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Prodelight (5580) · RiskMitigated

Slight Decline in Recurring Revenue Ratio Due to Strong SIP Terminal Sales

First written in FY2023-Q3. 7 of 11 entries say "Mitigated", first in FY2024-Q1. Latest entry: 2026-10-15.

11entries
4years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q3MitigatedFY2024-Q1 – FY2024-Q2WorsenedFY2024-Q3 – FY2024OtherFY2025-H1MitigatedFY2025 – 2026-10-152023: 120232024: 420242025: 220252026: 42026
Same theme, other companies
Change in the recurring revenue ratio due to SIP device salesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「Recurring revenue ratio (%) 80.1 79.4 80.2 81.6 82.2」

    The recurring revenue ratio was 82.2% for the interim consolidated accounting period ended February 2026, up from 80.2% in the fiscal year ended August 2025.
  2. FY2025MitigatedAnnual report

    「Recurring revenue ratio (%) 79.5 80.1 79.4 80.2」

    The recurring revenue ratio was 80.2% in the fiscal year ended August 2025, up from 79.4% in the previous fiscal year.
  3. FY2025-H1Ratio fluctuated during the interim consolidated periodAnnual report

    「Recurring revenue ratio (%) 79.5 80.1 79.4 81.8 80.6」

    The recurring revenue ratio was 80.6% for the interim consolidated accounting period, down from 81.8% in the first quarter but above 79.4% in the fiscal year ended August 2024.
  4. FY2024WorsenedAnnual report

    「Recurring revenue ratio (%) 74.6 79.5 80.1 79.4」

    The recurring revenue ratio declined from 80.1% in the fiscal year ended August 2023 to 79.4% in the fiscal year ended August 2024.
  5. FY2024-Q3WorsenedAnnual report

    「Recurring revenue ratio (%) 74.6 79.5 80.1 80.9 81.3 80.4」

    The recurring revenue ratio declined from 81.3% for the cumulative second-quarter period to 80.4%.
  6. FY2024-Q2MitigatedAnnual report

    「Recurring revenue ratio (%) 74.6 79.5 80.1 80.9 81.3」

    The recurring revenue ratio rose from 80.9% in the first quarter to 81.3% for the cumulative second-quarter period, improving further from the previous slight decline caused by strong SIP terminal sales.
  7. FY2024-Q1MitigatedAnnual report

    「Recurring revenue ratio (%) 74.6 79.5 80.1 80.9」

    The recurring revenue ratio rose to 80.9% in the first quarter from 79.2% in the third quarter reported previously. It has recovered from the slight decline previously attributed to strong SIP terminal sales.
  8. FY2023-Q3First statedAnnual report

    「The recurring revenue ratio also declined slightly because strong SIP terminal sales increased the proportion of total revenue attributable to those sales.」

    The recurring revenue ratio was 79.2% in the third quarter of the fiscal year ended August 2023, down from 80.8% in the second quarter of that fiscal year.
Moved together

"Expanding Applications through INNOVERA’s AI and New Functions" moved the same way as this thread, in the same document, in 7 of its 11 moves.

777665★123456
  1. ★This thread
  2. 1Expanding Applications through INNOVERA’s AI and New Functions7×
  3. 2Development of New Features and Proposals for New Business Phone Applications7×
  4. 3Expansion of the number of "INNOVERA" accounts and "IP-Line" channels7×
  5. 4Strengthening Collaboration with Sales Agents through the Partner Program6×
  6. 5Higher churn due to the post-pandemic downsizing of large-scale call centers6×
  7. 6Enhancing the INNOVERA Brand and Strengthening Web Marketing5×

★ 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
Prodelight's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings presentation of 2026-10-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Slight Decline in Recurring Revenue Ratio Due to Strong SIP Terminal Sales | Prodelight Co.,Ltd. (5580) | Komori