Twenty-four seven Holdings (7074) · RiskRestated
Risk of lower ARPU for the new course and a longer time to profitability
First written in FY2025-H1. 1 of 3 entries say "Materialised", first in 2026-02-26. Latest entry: FY2026-H1.
3entries
2years
1from disclosures
How it moved
Same theme, other companies
Revenue risks from customer acquisition, retention, churn and ARPU shortfallsA theme 67 companies write about · 66 as a headwind · 2 as a tailwind
Twenty-four seven Holdings moved to the "Worse" side of this theme in 2026, 1 year after the typical company in this theme (2025).
29 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 67 companies compared. The sentences above are computed from all 67.Full recordFilings, disclosures and news, newest first
- FY2026-H1RestatedAnnual report
「顧客単価の低下が見込まれる新コースにおいて、損益分岐点を上回る顧客数を獲得し、定着させるために」
新コースでは顧客単価の低下が見込まれ、損益分岐点を上回る顧客数の獲得・定着が引き続き課題として記載されている。 - 2026-02-26MaterialisedManagement Planning
「Fitness business revenue was 92% of budget because the increase in active members during the first half was slower than expected.」
The pace of member acquisition after the introduction of the new courses was slower than expected, resulting in a shortfall against the revenue plan. - FY2025-H1First statedAnnual report
「顧客単価の低下が見込まれる新コースにおいて、損益分岐点を上回る顧客数を獲得し、定着させるまでには一定期間を要することを想定しており」
新コースでは顧客単価の低下が見込まれ、損益分岐点を上回る顧客数の獲得・定着まで一定期間を要する可能性を新たに記載している。