Komori
Tokyo Electron Device Limited (2760) · InitiativeAdvanced

Expansion of products and maintenance capabilities in the data center, cloud, and security fields

First written in FY2016. 25 of 33 entries say "Advanced", first in FY2018-Q2. Latest entry: 2026-07-29.

33entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q1AdvancedFY2018-Q2 – FY2021AdvancedFY2023 – 2026-07-292016: 120162017: 320172018: 420182019: 420192020: 420202021: 220212022: 420222023: 420232024: 320242025: 220252026: 22026
Same theme, other companies
IT Security & Cloud Business Revenue GrowthA theme 11 companies write about · 0 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2018: 1 of 8 companies on the "Worse" side.

9 other companies' latest entry also says "Advanced".

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. 2026-07-29AdvancedEarnings

    「AI・DXの進展を背景として、企業のIT投資は引き続き堅調に推移しております。当社においては、ネットワーク関連製品の販売及び保守・監視サービスが好調に推移しました。加えて、セキュリティ対策の重要性が高まる中、セキュリティ関連製品の販売も伸長した」

    ネットワーク関連製品、保守・監視サービス及びセキュリティ関連製品の販売好調が、第1四半期の増収増益として具体化した。
  2. FY2026AdvancedAnnual report

    「Sales of storage-related products and maintenance and monitoring services remained strong. As the response to attacks exploiting AI and attacks targeting supply chains became recognized as a management priority, demand for security measures expanded. As a result, net sales to external customers for the fiscal year were ¥41,204 million, up 10.4% year on year, and ordinary profit was ¥6,542 million, up 24.2% year on year.」

    In the computer systems-related business, stronger demand for storage, security, and maintenance and monitoring services translated into higher full-year revenue and profit.
  3. FY2026-H1AdvancedAnnual report

    「Corporate IT investment remained solid, while the importance of security measures increased further, and sales of security-related products at our company remained strong. Demand for storage-related products and maintenance and monitoring services also expanded. As a result, net sales to external customers for the six months were ¥19,195 million, up 8.5% year on year, and segment profit (ordinary profit) was ¥2,608 million, up 20.3% year on year.」

    In the computer systems-related business, stronger demand for security-related products, storage-related products, and maintenance and monitoring services translated into higher revenue and profit.
  4. FY2025AdvancedAnnual report

    「Amid the rapid increase in data volumes and progress in cloud adoption accompanying digital transformation, corporate IT investment in cloud migration and security measures remained solid. Sales of the network-related, storage-related and security-related products and subscription-based licenses handled by our company remained strong. Demand for design and implementation services and maintenance and monitoring services accompanying product sales also expanded. As a result, net sales to external customers for the fiscal year were ¥37,327 million, up 13.2% year on year, and segment profit (ordinary profit) was ¥5,266 million, up 52.0% year on year.」

    In the computer systems-related business, products, subscriptions, design and implementation services, and maintenance and monitoring services expanded, resulting in higher full-year revenue and profit.
  5. FY2025-H1AdvancedAnnual report

    「Corporate IT investment, including cloud migration and security measures, remained solid. Sales of storage-related, network-related and security-related products, as well as subscription-based licenses, remained strong. Maintenance and monitoring service revenue also increased. As a result, net sales to external customers for the six months were ¥17,687 million, up 23.2% year on year, and segment profit (ordinary profit) was ¥2,168 million, up 71.7% year on year.」

    In the computer systems-related business, sales of network and security products, subscription-based licenses and maintenance and monitoring services grew, resulting in revenue growth of 23.2% and segment profit growth of 71.7%.
  6. FY2024AdvancedAnnual report

    「Corporate IT investment, including cloud migration and security measures, remained solid. Sales of security-related products, subscription-based licenses and services remained strong, while sales of network-related products also remained solid. As a result, net sales to external customers for the fiscal year were ¥32,978 million, up 12.7% year on year. Segment profit (ordinary profit) was ¥3,463 million, up 71.5% year on year, due to higher maintenance and monitoring service revenue and stronger measures to mitigate foreign exchange risk.」

