Komori
Avilen (5591) · RiskWorsened

Understanding Customer Needs and Recurring Transactions

First written in FY2023. 2 of 3 entries say "Worsened", first in FY2024. Latest entry: FY2025.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023WorsenedFY2024 – FY20252024: 120242025: 120252026: 12026
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

Avilen moved to the "Worse" side of this theme in 2025, the same year as the typical company in this theme.

5 other companies' latest entry also says "Worsened".

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. FY2025WorsenedAnnual report

    「The retention rate for FY2025 was 69.1%, defined as the percentage of corporate customers that conducted transactions of at least ¥1 million in FY2024 and also conducted transactions in FY2025.」

    The customer retention rate fell further from 71.6% in FY2024 to 69.1% in FY2025. The Company continues to describe its reliance on ongoing sales activity and understanding customer needs rather than long-term contracts.
  2. FY2024WorsenedAnnual report

    「The retention rate for FY2024 was 71.6%, defined as the percentage of corporate customers that conducted transactions of at least ¥1 million in FY2023 and also conducted transactions in FY2024.」

    The customer retention rate declined from 76.7% in FY2023 to 71.6% in FY2024, illustrating the Company’s reliance on continuing relationships that are not based on long-term contracts.
  3. FY2023First statedAnnual report

    「The retention rate for FY2023 was 76.7%, defined as the percentage of corporate customers that conducted transactions of at least ¥1 million in FY2022 and also conducted transactions in FY2023.」

    Customer relationships are not based on long-term contracts, creating a risk that failure to continuously understand customer needs could affect performance. The Company disclosed a 76.7% retention rate.
Moved together

"Volatility in the AI and DX Markets and the Supply-Demand Gap for AI Talent" moved the same way as this thread, in the same document, in 2 of its 3 moves.

2★1
  1. ★This thread
  2. 1Volatility in the AI and DX Markets and the Supply-Demand Gap for AI Talent2×

★ 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 Avilen yet.
News
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