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Hosted by Simon Drake · 🇺🇸 US · EN · 11 episodes
Established thought leaders with verified media credentials.
SaaS Japan Unlocked offers sharp insights into the evolving landscape of Japanese SaaS companies, through deep dives into their latest earnings reports.Whether you're a venture investor tracking opportunities in Japan, a startup founder eyeing the market, or a Japan-born exec working abroad, this podcast brings you timely, actionable perspectives on Japan’s SaaS ecosystem.Follow along to stay ahead of the curve in one of the world’s most underexplored but dynamic SaaS markets.
Simon Drake hosts SaaS Japan Unlocked, a business show with 11 episodes published.
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 LTV/CAC ≧ 3 is more th
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 across Japan’s mid-marke
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 83% year-over-year an
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 monetization. With 258,000+ custom
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 power nearly maximized,
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 the company pivots t
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 take-private deal led
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 margin expansion to
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 $2B, corporate churn a
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 reaching a record 10%, a
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 9
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SaaS Japan Unlocked is hosted by Simon Drake. The show is categorised under business and has published 11 episodes.
SaaS Japan Unlocked has published 11 episodes.
SaaS Japan Unlocked regularly covers business. It sits in the business category.
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SaaS Japan Unlocked hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of SaaS Japan Unlocked average 14 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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