Komori
Globee (5575) · TargetRestated

Increase in ARPU

First written in FY2023. 2 of 5 entries say "Advanced", first in FY2024-Q3. Latest entry: FY2026.

5entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023RestatedFY2024AdvancedFY20252023: 120232024: 220242025: 120252026: 12026
Same theme, other companies
Increasing ARPU through feature development and personalizationA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

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

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. FY2026RestatedAnnual report

    「By adding new features, improving UI/UX, adding new content including films, television dramas and anime, and adding explanatory lecture videos by professional coaches, the company aims to increase the value of abceed as a learning platform and raise average revenue per user, primarily through the Pro plan.」

    The company reaffirmed its policy of seeking higher average revenue per user, primarily through the Pro plan, by enhancing value through new features, content and lecture videos.
  2. FY2025AdvancedAnnual report

    「Although the company raised the price of the Pro plan by approximately 20% in March 2024, it recognizes that there remains sufficient room for further price increases because some English-learning apps are still priced above abceed. As the value of abceed as a learning platform increases, the company will also seek to raise average revenue per user through price increases for paid plans. It also plans to gradually raise prices for the film and English conversation plans, launched as lower-priced plans in March 2025, as paid subscribers grow, which it expects to contribute to revenue growth over the medium to long term.」

    The effect of the approximately 20% Pro plan price increase on higher average revenue per user was reflected in revenue growth for FY2025. The company also indicated a policy of raising prices for the film and English conversation plans in the future.
  3. FY2024RestatedAnnual report

    「Although the company raised the price of the Pro plan by approximately 20% in March 2024, it recognizes that there remains sufficient room for further price increases because some English-learning apps are still priced above abceed. As the value of abceed as a learning platform increases, the company will also seek to raise average revenue per user through price increases for paid plans.」

    The company reaffirmed its policy of seeking higher average revenue per user through the approximately 20% price increase implemented in March and through further value-driven price increases.
  4. FY2024-Q3AdvancedAnnual report

    「Regarding the Pro plan price revision under consideration through the current quarter, the company implemented an approximately 20% price increase from March 2024, which it expects to contribute to higher average revenue per user from the following quarter onward.」

    The company implemented an approximately 20% price increase for the Pro plan from March 2024, following the consideration stage. The impact on average revenue per user is expected from the following quarter onward.
  5. FY2023First statedAnnual report

    「By expanding its school platform, the company expects sales of relatively high-priced coaching services to grow alongside paid plans for abceed, contributing to an increase in average revenue per user.」

    The measures include coaching, additional features, UI/UX improvements, new content, lecture videos and future price increases for paid plans.
Moved together

"Business Scale Expansion and Improved Profitability" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1Business Scale Expansion and Improved Profitability2×
  3. 2Increase in paid membership2×
  4. 3Expanding the target audience by enhancing the content platform2×
  5. 4Strengthening Corporate Sales and Customer Support Capabilities2×
  6. 5Integration of Learning Tools, Educational Materials, Tests and Schools2×
  7. 6Strengthening Service and Product Development2×

★ 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 Globee yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.