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Ye Digital (2354) · TargetInterim-period revenue decline; large ERP projects completed

Stable growth and the establishment of the Business Solutions Business as a profitable operation

First written in FY2016. 18 of 37 entries say "Advanced", first in FY2017-Q3. Latest entry: FY2027-H1.

37entries
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ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018OtherFY2021-Q1 – FY2022-Q3AdvancedFY2023-Q3 – FY2025-Q1OtherFY2025-H1 – FY2027-H12016: 220162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 420242025: 120252026: 22026
Same theme, other companies
Stable growth and the establishment of the Business Solutions Business as a profitable operationA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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  1. FY2027-H1Interim-period revenue decline; large ERP projects completedAnnual report

    「In this business, ERP solutions decreased from the same period of the previous year as large-scale projects that had driven the business through the promotion and construction of Business DX projects on a prime-contractor basis reached completion. Business system development for mobile network operators and automobile manufacturers increased from the same period of the previous year. As a result, revenue was ¥7,302 million, down 6.8% year on year.」

    The Business Solutions segment reported lower revenue as large-scale projects that had driven ERP reached completion, while development for mobile network operators and automobile manufacturers increased.
  2. FY2026Slight full-year sales growth, higher ERP revenue and completion of projects for health insurersAnnual report

    「In this business, ERP solutions increased from the previous fiscal year as a result of promoting and building Business DX projects, developing the IT infrastructure and other operating environments, developing new customers and winning projects. Although the completion of system development for health insurers had an impact, business system development for automobile manufacturers and development for mobile network operators remained solid. As a result, order intake was ¥15,418 million, down 2.6% from the previous consolidated fiscal year, while revenue was ¥15,901 million, up 0.4%.」

    ERP solutions increased through DX promotion, IT infrastructure development and customer development, while the completion of system development for health insurers affected results. Segment revenue increased 0.4%.
  3. FY2026-H1Change in business mix due to ERP growth and the completion of health insurer projectsAnnual report

    「In this business, ERP solutions increased from the same period of the previous year as a result of promoting and building Business DX projects on a prime-contractor basis, developing new customers and winning projects. Business system development for automobile manufacturers also remained solid, but system development for health insurers declined as projects ended, and development for mobile network operators also decreased from the same period of the previous year. As a result, revenue was ¥7,834 million, down 1.2% year on year.」

    In the Business Solutions segment, ERP increased through Business DX on a prime-contractor basis, customer development and project wins, while development for automobile manufacturers remained solid. Revenue nevertheless declined 1.2% year on year, mainly due to the completion of projects for health insurers.
  4. FY2025-H1Health insurer business declined as revenue increased in the interim period and large-scale projects came to an endAnnual report

    「In this business, ERP solutions increased from the previous interim consolidated accounting period, supported by our continued efforts to promote and build Business DX projects on a prime-contractor basis. System development for health insurers decreased as large-scale projects came to an end, and development for mobile network operators also decreased. As a result, revenue was ¥7,933 million, up 5.7% from the previous interim consolidated accounting period.」

    In the Business Solutions segment, ERP solutions increased through Business DX promotion on a prime-contractor basis, while the health insurer business declined as large-scale projects came to an end, and development for mobile network operators also decreased. Segment revenue rose 5.7% from the previous interim period.
  5. FY2025-Q1AdvancedAnnual report

    「In this business, system development for health insurers increased from the same period of the previous year, and ERP solutions also increased as a result of our continued efforts to promote and build Business DX projects on a prime-contractor basis. Development for mobile network operators decreased from the same period of the previous year. As a result, revenue was ¥4,051 million, up 14.0% year on year.」

    In the Business Solutions segment, system development for health insurers and ERP solutions driven by Business DX on a prime-contractor basis increased, and revenue rose 14.0% year on year.
  6. FY2024AdvancedAnnual report

    「As a result, order intake was ¥15,814 million, up 27.0% from the previous consolidated fiscal year, and revenue was ¥15,024 million, up 26.3%.」

    In the Business Solutions segment, order intake increased 27.0% and revenue increased 26.3%, driven by large-scale ERP projects and other factors.
  7. FY2024-Q3AdvancedAnnual report