    The expansion of security products, subscription-based licenses, services, network products and maintenance and monitoring services translated into higher full-year revenue and profit.
  7. FY2024-Q3AdvancedAnnual report

    「Corporate IT investment, including cloud migration and security measures, remained solid. Sales of security-related products, subscription-based licenses and services continued to perform well. As a result, net sales to external customers for the nine months were ¥20,940 million, up 5.4% year on year. Segment profit (ordinary profit) was ¥1,976 million, up 90.9% year on year, due to higher maintenance and monitoring service revenue and stronger measures to mitigate foreign exchange risk.」

    Sales of security-related products, subscription-based licenses, services and maintenance and monitoring services remained solid, resulting in a 90.9% year-on-year increase in segment profit for the computer systems-related business.
  8. FY2024-Q2AdvancedAnnual report

    「Corporate IT investment, including cloud migration and security measures, remained solid. Sales of security-related products, subscription-based licenses and services continued to perform well. Sales of network-related products also remained solid as delivery times showed signs of improvement. As a result, net sales to external customers for the first half were ¥14,353 million, up 13.3% year on year, and segment profit (ordinary profit) was ¥1,263 million, up 39.9% year on year.」

    Sales of security products, subscription-based licenses, services and network-related products remained solid, and improved delivery times also contributed to higher revenue and segment profit.
  9. FY2024-Q1AdvancedAnnual report

    「Corporate IT investment, including cloud migration and security measures, remained solid. Sales, particularly of network and security-related products, remained strong, and sales of subscription-based licenses and services also remained solid. As a result, net sales to external customers for the first quarter were ¥7,099 million, up 31.3% year on year, and segment profit (ordinary profit) was ¥579 million, up 52.1% year on year.」

    Sales of network and security products, subscription-based licenses and services remained solid, resulting in revenue growth of 31.3% and segment profit growth of 52.1%.
  10. FY2023AdvancedAnnual report

    「Corporate IT investment, including cloud use and security measures, remained solid. Sales of network, storage and security-related products remained strong, and sales of subscription-based licenses and services also continued to expand. As a result, net sales to external customers for the fiscal year were ¥29,255 million, up 24.7% year on year. However, segment profit (ordinary profit) was ¥2,019 million, down 9.6% year on year, due to higher procurement costs resulting from yen depreciation and higher personnel expenses associated with hiring IT engineers.」

    In the computer systems-related business, sales of network, storage and security products, as well as subscription-based licenses and services, expanded, resulting in higher revenue. However, profit declined due to higher costs from yen depreciation and the hiring of IT engineers.
  11. FY2023-Q3Continued lower profit due to yen depreciation, higher procurement costs and hiring IT engineersAnnual report

    「Corporate IT investment, including cloud use and security measures, remained solid. Although delivery times for network-related products continued to lengthen, sales of security-related products remained solid. As a result, net sales to external customers for the nine months were ¥19,862 million, up 28.3% year on year. However, segment profit (ordinary profit) was ¥1,035 million, down 16.5% year on year, due to higher procurement costs resulting from yen depreciation and higher personnel expenses associated with hiring IT engineers.」

    The computer systems-related business posted higher revenue on sales of security-related products, while segment profit declined 16.5% year on year due to higher procurement costs resulting from yen depreciation and higher personnel expenses associated with hiring IT engineers.
  12. FY2023-Q2Lower profit due to yen depreciation, higher procurement costs and hiring IT engineersAnnual report

    「Corporate IT investment, including cloud migration and security measures, remained solid. Although delivery times continued to lengthen due to semiconductor shortages, sales of security-related products remained solid. As a result, net sales to external customers for the first half were ¥12,670 million, up 26.7% year on year. However, segment profit (ordinary profit) was ¥903 million, down 1.7% year on year, due to higher procurement costs resulting from yen depreciation and higher personnel expenses associated with hiring IT engineers.」

