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ispace (9348) · TargetAdvanced

Development of a Lunar Data Platform and SaaS Subscription Business

First written in FY2024. 3 of 4 entries say "Advanced", first in FY2025. Latest entry: FY2026.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025 – FY20262024: 120242025: 220252026: 12026
Same theme, other companies
Building a lunar data platform and developing it into a SaaS-style serviceA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「The company defines this as a data service and recognized revenue from NGC Aerospace Ltd, a Canadian private company selected for LEAP, in the first quarter of the fiscal year ending March 2026.」

    The data service progressed from the stage of expecting contracts and revenue recognition to the stage of beginning to recognize revenue from NGC in the first quarter of the fiscal year ending March 2026.
  2. FY2026-H1AdvancedAnnual report

    「As revenue recognition for the data service began in the first quarter of the fiscal year ending March 2026, the company’s results in prior fiscal years may not provide sufficient information for evaluating the company and may be insufficient information for assessing its future performance.」

    Revenue recognition for the data service began in the first quarter of the fiscal year ending March 2026, marking a shift from the conceptual and contracting stage to the initial monetization stage.
  3. FY2025AdvancedAnnual report

    「The company defines this as a data service and has entered into contracts with NGC Aerospace Ltd, a Canadian private company selected for LEAP, and a Swedish private company. It expects to begin recognizing revenue from the first quarter of the fiscal year ending March 2026.」

    The company has entered into customer contracts for its data services and expects to begin recognizing revenue from the first quarter of the fiscal year ending March 2026. The large-scale database is assumed to commence from 2028 onward.
  4. FY2024First statedAnnual report

    「In the future, assumed to be from 2027 onward, the company aims to build a large-scale lunar database in the cloud with high added value for customers by adding existing data available on Earth to information acquired and accumulated from its internal payloads through frequent missions, and then processing, analyzing and integrating the data. It aims to develop a SaaS (Software as a Service) subscription-model business that allows customers to access the database freely for a fixed fee.」

    Assuming a start from 2027 onward, the company explicitly described a concept involving the accumulation, analysis and integration of lunar data, a cloud-based database and a SaaS business based on fixed-fee billing.
Moved together

"Securing Medium- to Long-Term Growth Capital" moved the same way as this thread, in the same document, in 3 of its 4 moves.

333333★123456
  1. ★This thread
  2. 1Securing Medium- to Long-Term Growth Capital3×
  3. 2Acquisition of New Customers for Payload Services3×
  4. 3Support for Private-Sector Space Development through the Space Strategy Fund3×
  5. 4Analysis of Factors Behind Failure to Achieve Mission 1 and Measures to Increase the Probability of Success3×
  6. 5New Listing and Capital Raising Through a Public Offering3×
  7. 6Data Services Not Yet Monetized and Uncertainty Surrounding Data Platform Development3×

★ 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.

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News
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Development of a Lunar Data Platform and SaaS Subscription Business | ispace,inc. (9348) | Komori