Komori
Thinca (149A) · RiskRestated

Slower Growth or Contraction in the Cloud Services Market

First written in FY2023. 3 of 4 entries say "Restated". Latest entry: FY2025.

4entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY20252024: 120242025: 220252026: 12026
Same theme, other companies
Demand decline due to slowing growth in the cloud services marketA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 2 of 8 companies on the "Worse" side.

11 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「However, if growth in the market slows or the market contracts in the future due to economic conditions or business trends, this could affect the company’s operating results and financial position.」

    Continues to identify slowing or contracting market growth as a risk while cloud-service use and investment remain on an expansionary trend.
  2. FY2025-H1RestatedAnnual report

    「As shown by the Ministry of Internal Affairs and Communications’ 2024 Communications Usage Trend Survey, the cloud-service adoption rate among domestic companies has exceeded 80% and continues to rise.」

    States that cloud-service use by domestic companies continues to expand. No material change is identified in the risk of slowing or contracting market growth.
  3. FY2024RestatedAnnual report

    「In the cloud services market in which the company operates, the proportion of companies using cloud services reached 77.7% in 2023, and cloud-service use and investment continue to expand, according to the Ministry of Internal Affairs and Communications’ 2023 Communications Usage Trend Survey. However, if market growth slows or the market contracts due to economic conditions or business trends, this could affect the company’s operating results and financial position.」

    Continues to disclose the risk of slowing or contracting market growth while updating the cloud-service adoption rate.
  4. FY2023First statedAnnual report

    「If growth in the market slows or the market contracts in the future due to economic conditions or business trends, this could affect the company’s operating results and financial position.」

    Identifies slowing or contracting market growth as a risk, based on a 72.2% cloud-service adoption rate among companies in 2022.
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
No upcoming earnings preview for Thinca yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Slower Growth or Contraction in the Cloud Services Market | Thinca Co.,Ltd. (149A) | Komori