Expansion of Contract-Based Recurring Revenue in EC Marketing Services
First written in FY2021-Q3. 6 of 16 entries say "Advanced", first in FY2021. Latest entry: 2026-08-14.
itsumo. moved to the "Worse" side of this theme in 2024.
The whole theme swung hardest in 2019: 1 of 11 companies on the "Worse" side.
14 other companies' latest entry also says "Advanced".
- 2026-08-14AdvancedEarnings presentation
「平均顧客単価 155% • ストック率 96.0%」
Oneコマースで平均顧客単価とストック率の1Q実績を具体的に示している。 - FY2026AdvancedAnnual report
「Revenue is primarily generated from stock revenue (*) based on contract terms generally lasting 12 months. Stock revenue accounted for 92.9% of revenue in the fiscal year ending March 2026, forming an accumulation-based business model that provides a stable revenue outlook.」
The Company reports a stock-revenue ratio of 92.9% for One Commerce in the fiscal year ending March 2026 and continues to operate an accumulation-based model based generally on 12-month contracts. - FY2025SoftenedAnnual report
「Stock revenue accounted for 91.6% of revenue in the fiscal year ending March 2025, forming an accumulation-based business model that provides a stable revenue outlook.」
The stock-revenue ratio for One Commerce was 91.6%, down from 92.0% in the previous full fiscal year. The Company maintains its description of the high ratio and the accumulation-based model. - FY2024SoftenedAnnual report
「Stock revenue accounted for 92.0% of revenue in the fiscal year ended March 2024.」
The stock-revenue ratio for One Commerce was 92.0%, down from 93.6% in the previous cumulative quarter. The Company continues to describe the contribution of the high ratio to stable revenue. - FY2024-Q3SoftenedAnnual report
「Stock revenue, an accumulation-based business model that provides a stable revenue outlook based on contract terms, accounted for 93.6% of revenue for the nine months ended 31 December of the current consolidated fiscal year, contributing to stable revenue generation.」
The stock-revenue ratio was 93.6%, down from 94.5% in the nine months ended 30 September of the previous fiscal year. The Company continues to describe the high ratio and its contribution to stable revenue. - FY2024-Q2SoftenedAnnual report
「Stock revenue, an accumulation-based business model that provides a stable revenue outlook based on contract terms, accounted for 94.5% of revenue for the six months ended 30 September of the current consolidated fiscal year, contributing to stable revenue generation.」
The stock-revenue ratio for the One Commerce Service was 94.5%, slightly down from 94.7% in the previous quarter. The Company continues to describe the high ratio and its contribution to stable revenue. - FY2024-Q1AdvancedAnnual report
「In the One Commerce Service, the number of continuing contracts grew steadily, resulting in revenue of ¥742.816 million. Stock revenue, an accumulation-based business model that provides a stable revenue outlook based on contract terms, accounted for 94.7% of revenue in the three months ended 30 June of the current consolidated fiscal year, contributing to stable revenue generation.」
For the One Commerce Service following the service-category change, the Company reports growth in the number of continuing contracts, revenue of ¥742.816 million, and a stock-revenue ratio of 94.7%. - FY2023RestatedAnnual report
「Stock revenue, an accumulation-based business model that provides a continuing outlook for stable revenue based on contract terms, accounted for 93.6% of revenue for the current consolidated fiscal year, contributing to stable revenue generation.」
The Company also reports for the full fiscal year that a 93.6% stock-revenue ratio and the accumulation-based model based on contract terms contribute to stable revenue. - FY2023-Q3SoftenedAnnual report
「In addition, stock revenue, an accumulation-based business model that provides a continuing outlook for stable revenue based on contract terms, accounted for 93.5% of revenue for the nine months ended 31 December of the current consolidated fiscal year, contributing to stable revenue generation.」
The stock-revenue ratio was 93.5%, slightly down from 93.6% in the previous quarter. The Company continues to describe the high ratio and its contribution to stable revenue. - FY2023-Q2SoftenedAnnual report
「In addition, stock revenue, an accumulation-based business model that provides a continuing outlook for stable revenue based on contract terms, accounted for 93.6% of revenue for the six months ended 30 September of the current consolidated fiscal year, contributing to stable revenue generation.」
The stock-revenue ratio was 93.6%, down from 94.8% in the first quarter of the previous fiscal year. The Company continues to describe the high ratio and its contribution to stable revenue, but the upward trend in the ratio has temporarily weakened. - FY2023-Q1AdvancedAnnual report
「In addition, stock revenue, an accumulation-based business model that provides a continuing outlook for stable revenue based on contract terms, accounted for 94.8% of revenue for the three months ended 30 June of the current consolidated fiscal year, contributing to stable revenue generation.」
The stock-revenue ratio rose from the previously reported 92.8% to 94.8%, and the Company updates its description of the accumulation-based model’s contribution to stable revenue. - FY2022-Q3RestatedAnnual report
「In particular, stock revenue, an accumulation-based business model that provides a continuing outlook for stable revenue based on contract terms, accounted for 92.8% of revenue for the nine months ended 31 December of the current consolidated fiscal year, contributing to stable revenue generation.」
The Company continues to report that a 92.8% stock-revenue ratio and the accumulation-based model based on contract terms contribute to stable revenue. - FY2022-Q2RestatedAnnual report
「In addition, stock revenue, an accumulation-based business model that provides a continuing outlook for stable revenue based on contract terms, increased by 4.9 percentage points from the previous fiscal year to 94.2% for the six months ended 30 September of the current fiscal year, contributing to stable revenue generation.」
The Company reports that the stock-revenue ratio increased by 4.9 percentage points from the previous fiscal year to 94.2% for the six months ended 30 September of the current fiscal year. - FY2022-Q1AdvancedAnnual report
「In addition, stock revenue, an accumulation-based business model that provides a continuing outlook for stable revenue based on contract terms, increased from 89.3% in the previous fiscal year to 94.7% for the three months ended 30 June of the current fiscal year. As a result, the EC Marketing Service established a stable revenue base.」
The stock-revenue ratio rose from 89.3% in the previous fiscal year to 94.7% for the three months ended 30 June of the current fiscal year, and the Company describes the establishment of a stable revenue base. - FY2021AdvancedAnnual report
「Stock revenue contracts generally have terms of 6 to 12 months, forming an accumulation-based business model that provides a stable revenue outlook. Stock revenue accounted for 89.3% of EC Marketing Service revenue in the fiscal year ended March 2021.」
The stock-revenue ratio increased from 88.4% in the previous cumulative quarter to 89.3% in the fiscal year ended March 2021, further increasing the contribution of recurring-contract revenue. - FY2021-Q3First statedAnnual report
「Recurring revenue accounted for 88.4% of revenue from the EC Marketing Service during the nine months ended 31 December of the current fiscal year.」
The Company presents recurring revenue generated through contract renewals as its earnings base and reports the ratio for the nine months ended 31 December of the current fiscal year.