Komori
VRAIN Solution (135A) · RiskRestated

Intensifying competition due to entry by major companies and new market entrants

First written in FY2024. 3 of 4 entries say "Restated". Latest entry: FY2026.

4entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024 – FY20262024: 120242025: 120252026: 22026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 572 companies write about · 596 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 30 of 89 companies on the "Worse" side.

123 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 596 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「If competitors with greater competitive advantages, including large companies with greater financial resources and brand strength, enter the market, the Company's business and financial results could be affected.」

    The Company continues to disclose the risk of intensifying competition from large companies and new entrants.
  2. 2026-04-28RestatedEarnings presentation

    「The manufacturing market is very large, with many customer needs and challenges, so we view the industry as highly competitive, with many players. At the same time, AI implementation in manufacturing remains limited, and, as you recognize, we believe this is still a phase in which each company can grow sales. Although there are many AI and DX vendors serving manufacturers, we believe the number of substantive competitors is limited to approximately several companies.」

    The Company described intense competition while explaining the remaining opportunity for manufacturing AI implementation and its view that there are only a few substantive competitors.
  3. FY2025RestatedAnnual report

    「If competitors with greater competitive advantages, including large companies with greater financial resources and brand strength, enter the market, the Company's business and financial results could be affected.」

    The Company continues to disclose the risk of intensifying competition from large companies and new entrants.
  4. FY2024First statedAnnual report

    「If competitors with greater competitive advantages, including large companies with greater financial resources and brand strength, enter the market, the Company's business and financial results could be affected.」

    The Company plans to respond through its implementation track record, manufacturing expertise, one-stop service from planning through implementation, and stronger financial and brand resources.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
VRAIN Solution's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Earnings presentation of 2026-04-28: "Restated".
News
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