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Ye Digital (2354) · TargetRestated

Establishing a Stable, Highly Profitable Services Business

First written in FY2019. 9 of 14 entries say "Advanced", first in FY2020. Latest entry: FY2027-H1.

14entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019AdvancedFY2020 – FY2022RestatedFY2025-H12019: 120192020: 120202021: 120212022: 320222023: 220232024: 320242025: 020252026: 32026
Same theme, other companies
Business shift from customized development to general-purpose cloud servicesA theme 19 companies write about · 3 as a headwind · 16 as a tailwind

The whole theme swung hardest in 2020: 1 of 9 companies on the "Worse" side.

4 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.
Showing 14 of the 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「The group is also accelerating the launch of the new services “AQUA DataFusion” and “COREVIO,” working to bring them into business and generate revenue at an early stage.」

    To stabilize and increase the profitability of the service business, the group continues to accelerate the launch of AQUA DataFusion and COREVIO and pursue their early commercialization and monetization.
  2. 2026-06-25AdvancedEarnings

    「We are also accelerating the launch of the new services “AQUA DataFusion” and “COREVIO” and working to achieve their early commercialization and monetization.」

    新サービスの立ち上げを加速し、早期事業化・収益化を目指す段階を明示している。
  3. FY2026AdvancedAnnual report

    「・In the service business, the group began providing “AQUA DataFusion,” an operations and maintenance data utilization service combining data utilization and analytical expertise with the latest generative AI analysis.」

    For the service business, the group began providing AQUA DataFusion, which combines data utilization and analysis with generative AI analysis, and expanded into a service-based, high-value-added business.
  4. FY2025-H1RestatedAnnual report

    「In the service business, the company is promoting the deepening and expansion of its business DX service model and the shift to service-based offerings by making maximum use of the Logistics DX Service Center, thereby increasing its stock ratio and developing a stable, highly profitable business.」

    For the service business, the group continues to pursue the expansion and deepening of its business DX service model and the use of the Logistics DX Service Center to expand its recurring revenue base and establish a stable, highly profitable business.
  5. FY2025-Q1AdvancedAnnual report

    「In the service business, the company is promoting the shift to service-based offerings, including by making maximum use of the Logistics DX Service Center opened in January 2024, with the aim of increasing its stock ratio and developing a stable, highly profitable business.」

    Regarding the stabilization and increased profitability of the service business, the group is promoting the development of services using the Logistics DX Service Center, which opened in January 2024, with the aim of expanding its recurring revenue base.
  6. FY2024AdvancedAnnual report

    「In the service business, the group worked to increase its recurring revenue base by acquiring new engagements through business DX operations and new AI/IoT service models originating from the IT Customer Service Center “Smart Service AQUA,” and by promoting the adoption of subscription services.」

    The group worked to increase its recurring revenue base through operational services originating from AQUA, new service models, acquisition of new engagements and promotion of subscription adoption.
  7. FY2024-Q1RestatedAnnual report

    「In the service business, the group is working to increase its recurring revenue base by acquiring new customers and engagements through new service models for business DX and AI/IoT originating from the IT Customer Service Center “Smart Service AQUA.”」

    To stabilize and increase the profitability of the service business, the group continues to pursue the acquisition of new customers and engagements through new business DX, AI and IoT service models originating from Smart Service AQUA, thereby increasing its recurring revenue base.
  8. FY2023AdvancedAnnual report

    「In the service business, the group will use the IT Customer Service Center “Smart Service AQUA” to pursue a stable, highly profitable business by establishing service models linked to business DX and AI/IoT and creating a recurring-revenue business.」

    Regarding the stabilization and increased profitability of the service business, the group identifies the use of AQUA to establish service models linked to business DX, AI and IoT and create a recurring-revenue business as specific priorities.
  9. FY2023-Q2AdvancedAnnual report

    「In the service business, the group relocated and expanded the IT Customer Service Center “Smart Service AQUA” in June to strengthen coordination between its business DX and AI/IoT businesses and create new added value.」

    To stabilize and increase the profitability of the service business, the group relocated and expanded AQUA in June, strengthened coordination between its business DX and AI/IoT businesses, and pursued the creation of new added value.
  10. FY2023-Q1RestatedAnnual report

    「In preparation for future growth in service businesses related to DX, AI and IoT, the group relocated and expanded the IT Customer Service Center “Smart Service AQUA” in June 2022. It is working to enhance the service structure by strengthening coordination with its business DX and AI/IoT businesses and creating new added value.」

    The group has reaffirmed its policy of stabilizing and increasing the profitability of the service business by relocating and expanding AQUA in preparation for growth in DX, AI and IoT, and by enhancing coordination among its businesses.
  11. FY2022AdvancedAnnual report

    「・Expanded the service revenue mix, helping to stabilize the business. ・Expanded the AQUA 24/365 service structure and improved service levels. ・The number of AQUA customers increased steadily and substantially exceeded the target.」

    For the service business, the report describes progress in executing the plan, including a higher service revenue mix, improvements to AQUA’s 24/365 service structure and service levels, and customer numbers exceeding the target.
  12. FY2021AdvancedAnnual report

    「・Expanded the service business using the company’s IT Customer Service Center “Smart Service AQUA” to build a recurring revenue base. ・Began providing services on a one-stop basis and worked to acquire customers independently for the service business. ・Expanded the business and improved profitability by enhancing and streamlining the service delivery structure.」

    The group expanded its recurring service business using Smart Service AQUA, then broadened its initiatives to one-stop service delivery, independent customer acquisition and greater efficiency and profitability in its service organization.
  13. FY2020AdvancedAnnual report

    「In the service business, customer acquisition using the IT Customer Service Center “Smart Service AQUA” increased the stock of service contracts, contributing to the stabilization of quarterly earnings and profitability in every quarter.」

    The report states that customer acquisition using Smart Service AQUA increased the stock of service engagements, contributing to the stabilization of quarterly earnings and profitability in every quarter.
  14. FY2019First statedAnnual report

    「Policy 3: Establish a stable, highly profitable service business ・Promote and establish the service business ・Increase utilization of Smart Service AQUA ・Expand usage and promote continued use」

    As a policy under the new medium-term management plan, the group has set the goal of establishing the service business as a stable, highly profitable business, together with initiatives to promote the business, increase utilization of its facilities and encourage continued use.
Moved together

"Strengthening sales and marketing strategies and establishing the service business" moved the same way as this thread, in the same document, in 9 of its 14 moves.

977776★123456
  1. ★This thread
  2. 1Strengthening sales and marketing strategies and establishing the service business9×
  3. 2Transforming the Business Model and Reforming the Cost Structure under the Medium-Term Management Plan “Challenge for Excellence”7×
  4. 3Practical Application of AI Technologies such as Machine Learning and Deep Learning7×
  5. 4Next-period annual dividend planned at ¥6 (¥3 interim, ¥3 year-end)7×
  6. 5Introduction of Stock Compensation-Type Stock Options for Directors and Executive Officers7×
  7. 6Developing Attractive Solutions and Acquiring Advanced Technologies Early6×

★ 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 Earnings of 2026-06-25: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Establishing a Stable, Highly Profitable Services Business | YE DIGITAL Corporation (2354) | Komori