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S&J (5599) · TargetAdvanced

Growth in recurring revenue through ARR accumulation

First written in FY2024. 3 of 4 entries say "Advanced", first in FY2025. Latest entry: 2026-08-12.

4entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025 – 2026-08-122024: 120242025: 120252026: 22026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

65 other companies' latest entry also says "Advanced".

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. 2026-08-12AdvancedEarnings presentation

    「¥2,138 million (FY2026/1Q)」

    ARR for the first quarter was ¥2,138 million.
  2. FY2026AdvancedAnnual report

    「ARR at the end of the fiscal year was ¥2,134.256 million, up 18.4% year on year. This was attributable to strong new customer acquisition in the security advisory and SOC services, as well as the company's ability to maintain a high retention rate by building long-term relationships with customers based primarily on annual contracts.」

    ARR increased from ¥1,802.961 million to ¥2,134.256 million, up 18.4% year on year. The company identifies new customer acquisition, long-term relationships based primarily on annual contracts, and a high retention rate as factors behind the accumulation.
  3. FY2025AdvancedAnnual report

    「ARR at the end of the fiscal year was ¥1,802.961 million, up 19.9% year on year. This was attributable to strong new customer acquisition in the security advisory and SOC services, as well as the company's ability to maintain a high retention rate by building long-term relationships with customers based primarily on annual contracts.」

    ARR rose to ¥1,802.961 million, up 19.9% year on year, as recurring revenue continued to build through new customer acquisition and a high retention rate supported by long-term contracts.
  4. FY2024First statedAnnual report

    「ARR at the end of the fiscal year was ¥1,504.327 million, up 22.2% year on year. This was attributable to strong new customer acquisition in the security advisory and SOC services, as well as the company's ability to maintain a high retention rate by building long-term relationships with customers based primarily on annual contracts.」

    The company identifies ARR as an important management indicator of growth and states its policy of building it through new customer acquisition and long-term contracts. ARR was ¥1,504.327 million at the end of the fiscal year ending March 2024, up 22.2% year on year.
Moved together

"Continuous Monitoring and Operations Services and Winning New Projects" moved the same way as this thread, in the same document, in 3 of its 4 moves.

333222★123456
  1. ★This thread
  2. 1Continuous Monitoring and Operations Services and Winning New Projects3×
  3. 2Securing Security Assessment and Incident Response Engagements3×
  4. 3Strengthening Recruitment and Training of Advanced Cybersecurity Talent3×
  5. 4Expansion of New Services, Including KeepEye and AD Monitoring Services2×
  6. 5Raising Awareness and Establishing the Cybersecurity Brand2×
  7. 6Risk of Shortfalls in New Contracts and Renewals and Concentration of Sales in the Second Half2×

★ 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 S&J yet. It last moved in the Earnings presentation of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in recurring revenue through ARR accumulation | S&J Corporation (5599) | Komori