    「In this business, system development for health insurers increased from the same period of the previous year due to the execution of large-scale projects. ERP solutions also remained strong and increased from the same period of the previous year, supported by our continued efforts to promote and build Business DX projects on a prime-contractor basis. As a result, revenue was ¥11,538 million, up 40.6% year on year.」

    In the Business Solutions segment, system development for health insurers increased due to the execution of large-scale projects, and ERP solutions also increased. Segment revenue rose 40.6% year on year.
  8. FY2024-Q2AdvancedAnnual report

    「In this business, development for mobile network operators decreased from the same period of the previous year, while system development for health insurers increased. ERP solutions also remained strong and increased from the same period of the previous year, supported by our continued efforts to promote and build Business DX projects on a prime-contractor basis. As a result, revenue was ¥7,502 million, up 43.5% year on year.」

    In the Business Solutions segment, system development for health insurers and ERP solutions driven by Business DX promotion on a prime-contractor basis increased, and revenue rose 43.5% year on year.
  9. FY2024-Q1AdvancedAnnual report

    「In this business, development for mobile network operators decreased from the same period of the previous year, while system development for health insurers remained solid. ERP solutions increased from the same period of the previous year, supported by our continued efforts to promote and build Business DX projects on a prime-contractor basis. As a result, revenue was ¥3,553 million, up 46.3% year on year.」

    In the Business Solutions segment, ERP solutions increased as a result of continued efforts to promote and build Business DX projects on a prime-contractor basis, and segment revenue increased 46.3% year on year.
  10. FY2023AdvancedAnnual report

    「As a result, orders received were ¥12.475 billion, up 24.2% from the previous consolidated fiscal year, and revenue was ¥11.899 billion, up 18.8%.」

    In the Business Solutions segment, orders received increased 24.2% and revenue increased 18.8%, driven by increases in ERP solutions resulting from the promotion and development of business DX under the company’s prime contracts and other factors.
  11. FY2023-Q3AdvancedAnnual report

    「Construction of systems for health insurers declined from the same period of the previous year, while development for mobile telecommunications operators remained solid and ERP solutions increased as the promotion and development of business DX under the company’s prime contracts continued to perform well. As a result, revenue was ¥8.203 billion, up 15.5% from the same quarter of the previous year.」

    In the Business Solutions segment, revenue increased 15.5% year on year as ERP solutions and other offerings driven by business DX under the company’s prime contracts increased, despite a decline in construction of systems for health insurers.
  12. FY2023-Q2Business Solutions revenue increase; delays in development for health insurersAnnual report

    「Construction of systems for health insurers declined from the same period of the previous year due to delays in development plans and other factors, while development for mobile telecommunications operators remained solid and ERP solutions continued to perform well due to the promotion and development of business DX under the company’s prime contracts. As a result, revenue was ¥5.228 billion, up 8.7% from the same quarter of the previous year.」

    While construction of systems for health insurers declined due to delays in development plans, development for mobile telecommunications operators and ERP solutions driven by business DX under the company’s prime contracts performed well, resulting in an 8.7% year-on-year increase in revenue.
  13. FY2023-Q1First-quarter revenue increase; substantial increase in ERPAnnual report

    「In this segment, construction of systems for health insurers declined from the same period of the previous year, while development for mobile telecommunications operators remained solid and ERP solutions increased substantially due to the promotion and development of business DX under the company’s prime contracts. As a result, revenue was ¥2.428 billion, up 8.2% from the same quarter of the previous year.」

    Business Solutions revenue increased 8.2% year on year, driven by a substantial increase in ERP solutions resulting from the promotion and development of business DX under the company’s prime contracts, despite a decline in business for health insurers.
  14. FY2022AdvancedAnnual report

    「In this segment, construction of core systems for companies and systems for health insurers declined from the previous fiscal year, but development for mobile telecommunications operators remained solid, and ERP solutions increased substantially due to the promotion and execution of business DX under the company’s prime contracts. As a result, orders received were ¥10.042 billion, up 11.7% from the previous consolidated fiscal year, and revenue was ¥10.016 billion, up 9.4%.」

    In the Business Solutions segment, orders received increased 11.7% and revenue increased 9.4%, as a substantial increase in ERP solutions driven by business DX under the company’s prime contracts offset declines in corporate and health insurer-related business.
  15. FY2022-Q3Continued increase in Business Solutions revenue; substantial increase in ERPAnnual report

