Fluctuations in delivery timing due to changes in AI system specifications and postponed installation
First written in FY2024. 2 of 4 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2025: 2 of 6 companies on the "Worse" side.
4 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「However, delivery dates may fluctuate if specifications are changed at a customer's request or if production takes priority on the scheduled delivery date and installation of the AI system is postponed.」
The Company continues to disclose the risk of changes in delivery dates and revenue-recognition timing caused by specification changes and installation delays. - 2026-04-28MitigatedEarnings presentation
「Resources were concentrated on recognizing sales at the end of the fiscal year before last, causing a delay in progress during the first quarter of the previous fiscal year. This fiscal year, however, backlog has accumulated and our support structure is established, so we expect year-on-year improvement without the operational constraints that caused the stagnation seen in the previous fiscal year’s first quarter.」
The Company explained that the prior first-quarter delay caused by operational constraints should not recur this fiscal year, given the accumulated backlog and established support structure. - FY2025RestatedAnnual report
「However, delivery dates may fluctuate if specifications are changed at a customer's request or if production takes priority on the scheduled delivery date and installation of the AI system is postponed.」
The Company continues to disclose the risk of changes in delivery dates and revenue-recognition timing caused by specification changes and installation delays. - FY2024First statedAnnual report
「Delivery dates may fluctuate if specifications are changed at a customer's request or if production takes priority on the scheduled delivery date and installation of the AI system is postponed.」
The Company states that this could affect financial results through changes in the timing of revenue recognition.