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Monthly7043Alue Co.,Ltd.Information and Communications, Services and Others

Notice of Preliminary etudes Monthly KPIs for April 2026

etudes' MRR for April was ¥27.606 million, up 1.4% year on year, with the increase narrowing significantly. The number of customer companies rose 9.21% year on year, while ARPU declined from ¥119,000 to ¥111,000.

Worth reading
39Recurring
Scored from 4 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
27606
¥ thousand
Wording
Avoiding a definitive answer
How definitive the wording is.

Sales for this month

April 2026Fiscal year ending March 2027
Monthly Commentary

Preliminary monthly KPI figures for April 2026 are provided, including MRR, the number of customer companies, ARPU, and breakdowns for internal use, business use, and other categories.

Factors Affecting the Change

ASP contracts use a billing structure based on monthly usage, resulting in month-to-month fluctuations in revenue.

Monthly trend for the same period last year

Month January 2025 / MRR ¥24,203 thousand / Number of customer companies 301 companies / ARPU ¥80 thousand, Month February 2025 / MRR ¥24,781 thousand / Number of customer companies 307 companies / ARPU ¥81 thousand, Month March 2025 / MRR ¥24,114 thousand / Number of customer companies 308 companies / ARPU ¥78 thousand, Month April 2025 / MRR ¥27,230 thousand / Number of customer companies 228 companies / ARPU ¥119 thousand, Month May 2025 / MRR ¥27,466 thousand / Number of customer companies 237 companies / ARPU ¥116 thousand, Month June 2025 / MRR ¥29,205 thousand / Number of customer companies 238 companies / ARPU ¥123 thousand, Month July 2025 / MRR ¥29,238 thousand / Number of customer companies 232 companies / ARPU ¥126 thousand, Month August 2025 / MRR ¥28,618 thousand / Number of customer companies 235 companies / ARPU ¥122 thousand, Month September 2025 / MRR ¥29,941 thousand / Number of customer companies 231 companies / ARPU ¥130 thousand, Month October 2025 / MRR ¥29,036 thousand / Number of customer companies 235 companies / ARPU ¥124 thousand, Month November 2025 / MRR ¥29,342 thousand / Number of customer companies 241 companies / ARPU ¥122 thousand, Month December 2025 / MRR ¥28,438 thousand / Number of customer companies 246 companies / ARPU ¥116 thousand

Scope of aggregation: etudes business

Sales for this month
ItemDetails
Month CoveredApril 2026
Fiscal Year CoveredFiscal year ending March 2027
Scope of aggregationetudes business
Key KPIsIndicator name MRR / Value ¥27,606 thousand / Year on year 1.4% increase, Indicator name Number of customer companies / Value 249 companies / Year on year 9.21% increase, Indicator name ARPU / Value ¥111 thousand / Year on year Not disclosed
Monthly CommentaryPreliminary monthly KPI figures for April 2026 are provided, including MRR, the number of customer companies, ARPU, and breakdowns for internal use, business use, and other categories.
Factors Affecting the ChangeASP contracts use a billing structure based on monthly usage, resulting in month-to-month fluctuations in revenue.
Monthly trend for the same period last yearMonth January 2025 / MRR ¥24,203 thousand / Number of customer companies 301 companies / ARPU ¥80 thousand, Month February 2025 / MRR ¥24,781 thousand / Number of customer companies 307 companies / ARPU ¥81 thousand, Month March 2025 / MRR ¥24,114 thousand / Number of customer companies 308 companies / ARPU ¥78 thousand, Month April 2025 / MRR ¥27,230 thousand / Number of customer companies 228 companies / ARPU ¥119 thousand, Month May 2025 / MRR ¥27,466 thousand / Number of customer companies 237 companies / ARPU ¥116 thousand, Month June 2025 / MRR ¥29,205 thousand / Number of customer companies 238 companies / ARPU ¥123 thousand, Month July 2025 / MRR ¥29,238 thousand / Number of customer companies 232 companies / ARPU ¥126 thousand, Month August 2025 / MRR ¥28,618 thousand / Number of customer companies 235 companies / ARPU ¥122 thousand, Month September 2025 / MRR ¥29,941 thousand / Number of customer companies 231 companies / ARPU ¥130 thousand, Month October 2025 / MRR ¥29,036 thousand / Number of customer companies 235 companies / ARPU ¥124 thousand, Month November 2025 / MRR ¥29,342 thousand / Number of customer companies 241 companies / ARPU ¥122 thousand, Month December 2025 / MRR ¥28,438 thousand / Number of customer companies 246 companies / ARPU ¥116 thousand
Items this document does not state (15)
Net sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthMeasures from the following month onwardNext Scheduled Disclosure

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The company has not provided specific reasons for the month-on-month changes. It has, however, explained that ASP contracts use a billing structure based on monthly usage, resulting in month-to-month fluctuations in revenue.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice of Preliminary etudes Monthly KPIs for April 2026 | Alue Co.,Ltd. (7043) timely disclosure | Komori