Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

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Equity Bottom-Up

<ul>
 <li>
<a href="https://smartkarma.com/entities/celsys-inc">CELSYS</a> is a dominant player in the digital art software market with its flagship product, CLIP STUDIO PAINT, which has surpassed 60 million users worldwide.</li>
 <li>The company is successfully transitioning to a subscription-based SaaS model, driving strong growth in Annual Recurring Revenue (ARR) and demonstrating increasing long-term revenue stability.</li>
 <li>Future growth is expected to be fueled by continued international expansion, particularly in emerging markets, constant product innovation, and the development of new creator monetization platforms.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
CELSYS is a dominant player in the digital art software market with its flagship product, CLIP STUDIO PAINT, which has surpassed 60 million users worldwide.
  The company is successfully transitioning to a subscription-based SaaS model, driving strong growth in Annual Recurring Revenue (ARR) and demonstrating increasing long-term revenue stability.
  Future growth is expected to be fueled by continued international expansion, particularly in emerging markets, constant product innovation, and the development of new creator monetization platforms.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

<ul><li>Celsys reported 1H FY12/26 sales of JPY5.6bn, operating profit of JPY2.2bn, and net income of JPY1.5bn.</li><li>Cumulative shipments of CLIP STUDIO PAINT reached 67.00mn units, with over 80% sold internationally, supporting 11 languages.</li><li>Annual Recurring Revenue from SaaS subscriptions hit JPY6.3bn, with a monthly churn rate of 4.9% by June 2026.</li></ul>

Celsys reported 1H FY12/26 sales of JPY5.6bn, operating profit of JPY2.2bn, and net income of JPY1.5bn.Cumulative shipments of CLIP STUDIO PAINT reached 67.00mn units, with over 80% sold internationally, supporting 11 languages.Annual Recurring Revenue from SaaS subscriptions hit JPY6.3bn, with a monthly churn rate of 4.9% by June 2026.

CELSYS (3663 JP): 1H FY12/26 flash update, revisions of full-year FY12/26 earnings forecast

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.</li>
<li>In the last few days, <a href="https://www.smartkarma.com/entities/sunwels-co-ltd" target="_blank" data-smartkarma-citation="entities:43702:1" rel="noopener">SUNWELS Co (9229 JP)</a> and <a href="https://www.smartkarma.com/entities/macbee-planet-inc" target="_blank" data-smartkarma-citation="entities:39863:1" rel="noopener">Macbee Planet (7095 JP)</a> have announced their moves to TSE prime which would eventually trigger a TOPIX Inclusion event.</li>
<li>
<a href="https://www.smartkarma.com/entities/macbee-planet-inc" target="_blank" data-smartkarma-citation="entities:39863:1" rel="noopener">Macbee Planet</a> was in our highest conviction list but <a href="https://www.smartkarma.com/entities/sunwels-co-ltd" target="_blank" data-smartkarma-citation="entities:43702:1" rel="noopener">SUNWELS Co</a> was not. In this insight, we have made some modifications to our methodology to improve future hit rates.</li>
</ul>


Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.
In the last few days, SUNWELS Co (9229 JP) and Macbee Planet (7095 JP) have announced their moves to TSE prime which would eventually trigger a TOPIX Inclusion event.

Macbee Planet was in our highest conviction list but SUNWELS Co was not. In this insight, we have made some modifications to our methodology to improve future hit rates.


TOPIX Inclusions: Who Is Ready (July 2024)

<ul>
<li>Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.</li>
<li>
<a href="https://www.smartkarma.com/entities/furuya-metal-co-ltd" target="_blank" data-smartkarma-citation="entities:5196:1" rel="noopener">Furuya Metal (7826 JP)</a> and <a href="https://www.smartkarma.com/entities/visional-inc" target="_blank" data-smartkarma-citation="entities:32977:1" rel="noopener">Visional (4194 JP)</a> are expected to be included in the TOPIX index at the end of January 2024</li>
<li>There are couple of other pre-event names that we have been tracking for the past few months.</li>
</ul>


Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.

Furuya Metal (7826 JP) and Visional (4194 JP) are expected to be included in the TOPIX index at the end of January 2024
There are couple of other pre-event names that we have been tracking for the past few months.


TOPIX Inclusions: Who Is Ready (Jan 2024)

<ul><li>Celsys reported Q1 FY12/26 sales of JPY9.5bn (+15.4% YoY) and operating profit of JPY3.0bn (+38.3% YoY).</li><li>Gross profit margin rose 5.9pp YoY to 61.3%, with an operating profit margin improvement of 5.1pp YoY to 31.3%.</li><li>CLIP STUDIO PAINT shipments reached 63.17mn units (+26.9% YoY), with ARR from SaaS subscriptions at JPY5.8bn (+25.9% YoY).</li></ul>

Celsys reported Q1 FY12/26 sales of JPY9.5bn (+15.4% YoY) and operating profit of JPY3.0bn (+38.3% YoY).Gross profit margin rose 5.9pp YoY to 61.3%, with an operating profit margin improvement of 5.1pp YoY to 31.3%.CLIP STUDIO PAINT shipments reached 63.17mn units (+26.9% YoY), with ARR from SaaS subscriptions at JPY5.8bn (+25.9% YoY).

CELSYS (3663 JP): Q1 FY12/26 flash update

Japan

CELSYS, Inc. provides application software and digital services. The Company operates creators support business, digital books support business and planning of middleware and contents services. CELSYS also offers painting and drawing app services.

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CELSYS (3663 JP)

Primer: CELSYS (3663 JP) - Aug 2026

CELSYS is a dominant player in the digital art software market with its flagship product, CLIP STUDIO PAINT, which has surpassed 60 million...

αSK Primers

CELSYS (3663 JP): 1H FY12/26 flash update, revisions of full-year FY12/26 earnings forecast

Celsys reported 1H FY12/26 sales of JPY5.6bn, operating profit of JPY2.2bn, and net income of JPY1.5bn. Cumulative shipments of CLIP STUDIO PAINT...

Shared Research

TOPIX Inclusions: Who Is Ready (July 2024)

We have revised our framework to improve the weightings for the key factors in the TSE Prime transfer requirements. Now we see 81 names that can...

Janaghan Jeyakumar, CFA

TOPIX Inclusions: Who Is Ready (Jan 2024)

There are currently 70 names that satisfy all 6 key Segment Transfer requirements based on current data. Another 78 names can satisfy 5 out of 6...

Janaghan Jeyakumar, CFA

CELSYS (3663 JP): Q1 FY12/26 flash update

Celsys reported Q1 FY12/26 sales of JPY9.5bn (+15.4% YoY) and operating profit of JPY3.0bn (+38.3% YoY). Gross profit margin rose 5.9pp YoY to...

Shared Research

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