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f-code (9211) · PolicyAdvanced

Growth and Margin Improvement Through a Recurring-Revenue Business Model

First written in FY2023. 6 of 8 entries say "Advanced", first in FY2024-Q1. Latest entry: FY2026-H1.

8entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1 – FY2025Advanced2026-05-15 – FY2026-H12024: 320242025: 120252026: 42026
Same theme, other companies
Cloud and SaaS Subscription (Monthly Billing) Revenue ModelA theme 50 companies write about · 1 as a headwind · 50 as a tailwind

26 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「継続取引 5,812,226 単発取引 2,388,204」

    2026年12月期中間連結会計期間の収益を契約種類別に開示し、継続取引が売上収益の大部分を占める実績を示した。
  2. FY2025AdvancedAnnual report

    「継続取引 9,281,041 単発取引 2,656,946」

    継続型収益中心のビジネスモデルについて、2025年12月期の継続取引が売上収益の約77.7%を占める実績を開示した。
  3. FY2025-H1AdvancedAnnual report

    「継続取引 4,641,897 単発取引 570,497」

    継続型収益中心のビジネスモデルについて、継続取引が中間期売上収益の大部分を占める実績を開示した。
  4. FY2024-H1AdvancedAnnual report

    「継続取引 1,640,106 単発取引 397,563」

    継続型収益中心のビジネスモデルについて、当中間連結会計期間の収益内訳を開示した。継続取引1,640,106千円、単発取引397,563千円となっている。
  5. FY2024-Q1AdvancedAnnual report

    「継続型収益中心のビジネスモデルにより高速かつ安定的な売上成長と高い利益率を実現するとともに、顧客価値の最大化を目指しております。」

    継続型収益中心のモデルを改めて企業結合の主な理由として掲げ、継続取引858,185千円、単発取引177,170千円という契約種類別の実績も開示した。
  6. FY2023First statedAnnual report

    「また、継続型収益中心のビジネスモデルにより高速かつ安定的な売上成長と高い利益率を実現するとともに、顧客価値の最大化を目指しております。」

    BINKS取得の説明において、継続型収益を中心とするビジネスモデルを成長・利益率・顧客価値の基盤として初めて明示した。
Moved together

"Improving Revenue, Operating Profit, Customer Numbers and Average Revenue per Customer" moved the same way as this thread, in the same document, in 6 of its 8 moves.

666555★123456
  1. ★This thread
  2. 1Improving Revenue, Operating Profit, Customer Numbers and Average Revenue per Customer6×
  3. 2Stabilizing Revenue Through the SaaS Customer Base6×
  4. 3Strengthening Cash on Hand and the Financial Base6×
  5. 4Increase in Revenue and Operating Profit5×
  6. 5Expanding Products, Services and CX Data Through SaaS Business Acquisitions5×
  7. 6Finalization of Provisional Accounting for a Business Combination5×

★ 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 f-code yet. It last moved in the Financial results presentation of 2026-05-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth and Margin Improvement Through a Recurring-Revenue Business Model | f-code Inc. (9211) | Komori