Celsys reports record monthly subscription revenue, total ARR reaches ¥53bn

Celsys announced its monthly business progress for November 2025, highlighting that Clip Studio Paint subscription revenue ARR (annual recurring revenue) achieved a new record. The company's total ARR reached ¥53 billion, marking the largest monthly increase this period. This growth was supported by successful tool sales campaigns aimed at acquiring new users, which also contributed to an increase in tool sales. The company plans to continue these campaigns into December.

The "Creator Support" segment showed Clip Studio Paint subscription sales with a 3-month moving average ARR of ¥5,312 million in November 2025, up from ¥4,451 million in January 2025. The churn rate for paid contracts in November 2025 was 4.5%, maintaining stability compared to the previous month.

In the "Creator Platform" segment, cumulative users reached 11,324 thousand in November 2025, with 166 thousand new registrations during the month. Overall, subscription revenue across both "Creator Support" and "Creator Platform" categories stood at ¥442 million in November 2025, as a 3-month moving average.