Pca (9629) · TargetAdvancedLatest Earnings (2026-07-21): "Restated"
Establishing a Recurring Billing Model and Managing Four KPIs
First written in FY2026-H1. 3 of 5 entries say "Advanced", first in 2026-04-27. Latest entry: 2026-07-21.
5entries
2years
3from disclosures
How it moved
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind
12 other companies' latest entry also says "Restated".
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
- 2026-07-21RestatedEarnings
「The recurring-revenue model uses the following 4 items as key performance indicators (KPIs).」
The company continued to manage the 4 KPIs of the recurring-revenue model and disclosed first-quarter-end figures of 39,259 paying contracts, ARR of ¥11,634 million, a churn rate of 0.25% and ARPU of ¥296,000. - FY2026AdvancedAnnual report
「Number of paid contracts 43,857 35,364 24.0% increase ARR (annual recurring revenue) ¥11.32 billion ¥9.896 billion 14.4% increase Churn rate 0.26% ARPU (annual average contract value) ¥258,000」
For the recurring-revenue model KPIs, the company disclosed full-year results of 43,857 paid contracts, ARR of ¥11.32 billion, a churn rate of 0.26% and ARPU of ¥258,000. The number of paid contracts and ARR increased, while ARPU declined from the end of the third quarter. - FY2026-H1First statedAnnual report
「Under this medium-term management plan, we will advance 3 key initiatives and establish a recurring-revenue model. Under this model, the following 4 metrics are treated as key performance indicators (KPIs).」
Under the medium-term management plan covering April 2025 to March 2028, the company set the establishment of a recurring-revenue model through its core cloud services, PCA Hub, PCA subscription services and other offerings as a target, and systematically presented for the first time the number of paid contracts, ARR, churn rate and ARPU as key KPIs.