Komori
Avix (7836) · TargetAdvanced

Establishing a New Subscription-Based Business

First written in FY2020. 10 of 17 entries say "Advanced", first in FY2022. Latest entry: 2026-11-13.

17entries
7years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020 – FY2021RestatedFY2023-Q1 – FY2023-Q3AdvancedFY2024-Q2 – 2026-11-132020: 120202021: 120212022: 420222023: 420232024: 220242025: 120252026: 42026
Same theme, other companies
Initiatives Related to New Business Models Such as SubscriptionsA theme 30 companies write about · 0 as a headwind · 31 as a tailwind

12 other companies' latest entry also says "Advanced".

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 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In particular, the CMS (content management system) “DiSi cloud” performed steadily, with substantial increases in both the number of contracts and sales. By being introduced together with hardware, “DiSi cloud” has become an important service that enhances operational convenience for customers and the added value of the Company’s projects as a whole.」

    For the subscription-based new business, the disclosure describes increases in the number of “DiSi cloud” contracts and sales, and higher added value through its introduction together with hardware.
  2. 2026-05-15AdvancedRevision to earnings forecast

    「当期は、既存顧客との取引継続に加え、新規案件の受注も順調に推移したことから、サブスクリプションモデルを中心に売上を拡大いたしました。」

    Value creating事業について、既存顧客との取引継続と新規案件の受注を背景に、サブスクリプションモデルを中心とする売上拡大が記載された。
  3. FY2026-H1AdvancedAnnual report

    「The equipment leasing and operations segments provide subscription services, including leasing and monthly-use-fee contracts, so an increase in contracts leads to stable earnings. In particular, the CMS (content management system) “DiSi cloud” remained solid, with increases in both the number of contracts and revenue. The number of contracts for the “AI Signage Solution” is also steadily increasing. Going forward, we will proactively develop “MiRAi PORT,” a digital platform centered on “DiSi cloud” and integrating the AI Signage Solution and other services.」

    For the subscription-based business, the disclosure describes increases in the number of “DiSi cloud” contracts and sales, an increase in the number of AI signage solution contracts, and the continued rollout of “MiRAi PORT.”
  4. FY2025-H1AdvancedAnnual report

    「As this business is centered on a subscription model, it continued to generate stable revenue, as in the previous fiscal year. We will continue to expand the business with the aim of making it a core business of the Group in the future. As a result, the Value creating business reported revenue of ¥70.167 million, up 32.8% year on year, and segment profit of ¥386 thousand, compared with a segment loss of ¥488 thousand in the same period of the previous year.」

    Sales from the subscription-based business increased 32.8% year on year, and the business shifted from a segment loss to a profit. The policy of developing the new business into a core business continues.
  5. FY2024-Q3AdvancedAnnual report

    「As this business is centered on a subscription model, it continued to generate stable revenue, as in the previous fiscal year, and also began providing new services such as consulting that makes use of its expertise. We will continue to expand the business with the aim of making it a core business of the Group in the future. As a result, the Value creating business reported revenue of ¥83.554 million, up 27.0% year on year, and a segment loss of ¥3.245 million, compared with a segment loss of ¥4.177 million in the same period of the previous year.」

    The subscription-centered Value creating business began providing a new consulting service, resulting in a 27.0% year-on-year increase in sales and a reduction in the segment loss.
  6. FY2024-Q2AdvancedAnnual report

    「As this business is centered on a subscription model, it continued to generate stable revenue, as in the previous fiscal year, and also began providing new services such as consulting that makes use of its expertise. We will continue to expand the business with the aim of making it a core business of the Group in the future. As a result, the Value creating business reported revenue of ¥52.856 million, up 25.0% year on year, and a segment loss of ¥488 thousand, compared with a segment loss of ¥1.675 million in the same period of the previous year.」

    The subscription-centered Value creating business launched new services such as consulting, resulting in a 25.0% increase in sales and a reduction in the segment loss from the same period of the previous year.
  7. FY2024-Q1WorsenedAnnual report