    The computer systems-related business posted higher revenue on sales of security-related products, while profit declined due to higher procurement costs resulting from yen depreciation and higher personnel expenses associated with hiring IT engineers.
  13. FY2023-Q1Higher sales of security-related products alongside higher personnel expensesAnnual report

    「Corporate IT investment, including cloud migration and security measures, remained solid. Although delivery times at our company continued to lengthen due to the impact of semiconductor shortages, sales of products ordered in the previous fiscal year and security-related products remained solid. As a result, net sales to external customers for the first quarter were ¥5,407 million, up 21.4% year on year. However, segment profit (ordinary profit) was ¥381 million, down 1.3% year on year, mainly due to higher personnel expenses associated with hiring IT engineers.」

    In the computer systems-related business, revenue increased on sales of security-related products and other products, while segment profit declined due to longer delivery times caused by semiconductor shortages and higher personnel expenses associated with hiring IT engineers.
  14. FY2022Lower revenue and profit due to semiconductor shortages and longer delivery timesAnnual report

    「Although corporate IT investment, including cloud migration, security measures and server virtualization, remained solid, our company experienced longer delivery times due to the impact of semiconductor shortages. In addition, following the application of the Accounting Standard for Revenue Recognition and other standards, net sales to external customers for the fiscal year were ¥23,460 million, down 2.0% year on year. Segment profit (ordinary profit) was ¥2,234 million, down 21.2% year on year, mainly due to higher personnel expenses associated with hiring IT engineers.」

    Despite solid demand for IT investment, full-year revenue and profit declined due to longer delivery times caused by semiconductor shortages, the application of revenue recognition standards and higher personnel expenses associated with hiring IT engineers.
  15. FY2022-Q3Higher personnel expenses associated with hiring IT engineersAnnual report

    「Although companies’ willingness to invest in IT platforms continued to increase, the termination of product sales in April 2020 following the end of the sales agency agreement with a major business partner, together with the application of the Accounting Standard for Revenue Recognition and related standards, resulted in revenue from external customers of ¥15,479 million, down 0.1% year on year, for the first three quarters of the consolidated cumulative period. Segment profit (ordinary profit) declined 19.7% to ¥1,239 million due in part to higher personnel expenses associated with hiring IT engineers.」

    Although demand for IT platform investment is considered strong, the computer systems-related business posted lower profit due to the impact of product discontinuations and new accounting standards, as well as higher personnel expenses associated with hiring IT engineers.
  16. FY2021AdvancedAnnual report

    「Demand for storage and security products increased as remote work expanded during the COVID-19 pandemic. However, the termination of the sales agency agreement with a major business partner in March 2020 also affected results, resulting in revenue from external customers of ¥23,933 million, down 5.2% year on year, for the consolidated fiscal year. Segment profit (ordinary profit) nevertheless increased 4.9% to ¥2,834 million, supported by strong operations and maintenance services accompanying sales of network and storage-related products.」

    Product sales declined following the termination of the agreement with a major business partner, while strong operations and maintenance services accompanying network and storage products drove a 4.9% increase in segment profit.
  17. FY2021-Q3AdvancedAnnual report

    「Demand for storage and security products increased as remote work expanded during the COVID-19 pandemic. However, the termination of the sales agency agreement with a major business partner announced on 21 February 2020 also affected results, resulting in revenue from external customers of ¥15,492 million, down 3.1% year on year, for the first three quarters of the consolidated cumulative period. Segment profit (ordinary profit) nevertheless increased 28.3% to ¥1,544 million, supported by strong operations and maintenance services accompanying sales of network and storage-related equipment.」

    Product sales declined 3.1% year on year, while strong operations and maintenance services accompanying network and storage-related equipment drove a 28.3% increase in segment profit.
  18. FY2021-Q2AdvancedAnnual report

