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LTV, CAC, and Unit Economics: What SaaS Investors Really Need to Know
In this episode, we unpack the core financial metrics that define SaaS success: LTV , CAC, and Unit Economics.You'll learn:How to calculate LTV and CAC (the right way—on a gross profit basis)Why…
Freee Earnings FY2025 Q2｜Freee’s SaaS Engine Is Real. Is the Profit?
In this episode, we explore a case where strong fundamentals meet uncertain optics.Freee continues to grow steadily—ARPU is rising, churn is low, and its multi-product SaaS platform is expanding…
RAKUS Earnings FY2025 full-year｜Crossing the Rule of 40 – and Aiming Higher
In this episode of SaaS Japan Unlocked, we break down the FY2025 full-year earnings of RAKUS, a leading Japanese SaaS company delivering back-office cloud solutions to SMBs.With operating profit up…
HubSpot Earnings FY2025 Q1｜HubSpot Goes All-In on AI — But Is 102% NRR a Warning Sign?
In this episode of SaaS Japan Unlocked, we break down HubSpot’s FY2025 Q1 earnings — a quarter that blends solid growth, strong free cash flow, and the first real steps toward AI-native…
HENNGE Earnings FY2025 Q2｜Riding the Pricing Wave — What Comes Next?
In this episode of SaaS Japan Unlocked, we break down HENNGE’s FY2025 Q2 earnings, where the company delivered strong topline growth, margin expansion, and raised full-year guidance. With pricing…
Kubell Earnings FY2025 Q2｜At the Crossroads of Structural Growth
We analyze the Q1 earnings of Kubell the company behind Chatwork, Japan’s leading SME business chat platform. Revenue and EBITDA are up, but much of the improvement stems from temporary cost cuts. As…
Kaonavi FY24 Q3｜From Steady SaaS to Strategic Reinvention?
In this episode, we dive into the latest earnings from Kaonavi, one of Japan’s most quietly consistent SaaS players in the HR tech space. But beyond the numbers, a much bigger story is unfolding: a…
Sansan Earnings FY25 Q3｜Strong Numbers, Emerging Questions
In this episode, we look at Sansan’s FY24 Q3 results—a quarter that delivered strong financial metrics on the surface, while raising deeper questions about sustainability and strategic direction.From…
Freee Earnings FY24 Q2｜Intentional Profitability at Scale—The Rise of Japan’s Multi-Product SMB SaaS Champion
In today’s episode, we break down the latest earnings from Freee—Japan’s leading SMB-focused SaaS company and one of the most compelling cases of profitable scale in the region. With ARR surpassing…
Money Forward Earnings FY25 Q1｜Driving Scalable Growth through AI-Powered Productivity and Domain Focus
In today’s episode, we break down the latest earnings from Money Forward—one of Japan’s most product-led and structurally sound SaaS companies. With ARR growing 26% year over year, EBITDA margins…
RAKUS Earnings FY24 Q3｜Balancing Aggressive Growth and Strategic Defense through Ad Optimization and Diversification
In today’s episode, we dive into the latest earnings from RAKUS—one of Japan’s most strategically disciplined SaaS companies. With operating profit more than doubling year over year and recurring…
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SaaS Japan Unlocked has published 11 episodes since May 2025, covering topics in Business.
SaaS Japan Unlocked is currently dormant with new episodes every few days. Average episode length is 11m.
