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Saylor Advertising (2156) · RiskFirst stated

Risk of concentration of delivery and acceptance-inspection periods in the software development business

First written in FY2026. . Latest entry: FY2026.

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Same theme, other companies
Earnings weighted toward the second half due to customer budget execution and the product development cycleA theme 29 companies write about · 29 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 4 of 14 companies on the "Worse" side.

1 other company's latest entry also says "First stated".

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Showing 14 of the 29 companies compared. The sentences above are computed from all 29.
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  1. FY2026First statedAnnual report

    「For local governments and other entities, the delivery and commissioning of systems tend to be concentrated at the end of the fiscal year in line with the budget execution cycle. As a result, the Group's sales and profit tend to be weighted toward the fourth quarter each year, particularly March.」

    For the newly established software development business, the Company describes for the first time the risk that deliveries, commissioning, sales and profit will be concentrated in the fourth quarter due to local governments' budget execution cycles. It also identifies maintenance and operations services as a countermeasure to smooth this concentration.
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Saylor Advertising's next results are scheduled for 2026-11-10. Read the earnings preview
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