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Sumasapo (9342) · TargetAdvanced

Growth in the totono Resident App's Number of Contracted Property Management Companies, Managed Households and Downloads

First written in FY2022. 6 of 13 entries say "Advanced", first in 2026-05-11. Latest entry: 2026-10-16.

13entries
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2023-Q3RestatedFY2024-Q1ReframedFY2024 – FY2025Advanced2026-05-11 – 2026-10-162023: 420232024: 220242025: 120252026: 62026
Same theme, other companies
Expansion of the totono resident app's adoption base and user baseA theme 2 companies write about · 0 as a headwind · 4 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「For the resident app “totono,” we focused on selling totono2.0, which adds outsourcing of resident support operations to the conventional totono1.0. As a result, the number of users expanded steadily, increasing 18.0% from the previous quarter, while ARPU reached ¥122, exceeding ¥120 for the first time in the interim accounting period. Steady progress was seen in both user numbers and profitability.」

    Following the revision from contracted companies and downloads to users and ARPU, the company reports user growth of 18.0% and ARPU of ¥122.
  2. 2026-05-11AdvancedEarnings

    「As a result, the number of users increased steadily, up 18.0% from the previous quarter, while ARPU exceeded ¥120 for the first time during the interim accounting period, reaching ¥122, indicating steady progress in both users and profitability.」

    The company reported an increase in totono users and ARPU reaching ¥122 as key performance indicators.
  3. FY2025ReframedAnnual report

    「For the resident app “totono,” in line with the evolution of the business phase, we began offering the high-value-added service “totono Phase2.0,” hereinafter “totono2.0,” which includes outsourced operations such as chat support in addition to the conventional service, hereinafter “totono1.0,” and are shifting the business focus to that service. Accordingly, we have also reviewed the objective indicators used to assess management targets.」

    The target indicators for totono were revised from contracted companies and downloads to focus on totono2.0 users and ARPU. The targets as of the end of September 2026 are 201,785 users and ARPU of ¥113.
  4. FY2024ReframedAnnual report

    「Since the launch of the resident app “totono” in August 2020, the number of contracted property management companies was 124 as of the end of September 2024. The target as of the end of September 2025 is 197 contracted property management companies.」

    For totono, the target focuses on contracted property management companies rather than the previously disclosed app downloads and managed households. The target was changed from 154 to 197 companies.
  5. FY2024-Q1RestatedAnnual report

    「Demand for our core services, スマサポサンキューコール and the resident app “totono,” remained strong, and we focused on expanding orders.」

    For totono, the company again reports strong demand and a focus on expanding orders. No new figures were provided for contracted companies or downloads.
  6. FY2023RaisedAnnual report

    「The targets as of the end of September 2024 are 154 contracted property management companies and 250,000 app downloads.」

    Against actual figures at the end of September 2023 of 104 companies and 151,558 downloads, targets for the following year were set at 154 companies and 250,000 downloads, above the previous targets.
  7. FY2023-Q3RestatedAnnual report

    「As a result, the number of companies contracted to use the resident app “totono” remained steady.」

    The steady trend in the number of companies contracted to use totono is again disclosed.
  8. FY2023-Q2RestatedAnnual report

    「As a result, the number of companies contracted to use the resident app “totono” remained steady.」

    The number of companies contracted to use totono remained steady, and the policy of expanding contracted companies continues.
  9. FY2022First statedAnnual report

    「The targets as of the end of September 2023 are 125 contracted property management companies, 732,304 households managed by those companies and 162,268 app downloads.」

    The targets for the following year are stated against actual figures at the end of September 2022 of 72 companies, 447,859 households and 61,621 downloads.
Moved together

"Expanding the earnings base through wider sales of totono and function development" moved the same way as this thread, in the same document, in 6 of its 13 moves.

644333★123456
  1. ★This thread
  2. 1Expanding the earnings base through wider sales of totono and function development6×
  3. 2Strategy to grow the totono service into a core business over the longer term4×
  4. 3Digitization of the スマサポ “Thank-You Call” Service4×
  5. 4Improving Efficiency and Revenue at Real Estate Management Companies Through Multiple Solutions3×
  6. 5Expanding cross-industry partnerships through totono and revenue opportunities beyond usage fees3×
  7. 6Growth in totono’s Number of Paying Companies (Adopting Companies) and MRR3×

★ 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 Sumasapo yet. It last moved in the Other Disclosures of 2026-10-16: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in the totono Resident App's Number of Contracted Property Management Companies, Managed Households and Downloads | Sumasapo Inc. (9342) | Komori