Komori
Fast Accounting (5588) · RiskRestated

Customer Churn and Contract Renewal Risk

First written in FY2023. 2 of 5 entries say "Mitigated", first in FY2024. Latest entry: 2026-08-14.

5entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023MitigatedFY2024 – 2026-02-27RestatedFY2025 – 2026-08-142024: 120242025: 120252026: 32026
Same theme, other companies
Revenue risks from customer acquisition, retention, churn and ARPU shortfallsA theme 67 companies write about · 66 as a headwind · 2 as a tailwind

29 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.
Showing 14 of the 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14RestatedFinancial results briefing materials

    「As in the previous fiscal year, there were no material cancellations during the current fiscal year.」

    The company again reported that no material customer cancellations had occurred, indicating that customer cancellation risk remained low, as in the previous period.
  2. FY2025RestatedAnnual report

    「To reduce this further, we believe it is important to identify customer needs promptly as they change due to legal and regulatory amendments and to establish a customer-success structure that improves customer satisfaction through enhanced functionality or quality.」

    The company says the declining trend in gross churn continued in the fiscal year ended December 2025 and identifies responding to customer needs and establishing a customer-success structure as future countermeasures.
  3. 2026-02-27MitigatedManagement Planning

    「As in the previous fiscal year, there were no material churn events during the current fiscal year.」

    The company reported no material churn events and indicated that the current fiscal year's gross churn rate ranged from 0.5% to 1.5%, with the latest figure at 0.75%.
  4. FY2024MitigatedAnnual report

    「Gross churn declined because the cancellation is no longer included in the measurement period and no large customer terminated its contract in the fiscal year ended December 2024.」

    Gross churn declined in the fiscal year ended December 2024 because no large customer canceled. The company continues to identify customer-needs analysis, feature enhancement, and customer-success initiatives as countermeasures.
  5. FY2023First statedAnnual report

    「Gross churn increased in the fourth quarter of the fiscal year ended December 2023 because a large customer terminated its contract.」

    The company explains that a large customer cancellation in the fourth quarter of the fiscal year ended December 2023 increased gross churn. Failure by a major customer to renew its contract is identified as a risk.
Moved together

"Expansion in the Number of Companies Adopting the Service" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1Expansion in the Number of Companies Adopting the Service2×
  3. 2Performance Trends Since Returning to Profitability2×
  4. 3Generative AI Research and Service Commercialization2×
  5. 4Improving ARPA and Reducing Gross Churn Rate2×
  6. 5Expansion into accounting software vendors and BPO providers2×
  7. 6Overseas Expansion of an AI Accounting Service2×

★ 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 Fast Accounting yet. It last moved in the Financial results briefing materials of 2026-08-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.