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Plaza Holdings (7502) · FactAdvancedLatest Financial results briefing materials (2026-08-10): "Restated"

A Stable Earnings Base from Recurring Revenue in the Mobile Business

First written in FY2016. 14 of 27 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-08-10.

27entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019-Q3AdvancedFY2019 – FY2022-Q3RestatedFY2022AdvancedFY2025-H1 – 2026-06-052016: 320162017: 420172018: 320182019: 320192020: 220202021: 320212022: 220222023: 020232024: 120242025: 120252026: 52026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

12 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 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「Gross profit increased compared with the previous interim consolidated accounting period, as the company promoted subscription services for post-sale use support, which are generating new recurring revenue, and the number of subscribers continued to grow steadily.」

    The increase in subscribers to subscription services for post-sale use support contributed to higher gross profit as a new source of recurring revenue.
  2. FY2025-H1AdvancedAnnual report

    「Gross profit increased compared with the previous interim consolidated accounting period, as the company promoted subscription support for post-sale use and the number of subscribers grew steadily, creating a new source of recurring revenue.」

    In addition to conventional recurring fee income, the company secured post-sale subscription support as a new source of recurring revenue, contributing to higher gross profit.
  3. FY2022RestatedAnnual report

    「In addition to flow revenue from accumulated unit sales, we were able to secure sources of recurring revenue for a certain period in the future.」

    The filing continues to describe the accumulation of unit sales through sales events and other initiatives and the securing of future sources of recurring revenue.
  4. FY2022-Q3AdvancedAnnual report

    「We actively held in-store sales events when new stores opened and sales events outside existing stores. As a result, the cost of dispatching sales staff increased substantially, but in addition to flow revenue from increased unit sales, we secured a source of recurring revenue for a certain period in the future.」

    The company explained that, in addition to accumulating unit sales through sales events, it secured sources of recurring revenue for a certain period in the future.
  5. FY2022-Q2AdvancedAnnual report

    「In addition to flow revenue from accumulated unit sales, we secured sources of recurring revenue for a certain period in the future.」

    The company explained that, through sales events at new stores and other initiatives, it secured future sources of recurring revenue in addition to flow revenue from unit sales.
  6. FY2021AdvancedAnnual report

    「In the Mobile business for the consolidated fiscal year, revenue declined to ¥15,583 million, down 4.13% year on year, because of store closures, although segment profit increased 51.75% year on year to ¥1,018 million, as unit sales at existing stores increased and sales of high-margin products to corporate customers performed well.」

    Although the Mobile business recorded lower revenue, segment profit increased 51.75% year on year to ¥1,018 million, driven by higher unit sales at existing stores and high-margin products for corporate customers.
  7. FY2021-Q3AdvancedAnnual report

    「During the nine-month period ended the third quarter, revenue in the Mobile business was ¥10,977 million, down 7.1% year on year, while segment profit was ¥568 million, up 127.1% year on year, mainly because units sold at existing stores increased and sales of high-margin products to corporate customers performed well.」

    Although the Mobile business recorded lower revenue, higher unit sales at existing stores and high-margin products for corporate customers contributed to segment profit of ¥568 million, up 127.1% year on year.
  8. FY2020AdvancedAnnual report

    「In the Mobile business, the accumulation of units sold accompanying the growth in the number of stores and the increase in average selling prices per customer performed steadily. Revenue was ¥16,254 million, up 1.45% year on year, and segment profit was ¥671 million, up 6.94% year on year.」

    The Mobile business generated revenue of ¥16,254 million and segment profit of ¥671 million, resulting in higher revenue and profit year on year.
  9. FY2020-Q3AdvancedAnnual report

    「Revenue in the Mobile business was ¥11,812 million, up 10.3% year on year, and segment profit was ¥250 million, up 28.1% year on year.」

    In the Mobile business, the accumulation of units sold accompanying the expansion of the store network and the increase in average selling prices per person resulted in revenue growth of 10.3% year on year and segment profit growth of 28.1% year on year.
  10. FY2020-Q2AdvancedAnnual report

    「In the Mobile business, units sold accumulated steadily with the expansion of the store network, while the average revenue per user also contributed to performance. Revenue was ¥7,885 million, up 17.8% year on year, and despite increases in costs such as cost of sales and personnel expenses accompanying the growth in the number of stores, segment profit was ¥27 million, up 3.7% year on year.」

