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Sun (6736) · InitiativeRestatedLatest Earnings presentation (2026-08-10): "Advanced"

Accelerating the Expansion of a Recurring-Revenue Business in the Information and Communications Sector

First written in FY2017. 8 of 15 entries say "Advanced", first in FY2021. Latest entry: 2026-08-10.

15entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2021-Q2AdvancedFY2024-Q1 – FY2025-H12017: 120172018: 020182019: 020192020: 220202021: 220212022: 120222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Expanding the Subscription Customer Base and Improving Retention RatesA theme 33 companies write about · 1 as a headwind · 34 as a tailwind

17 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 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「To secure stable revenue opportunities, we aim to increase the recurring-revenue business by expanding sales opportunities through upselling and cross-selling and minimizing the churn rate.」

    The company reaffirmed its policy of expanding stable revenue through growth in the recurring-revenue business, upselling and cross-selling, and minimizing the churn rate.
  2. FY2026-H1Subscription orders increased, but profit declined due to less favorable termsAnnual report

    「Revenue increased year on year due to higher order value in the subscription business, among other factors, but profit declined because some order terms became less favorable.」

    The global data intelligence business reported higher revenue due to increased order value in the subscription business, but segment profit decreased 15.6% year on year because some order terms became less favorable.
  3. FY2025-H1AdvancedAnnual report

    「The global data intelligence business reported year-on-year increases in revenue and profit, driven by higher order value in the subscription business, among other factors.」

    Higher order value in the subscription business resulted in year-on-year increases in revenue and segment profit in the global data intelligence business.
  4. FY2024-Q3AdvancedAnnual report

    「As part of its track record, the company introduced “Endpoint Mobile Now,” a new SaaS product for corporate research and electronic information disclosure. This is its first SaaS solution for customers in the private sector. / It also announced “Cellebrite Smart Search,” a new SaaS-based solution that securely automates the collection and review of publicly available online data.」

    For the rollout of recurring-revenue and subscription-based businesses, the company disclosed the introduction of its first SaaS product for the private sector, “Endpoint Mobile Now,” and the announcement of “Cellebrite Smart Search,” indicating progress in the development of specific services.
  5. FY2024-Q2AdvancedAnnual report

    「“SunDMS” enables health monitoring and centralized management of “Rooster,” significantly reducing operating costs, and is already used by approximately 1,000 companies.」

    For SunDMS, the company disclosed operating-cost reductions through centralized management of Rooster and health monitoring, as well as a track record of use by approximately 1,000 companies. The customer base for expanding the recurring-revenue service is taking concrete shape.
  6. FY2024-Q1AdvancedAnnual report

    「More than 70,000 units of “SunDMS” are already in operation. The system has become an essential tool for network redundancy and maintenance operations, enabling stable operation, differentiating it from competitors and creating an opportunity for further revenue growth.」

    For the device management service “SunDMS,” the company disclosed a track record of operation on more than 70,000 units and stable operation, demonstrating a specific foundation for expanding the recurring-revenue business.
  7. FY2023-Q3RestatedAnnual report

    「Cellebrite was listed on the U.S. NASDAQ market in August 2021 and is expanding its new revenue model by promoting a subscription-based business, among other initiatives.」

    Following Cellebrite's listing, the company reiterated its policy of expanding its revenue model by promoting a subscription-based business.
  8. FY2022-Q3AdvancedAnnual report

    「We are promoting the transition of the business model from perpetual licenses to subscriptions.」

    The company identified the transition from its traditional perpetual-license model to a subscription model as a specific measure to expand the recurring-revenue business.
  9. FY2022-Q1RestatedAnnual report

    「We are increasing value added by enhancing the functions of the device management system “SunDMS” and seeking to expand the recurring-revenue business.」

    The company reiterated its policy of increasing value added through enhancements to SunDMS and expanding its recurring-revenue business alongside its transactional business.
  10. FY2021AdvancedAnnual report

    「We will increase value added by enhancing the functions of the device management system “SunDMS” and seek to expand the recurring-revenue business.」

    For the expansion of the recurring-revenue business alongside the transactional business, the company specified enhancements to SunDMS's functions and the use of deferred revenue as specific measures.
  11. FY2021-Q2RestatedAnnual report

    「We operate the business with total order value, a leading indicator of revenue, in mind. As a business KPI, we add the increase in order backlog to operating income to assess business conditions and allocate funds to upfront investment and business development.」

    The company reaffirmed its transactional and recurring-revenue model, its use of deferred revenue for research and development investment, and its operation of the business with total order value as a KPI.
  12. FY2020-Q3RestatedAnnual report

    「We operate the business with total order value as an important indicator, given that our core mobile data solutions business combines transactional and recurring-revenue models and that the market remains in a growth phase. A portion of total order value is collected from customers in advance as deferred revenue, enabling stable investment in research and development.」

    The company reaffirmed its business model, which combines transactional and recurring revenue and uses deferred revenue to fund research and development investment.
  13. FY2017First statedAnnual report

    「We will launch high-value-added products and solutions as quickly as possible and accelerate the rollout of a recurring-revenue business alongside our traditional transactional business.」

    The company identified the early launch of high-value-added products and solutions and the acceleration of a recurring-revenue business alongside its transactional business as future growth initiatives.
Moved together

"Development of Next-Generation Technologies and New Products and Services" moved the same way as this thread, in the same document, in 6 of its 15 moves.

655554★123456
  1. ★This thread
  2. 1Development of Next-Generation Technologies and New Products and Services6×
  3. 2Strong sales of products and services in the forensic business5×
  4. 3Decline in M2M communications equipment sales5×
  5. 4Expanding Business Domains Through Capital and Business Alliances5×
  6. 5Expanding the Scope of Focus on the Digital Intelligence Business5×
  7. 6Expanding market share in entertainment-related fields4×

★ 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 Sun yet. It last moved in the Earnings presentation of 2026-08-10: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.