CELSYS, Inc.

3663.T
Software - Application
2026/01/16 Updated
Market Cap: $292.8M (¥46.4B)
Stock Price: $9.88 (¥1,566)
Exchange Rate: 1 USD = ¥158.48

Notice of Monthly Business Progress Report for December 2025

For December 2025, CLIP STUDIO PAINT subscription sales ARR reached a record high of 5.4 billion yen, with the company's total sales also hitting an all-time high. The number of new platform registrations also reached a record high.

Importance:
Page Updated: January 14, 2026
IR Disclosure Date: January 13, 2026

Key Figures

  • CLIP STUDIO PAINT Subscription Sales ARR: 5.4 billion yen (Record high)
  • Cumulative Platform Users: 11,622 thousand people (Record high)
  • New Registrations in December: 297 thousand (Record high)

AI要約

Performance Overview

In December 2025, the subscription sales ARR for CLIP STUDIO PAINT reached a record high of 5.4 billion yen, representing the largest month-on-month increase in the current term. The churn rate remained stable at 4.6%. The cumulative number of platform users reached 11,622 thousand, with new registrations hitting a record 297 thousand. Enhanced mobile promotions during the holiday season contributed to the increase in new users. Total company sales also updated their record high, and tool sales showed an increasing trend due to campaign effects.

Outlook and Impact on Investors

Growth continues in the creator support and creator platform sectors, with increases in ARR and user count indicating a strengthening of a stable revenue base. The stable churn rate reflects favorable customer retention, and efforts to acquire new users through promotional activities will continue. These trends are expected to contribute to medium- to long-term business growth and represent important indicators of high growth potential for investors.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.