Risk of Shortfalls in New Contracts and Renewals and Concentration of Sales in the Second Half
First written in FY2024. 2 of 4 entries say "Mitigated", first in FY2026. Latest entry: 2026-08-12.
11 other companies' latest entry also says "Mitigated".
- 2026-08-12MitigatedEarnings presentation
「99.1%(FY2026/1Q) / 0.9％(FY2026/1Q)」
The Company reported a service retention rate of 99.1% and a churn rate of 0.9% for the first quarter. - FY2026MitigatedAnnual report
「Recurring revenue from services provided primarily under annual contracts accounts for 84.4% of total revenue (fiscal year ended March 2026). Recurring revenue accumulates through the acquisition and renewal of contracts, and our business model is such that monthly recurring revenue increases progressively from the beginning to the end of the fiscal year.」
The recurring revenue ratio declined from 85.7% to 84.4%. The impact on second-half revenue if contract acquisition and renewals fall short of plan continues to be identified as a risk. - FY2025WorsenedAnnual report
「Recurring revenue from services provided primarily under annual contracts accounts for 85.7% of total revenue (fiscal year ended March 2025). Recurring revenue accumulates through the acquisition and renewal of contracts, and our business model is such that monthly recurring revenue increases progressively from the beginning to the end of the fiscal year.」
The recurring revenue ratio increased from 83.0% in the previous fiscal year to 85.7%, and the disclosure continues to describe the impact on second-half revenue if contract acquisition and renewals fall short of plan. - FY2024First statedAnnual report
「Recurring revenue from services provided primarily under annual contracts accounts for 83.0% of total revenue (fiscal year ended March 2024). Recurring revenue accumulates through the acquisition and renewal of contracts, and our business model is such that monthly recurring revenue increases progressively from the beginning to the end of the fiscal year.」
The disclosure states that recurring revenue accounts for 83.0% of total revenue and describes the impact on second-half revenue if contract acquisition and renewals do not progress as planned.