Completion of Windows XP replacement demand, end of special-demand projects and reduced capital spending by telecommunications carriers
First written in FY2016-Q3. 10 of 28 entries say "Restated". Latest entry: FY2026-H1.
GiG Works moved to the "Worse" side of this theme in 2022, 2 years after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 4 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- FY2026-H1MitigatedAnnual report
「Field services performed well year on year by capturing demand for Windows replacements, GIGA School-related projects, survey projects and tablet POS-related projects.」
In response to concerns about the end of the previous OS replacement cycle, the commentary explains that field services performed well by capturing demand for Windows replacements. - FY2025-H1MitigatedAnnual report
「Field services remained solid as orders began to be received for related projects, driven by migration demand associated with the transition to Windows 11.」
In response to concerns about the end of the previous OS replacement cycle, the commentary notes that orders began to be received for related projects driven by demand for the transition to Windows 11, and that field services remained solid. - FY2024-Q2RestatedAnnual report
「In field services, kitting and configuration and installation services for IT equipment remained sluggish. However, by capturing demand in non-IT areas, including survey services that provide relatively stable earnings, in place of the COVID-19-related work of the previous year, the company maintained profit at the same level as the previous year despite lower revenue.」
While IT equipment-related operations remained sluggish, the commentary explains that demand in non-IT areas, including survey services replacing COVID-19-related work, was captured and profit was maintained at the same level as the previous year. - FY2024-Q1ReframedAnnual report
「In field services, kitting and configuration and installation services for IT equipment remained sluggish. However, by capturing demand in non-IT areas, including survey services that provide relatively stable earnings, in place of the COVID-19-related work of the previous year, the company maintained profit at the same level as the previous year despite lower revenue.」
While IT equipment-related operations remained sluggish, the commentary shifts its focus to capturing demand in non-IT areas, including survey services, in place of COVID-19-related work. - FY2023WorsenedAnnual report
「Recovery in kitting and configuration and installation services for IT equipment remained limited, and IT-related field services continued to perform poorly in a difficult environment.」
Recovery in IT equipment-related kitting and configuration and installation services was limited, and the sluggish, difficult conditions in IT-related field services continued throughout the fiscal year. - FY2023-Q3MaterialisedAnnual report
「COVID-19 response and economic recovery projects for local governments and government agencies, which had declined substantially year on year, all ended in the second quarter. As a result, the business experienced a reactionary decline following the operation of these large-scale projects in the previous fiscal year and fell substantially short of its revenue and profit plans.」
The large-scale COVID-19 response and economic recovery projects for local governments and government agencies ended, and the resulting reactionary decline following the large-scale projects in the previous fiscal year led to an actual shortfall against the revenue and profit plans. - FY2023-Q2ReframedAnnual report
「Although kitting and configuration and installation services for IT equipment remained limited and IT-related field services continued to be sluggish, demand for non-IT field services showed signs of recovery as social activity returned to normal.」
The commentary explains that although IT equipment-related field services remained sluggish, demand for non-IT field services showed signs of recovery against the backdrop of social activity returning to normal. - FY2023-Q1RestatedAnnual report
「Revenue and profit declined as the global semiconductor shortage continued to cause shortages of IT equipment, leaving kitting and configuration and installation services sluggish.」
The shortage of IT equipment caused by the semiconductor shortage and its impact on kitting and configuration and installation services have continued. - FY2022WorsenedAnnual report
「IT field services recorded a substantial decline in both revenue and profit, as the completion of a large-scale project carried out in the first half of the previous fiscal year and continued shortages of IT equipment due to the global semiconductor shortage left kitting, configuration and installation, and sales support services particularly sluggish.」
In addition to the completion of a large-scale project, continued shortages of IT equipment caused by the semiconductor shortage resulted in sluggish kitting, configuration and installation, and sales support services, with the impact appearing as a substantial decline in both revenue and profit. - FY2022-Q2RestatedAnnual report
「The global semiconductor shortage continued to cause shortages of PCs and other equipment, and kitting and configuration and installation services remained sluggish.」
The shortage of PCs and other equipment caused by the semiconductor shortage and its impact on kitting, configuration and installation services have continued. - FY2022-Q1WorsenedAnnual report
「Supply delays for PCs and other equipment caused by the global semiconductor shortage continued, and kitting and configuration and installation services remained weak.」
The supply delays for PCs and other equipment caused by the semiconductor shortage have appeared in the weak performance of kitting and configuration and installation services. - FY2021-Q2MitigatedAnnual report
「Projects related to the GIGA School Initiative remained solid in PC kitting and configuration and installation services, despite delays in PC procurement caused by the semiconductor shortage, partly due to the effects of improved operating efficiency.」
