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OPEN Group (6572) · InitiativeAdvanced

Transition to a Revenue Structure Centered on License Income

First written in FY2021. 22 of 23 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-10-15.

23entries
6years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – 2026-10-152021: 320212022: 420222023: 420232024: 420242025: 220252026: 62026
Same theme, other companies
Expanding Sales of High-Margin Software ProductsA theme 10 companies write about · 0 as a headwind · 11 as a tailwind

5 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In the Intelligent Automation business, the number of companies adopting “BizRobo!,” “AUTORO” and “RoboRobo” expanded, and subscription license revenue grew. Although upfront investment centered on product development for “RoboRobo” continued, profit margins improved as license revenue grew and cost control was strengthened.」

    The number of companies adopting the 3 services and subscription license revenue have continued to grow, and profit margins improved through cost control even as upfront investment continued.
  2. FY2026-H1AdvancedAnnual report

    「In the Intelligent Automation business, the number of companies adopting “BizRobo!,” “AUTORO” and “RoboRobo” expanded, and subscription license revenue grew. Although upfront investment centered on product development for “RoboRobo” continued, profit margins improved as license revenue grew and cost control was strengthened.」

    The number of companies adopting the 3 services and subscription license revenue have continued to grow, and profit margins improved even as upfront investment continued.
  3. FY2025AdvancedAnnual report

    「In the Intelligent Automation business, revenue was ¥4,771 million, up 13.2% from the previous fiscal year, and segment profit (operating profit) was ¥509 million, up 87.5%.」

    Driven by the expansion in the number of companies adopting BizRobo!, AUTORO and RoboRobo and growth in subscription license revenue, revenue in the Intelligent Automation business increased 13.2% and segment profit increased 87.5%.
  4. FY2025-H1AdvancedAnnual report

    「In the Intelligent Automation business, the number of companies adopting both “BizRobo!” and “RoboRobo” expanded, and subscription license revenue grew. Although upfront investment centered on product development for “RoboRobo” continued, profit margins improved as license revenue grew.」

    The number of companies adopting BizRobo! and RoboRobo and subscription license revenue have continued to grow, and improved profit margins from growth in license revenue are disclosed.
  5. FY2025-Q1AdvancedAnnual report

    「In the Intelligent Automation business, the number of companies adopting both “BizRobo!” and “RoboRobo” expanded, and subscription license revenue grew. Although upfront investment centered on product development for “RoboRobo” continued, profit margins improved as license revenue grew.」

    The number of companies adopting BizRobo! and RoboRobo and subscription license revenue have continued to grow, and improved profit margins from growth in license revenue are also disclosed.
  6. FY2024AdvancedAnnual report

    「In the Robot Outsourcing business, the number of companies adopting both “BizRobo!” and “RoboRobo” expanded, and subscription license revenue grew. At the same time, the company continued to make upfront investments centered on product development for “RoboRobo.” As a result, revenue in the Robot Outsourcing business was ¥4,214 million, up 7.0% from the previous fiscal year, and segment profit (operating profit) was ¥271 million, up 4.6%.」

    In connection with the earnings structure centered on license revenue, it disclosed the expansion in the number of companies adopting BizRobo! and RoboRobo and growth in subscription license revenue. Business revenue increased 7.0%, and segment profit increased 4.6%.
  7. FY2024-Q3AdvancedAnnual report

    「In the Robot Outsourcing business, the number of companies adopting both “BizRobo!” and “RoboRobo” expanded, and subscription license revenue grew. Profit margins also improved as a result of tighter cost control.」

    The number of companies adopting BizRobo! and RoboRobo and subscription license revenue have continued to grow, and improved profit margins from tighter cost control are also reported.
  8. FY2024-Q2AdvancedAnnual report

    「In the Robot Outsourcing business, the number of companies adopting both “BizRobo!” and “RoboRobo” expanded, and subscription license revenue grew. Profit margins also improved as a result of tighter cost control. As a result, revenue was ¥1,966 million, up 3.5% year on year, and segment profit (operating profit) was ¥90 million, up 57.8% year on year.」

    For the earnings structure centered on subscription license revenue, it discloses the expansion in the number of adopting companies, growth in license revenue, improved profit margins and a 57.8% increase in segment profit as results for the six months ended the second quarter of the current fiscal year.
  9. FY2024-Q1AdvancedAnnual report

    「In the Robot Outsourcing business, the number of companies adopting both “BizRobo!” and “RoboRobo” expanded, and subscription license revenue grew. Profit margins also improved as a result of tighter cost control.」

