CELSYS Releases Monthly Business Progress Report for March 2026
CELSYS announced strong performance for March 2026, driven by the major version update (Ver. 5.0) of "CLIP STUDIO PAINT," which exceeded sales targets by over 150% and led to the highest increase in subscription contracts in three years. The company also reported a record-high ARR of 5.8 billion yen and the largest increase in new platform registrations this fiscal year, despite a temporary rise in churn rate due to the version update.
📋 Article Processing Timeline
- 📰 Published: April 7, 2026 at 20:24
- 🔍 Collected: April 7, 2026 at 12:00
- 🤖 AI Analyzed: April 18, 2026 at 10:21 (262h 21m after Collected)
The major version update (Ver. 5.0) of "CLIP STUDIO PAINT," implemented in March, was well-received by creators worldwide, resulting in sales exceeding the initial plan by over 150%. Additionally, the number of new subscription contracts reached its highest in the past three years.
Announcement of Major Version Update Evaluation and Sales Performance (Disclosed March 25)
https://www.celsys.com/topic/2026032502
[Creator Support Field]
(1) CLIP STUDIO PAINT Subscription Sales 3-Month Moving Average ARR
(Note) ARR (Annual Recurring Revenue, which is the revenue expected to be obtained in one year, assuming all contracts are renewed at the time of renewal) fluctuates monthly due to variations in the number of days per month (28 business days in a normal month, 35 business days in a special month) every three months depending on the payment method, and quarterly financial adjustments made at the end of each quarter. Therefore, a three-month moving average is adopted.
The increase from the previous month was the largest in the past three years, and ARR reached a record high of 5.8 billion yen.
(2) CLIP STUDIO PAINT Churn Rate (Paid Contracts)
(Note) This is the churn rate (customer churn rate) based on the number of customers with paid CLIP STUDIO PAINT subscription contracts. It is calculated from the number of cancellations in the current month relative to the number of contracts at the end of the previous month. If one customer has multiple contracts, each contract is calculated separately. Due to the nature of the product, which offers annual contracts as well as monthly contract plans available only when needed, the same customer may repeatedly subscribe and cancel, and all such instances are included in the calculation.
Similar to the timing of major version updates for CLIP STUDIO PAINT released in March 2024 and March 2025, the churn rate temporarily increased this month with the release of the major version update (Ver. 5.0). It is expected to return to normal levels from next month onwards.
[Creator Platform Field]
(1) Number of Platform Users
(Note) Includes users of services provided in the Creator Platform field and users of CLIP STUDIO WEB services such as "CLIP STUDIO ASSETS."
The increase in new registrations was the highest this fiscal year.
[Overall]
(1) Transition of 3-Month Moving Average Sales Breakdown for Creator Support Field and Creator Platform Field
(Note) Due to variations in the number of days per month (28 business days in a normal month, 35 business days in a special month) every three months depending on the payment method, and quarterly financial adjustments made at the end of each quarter, the monthly amount fluctuates, so a three-month moving average is adopted.
Differences may arise from consolidated results and other indicators due to rounding down amounts less than one million yen in the calculation process.
Subscriptions refer to sales of the CLIP STUDIO PAINT subscription model. Tool sales include sales of perpetual license models and corporate licenses. Platform services include sales from CLIP STUDIO WEB services. Distribution solutions include sales related to e-books.
① The total company-wide sales (3-month moving average) reached a record high.
② In addition to the positive reception of the CLIP STUDIO PAINT major version update (Ver. 5.0) released in March, sales campaigns targeting overseas markets to acquire new customers and promote existing customer upgrades exceeded initial plans by over 150%, leading to an increase in tool sales.
③ Subscriptions reached a record high.
Information on qualitative activities such as products, services, marketing, and alliances is posted on our corporate website as needed.
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About CELSYS Corporation
CELSYS will continue to provide tools that support creators' creative activities, such as "CLIP STUDIO PAINT," and new service platforms that serve as new venues for creators' activities, in the expanding creator economy market for digital content creation and utilization. We aim to create a more colorful world where each individual's passion connects, by developing businesses that comprehensively support various activities throughout the "CREATOR JOURNEY" of creators worldwide.
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