    「[Business Solutions] In this segment, construction of core systems for companies and systems for health insurers declined from the same period of the previous year, while development for mobile telecommunications operators remained solid and ERP solutions increased substantially. As a result, revenue was ¥7.101 billion, up 9.7% from the same quarter of the previous year.」

    While construction of core systems for companies and systems for health insurers declined, development for mobile telecommunications operators remained solid and ERP solutions increased substantially, resulting in a 9.7% year-on-year increase in revenue.
  16. FY2022-Q2Continued increase in Business Solutions revenueAnnual report

    「In this segment, development for mobile telecommunications operators declined from the same period of the previous year, but construction of core systems for companies and systems for health insurers remained solid, while ERP solutions increased. As a result, revenue was ¥4.808 billion, up 9.5% from the same quarter of the previous year.」

    Although development for mobile telecommunications operators declined, revenue increased 9.5% year on year due to core systems and systems for health insurers for companies and ERP solutions.
  17. FY2022-Q1Increase in Business Solutions revenueAnnual report

    「In this segment, development of core systems for companies declined from the same period of the previous year, but construction of systems for health insurers remained solid, while development for mobile telecommunications operators and ERP solutions increased. As a result, revenue was ¥2.245 billion, up 5.7% from the same quarter of the previous year.」

    Although development of core systems for companies declined, construction of systems for health insurers remained solid, while development for mobile telecommunications operators and ERP solutions increased, resulting in a 5.7% year-on-year increase in segment revenue.
  18. FY2021Full-year decline in Business Solutions revenueAnnual report

    「As a result, orders received were ¥8.989 billion, down 0.6% from the previous consolidated fiscal year, and revenue was ¥9.156 billion, down 2.2%.」

    In the Business Solutions segment, full-year orders received declined 0.6% and revenue declined 2.2% amid a business mix that included increases in core system construction for companies and other areas and a decline in ERP.
  19. FY2021-Q3Business Solutions revenue declineAnnual report

    「[Business Solutions] In this segment, construction of core systems for companies and construction of systems for mobile telecommunications operators remained solid, while construction of systems for health insurers remained at approximately the previous fiscal year’s level. However, ERP solutions fell below the same period of the previous year. As a result, revenue was ¥6.474 billion, down 3.3% from the same quarter of the previous year.」

    Construction of core systems for companies and systems for mobile telecommunications operators remained solid, and systems for health insurers were at approximately the previous fiscal year’s level, but revenue declined 3.3% year on year due to a decline in ERP solutions.
  20. FY2021-Q2Business Solutions revenue declineAnnual report

    「In this segment, construction of systems for mobile telecommunications operators and health insurers remained solid, and there were also large-scale sales from corporate projects, but ERP solutions fell below the same period of the previous year. As a result, revenue was ¥4.392 billion, down 8.3% from the same quarter of the previous year.」

    Construction of systems for mobile telecommunications operators and health insurers and large-scale corporate projects remained solid, but segment revenue declined 8.3% year on year due to a decline in ERP solutions.
  21. FY2021-Q1Continued increase in Business Solutions revenueAnnual report

    「[Business Solutions] In this segment, ERP solutions declined from the same period of the previous year, while development of core systems for companies and construction of systems for health insurers increased. As a result, revenue was ¥2.124 billion, up 8.6% from the same quarter of the previous year.」

    Although ERP solutions declined, development of core systems for companies and construction of systems for health insurers increased, resulting in an 8.6% year-on-year increase in segment revenue.
  22. FY2020AdvancedAnnual report

    「[Business Solutions] In this segment, ERP solutions declined from the same period of the previous year, but IT investment by the Yaskawa Electric group, construction of systems for health insurers and development for mobile telecommunications operators increased steadily. As a result, orders received were ¥9.045 billion, down 12.7% from the previous consolidated fiscal year, while revenue was ¥9.366 billion, up 13.4%.」

    In the Business Solutions segment, revenue increased 13.4% year on year as IT investment by the Yaskawa Electric group, construction of systems for health insurers and development for mobile telecommunications operators increased despite a decline in ERP.
  23. FY2020-Q3Continued increase in Business Solutions revenueAnnual report

