual report

    「Revenue from center usage fees has also continued to increase, and the cashless payment services business has remained solid.」

    Center usage fee revenue increased from ¥3,822.014 million in the previous fiscal year to ¥4,285.319 million in the current fiscal year, quantitatively demonstrating the expansion of recurring revenue.
  6. FY2024-Q3RestatedAnnual report

    「As a result, center usage fees have continued to increase, and the cashless payment services business has remained solid.」

    The continued increase in center usage fees and the solid performance of the cashless payment services were reiterated.
  7. FY2024-Q2RestatedAnnual report

    「As a result, center usage fees have continued to increase, and the cashless payment services business has remained solid.」

    Using the same wording as in the previous quarter, the continued increase in center usage fees and the solid performance of the services were reiterated.
  8. FY2024-Q1AdvancedAnnual report

    「As a result, center usage fees have continued to increase, and the cashless payment services business has remained solid.」

    The company explained that center usage fees have continued to increase as the number of newly connected terminals has grown, indicating an expansion of the recurring revenue base.
  9. FY2023First statedAnnual report

    「As our customer base expands and the number of installed terminals increases, we are managing fixed costs to generate recurring profits solely from revenue from the use of our payment processing centers.」

    The approach is to manage fixed costs and generate recurring profits based on stock income accumulated through the connection of terminals over time.
Moved together

"Expansion of payment processing scale driven by an increase in connected terminals" moved the same way as this thread, in the same document, in 9 of its 18 moves.

975554★123456
  1. ★This thread
  2. 1Expansion of payment processing scale driven by an increase in connected terminals9×
  3. 2Large-Scale Capital Investment in Payment and Information Processing Infrastructure7×
  4. 3Gateway business connecting every payment method through a one-stop solution5×
  5. 4Evolution into a Comprehensive Distribution Solutions and Information Processing Company5×
  6. 5Raising Growth Capital Through an Equity Listing and Data Center Investment5×
  7. 6Growth in recurring revenue through cross-selling4×

★ 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 Transaction Media Networks yet. It last moved in the Earnings presentation of 2026-08-14: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Generating Steady-State Profits Based on Center Usage Fees | Transaction Media Networks Inc. (5258) | Komori