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Progrit (9560) · TargetRestatedLatest Earnings presentation materials (2026-07-10): "Advanced"

Expansion of Subscription-Based English Learning Services

First written in FY2022. 6 of 13 entries say "Restated". Latest entry: 2026-07-10.

13entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2023-Q3RestatedFY2025-H12022: 12023: 420232024: 420242025: 220252026: 22026
Same theme, other companies
Rebuilding education-related businesses and establishing a recurring-revenue baseA theme 3 companies write about · 1 as a headwind · 2 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. 2026-07-10AdvancedEarnings presentation materials

    「Subscription revenue accounted for approximately 20% at the time of listing but now exceeds 40%, and we believe we have steadily transitioned to a stock-based business model.」

    The company described the progress of its transition to a stock-based business model, with subscription revenue rising from approximately 20% at listing to more than 40%.
  2. FY2026-H1RestatedAnnual report

    「In addition, our speaking-focused service Spiful and AI English conversation service DiaTalk are also progressing steadily. Spiful is steadily expanding its user base as a subscription-based service that combines oral composition in English (Note 1) and self-talk in English (Note 2), both essential for improving speaking ability, with review through AI-based corrections. DiaTalk analyzes and remembers learners’ interests and recent activities through an AI instructor and provides an optimal environment for practicing English conversation. We are currently working on functional improvements and new development to support future growth.」

    The company has reconfirmed its policy of operating multiple subscription-based services through user growth for Spiful and functional improvements and new development for DiaTalk.
  3. FY2025RaisedAnnual report

    「Going forward, we will develop an environment that enables us to connect with more English learners by offering a free business English vocabulary app. By having each English learner use one of our English learning services when needed, we aim to maximize revenue across our service portfolio as a whole.」

    The company has expanded its plan to maximize revenue across its service portfolio as a whole, using a free business English vocabulary app as an entry point in addition to its existing subscription-based services offered at multiple price points.
  4. FY2025-H1RestatedAnnual report

    「We will focus on strengthening the products Spiful and DiaTalk, and gradually accelerate marketing.」

    Regarding “Spiful” and “DiaTalk,” which were launched in the previous fiscal year, the company has reconfirmed its policy of strengthening the products and accelerating marketing. This filing does not announce the launch of a new service.
  5. FY2024AdvancedAnnual report

    「In addition, we launched “Spiful,” a service focused on training to improve speaking ability, in December 2023, and “DiaTalk,” an AI English conversation service focused on English conversation practice (output practice), in July 2024. By expanding the lineup of subscription-based English learning services across multiple price points, we aim to increase the customer lifetime value of customers using our existing English coaching services, while working to acquire new customers by expanding our target customer base and raising awareness.」

    Regarding the expansion of subscription-based services, which had previously been at the planning stage, the company has launched the AI English conversation service “DiaTalk” following “Spiful,” creating a lineup across multiple price points.
  6. FY2024-Q3RestatedAnnual report

    「“Shadoten,” a subscription-based English learning service focused on shadowing, continues to expand its learning content and improve the customer experience on its app, and the number of paying users remains solid. In addition, on 19 December 2023, we launched “Spiful,” a new speaking-focused service. Spiful is a subscription service designed to improve speaking ability by combining the two types of training required for this purpose, oral composition in English (Note 1) and practical self-talk in English (Note 2), with “review” through AI-based corrections.」

    The company continues to describe expanded content and app improvements for “Shadoten,” as well as the content of “Spiful.” The launch of Spiful itself was disclosed in the previous quarter, so this filing only reconfirms it.
  7. FY2024-Q2AdvancedAnnual report

    「On 19 December 2023, we launched “Spiful,” a new speaking-focused service. Spiful is a subscription service designed to improve speaking ability by combining the two types of training required for this purpose, oral composition in English (Note 1) and practical self-talk in English (Note 2), with “review” through AI-based corrections.」

    Regarding the planned addition of subscription-based services, the company actually launched the speaking-focused “Spiful” on 19 December 2023. It also specified that the service combines oral composition in English, self-talk in English and AI-based corrections.
  8. FY2024-Q1RestatedAnnual report

    「The number of paying users of “Shadoten,” a subscription-based English learning service, has continued to increase through effective promotions, including collaboration videos with YouTubers, as well as through measures such as expanding learning content and improving the customer experience on the app. The service is steadily growing as a source of revenue for the company.」

    The company continues to state its policy of expanding “Shadoten” through promotions, expanded learning content and app improvements, as well as its growth as a source of revenue.
  9. FY2023RaisedAnnual report

    「In addition, we plan to launch two subscription-based English learning services in the fiscal year ending August 2024: “Spiful,” a speaking-focused service, and “PROGRIT AI English Conversation (tentative name),” an AI English conversation service. These two services are planned to be offered at lower price points than “Shadoten.”」

    The company is expanding the price points and scope of its services, moving from the previous plan to expand “Shadoten” to a plan to add 2 lower-priced services in the fiscal year ending August 2024.
  10. FY2023-Q3RestatedAnnual report

    「The number of paying users of “Shadoten,” a subscription-based English learning service, has continued to increase through effective promotions, including collaboration videos with YouTubers, as well as through measures such as expanding learning content and improving the customer experience on the app. The service is steadily growing as a source of revenue for the company.」

    The company has reiterated its policy of expanding subscription-based services through promotions, expanded learning content and app improvements.
  11. FY2023-Q2RestatedAnnual report

    「The number of paying users of “Shadoten,” a subscription-based English learning service, has continued to increase through effective promotions, including collaboration videos with YouTubers, as well as through measures such as expanding learning content and improving the customer experience on the app. The service is steadily growing as a source of revenue for the company.」

    The company has reiterated its policy of expanding subscription-based services through promotions, expanded content and app improvements.
  12. FY2023-Q1AdvancedAnnual report

    「The number of paying users of “Shadoten,” a subscription-based English learning service, has continued to increase through effective promotions, including collaboration videos with YouTubers, as well as through measures such as expanding learning content and improving the customer experience on the app. The service is steadily growing as a source of revenue for the company.」

    Paying users and average subscription duration have increased through promotions, expanded learning content and improvements to the app’s customer experience.
  13. FY2022First statedAnnual report

    「In addition to the intensive short-term English coaching service “PROGRIT,” we aim to improve profitability while stabilizing business growth by expanding subscription-based English learning services.」

    The company aims to stabilize growth and improve profitability by expanding subscription-based services in addition to its intensive short-term services.
Moved together

"Growth in paid users and revenue for Shadoten and other services" moved the same way as this thread, in the same document, in 5 of its 13 moves.

544444★123456
  1. ★This thread
  2. 1Growth in paid users and revenue for Shadoten and other services5×
  3. 2Expanding Adoption of English Coaching Among Corporate Clients4×
  4. 3Reinvestment-led growth focused on revenue and operating profit4×
  5. 4Securing Liquidity on Hand Above a Certain Level4×
  6. 5Dependence on the English Coaching Business4×
  7. 6Dependence on 2 Founding Directors4×

★ 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
Progrit's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Earnings presentation materials of 2026-07-10: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Subscription-Based English Learning Services | PROGRIT Inc. (9560) | Komori