Komori
Tb Group (6775) · InitiativeAdvancedLatest Results (2026-11-06): "Restated"

Recurring, subscription-based services using the GO! Platform

First written in FY2023. 8 of 12 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-11-06.

12entries
4years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1 – FY2025RestatedFY2026-H1Advanced2026-05-15 – FY20262023: 320232024: 320242025: 220252026: 42026
Same theme, other companies
Cloud and SaaS Subscription (Monthly Billing) Revenue ModelA theme 52 companies write about · 1 as a headwind · 52 as a tailwind

17 other companies' latest entry also says "Restated".

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 52 companies compared. The sentences above are computed from all 52.
Full recordFilings, disclosures and news, newest first
  1. 2026-11-06RestatedResults

    「キャッシュハイブリッド型セルフレジ「CashHive」をはじめとしたSA機器は、「GO!プラットフォーム」に、レジスター・サイネージ等の各種サービスを統合し、新市場を開拓し、セルフレジラインナップを強化し遠隔接客システムを融合させたセルフレジシステムの投入を推進いたします。」

    GO!プラットフォームへの各種サービス統合、セルフレジのラインナップ強化及び遠隔接客システムとの融合方針を継続している。
  2. FY2026AdvancedAnnual report

    「The Group will integrate registers, signage and other services into GO! Platform, including SA equipment such as the CashHive cash-hybrid self-checkout, to develop new markets. It is also promoting the introduction of self-checkout systems that strengthen the self-checkout lineup and integrate a remote customer service system.」

    The Group has formulated a specific policy of integrating registers, signage and other services into GO! Platform, strengthening its self-checkout lineup, and introducing a new system integrating a remote customer service system.
  3. FY2026-H1RestatedAnnual report

    「In the SA equipment business, the Group will integrate registers, signage and other services into the new GO! Platform brand, including SA equipment such as the CashHive cash-hybrid self-checkout, to develop new markets. It is also promoting the introduction of self-checkout systems that strengthen the self-checkout lineup and integrate a remote customer service system.」

    The Group continues to pursue the integration of registers, signage and other services into GO! Platform, the enhancement of its self-checkout lineup, and the introduction of self-checkout systems integrating a remote customer service system.
  4. FY2025AdvancedAnnual report

    「For the subscription-based cloud service GO!, which is intended to facilitate the transition to a stock-based business model, the Group continues to invest in development and expand its range of services, including the cloud-based subscription POS register GO! REGI.」

    Following the launch of GO! Platform, the Group continues to invest and expand its range of services, remaining in the development phase toward generating stable revenue.
  5. FY2025-H1RaisedAnnual report

    「① Business equipment and working capital for the recurring and subscription-based business of TB GROUP INC. 200 February 2023–March 2024, August 2024–March 2025 ② Loan related to funding for joint planning, development and business promotion with Smart Health Net Co., Ltd. to extend healthy life expectancy -」

    The use of proceeds from the stock acquisition rights was changed, increasing the allocation to the recurring and subscription-based business from ¥100 million to ¥200 million, while cancelling the ¥100 million loan to Smart Health Net. The planned spending period was expanded to include August 2024–March 2025.
  6. FY2024AdvancedAnnual report

    「The Group also invested in developing the recurring, subscription-based cloud service GO!, which is intended to facilitate the transition to a stock-based business model, and launched a range of services, including the cloud-based subscription POS register GO! REGI, in November 2023.」

    GO! Platform has progressed from the development investment stage to the November 2023 launch of a range of services including GO! REGI.
  7. FY2024-Q3AdvancedAnnual report

    「The Group also invested in developing the cloud-based subscription service GO! VISION, which generates recurring revenue, with the aim of contributing to future performance./The Group also worked to build a business in the healthcare field and invested in developing the cloud-based subscription service GO! REGI, which generates recurring revenue, with the aim of contributing to future performance.」

    For the new brand's service rollout, the Group is investing in developing GO! VISION in the LED field and GO! REGI in the SA equipment field, targeting recurring revenue and a contribution to future performance.
  8. FY2024-Q2AdvancedAnnual report

    「In the SA equipment business, the Group will integrate registers, signage and other services into the new GO! Platform brand, including SA equipment such as the CashHive cash-hybrid self-checkout, to develop new markets. It will also invest in developing the cloud-based subscription service GO! REGI, which is expected to generate stable revenue, with the aim of contributing to performance from the second half onward.」

    The Group has progressed to the stage of integrating register, signage and other services into GO! Platform, investing in the development of GO! REGI and targeting a contribution to performance from the second half onward.
  9. FY2024-Q1AdvancedAnnual report

    「The Group also made upfront development investments in the cloud-based subscription service GO! Platform, which is expected to generate stable revenue, with the aim of contributing to performance from the second half onward.」

    The Group has made upfront development investments in GO! Platform and progressed to the stage of targeting a contribution to performance from the second half onward.
  10. FY2023First statedAnnual report

    「For the recurring, subscription-based cloud service GO! Platform, which is intended to facilitate the transition to a stock-based business model, the Group began developing and building the core cloud service and also developed its proprietary dedicated terminals, which were recorded as software assets. Service launches were planned on a rolling basis from the first half of fiscal 2023.」

    For the new GO! Platform brand, which integrates registers, signage and other services, the Group began developing the core cloud platform and dedicated terminals, and planned a phased service launch from the first half of fiscal 2023.
Moved together

"Organizational Restructuring and Expansion of New Business Operations" moved the same way as this thread, in the same document, in 8 of its 12 moves.

886666★123456
  1. ★This thread
  2. 1Organizational Restructuring and Expansion of New Business Operations8×
  3. 2Full-Color LED Displays and Expansion in Asakusa Rokku8×
  4. 3Commercialization and Sales-Channel Development for the Next-Generation “Smart Register”6×
  5. 4Narrowing of Operating and Ordinary Losses6×
  6. 5Decline in Revenue and Increase in Segment Losses in the LED & ECO Business6×
  7. 6Higher revenue and a narrower segment loss in the SA equipment business6×

★ 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
Tb Group's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Results of 2026-11-06: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.