Despite delays in PC procurement caused by the semiconductor shortage, GIGA School-related kitting, configuration and installation services remained solid, partly due to improved operating efficiency. - FY2020-Q3WorsenedAnnual report
「On the other hand, the large-scale demand for PC replacements following the end of Windows 7 support on 14 January 2020, which had continued from the previous fiscal year, appeared to have run its course to some extent, and configuration and installation services for IT equipment and kitting services remained sluggish, also affected by restrictions on operations during the COVID-19 pandemic.」
In addition to the end of large-scale replacement demand following the end of Windows 7 support, restrictions on operations during the COVID-19 pandemic caused configuration, installation and kitting services to remain sluggish. - FY2020-Q2MaterialisedAnnual report
「The large-scale demand for PC replacements following the end of Windows 7 support on 14 January 2020, which had continued from the previous fiscal year, appeared to have run its course to some extent, and PC configuration and installation services remained at around the usual level.」
The commentary notes that large-scale replacement demand following the end of Windows 7 support had run its course to some extent, and that configuration and installation services were at around the usual level. - FY2020-Q1MitigatedAnnual report
「In on-demand services, although demand for PC replacements following the end of Windows 7 support on 14 January 2020 showed signs of a pause, demand continued and business remained strong.」
The commentary explains that although demand for PC replacements following the end of Windows 7 support showed signs of a pause, demand continued and business remained strong, presenting a less severe picture of the previously identified risk that demand would run its course. - FY2019MitigatedAnnual report
「Revenue benefited from strong kitting services for smartphones and tablets in the BPO business, supported by demand for Windows 10 replacements.」
Regarding the end of Windows 10 demand and weakness in PC-related demand, previously identified as risks, the commentary explains that kitting services performed well in the current fiscal year due to demand for Windows 10 replacements. - FY2019-Q3MitigatedAnnual report
「Specifically, profitability improved in kitting services for smartphones and tablets and base-station projects for mobile phones and smart-device wireless communications, as the effects of consolidating locations and optimizing staffing emerged.」
The commentary explains that profitability improved in kitting services for smartphones and tablets and base-station projects as a result of consolidating locations and optimizing staffing. It continues to address the difficult environment caused by the end of the previous demand cycle and restrained capital investment. - FY2019-Q2RestatedAnnual report
「In the IT-focused implementation, installation and replacement support services, demand for Windows 10 replacements has run its course, and the delayed recovery from the decline in PC shipments has continued, although signs of a bottoming out have begun to emerge. Similarly, profitability has improved in kitting services for smartphones and tablets and base-station projects for mobile phones and smart-device wireless communications, as the effects of consolidating locations and optimizing staffing have emerged.」
The commentary continues to note that Windows 10 demand has run its course and the recovery in PC shipments has been delayed, while explaining the signs of a bottoming out and improved profitability from consolidation and staffing optimization. - FY2019-Q1RestatedAnnual report
「In the IT-focused implementation, installation and replacement support services, demand for Windows 10 replacements has run its course, and the delayed recovery from the decline in PC shipments has continued, although signs of a bottoming out have begun to emerge. Similarly, profitability has improved in kitting services for smartphones and tablets and base-station projects for mobile phones and smart-device wireless communications, as the effects of consolidating locations and optimizing staffing have emerged.」
The commentary continues to note that Windows 10 demand has run its course and the recovery in PC shipments has been delayed, while explaining the signs of a bottoming out and improved profitability from consolidation and staffing optimization. - FY2018RestatedAnnual report
「Demand for Windows 10 replacements has run its course, and the delayed recovery from the decline in PC shipments has continued, although signs of a bottoming out have begun to emerge. Similarly, profitability has improved in kitting services for smartphones and tablets and base-station projects for mobile phones and smart-device wireless communications, as the effects of consolidating locations and optimizing staffing carried out in the previous fiscal year have emerged.」
The commentary continues to note the business environment for Windows 10 demand, the delayed recovery in PC shipments and projects related to telecom carriers, while explaining the signs of a bottoming out and improved profitability. - FY2018-Q3RestatedAnnual report
「In the IT-focused implementation, installation and replacement support services, demand for Windows 10 replacements has run its course, and the delayed recovery from the decline in PC shipments has continued, although signs of a bottoming out have begun to emerge. Similarly, although telecom carriers have continued to restrain capital investment in kitting services for smartphones and tablets and base-station projects for mobile phones and smart-device wireless communications, profitability has improved as the effects of consolidating locations and optimizing staffing carried out in the previous fiscal year have emerged.」
The commentary continues to note that Windows 10 demand has run its course, the recovery in PC shipments has been delayed, and telecom carriers remain restrained in capital investment, while explaining the signs of a bottoming out and improved profitability. - FY2018-Q2RestatedAnnual report
