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Nyle (5618) · FactAdvanced

Growth in the contract balance and number of applications for the automotive industry DX business

First written in FY2023. 6 of 8 entries say "Advanced", first in FY2024. Latest entry: 2026-08-24.

8entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2024RestatedFY2025-H1Advanced2026-02-24 – 2026-08-242024: 120242025: 220252026: 52026
Same theme, other companies
Expansion of Contract Balances and Application Volume in the Automotive Industry DX BusinessA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  2. FY2025AdvancedAnnual report

    「Automotive Industry DX Business | Customer churn rate | 0.21% | 0.22% | 0.23% | Contract balances | ¥5,822 million | ¥6,250 million | ¥6,527 million | Cumulative applications | 225,000 | 292,000 | 343,000」

    Contract balances increased from ¥6,250 million to ¥6,527 million and cumulative applications from 292,000 to 343,000. The customer churn rate rose from 0.22% to 0.23%.
  3. 2026-02-24AdvancedEarnings presentation

    「The customer churn rate remains low at 0.23%. Contract balances have reached ¥6,500 million, steadily building an expected cash flow base that will generate future revenue. Cumulative applications have also increased steadily, reaching 343,000.」

    Contract balances expanded to ¥6,500 million and cumulative applications to 343,000, while the customer churn rate was reported at 0.23%.
  4. FY2025-H1RestatedAnnual report

    「The business model is stable, with contract balances steadily accumulating because of service design based on long-term contracts and an extremely low cancellation rate, providing a high degree of visibility into revenue over the years ahead.」

    Continues accumulating contract balances on the back of long-term contracts and a low cancellation rate.
  5. FY2024AdvancedAnnual report

    「Automotive Industry DX Business | Customer churn rate | 0.21% | 0.22% | Contract balances | ¥5,822 million | ¥6,250 million | Cumulative applications | 225,000 | 292,000」

    Contract balances increased from ¥5,822 million to ¥6,250 million and cumulative applications from 225,000 to 292,000. The customer churn rate rose from 0.21% to 0.22%.
  6. FY2023First statedAnnual report

    「Automotive Industry DX Business | Customer churn rate | 0.21% | 0.21% | Contract balances | ¥4,784 million | ¥5,822 million | Cumulative applications | 156,000 | 225,000」

    The churn rate remained at 0.21%, while contract balances and cumulative applications increased.
Moved together

"Expanding the customer base and maintaining high retention in the Horizontal DX Business" moved the same way as this thread, in the same document, in 5 of its 8 moves.

554322★123456
  1. ★This thread
  2. 1Expanding the customer base and maintaining high retention in the Horizontal DX Business5×
  3. 2Upfront Investment Burden and Operating Loss in the Automotive Industry DX Business5×
  4. 3Higher revenue and a narrower loss4×
  5. 4Maximizing LTV through ancillary car-life services3×
  6. 5Automotive financing services for individuals with weak credit2×
  7. 6Expansion of vehicle sourcing, inventory and customer touchpoints through the acquisition of a used-car dealer as a subsidiary2×

★ 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 Nyle yet. It last moved in the Earnings presentation of 2026-08-24: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in the contract balance and number of applications for the automotive industry DX business | Nyle Inc. (5618) | Komori