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Ye Digital (2354) · InitiativeContinued demand for logistics DX, but project sales shifted to the second half

Release of the new logistics DX service “MMLogiStation”

First written in FY2022. 8 of 15 entries say "Advanced", first in FY2023-Q3. Latest entry: FY2027-H1.

15entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023-Q1AdvancedFY2023-Q3 – FY2025-Q1RestatedFY2025-H1 – FY2026-H12022: 220222023: 420232024: 420242025: 120252026: 42026
Same theme, other companies
Visualization and Sharing of Logistics Information Using WMS, TMS and PMSA theme 9 companies write about · 0 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2023: 1 of 6 companies on the "Worse" side.

0 other companies' latest entry also says "Other".

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. FY2027-H1Continued demand for logistics DX, but project sales shifted to the second halfAnnual report

    「Although strong demand for the Logistics DX business continued, it remained at the same level as the same period of the previous year, partly because some projects were deferred to the second half for revenue recognition.」

    Although strong demand for Logistics DX continued, revenue recognition for some projects was deferred to the second half, leaving interim results at the same level as the same period of the previous year.
  2. FY2026AdvancedAnnual report

    「The Logistics DX business continued to receive strong inquiries and orders from the beginning of the current fiscal year and increased significantly from the previous fiscal year, particularly through new developments such as in-plant logistics for manufacturers. As a result, orders received totaled ¥4,543 million, up 23.5% from the previous consolidated fiscal year, while net sales totaled ¥4,361 million, up 6.2%.」

    In Logistics DX, the company expanded into in-plant logistics for manufacturers, resulting in a 23.5% increase in orders received and a 6.2% increase in net sales.
  3. FY2026-H1Revenue declined despite continued inquiries and orders for logistics DX, due to lower orders in the previous fiscal year.Annual report

    「The Logistics DX business continued to receive strong inquiries and orders, but declined from the same period of the previous year due to the impact of lower orders in the previous fiscal year.」

    Although strong inquiries and orders for MMLogiStation and other Logistics DX offerings continued, sales for the current interim period declined year on year due to the impact of lower orders in the previous fiscal year.
  4. FY2025-H1RestatedAnnual report

    「In the IoT solutions business, the logistics DX field is promoting business expansion by accelerating sales of the company’s MMLogiStation solution in the logistics market, where demand remains strong, and through a business partnership with Toyota Industries Corporation.」

    For MMLogiStation, the company continued to expand the business by accelerating sales in the logistics market, where demand remains strong, and through a business partnership with Toyota Industries Corporation.
  5. FY2025-Q1AdvancedAnnual report

    「In the IoT solutions business, the logistics DX field is advancing the expansion of solution sales through the launch of the new “Analyst-DWC” solution and a business partnership with Toyota Industries Corporation.」

    In the logistics DX field, the company launched the new Analyst-DWC solution and moved toward expanding solution sales through business partnerships.
  6. FY2024AdvancedAnnual report

    「MMLogiStation, a warehouse execution system, continued to see order growth, including demand from large warehouses undergoing automation, based on its track record at the KAINZ Kuwana Distribution Center.」

    For MMLogiStation, orders increased at large warehouses and other facilities based on its track record at the KAINZ Kuwana Distribution Center.
  7. FY2024-Q3RaisedAnnual report

    「In the logistics DX field, the company is working to expand the business and acquire customers by accelerating order acquisition and also looking ahead to the future automation of logistics after overcoming the “2024 problem” in the logistics industry.」

    For logistics DX, the company indicated a policy of looking beyond accelerating order acquisition to future logistics automation after the “2024 problem,” and is broadening the scope of its business development.
  8. FY2024-Q2AdvancedAnnual report

    「The company worked to accelerate efforts to capture strong demand in the logistics DX field.」

    For smart logistics, including new services for logistics DX, the company accelerated efforts to capture strong demand. Revenue from the IoT solutions business increased 21.2% year on year.
  9. FY2024-Q1AdvancedAnnual report

    「In the IoT solutions business, development of factory automation systems for internet and security-related products and remote monitoring decreased from the same period of the previous year, but sales of information equipment remained firm, while the smart logistics business increased through expanded sales of solutions to the logistics industry, where demand remains strong.」

    The smart logistics business, including new services for logistics DX, increased year on year through expanded sales of solutions to the logistics industry, where demand remains strong.
  10. FY2023AdvancedAnnual report

    「MMLogiStation, a warehouse automation system, saw a sharp increase in orders in the second half of the fiscal year and was adopted at a large next-generation distribution center operated by a major retailer.」

    For MMLogiStation for logistics DX, the company disclosed specific progress in the form of a sharp increase in orders in the second half of the fiscal year and adoption at a large next-generation distribution center operated by a major retailer.
  11. FY2023-Q3AdvancedAnnual report

    「The smart logistics business increased through expanded sales of new solutions to the logistics industry, where demand continues to grow.」

    The company stated that the smart logistics business, including the logistics DX service MMLogiStation, increased through expanded sales of new solutions to the logistics industry.
  12. FY2023-Q1RestatedAnnual report

    「In the AI and IoT business, the company will pursue full-scale sales growth for products newly launched in the livestock and logistics sectors in fiscal 2021, in addition to its existing products for the food processing and transportation sectors.」

    For products launched into the market in fiscal 2021, including the new logistics service, the company reaffirmed its policy of pursuing full-scale sales expansion in the first year, fiscal 2022.
  13. FY2022First statedAnnual report

    「The company launched “MMLogiStation,” a new service for logistics DX, and implemented WES (Warehouse Execution System) functions that enable rapid warehouse automation and facility expansion, as well as a function for simulating the benefits of system implementation.」

    The company launched MMLogiStation as a new service equipped with WES functions supporting warehouse automation and facility expansion, and functions for simulating the benefits of implementation.
Moved together

"Next-period annual dividend planned at ¥6 (¥3 interim, ¥3 year-end)" moved the same way as this thread, in the same document, in 8 of its 15 moves.

876655★123456
  1. ★This thread
  2. 1Next-period annual dividend planned at ¥6 (¥3 interim, ¥3 year-end)8×
  3. 2Stable growth and the establishment of the Business Solutions Business as a profitable operation7×
  4. 3Expansion into growth areas such as IoT/M2M, environmental energy and healthcare6×
  5. 4Launch of “Milfee,” a New Service for Agricultural DX6×
  6. 5Transforming the Business Model and Reforming the Cost Structure under the Medium-Term Management Plan “Challenge for Excellence”5×
  7. 6Strengthening sales and marketing strategies and establishing the service business5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Ye Digital yet. It last moved in the Revision of earnings forecasts of 2026-09-18: "Other".
Release of the new logistics DX service “MMLogiStation” | YE DIGITAL Corporation (2354) | Komori