Komori
Fast Accounting (5588) · TargetRestated

Improving ARPA and Reducing Gross Churn Rate

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

5entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2024 – 2026-02-27RestatedFY2025 – 2026-08-142024: 120242025: 120252026: 32026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

12 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 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14RestatedFinancial results presentation

    「Average revenue per account (ARPA) Monthly 1,047 Monthly churn rate 0.84%」

    The company continues to disclose ARPA and monthly churn rate as key management metrics, and presented the figures for the second quarter of the fiscal year ending December 2026.
  2. FY2025RestatedAnnual report

    「Gross churn temporarily increased in the fourth quarter of the fiscal year ended December 2023 because a large customer terminated its contract, but it declined because that termination is no longer included in the measurement period and no large customer terminated its contract in the fiscal year ended December 2024. This trend continued in the fiscal year ended December 2025.」

    The company maintains its policy of emphasizing ARPA and gross churn as management metrics. In the fiscal year ended December 2025, ARPA ranged from ¥1,041 thousand to ¥1,080 thousand and gross churn from 0.6% to 0.7%, remaining below the levels seen in the fiscal year ended December 2024.
  3. 2026-02-27AdvancedManagement Planning

    「Gross churn declined significantly, substantially improving LTV. RPO also continued to build steadily.」

    The company reported the following KPIs at the end of the fiscal year ended December 2025: LTV of approximately ¥110 million, an average contract term of approximately 29 months, RPO of approximately ¥3.5 billion and a gross churn rate of 0.7%.
  4. FY2024AdvancedAnnual report

    「Gross churn increased in the fourth quarter of the fiscal year ended December 2023 because a large customer terminated its contract, but it has declined because that termination is no longer included in the measurement period and no large customer terminated its contract in the fiscal year ended December 2024.」

    ARPA in 2024 ranged from ¥1,095 thousand in the first quarter to ¥1,073 thousand in the fourth quarter, while gross churn declined from 1.4% in the first quarter to 0.7% in the fourth quarter.
  5. FY2023First statedAnnual report

    「In addition to acquiring new customers, it is important to maintain or increase ARPA through the adoption of multiple services by existing customers and reduce the gross churn rate through contract renewals. We therefore regard ARPA and gross churn as the key management metrics.」

    To increase enterprise value under the subscription model, the company emphasizes new-customer acquisition, maintaining or increasing ARPA through multiple-service adoption, and reducing gross churn through contract renewals as management metrics.
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. 4Customer Churn and Contract Renewal Risk2×
  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 presentation 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.