    In the Mobile business, the accumulation of units sold as the number of stores expanded and the increase in average revenue per user contributed to revenue growth of 17.8% year on year, while segment profit was ¥27 million.
  11. FY2019AdvancedAnnual report

    「The main factors were the Mobile business’s focus on handset sales based on the sales initiatives of telecommunications carriers, as well as increases in units sold and recurring revenue, or ongoing commission income, resulting from proactive store openings.」

    The increase in units sold and recurring revenue accompanying proactive store openings was explicitly identified as a factor behind the increase in consolidated revenue.
  12. FY2019-Q3RestatedAnnual report

    「The number of units sold has also increased steadily as the number of stores has grown.」

    The filing reiterates the steady increase in units sold accompanying the growth in the number of stores.
  13. FY2019-Q2RestatedAnnual report

    「The number of units sold has also increased steadily as the number of stores has grown.」

    The filing reiterates the increase in units sold accompanying the growth in the number of stores, consistent with the previous explanation of the foundation for recurring revenue.
  14. FY2018RestatedAnnual report

    「Recurring revenue, or ongoing commission income, has continued to perform steadily as the number of units sold has accumulated with the growth in the number of stores and the expansion of sales of the latest models.」

    The filing continues to identify ongoing commission income generated by the accumulation of stores and units sold as an element of the stable earnings base.
  15. FY2018-Q3RestatedAnnual report

    「Recurring revenue, or ongoing commission income, has continued to perform steadily as the number of units sold has accumulated with the growth in the number of stores and the expansion of sales of the latest models.」

    The filing reiterates the steady performance of recurring revenue accompanying the accumulation of stores and units sold.
  16. FY2018-Q2RestatedAnnual report

    「Recurring revenue, or ongoing commission income, has continued to perform steadily as the number of units sold has accumulated with the growth in the number of stores.」

    The filing reiterates the steady performance of recurring revenue accompanying the growth in the number of stores and units sold.
  17. FY2018-Q1RestatedAnnual report

    「Recurring revenue, or ongoing commission income, has increased steadily as the number of units sold has accumulated with the growth in the number of stores.」

    The filing reiterates the increase in ongoing commission income accompanying the growth in the number of stores and units sold.
  18. FY2017AdvancedAnnual report

    「Mobile business revenue grew to the point of forming a stable earnings base, driven by the increase in units sold accompanying proactive store openings and the increase in recurring revenue, or ongoing commission income.」

    The company indicated that the Mobile business had grown into a stable earnings base through increases in store openings, units sold and ongoing commission income.
  19. FY2017-Q3RestatedAnnual report

    「In the Mobile business, recurring revenue, or ongoing commission income, increased as the number of units sold accumulated with the growth in the number of stores and continued to perform steadily.」

    The filing continues to report an increase in recurring revenue accompanying the growth in the number of stores and units sold.
  20. FY2017-Q2RestatedAnnual report

    「In the Mobile business, recurring revenue, or ongoing commission income, increased as the number of units sold accumulated with the growth in the number of stores and continued to perform steadily.」

    The filing continues to report an increase in recurring revenue accompanying the growth in the number of stores and units sold.
  21. FY2017-Q1AdvancedAnnual report

    「In the Mobile business, recurring revenue, or ongoing commission income, has increased steadily as the number of units sold has accumulated with the growth in the number of stores.」

    The filing states that recurring revenue continues to increase as the number of stores and units sold grow.
  22. FY2016First statedAnnual report

    「Recurring revenue, or ongoing commission income, increased steadily along with the rise in units sold accompanying proactive store openings, becoming a stable earnings base.」

    For the Mobile business, the filing cites increased ongoing commission income and a stable earnings base as results achieved.
Moved together

"Store Synergies from High-Value-Added Products and the Vistaprint Brand" moved the same way as this thread, in the same document, in 12 of its 27 moves.

1298666★123456
  1. ★This thread
  2. 1Store Synergies from High-Value-Added Products and the Vistaprint Brand12×
  3. 2Creating New Products and Services and Expanding into New Business Areas9×
  4. 3Converting Existing Print Shops to “Photo & More”8×
  5. 4Scrap-and-build of unprofitable stores and store format conversions6×
  6. 5Securing and Retaining Store Employees and Developing Talent6×
  7. 6Share Repurchases as an Agile Capital Policy6×

★ 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 Plaza Holdings yet. It last moved in the Financial results briefing materials of 2026-08-10: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
A Stable Earnings Base from Recurring Revenue in the Mobile Business | PLAZA HOLDINGS CO.,LTD. (7502) | Komori