ALiNK Internet (7077) · InitiativeAdvanced
Transition to an LTV-based revenue model centered on the user base
First written in FY2026. 8 of 16 entries say "Advanced", first in 2026-05-21. Latest entry: 2026-10-15.
16entries
1years
14from disclosures
How it moved
Same theme, other companies
Media Business Revenue Model Transformation and Enhanced MonetizationA theme 25 companies write about · 1 as a headwind · 30 as a tailwind
The whole theme swung hardest in 2020: 2 of 14 companies on the "Worse" side.
0 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 25 companies compared. The sentences above are computed from all 25.Full recordFilings, disclosures and news, newest first
- FY2027-H1AdvancedAnnual report
「From the current consolidated fiscal year, the Company has been working to transition to an LTV model centered on its user base. The tenki.jp business has established increases in paid subscriber metrics and improvements in user spend metrics as KPIs.」
The transition to an LTV model has been made concrete, with increases in paid subscriber metrics and improvements in user spend metrics established as KPIs. Paid subscriber metrics were within the expected range, while user spend metrics fell short of expectations, and the effects of the pricing revision are expected to be reflected in the second half of the fiscal year. - FY2026First statedAnnual report
「Accordingly, we are promoting the transition to an LTV (lifetime value)-based revenue model centered on the user base.」
The company explicitly identified the transition from a revenue structure centered on advertising revenue and highly dependent on the external environment to an LTV-based revenue model centered on its member base and experience value as a new initiative.