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Prodelight (5580) · RiskMitigated

Higher churn due to the post-pandemic downsizing of large-scale call centers

First written in FY2023-Q3. 6 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-Q3OtherFY2024-Q2 – FY2025-H1MitigatedFY2025 – 2026-10-152023: 120232024: 420242025: 220252026: 42026
Same theme, other companies
Rising customer churn due to post-COVID call center downsizingA 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

    「Average monthly churn rate (accounts) (%) 0.90 0.79 0.76 0.60 0.60 Average monthly churn rate (channels) (%) 0.94 1.03 0.79 0.70 0.70」

    During the interim consolidated accounting period ended February 2026, the account churn rate was 0.60% and the channel churn rate was 0.70%, both down from 0.76% and 0.79%, respectively, in the previous fiscal year.
  2. FY2025MitigatedAnnual report

    「The average monthly churn rate for INNOVERA PBX accounts was 0.76%, compared with 0.79% in the previous fiscal year, while the average monthly churn rate for IP-Line channels was 0.79%, compared with 1.03% in the previous fiscal year.」

    Both the account and channel churn rates declined from the previous fiscal year, indicating that the churn risk associated with post-pandemic call-center reductions and other factors is easing.
  3. FY2025-H1Interim consolidated-period churn rates disclosedAnnual report

    「Average monthly churn rate (accounts) (%) 0.64 0.90 0.79 1.21 0.91 Average monthly churn rate (channels) (%) 0.85 0.94 1.03 0.49 0.54」

    The average monthly churn rate during the interim consolidated accounting period was 0.91% for accounts and 0.54% for channels. From 1.21% for accounts and 0.49% for channels in the first quarter, the account rate declined and the channel rate rose. Because the interim consolidated period represents a six-month average, no simple comparison with the full-year figures was made.
  4. FY2024Account improvement and channel deterioration on a fiscal-year basisAnnual report

    「Average monthly churn rate (accounts) (%) 1.17 0.64 0.90 0.79 Average monthly churn rate (channels) (%) 1.48 0.85 0.94 1.03」

    Compared with the fiscal year ended August 2023, the account churn rate declined from 0.90% to 0.79%, while the channel churn rate rose from 0.94% to 1.03%, resulting in divergent trends between the metrics.
  5. FY2024-Q3Minor fluctuations in account and channel churn ratesAnnual report

    「Average monthly churn rate (accounts) (%) 1.17 0.64 0.90 0.83 0.76 0.77 Average monthly churn rate (channels) (%) 1.48 0.85 0.94 0.83 0.95 0.91」

    The account churn rate edged up from 0.76% in the second quarter to 0.77%, while the channel churn rate declined from 0.95% to 0.91%, resulting in divergent trends between the metrics.
  6. FY2024-Q2Divergence in churn trendsAnnual report

    「Average monthly churn rate (accounts) (%) 1.17 0.64 0.90 0.83 0.76 Average monthly churn rate (channels) (%) 1.48 0.85 0.94 0.83 0.95」

    The account churn rate declined from 0.83% in the first quarter to 0.76%, while the channel churn rate rose from 0.83% to 0.95%, resulting in divergent trends between the metrics.
  7. FY2024-Q1MitigatedAnnual report

    「Average monthly churn rate (accounts) (%) 1.17 0.64 0.90 0.83 Average monthly churn rate (channels) (%) 1.48 0.85 0.94 0.83」

    The average monthly churn rate declined from 0.90% for accounts and 0.94% for channels in the fiscal year ended August 2023 to 0.83% for each in the first quarter. It was not stated that the factor of post-pandemic reductions in large-scale call centers had been resolved.
  8. FY2023-Q3First statedAnnual report

    「Meanwhile, the average monthly churn rate for both accounts and channels has risen, affected by cancellations resulting from post-pandemic reductions in large-scale call centers.」

    In the third quarter, the average monthly churn rate was 0.86% for accounts and 0.93% for channels, up from the previous fiscal year's results.
Moved together

"Expanding Applications through INNOVERA’s AI and New Functions" moved the same way as this thread, in the same document, in 6 of its 11 moves.

666655★123456
  1. ★This thread
  2. 1Expanding Applications through INNOVERA’s AI and New Functions6×
  3. 2Development of New Features and Proposals for New Business Phone Applications6×
  4. 3Expansion of the number of "INNOVERA" accounts and "IP-Line" channels6×
  5. 4Slight Decline in Recurring Revenue Ratio Due to Strong SIP Terminal Sales6×
  6. 5Strengthening Collaboration with Sales Agents through the Partner Program5×
  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 materials 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.
Higher churn due to the post-pandemic downsizing of large-scale call centers | Prodelight Co.,Ltd. (5580) | Komori