    「[Business Solutions] In this segment, IT investment by the Yaskawa Electric group, construction of systems for health insurers and development of core systems for companies increased from the same period of the previous year. As a result, revenue was ¥6.696 billion, up 16.3% from the same quarter of the previous year.」

    IT investment by the Yaskawa Electric group, construction of systems for health insurers and development of core systems for companies increased, resulting in a 16.3% year-on-year increase in Business Solutions revenue.
  24. FY2020-Q2Continued increase in Business Solutions revenueAnnual report

    「[Business Solutions] In this segment, IT investment by the Yaskawa Electric group, development of core systems for companies and construction of systems for health insurers increased from the same period of the previous year. As a result, revenue was ¥4.788 billion, up 14.4% from the same quarter of the previous year.」

    IT investment by the Yaskawa Electric group, development of core systems for companies and construction of systems for health insurers increased, resulting in a 14.4% year-on-year increase in Business Solutions revenue.
  25. FY2020-Q1AdvancedAnnual report

    「[Business Solutions] In this segment, construction of systems for health insurers and development for mobile telecommunications operators declined from the same period of the previous year, while IT investment by the Yaskawa Electric group, development of core systems for companies and ERP solutions increased. As a result, revenue was ¥1.955 billion, up 19.4% year on year.」

    Despite declines in construction of systems for health insurers and other areas, revenue in the Business Solutions segment increased 19.4% year on year due to increased IT investment by the Yaskawa Electric group, development of core systems for companies and ERP solutions.
  26. FY2019AdvancedAnnual report

    「[Business Solutions] In this segment, development for mobile telecommunications operators declined, but corporate ERP solutions, including those for the Yaskawa Electric group, remained strong. As a result, orders received were ¥10.359 billion, up 35.4%, and revenue was ¥8.257 billion, up 4.6%.」

    In the Business Solutions segment, orders received increased 35.4% and revenue increased 4.6%, as strong corporate ERP solutions offset a decline in development for mobile telecommunications operators.
  27. FY2019-Q3Slight increase in Business Solutions revenueAnnual report

    「[Business Solutions] In this segment, development for mobile telecommunications operators and development of core systems for companies declined, while construction of systems for health insurers, IT investment by the Yaskawa Electric group and ERP solutions increased from the same period of the previous year. As a result, revenue was ¥5.756 billion, up 0.5% year on year.」

    While development for mobile telecommunications operators and development of core systems for companies declined, construction of systems for health insurers, IT investment by the Yaskawa Electric group and ERP solutions increased, resulting in a 0.5% year-on-year increase in segment revenue.
  28. FY2019-Q2Slight decline in Business Solutions revenueAnnual report

    「[Business Solutions] In this segment, construction of systems for health insurers, ERP solutions and IT investment by the Yaskawa Electric group increased from the same period of the previous year, but development for mobile telecommunications operators and development of core systems for companies declined. As a result, revenue was ¥4.185 billion, down 0.5% year on year.」

    While construction of systems for health insurers, ERP solutions and IT investment by the Yaskawa Electric group increased, development for mobile telecommunications operators and development of core systems for companies declined, resulting in a 0.5% year-on-year decrease in revenue.
  29. FY2019-Q1Business Solutions revenue declineAnnual report

    「In this segment, construction of systems for health insurers increased from the same period of the previous year, and ERP solutions and IT investment by the Yaskawa Electric group remained solid, but development of core systems for companies and development for mobile telecommunications operators declined. As a result, revenue was ¥1.637 billion, down 6.6% year on year.」

    Construction of systems for health insurers increased, and ERP solutions and IT investment by the Yaskawa Electric group remained solid, but segment revenue declined 6.6% year on year due to decreases in development of core systems for companies and development for mobile telecommunications operators.
  30. FY2018AdvancedAnnual report

    「[Business Solutions] In this segment, development of core systems for companies declined, while IT investment by the Yaskawa Electric group and development for mobile telecommunications operators increased. There were also large-scale projects to renew school ICT infrastructure for local governments. As a result, orders received were ¥7.653 billion, up 1.1%, and revenue was ¥7.897 billion, up 14.6%.」

    In the Business Solutions segment, orders received increased 1.1% and revenue increased 14.6%, despite a decline in development of core systems for companies, due to IT investment by the Yaskawa Electric group, development for mobile telecommunications operators and large-scale school ICT infrastructure renewal projects.
  31. FY2018-Q4AdvancedAnnual report

