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Sumasapo (9342) · TargetAdvanced

Growth in totono’s Number of Paying Companies (Adopting Companies) and MRR

First written in FY2024. 4 of 6 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-08-07.

6entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1ReframedFY2025Advanced2026-05-11 – 2026-08-072024: 12025: 220252026: 32026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

65 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 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07AdvancedEarnings presentation

    「The user base is expanding steadily. ARPU has reached ¥125.」

    Following the revision of totono 2.0’s indicators, the company reported 111,289 users and ARPU of ¥125 at the end of the third quarter.
  2. FY2026-H1AdvancedAnnual report

    「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 of totono’s indicators, the company reports user growth of 18.0% from the previous quarter and ARPU of ¥122.
  3. 2026-05-11AdvancedEarnings presentation

    「Both “user numbers” and “average price” continued to increase quarter on quarter.」

    For totono 2.0, the company reported 93,883 users and ARPU of ¥122 at the end of the second quarter, both higher than in the previous quarter.
  4. FY2025ReframedAnnual report

    「Accordingly, we have also reviewed the objective indicators used to assess management targets. For totono2.0, the number of users and average revenue per user (ARPU) are the key management indicators.」

    The focus of target management shifted from expanding totono1.0 implementations and MRR to users and ARPU for totono2.0. MRR for totono1.0 is expected to remain flat or decline gradually.
  5. FY2025-H1AdvancedAnnual report

    「For the resident app “totono,” the per-company price of the conventional SaaS model, totono1.0, has increased through upselling, including expanded functionality.」

    For totono, which previously disclosed targets for paying companies and MRR, the company states that per-company pricing increased through upselling, including expanded functionality.
  6. FY2024First statedAnnual report

    「Implementations (paying companies) (companies) 9 40 63 89 127 MRR (¥ thousand) 5,498 23,850 29,050 34,302 46,454」

    Against 89 implementing (paying) companies and MRR of ¥34.302 million at the end of September 2024, targets for the end of September 2025 were set at 127 paying companies and MRR of ¥46.454 million.
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 4 of its 6 moves.

433332★123456
  1. ★This thread
  2. 1Expanding the earnings base through wider sales of totono and function development4×
  3. 2Improving Efficiency and Revenue at Real Estate Management Companies Through Multiple Solutions3×
  4. 3Strategy to grow the totono service into a core business over the longer term3×
  5. 4Growth in the totono Resident App's Number of Contracted Property Management Companies, Managed Households and Downloads3×
  6. 5Expanding cross-industry partnerships through totono and revenue opportunities beyond usage fees3×
  7. 6Digitization of the スマサポ “Thank-You Call” Service2×

★ 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 Earnings presentation of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in totono’s Number of Paying Companies (Adopting Companies) and MRR | Sumasapo Inc. (9342) | Komori