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 revenue making up over 90% of sales, RAKUS is proving that you can grow aggressively while staying highly profitable.
We’ll explore how the company fine-tuned its ad spend, increased ARPU across key products, and laid the groundwork for global expansion through its new Indonesian subsidiary. Whether you're a SaaS founder, investor, or just curious about how Japanese tech firms are maturing, this episode is packed with insight.