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Grid (5582) · TargetNumber of business partners remained flat, while average revenue per customer increased

Customer Base Expansion

First written in FY2023. 3 of 7 entries say "Advanced", first in FY2024. Latest entry: FY2026.

7entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2023 – FY2024-Q3AdvancedFY2024 – 2026-05-152023: 120232024: 320242025: 120252026: 22026
Same theme, other companies
Actual Growth in Customer Numbers and Average Customer SpendA theme 14 companies write about · 0 as a headwind · 14 as a tailwind

The whole theme swung hardest in 2025: 1 of 11 companies on the "Worse" side.

2 other companies' latest entry also says "Other".

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. FY2026Number of business partners remained flat, while average revenue per customer increasedAnnual report

    「Recurring revenue accounted for 27.1% (up 1.6 percentage points year on year), average revenue per customer was ¥60.5 million (up 17.9% year on year), and the number of business partners was 39 (unchanged year on year). In the 3 categories of AI development, systems development, and operations and support, average revenue per customer was ¥63.9 million (up 16.5% year on year), while the number of business partners was 36 (unchanged year on year).」

    Average revenue per customer increased to ¥60.5 million overall and ¥63.9 million in the 3 core categories, while the number of business partners remained flat at 39 overall and 36 in the 3 core categories.
  2. 2026-05-15AdvancedFinancial results presentation

    「The number of customers is increasing as our customer base expands, while average revenue per customer is also rising as projects become larger. Number of customers※1 41 companies 35 companies +6 companies Customers in main service categories※3 32 companies 31 companies +1 company」

    The number of customers was 41 companies, while the number of customers in the main service categories was 32 companies, both above the prior-year period.
  3. FY2025AdvancedAnnual report

    「The proportion of recurring revenue was 24.7% (up 0.5 percentage points year on year), while overall average revenue per customer was ¥48.0 million (down 1.2% year on year) and the number of customers was 43 (up 26.5% year on year). Across the 3 categories of AI development, systems development, and operations and support, average revenue per customer was ¥54.9 million (up 10.3% year on year) and the number of customers was 36 (up 9.1% year on year).」

    The number of customers was 43, including 36 in the 3 key categories, with both figures increasing from the previous fiscal year. Average revenue per customer in the 3 key categories also increased, while overall average revenue per customer declined.
  4. FY2024AdvancedAnnual report

    「Average revenue per customer was ¥48.6 million, up 4.1% year on year, and the number of business partners was 34, up 17.2%; of these, the three categories of AI development, system development, and operations and support accounted for 33 business partners, up 22.2% year on year.」

    For the fiscal year ended June 2024, the number of customers, the number of customers in the key service categories, and average revenue per customer all increased from the previous fiscal year.
  5. FY2024-Q3Number of business partners edged up, while average revenue per customer was flatAnnual report

    「As we provided an integrated service aimed at production implementation, development for existing customers was the focus during the period. The number of business partners in the main service categories edged up, while average revenue per customer remained flat.」

    The company states that the number of business partners in the main service categories edged up from the previous quarter’s flat level, while average revenue per customer remained flat.
  6. FY2024-Q2Number of business partners flatAnnual report

    「As we provided an integrated service aimed at production implementation, development for existing customers was the focus during the first half. The number of business partners in the main service categories remained flat, while average revenue per customer increased.」

    The company states that development for existing customers was the focus during the first half and that the number of business partners in the main service categories remained flat.
  7. FY2023First statedAnnual report

    「We are expanding our customer base by acquiring new customers through webinars, exhibiting at trade shows, inside sales, and other initiatives.」

    The company identifies webinars, trade shows, and inside sales as means of acquiring new customers.
Moved together

"Increase in the Recurring Revenue Ratio" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333222★123456
  1. ★This thread
  2. 1Increase in the Recurring Revenue Ratio3×
  3. 2Growth Management Centered on Revenue Growth and Operating Margin3×
  4. 3Strengthening the Development Structure3×
  5. 4Upselling and Cross-Selling to Existing Customers2×
  6. 5Strengthening Internal Management Systems and Corporate Governance2×
  7. 6Increase in Shares Issued and Capital Through Exercise of Stock Acquisition Rights2×

★ 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 Grid yet. It last moved in the Financial results presentation of 2026-05-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Customer Base Expansion | GRID Inc. (5582) | Komori