「In the IT-focused implementation, installation and replacement support services, demand for Windows 10 replacements has run its course, and the delayed recovery from the decline in PC shipments has continued, although signs of a bottoming out have begun to emerge. Similarly, although telecom carriers have continued to restrain capital investment in kitting services for smartphones and tablets and base-station projects for mobile phones and smart-device wireless communications, profitability has improved as the effects of consolidating locations and optimizing staffing carried out in the previous fiscal year have emerged.」
The commentary continues to note that Windows 10 demand has run its course, the recovery in PC shipments has been delayed, and telecom carriers remain restrained in capital investment, while also noting signs of a bottoming out and improved profitability from measures implemented in the previous fiscal year. - FY2018-Q1RestatedAnnual report
「In its IT-focused implementation, installation, and replacement support services, demand for Windows 10 replacements ran its course and the delayed recovery from the decline in PC shipments continued, but signs of a bottoming out began to emerge. Similarly, although telecommunications carriers continued to restrain capital investment in kitting services for smartphones and tablets and base-station projects for wireless communications involving mobile phones and smart devices, the effects of rationalizing locations and appropriately allocating personnel in the previous fiscal year began to emerge, and profitability improved.」
The commentary continues to note that Windows 10 demand has run its course, the recovery in PC shipments has been delayed, and telecom carriers remain restrained in capital investment, while also explaining the signs of a bottoming out and improved profitability. - FY2017RestatedAnnual report
「In its IT-focused implementation, installation, and replacement support services, demand for Windows 10 replacements ran its course and the delayed recovery from the decline in PC shipments continued, but signs of a bottoming out began to emerge. Similarly, although telecommunications carriers continued to restrain capital investment in kitting services for smartphones and tablets and base-station projects for wireless communications involving mobile phones and smart devices, the effects of rationalizing locations and appropriately allocating personnel in the previous fiscal year began to emerge, and profitability improved.」
While the Windows 10 replacement cycle has run its course, the delayed recovery in PC shipments and telecom carriers' restraint on capital investment continue to be noted, along with signs of a bottoming out and improved profitability from measures implemented in the previous fiscal year. - FY2017-Q3MitigatedAnnual report
「In its IT-focused implementation, installation, and replacement support services, demand for Windows 10 replacements ran its course and the delayed recovery from the decline in PC shipments continued, but signs of a bottoming out began to emerge. Similarly, although telecommunications carriers continued to restrain capital investment in kitting services for smartphones and tablets and base-station projects for wireless communications involving mobile phones and smart devices, the effects of rationalizing locations and appropriately allocating personnel in the previous fiscal year began to emerge, and profitability improved significantly.」
Although the run-off of Windows 10 replacement demand, the delayed recovery in PC shipments, and telecommunications carriers' restraint on capital investment continued, the company reported signs of a bottoming out and a significant improvement in profitability from the effects of location rationalization and appropriate personnel allocation. - FY2017-Q1MitigatedAnnual report
「In its IT-focused implementation, installation, and replacement support services, demand for Windows 10 replacements ran its course and the delayed recovery from the decline in PC shipments continued, but signs of a bottoming out began to emerge. Similarly, although telecommunications carriers continued to restrain capital investment in kitting services for smartphones and tablets and base-station projects for wireless communications involving mobile phones and smart devices, profitability improved through the rationalization of locations and thorough cost reviews.」
Although the run-off of Windows 10 replacement demand and telecommunications carriers' restraint on capital investment continued, signs of a bottoming out in the recovery of PC shipments began to emerge, and profitability improved through the rationalization of locations and cost reviews. - FY2016MaterialisedAnnual report
「In its IT-focused implementation, installation, and replacement support services, demand for Windows 10 replacements ran its course, while the delayed recovery from the decline in PC shipments continued, and business remained sluggish. Similarly, conditions remained difficult overall for kitting services for smartphones and tablets and base-station projects for wireless communications involving mobile phones and smart devices, amid telecommunications carriers' restraint on capital investment.」
The run-off of Windows 10 replacement demand, the delayed recovery in PC shipments, and telecommunications carriers' restraint on capital investment materialized as sluggish and difficult business performance. - FY2016-Q3MaterialisedAnnual report
「Performance remained sluggish as replacement demand following the end of Windows XP support reached its peak and special-demand projects came to an end. Kitting services for smartphones and tablets and base-station projects for mobile and smart-device wireless communications also remained in a generally difficult environment, partly because telecommunications carriers were restraining capital investment.」
The completion of replacement demand, the end of special-demand projects and restrained capital investment have translated into weak performance and continued difficult conditions.