{"id":132713,"date":"2026-10-20T11:02:25","date_gmt":"2026-10-20T02:02:25","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/3663-20261020-01_wp_sales_update\/"},"modified":"2026-10-20T11:02:25","modified_gmt":"2026-10-20T02:02:25","slug":"3663-20261020-01_wp_sales_update","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-3663\/ir\/3663-20261020-01_wp_sales_update\/","title":{"rendered":"Notice of Monthly Business Progress Report for September 2026"},"content":{"rendered":"<p>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.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"3663","jir_company_name":"CELSYS, Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-10-20","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/10\/3663-20261020-01.pdf","jir_short_summary":"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.","jir_summary":"### Key Business Progress Points\nThe 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.\n\n### Outlook and Challenges\nThe 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.","jir_financial_highlights":"ARR (3-month moving average): 6.7 billion yen (Year-over-year increase 1.62 billion yen (record high))\n3-month moving average ARR for CLIP STUDIO PAINT subscription revenue: 67,000 million yen equivalent? (Note: main text uses hundred-million-yen unit) (Year-over-year increase 1.62 billion yen (record high))\nCompany-wide 3-month moving average revenue: Unknown (Unknown)","jir_category":"","jir_hashtags":"#CELSYS, #MonthlyIR, #ARRTrends","jir_key_figures":"ARR: 6.7 billion yen (Year-over-year increase 1.62 billion yen)\nNew registrations: Number of new registrations in September 2026 is Unknown\nPlatform users: Cumulative 11,868 thousand people (as of September 2026)\nCompany-wide 3-month moving average revenue specific value: Unknown","jir_meta_title":"CELSYS: September Monthly Business Progress Report | ARR Record High, Accelerating Growth","jir_meta_description":"CELSYS's September monthly report: ARR reached a record high and year-over-year increase also hit a record. Summary of creator support segment growth, outlook, and expected churn improvements.","jir_og_title":"CELSYS: Key Points from September Monthly Progress Report","jir_og_description":"ARR reached a record high and year-over-year increase was also a record. Explaining growth in the creator support segment and future outlook.","jir_og_image_url":"\/assets\/og\/company-sales_update.jpg","jir_chart_data_collection":"[]","ir_related_company":17208,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"sales_update","footnotes":""},"sector":[],"importance":[],"class_list":["post-132713","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Notice of Monthly Business Progress Report for September 2026 - Japan IR<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/japanir.jp\/en\/company\/company-3663\/ir\/3663-20261020-01_wp_sales_update\/\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/japanir.jp\/en\/company\/company-3663\/ir\/3663-20261020-01_wp_sales_update\/\",\"url\":\"https:\/\/japanir.jp\/en\/company\/company-3663\/ir\/3663-20261020-01_wp_sales_update\/\",\"name\":\"Notice of Monthly Business Progress Report for September 2026 - 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