Alue Co.,Ltd.
Flash Report: etudes Monthly KPI for September 2026
Flash monthly KPI for September 2026. In H1 MRR showed mixed month-to-month changes, ARPU was flat to slightly up, number of client companies was nearly flat. For H2 MRR is expected to continue negative year-over-year trends.
Key Figures
- MRR: Total monthly recurring revenue (H1 lists each month's figures; H2 shows only July–September figures)
- Number of client companies (companies): 240/242/245/249/245/246
- ARPU: 122/120/114/111/112/112 thousand yen
AI要約
Key Performance Points
This flash report discloses etudes monthly KPIs. In H1 MRR ranged around 293 to 296 million yen, with year-over-year changes generally within +/-5%. The number of client companies remained around 240 companies, and ARPU has been declining since the start of the year. Toward H2, year-over-year MRR shows a negative trend, so revenue stability requires attention. These are preliminary figures and may be revised.
Outlook and Impact
In H2 year-over-year declines in MRR have been observed for three consecutive months, and the flattening of ARPU is also a concern. The number of client companies is expected to remain flat or fluctuate slightly up or down. Key points to monitor are improvements in profitability, churn trends, and new customer acquisition.
Alue Co.,Ltd.
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