    It discloses the expansion in the number of companies adopting BizRobo! and RoboRobo, growth in subscription license revenue, and improved profit margins from tighter cost control.
  10. FY2023AdvancedAnnual report

    「In the robot outsourcing business, the number of customer companies using BizRobo!Basic, BizRobo!Lite and BizRobo!mini all increased, driving growth in recurring license revenue.」

    The number of companies adopting the 3 products expanded, and growth in subscription license revenue was confirmed for the full fiscal year.
  11. FY2023-Q3AdvancedAnnual report

    「The number of companies adopting the products expanded, particularly for “BizRobo!Lite” and “BizRobo!mini,” and subscription license revenue grew.」

    The number of companies adopting BizRobo!Lite and BizRobo!mini in particular expanded, and growth in subscription license revenue has continued.
  12. FY2023-Q2AdvancedAnnual report

    「In the robot outsourcing business, the number of customer companies using BizRobo!Basic, BizRobo!Lite and BizRobo!mini all increased, driving growth in recurring license revenue.」

    It states that the expansion in the number of companies adopting the 3 products and growth in subscription license revenue have continued, and that the shift toward an earnings structure centered on license revenue is progressing.
  13. FY2023-Q1AdvancedAnnual report

    「In the robot outsourcing business, the number of customer companies using BizRobo!Basic, BizRobo!Lite and BizRobo!mini all increased, driving growth in recurring license revenue.」

    The expansion in the number of companies adopting the 3 products and growth in subscription license revenue have continued.
  14. FY2022AdvancedAnnual report

    「The earnings structure became centered on subscription license revenue, improving profit margins and increasing segment profit. As a result, in the Robot Outsourcing business, revenue was ¥3,354 million, up 5.8% from the previous fiscal year, and segment profit (operating profit) was ¥640 million, up 56.0%.」

    It discloses full-year results from the shift toward an earnings structure centered on license revenue, including a 56.0% increase in segment profit.
  15. FY2022-Q3AdvancedAnnual report

    「The earnings structure became centered on subscription license revenue, improving profit margins and increasing segment profit. As a result, revenue was ¥2,507 million, up 10.2% year on year, and segment profit (operating profit) was ¥481 million, up 102.3% year on year.」

    The shift toward an earnings structure centered on subscription license revenue is progressing, and segment profit in the Robot Outsourcing business increased 102.3% year on year.
  16. FY2022-Q2AdvancedAnnual report

    「The number of companies adopting all three products, “BizRobo!Basic,” “BizRobo!Lite” and “BizRobo!mini,” increased, and subscription license revenue grew. The earnings structure became centered on subscription license revenue, improving profit margins and increasing segment profit. As a result, revenue was ¥1,647 million, up 9.2% year on year, and segment profit (operating profit) was ¥309 million, up 75.7% year on year.」

    It discloses the quarter’s results from the shift toward an earnings structure centered on subscription license revenue, including improved profit margins and a 75.7% increase in segment profit.
  17. FY2022-Q1AdvancedAnnual report

    「The earnings structure became centered on subscription license revenue, improving profit margins and increasing segment profit.」

    The shift toward an earnings structure centered on license revenue is progressing, with improved profit margins and higher segment profit reported.
  18. FY2021First statedAnnual report

    「By adopting a revenue structure centered on license income, the Company plans to improve its segment profit margin by accumulating recurring revenue.」

    It presents, as a standalone initiative, a shift in the earnings model to turn the expansion of the BizRobo! user base into accumulated subscription license revenue and improved profit margins.
Moved together

"Expansion of RPA service offerings, including BizRobo! and ScanRobo" moved the same way as this thread, in the same document, in 21 of its 23 moves.

211919171110★123456
  1. ★This thread
  2. 1Expansion of RPA service offerings, including BizRobo! and ScanRobo21×
  3. 2Increase in the Number of Companies Using BizRobo!19×
  4. 3Growth in Affiliate Advertising Transaction Volume and Market Share19×
  5. 4Expansion of PRESCO’s Advertising Orders in the Healthcare Staffing Sector17×
  6. 5Substantial Increases in Revenue and Profit11×
  7. 6Acquisition of licenses for cutting-edge RPA and artificial intelligence technologies and capital and business alliance10×

★ 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 OPEN Group yet. It last moved in the Earnings presentation materials of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Transition to a Revenue Structure Centered on License Income | OPEN Group,Inc. (6572) | Komori