#Japan #Tokyo #Creator Economy #Celsys #CLIP STUDIO PAINT

Celsys Achieves Record Performance in October 2025

Celsys, renowned for its commitment to supporting the creator economy, recently announced the remarkable outcomes of its monthly business progress report for October 2025. This report highlights record-breaking sales in their flagship product, CLIP STUDIO PAINT, particularly in the subscription model, as well as stable performance across various other key indicators.

Monthly Highlights

In October 2025, Celsys achieved an outstanding Annual Recurring Revenue (ARR) of 5.2 billion yen, setting a new company record. This figure is particularly significant as it marks a sustained growth trajectory in a highly competitive market.

Understanding ARR

ARR, or Annual Recurring Revenue, is a pivotal metric for subscription-based businesses. It reflects the anticipated revenue over a year from customers who renew their contracts. To address variability influenced by changes in payment methods and seasonal business fluctuations, Celsys utilizes a three-month moving average for its calculations. This allows for a clearer picture of the company's performance trend.

Creator Support Sector Insights

Subscription Revenue Analysis

The report also shed light on the subscriber churn rate related to paid subscriptions of CLIP STUDIO PAINT.

Key Insights:

• - The churn rate is calculated based on the number of customers who have opted for the paid subscription and reflects any cancellations within the month relative to the total active contracts.
• - While there was a temporary spike in the churn rate due to security enhancements implemented in May 2023, designed to counteract potential payment disruptions, new subscriptions have been on a consistent rise. By July 2023, the subscription trends stabilized reducing the churn rates.

Platform User Growth

The Celsys creator platform, which also includes users of associated services like CLIP STUDIO ASSETS, saw a steady accumulation of active users. This growth further signifies the increasing reliance on digital platforms for creative expression.

Overall Business Performance

The overall monthly business landscape reveals a positive trend in both the creator support sector and the platform sector. The company aims to maintain momentum by targeting new users through strategic campaigns during the upcoming holiday season.

Planned Initiatives

As part of the strategies for engaging new users, Celsys has planned promotional campaigns for tool sales in November and December. These efforts are expected to capitalize on the increased interest in digital creation during the holiday period.

Future Developments

Celsys continually emphasizes its commitment to supporting creators effectively through innovative tools and services designed to enhance creative workflows. The recent business analysis is available on their corporate website, where they also solicit community feedback for improving future reports.

Learn More

For more information about Celsys and its offerings, as well as insights into their corporate strategies, visit their official website: Celsys or explore their investor relations section at Celsys IR.

Celsys remains dedicated to fostering a more vibrant and diverse creative world, aiming to support every individual in their unique artistic journey.