Subscription ARR (Annual Recurring Revenue) for Clip Studio Paint, the illustration, comic, webtoon, and animation app distributed by CELSYS, Inc. (the “Company”), exceeded 6 billion yen as of May 2026, growing 1.3 times compared to the same month last year to 6.18 billion yen.
With the aim of securing stable revenue, the Company focuses on providing Clip Studio Paint licenses through a subscription model and driving steady growth as a recurring revenue business.
Since the launch of the subscription model on the iPad version in 2017, new users of Clip Studio Paint have been acquired through multi-platform rollouts including iPhone, Android, and Galaxy. Furthermore, expanding global collaborations with world-class device manufacturers, starting with Galaxy, and continuing high acclaim for the ongoing major version updates have driven steady subscriber growth, resulting in a steadily expanding revenue base for a recurring revenue business.
In particular, the number of Clip Studio Paint subscribers on the Android platform grew to a high rate of 174% over the previous year, continuing to expand its user base in the global market.
The churn rate has also remained stable at a low level of approximately 4.5%, achieving healthy growth as a subscription-based business.
Excerpt from Supplementary Material on Financial Results for FY12/25 (Disclosed in February 2026), p. 18
The Company is on track to achieve the ARR target of 7.7 billion yen in the Medium-term Management Plan 2025-2027, with a progression rate of 80%.
The Company will continue to aim for further growth of its subscription-based business and improved corporate value through strengthening global development, expanding appeal to younger and light users, and engaging the user community.
Supplementary Material on Financial Results for Q1 FY12/26
https://www.celsys.com/files/user/pdf/ir/financial-report/2026/ho_2026-0508en.pdf
Medium-Term Management Plan 2025-2027 (FY2025 Results Incorporated)
https://www.celsys.com/files/user/pdf/ir/info/2026/info_2026-0213a_en.pdf
Related News
Clip Studio Paint Major Version Update - Revised prices for increased revenue and continual service
https://www.celsys.com/en/topic/2026031100
About Clip Studio Paint
Clip Studio Paint is a powerful creative app for illustrations, comics, and animations, built upon over 30 years of in-house graphics technology R&D from Celsys. The app is available in 11 languages and is used by more than 60 million people (*) around the world, with over 80% of its users residing outside Japan. It supports artists of all kinds, from beginners to professional comic artists and animators.
CLIP STUDIO PAINT:
https://www.clipstudio.net/
X:
https://x.com/clipstudiopaint
YouTube:
https://www.youtube.com/CLIPSTUDIOPAINTchannel
Instagram:
https://www.instagram.com/clipstudioofficial/
TikTok:
https://www.tiktok.com/@clipstudioofficial
* Includes free trial users and downloads of the iPad, iPhone, Galaxy, Android, and Chromebook versions.
About CELSYS, Inc.
In the expanding creator economy surrounding digital content, Celsys provides tools including Clip Studio Paint that empower creators, alongside service platforms that will act as a new avenue for artistic pursuits. We strive for a more vibrant world where everyone’s passions are connected, offering total support to creators around the world through each part of their “creator journey”.
https://www.celsys.com/en/
Investor information:
https://www.celsys.com/en/irinfo/
IR questionnaire (Japanese only):
https://www.celsys.com/irinfo_questionnaire/
Investor newsletter (Japanese only):
https://www.celsys.com/irinfo_magazine/
YouTube (Japanese only):
https://www.youtube.com/@celsys_official/videos
