CELSYS, Inc.
Notice of Monthly Business Progress Report for March 2026
The major version upgrade of CLIP STUDIO PAINT in March 2026 was well received, with sales exceeding 150% of plan. ARR reached a record high of 5.83 billion yen, and subscriptions experienced the largest increase on record.
Key Figures
- ARR (Annual Recurring Revenue): 5,831 million yen (March 2026, record high)
- Churn Rate: 5.4% (March 2026, temporary increase)
- Cumulative Number of Users on Creator Platform: 12,337 thousand (March 2026)
AI要約
Overview of Monthly Business Progress
The major version upgrade (Ver.5.0) of CLIP STUDIO PAINT released in March 2026 received high acclaim from creators worldwide, resulting in sales exceeding 150% of the initial plan. This led to the largest increase in subscription contracts in the past three years, with ARR reaching an all-time high of 5.8 billion yen. The churn rate temporarily rose at the timing of the upgrade but is expected to return to normal levels from the following month.
Creator Platform and Sales Breakdown
The cumulative number of users on the creator platform reached 12.337 million, with new registrations totaling 265 thousand, the largest this term. On the sales front, subscription sales hit a record high, and tool sales increased due to overseas sales promotions. The total company-wide three-month moving average sales also recorded a record high, indicating continued strong business progress.
