BETREND（4020 TSE Growth）
＋English Summary on This Page
Providing CRM service to restaurants, retail and other companies that have brick-and-mortar stores
Providing “betrend,” a CRM Platform for B-to-C Companies
BETREND develops and provides the CRM platform, “betrend.” There are two types of services for “betrend.” One is a “Smart CRM Service,” which provides customer management tools together with mail distribution services, and the other is a “Mail Marketing Service,” which specializes in a mail distribution and direct mail, including postcards, sending function among the functions of “Smart CRM Service.” They are provided as SaaS type cloud services based on monthly usage fees and they focus on B-to-C companies such as restaurants and retailers as their target customers.
In recent years, the revenue of the “Smart CRM Service” is continuing to expand, while the revenue of the “Mail Marketing Service” is continuing to shrink.
The company’s net sales are categorized into CRM services, customized services and other services. CRM services feature recurring revenue, which will continue to post sales in ensuing fiscal years unless it is cancelled, and customized services and other services are non-recurring, one-shot revenues. Recurring revenue accounts for a high 75.8% of net sales in the fiscal year ended December 2019, leading to a stable revenue base.
Providing “betrend,” a CRM Platform for B-to-C Companies
BETREND develops and provides the CRM platform, “betrend.” There are two types of services for “betrend.” One is a “Smart CRM Service,” which provides customer management tools together with mail distribution services, and the other is a “Mail Marketing Service,” which specializes in a mail distribution and direct mail, including postcards, sending function among the functions of “Smart CRM Service.” They are provided as SaaS type cloud services based on monthly usage fees and they focus on B-to-C companies such as restaurants and retailers as their target customers.
In recent years, the revenue of the “Smart CRM Service” is continuing to expand, while the revenue of the “Mail Marketing Service” is continuing to shrink.
The company’s net sales are categorized into CRM services, customized services and other services. CRM services feature recurring revenue, which will continue to post sales in ensuing fiscal years unless it is cancelled, and customized services and other services are non-recurring, one-shot revenues. Recurring revenue accounts for a high 75.8% of net sales in the fiscal year ended December 2019, leading to a stable revenue base.
概要（レポートから抜粋）
ビートレンド（以下、同社）は、CRMソフトウェアプラットフォーム「betrend（ビートレンド）」を開発、提供する企業である。「betrend」は、顧客管理ツール及び顧客とのコミュニケーションツールを、月額利用料をベースとしたSaaS型のクラウドサービスとして提供しており、不特定多数の個人顧客を持つBtoC型の企業を対象としている。
同社は、betrend事業の単一セグメントだが、売上高はCRMサービス、カスタマイズサービス、その他サービスに分類される。収益特性で区分すると、CRMサービスは解約されない限り翌期も継続的な売上高になるリカーリングレベニューであり、カスタマイズサービスとその他サービスは売上高計上が1回限りのワンショットレベニューである。リカーリングレベニューの特性を持つ売上高の構成比が19/12期で75.8%、20/12期第3四半期累計期間で77.7%と高い水準にあり、収益基盤の安定性につながっている。
同社は、betrend事業の単一セグメントだが、売上高はCRMサービス、カスタマイズサービス、その他サービスに分類される。収益特性で区分すると、CRMサービスは解約されない限り翌期も継続的な売上高になるリカーリングレベニューであり、カスタマイズサービスとその他サービスは売上高計上が1回限りのワンショットレベニューである。リカーリングレベニューの特性を持つ売上高の構成比が19/12期で75.8%、20/12期第3四半期累計期間で77.7%と高い水準にあり、収益基盤の安定性につながっている。