    「[Business Solutions] In this segment, construction of systems for health insurers declined from the same period of the previous year, while IT investment by the Yaskawa Electric group and development for mobile telecommunications operators increased. There were also large-scale projects to renew school ICT infrastructure for local governments. As a result, revenue was ¥5.727 billion, up 15.6% year on year.」

    While construction of systems for health insurers declined, revenue increased 15.6% year on year due to IT investment by the Yaskawa Electric group, development for mobile telecommunications operators and large-scale projects to renew school ICT infrastructure for local governments.
  32. FY2018-Q3AdvancedAnnual report

    「[Business Solutions] In this segment, construction of systems for health insurers declined from the same period of the previous year, while IT investment by the Yaskawa Electric group and development for mobile telecommunications operators increased. There were also large-scale projects to renew school ICT infrastructure for local governments. As a result, revenue was ¥4.208 billion, up 20.1% year on year.」

    While construction of systems for health insurers declined, revenue increased 20.1% year on year due to IT investment by the Yaskawa Electric group, development for mobile telecommunications operators and large-scale projects to renew school ICT infrastructure for local governments.
  33. FY2018-Q2AdvancedAnnual report

    「[Business Solutions] In this segment, construction of systems for health insurers and ERP solutions declined from the same period of the previous year, while IT investment by the Yaskawa Electric group, construction of business systems for companies and development for mobile telecommunications operators increased. As a result, revenue was ¥1.752 billion, up 21.2% year on year.」

    Following the change in business classification, revenue in the Business Solutions segment increased 21.2% year on year due to increased IT investment by the Yaskawa Electric group, business systems for companies and development for mobile telecommunications operators.
  34. FY2017AdvancedAnnual report

    「As a result, orders received were ¥5.420 billion, up 11.1% from the previous consolidated fiscal year, and revenue was ¥5.210 billion, up 7.8%.」

    The company reported an 11.1% increase in orders received and a 7.8% increase in revenue in the Business Solutions segment. This indicates progress toward stable growth, but does not separately state that the business became profitable.
  35. FY2017-Q4AdvancedAnnual report

    「[Business Solutions] In this segment, ERP solutions and IT investment by the Yaskawa Electric group declined slightly from the same period of the previous year, while development for mobile telecommunications operators increased. As a result, revenue was ¥3.625 billion, up 8.3% from the same quarter of the previous year.」

    Although ERP solutions and other areas were factors behind the decline, revenue increased 8.3% year on year due to increased development for mobile telecommunications operators.
  36. FY2017-Q3AdvancedAnnual report

    「[Business Solutions] In this segment, ERP solutions and IT investment by the Yaskawa Electric group declined slightly from the same period of the previous year, while development for mobile telecommunications operators increased. As a result, revenue was ¥2.499 billion, up 5.7% year on year.」

    In the Business Solutions segment, revenue increased 5.7% year on year due to increased development for mobile telecommunications operators. This indicates progress in revenue toward the goal of achieving stable growth and a profitable business, but does not state that the profitability target was achieved.
  37. FY2016First statedAnnual report

    「The company provides business solutions ranging from the construction of core systems, networks and system infrastructure for companies in manufacturing, services and other industries to operations, maintenance and services, and will strengthen the business to ensure stable growth and earnings generation.」

    The company aims to strengthen the business into one that generates stable growth and earnings by providing services ranging from core systems to operations, maintenance and support.
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 10 of its 37 moves.

10109998★123456
  1. ★This thread
  2. 1Next-period annual dividend planned at ¥6 (¥3 interim, ¥3 year-end)10×
  3. 2Focus on the Medical, Health and Social Welfare, Local Government, and Education Sectors10×
  4. 3Transforming the Business Model and Reforming the Cost Structure under the Medium-Term Management Plan “Challenge for Excellence”9×
  5. 4Strengthening sales and marketing strategies and establishing the service business9×
  6. 5Introduction of Stock Compensation-Type Stock Options for Directors and Executive Officers9×
  7. 6Expansion into growth areas such as IoT/M2M, environmental energy and healthcare8×

★ 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.

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Stable growth and the establishment of the Business Solutions Business as a profitable operation | YE DIGITAL Corporation (2354) | Komori