CELSYS, Inc.
Notice of Monthly Business Progress Report for September 2026
As of September, ARR reached a record high of 6.7 billion yen, and the year-over-year ARR increase of 1.62 billion yen was also a record high. The creator support segment showed improvements and stabilization across multiple metrics including ARR, churn rate, and new registrations. Platform-specific and company-wide 3-month moving average revenues remain solid. Continued sustainable growth is expected.
Key Figures
- ARR: 6.7 billion yen (Year-over-year increase 1.62 billion yen)
- New registrations: Number of new registrations in September 2026 is Unknown
- Platform users: Cumulative 11,868 thousand people (as of September 2026)
- Company-wide 3-month moving average revenue specific value: Unknown
AI要約
Key Business Progress Points
The September monthly business progress report shows that ARR and revenue in the creator support segment, including CLIP STUDIO PAINT, reached record highs, and the year-over-year ARR increase also hit a record. Improvements in churn rate are expected, indicating a continued long-term growth trend. Subscription retention and expansion initiatives that support new user acquisition and increases in active users are ongoing.
Outlook and Challenges
The notable topic for September was the record ARR growth, and from October onward churn and contract trends are expected to return to normal levels. While maintaining stable 3-month moving average trends for tool sales, platform services, and distribution solutions, the company will monitor measures implemented from October onward.
CELSYS, Inc.
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