    「As this business is centered on a subscription model, it continued to generate stable revenue, as in the previous fiscal year. However, because we are proactively making initial investments in new markets and strengthening our workforce, expenses are currently running ahead of revenue. We will continue to expand the business with the aim of making it a core business of the Group in the future. As a result, the Value creating business reported revenue of ¥20.550 million, down 11.1% year on year, and a segment loss of ¥5.489 million, compared with segment profit of ¥412 thousand in the same period of the previous year.」

    While continuing to develop the subscription-centered business into a core business and make proactive investments, sales declined 11.1% year on year and the business shifted from segment profit in the same period of the previous year to a loss.
  8. FY2023AdvancedAnnual report

    「The equipment leasing and operations divisions are subscription services, involving contracts for leases and monthly usage fees, and the increase in contracts is generating stable revenue. In particular, the CMS (content management system) “DiSi cloud” has performed steadily, with increases in both the number of contracts and sales. Going forward, the Company will actively roll out “MiRAi PORT,” a digital platform integrating AI signage solutions and other services, centered on “DiSi cloud.”」

    The subscription-based new business has made concrete progress, including increases in the number of “DiSi cloud” contracts and sales, and the active rollout of “MiRAi PORT.”
  9. FY2023-Q3RestatedAnnual report

    「This business is centered on subscription services, and we will continue to pursue stable growth.」

    The policy of positioning the Value creating business as centered on subscription services and pursuing stable growth continues.
  10. FY2023-Q2RestatedAnnual report

    「This business is centered on subscription services, and we will continue to pursue stable growth. We will also continue to make proactive investments, including strengthening our workforce, with the aim of developing it into a core business of the Group in the future.」

    The policy of positioning the Value creating business as centered on subscription services and continuing stable growth, its development into a core business, and proactive investments such as strengthening the workforce has been reconfirmed.
  11. FY2023-Q1RestatedAnnual report

    「This business is centered on subscription services, and we will continue to pursue stable growth.」

    The policy of positioning the Value creating business as centered on subscription services and pursuing stable growth has been reconfirmed.
  12. FY2023-Q1RestatedAnnual report

    「This business is centered on subscription services, and we will continue to pursue stable growth.」

    The policy of positioning the Value creating business as centered on subscription services and pursuing stable growth has been reconfirmed.
  13. FY2022AdvancedAnnual report

    「Going forward, we will actively develop the digital platform MiRAi PORT, centered on the video distribution service DiSi cloud, a so-called subscription service, together with AI signage solutions and other services.」

    For the subscription-based new business generating stable revenue over multiple years, specific development pillars have been presented in the form of the video distribution services “DiSi cloud” and “MiRAi PORT.”
  14. FY2021RestatedAnnual report

    「We will also seek to capitalize on these opportunities by working to establish a new subscription-based business that generates stable revenue over multiple years.」

    The policy of establishing a subscription-based new business that generates stable revenue over multiple years has been reconfirmed.
  15. FY2020First statedAnnual report

    「We will also seek to capitalize on these opportunities by working to establish a new subscription-based business that generates stable revenue over multiple years.」

    Moving beyond the policy of generating stable revenue through long-term contracts, the goal of establishing a subscription-based new business that generates stable revenue over multiple years has been explicitly stated for the first time.
Moved together

"Developing the Value creating business into a future core business" moved the same way as this thread, in the same document, in 10 of its 16 moves.

1098877★123456
  1. ★This thread
  2. 1Developing the Value creating business into a future core business10×
  3. 2Product development centered on communications networks and collaboration with external companies9×
  4. 3Expansion Beyond the Pachinko Hall Market8×
  5. 4Develop the equipment leasing business into a core source of stable earnings8×
  6. 5Synergies among the equipment, operations and information equipment businesses7×
  7. 6Going-Concern Risk Due to Operating Losses and Negative Operating Cash Flow7×

★ 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
Avix's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.