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.<\/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":"7043","jir_company_name":"Alue Co.,Ltd.","jir_importance":"\u2605\u2605\u2605\u2606\u2606","jir_publication_date":"2026-10-20","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/10\/7043-20261020-01.pdf","jir_short_summary":"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.","jir_summary":"### Key Performance Points\nThis 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.\n\n### Outlook and Impact\nIn 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.","jir_financial_highlights":"MRR: 29,175; 29,064; 27,817; 27,566; 27,362; 27,680 (Year-over-Year: 20.5%, 17.3%, 15.4%, 1.2%, -0.4%, -5.2%; H2 is uncertain)\nNumber of client companies (companies): 240; 242; 245; 249; 245; 246 (Year-over-Year not provided but monthly variation is small; increasing trend in H1, slight decrease in H2)\nARPU (thousand yen): 122; 120; 114; 111; 112; 112 (Declining trend in H1, flat in H2)","jir_category":"","jir_hashtags":"#Alue, #MonthlyKPI, #etudes, #RevenueTrends","jir_key_figures":"MRR: Total monthly recurring revenue (H1 lists each month's figures; H2 shows only July\u2013September figures)\nNumber of client companies (companies): 240\/242\/245\/249\/245\/246\nARPU: 122\/120\/114\/111\/112\/112 thousand yen","jir_meta_title":"Alue Monthly KPI Flash Report | September 2026 \u2014 MRR, ARPU, Client Count Trends","jir_meta_description":"Summary of Alue's September 2026 monthly KPI flash report. Covers H1 MRR trends, ARPU movements, client company fluctuations, and H2 outlook. Preliminary figures may be revised.","jir_og_title":"Alue Monthly KPI Flash Report | September Revenue and Usage Snapshot","jir_og_description":"A summary of Alue's September monthly KPI flash report covering MRR trends, ARPU movements, client company activity, and the outlook for H2.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":61015,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"sales_update","footnotes":""},"sector":[],"importance":[],"class_list":["post-132926","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n