    「Demand for storage and security products increased as remote work expanded in response to the COVID-19 pandemic. However, the company handled fewer products following the termination of its sales agency agreement with a major business partner announced on 21 February 2020. Revenue for the first two quarters of the consolidated cumulative period was therefore ¥10,426 million, down 4.6% year on year, while segment profit (ordinary profit) increased 16.2% to ¥1,040 million, supported by strong operations and maintenance services accompanying sales of network and storage-related equipment.」

    Demand for storage and security increased as remote work expanded. Product sales declined as fewer products were handled, while strong operations and maintenance services accompanying network and storage equipment supported a 16.2% increase in segment profit.
  19. FY2021-Q1AdvancedAnnual report

    「As demand increased for strengthening network environments, sales of network equipment and related maintenance services to data-center operators remained solid. Revenue for the first quarter of the consolidated cumulative period was ¥5,102 million, up 0.0% year on year, and segment profit (ordinary profit) was ¥592 million, up 37.7%.」

    Sales and maintenance services for network equipment for data centers remained solid, with segment profit up 37.7% year on year.
  20. FY2020AdvancedAnnual report

    「Sales of network and storage-related equipment to data-center operators, telecommunications carriers and manufacturers performed well, and various maintenance services also remained solid. Revenue for the consolidated fiscal year was ¥25,255 million, up 18.3% year on year, and segment profit (ordinary profit) was ¥2,701 million, up 53.7%.」

    Full-year sales of network and storage equipment and maintenance services for data centers, telecommunications carriers and manufacturers progressed, with revenue up 18.3% and segment profit up 53.7%. The company also outlined a policy of investing in security and AI products and expanding into subscription and professional services.
  21. FY2020-Q3AdvancedAnnual report

    「Sales of network and storage-related equipment to data-center operators, telecommunications carriers and manufacturers performed well, and various maintenance services also remained solid. Revenue was ¥15,986 million, up 19.3% year on year, and segment profit (ordinary profit) was ¥1,203 million, up 72.6%, for the first three quarters of the consolidated cumulative period.」

    Sales and maintenance services for network and storage equipment for data-center operators, telecommunications carriers and manufacturers performed well, with revenue up 19.3% and segment profit up 72.6%.
  22. FY2020-Q2AdvancedAnnual report

    「Against a backdrop of expanding cloud-based services, capital investment in data centers to accommodate rising data-processing volumes remained resilient, while corporate IT investment aimed at improving operational efficiency also continued to trend solidly. Sales of network and storage-related equipment to data-center operators and manufacturers performed well, and various maintenance services also remained solid, resulting in revenue of ¥10,930 million, up 20.0% year on year, and segment profit (ordinary profit) of ¥895 million, up 76.3%, for the first two quarters of the consolidated cumulative period.」

    Sales and maintenance services for network and storage equipment for data-center operators and manufacturers performed well, with revenue up 20.0% and segment profit up 76.3%.
  23. FY2020-Q1AdvancedAnnual report

    「While capital investment to accommodate rising data-processing volumes and corporate IT investment continued to trend solidly in the data-center market, sales of network and storage-related equipment, particularly to data-center operators, performed well. Various maintenance services also remained solid, resulting in revenue of ¥5,100 million, up 23.4% year on year, and segment profit (ordinary profit) of ¥430 million, up 108.1%, for the first quarter of the consolidated cumulative period.」

    Sales and maintenance services for network and storage equipment for data centers performed well, with revenue up 23.4% and segment profit up 108.1%.
  24. FY2019AdvancedAnnual report

    「Sales of storage and network-related equipment to data-center operators, government agencies and financial institutions performed well, resulting in revenue of ¥21,340 million, up 20.1% year on year, and segment profit (ordinary profit) of ¥1,757 million, up 72.7%, for the consolidated fiscal year.」

    Full-year sales of storage and network equipment to data centers, government agencies and financial institutions increased revenue by 20.1% and segment profit by 72.7%.
  25. FY2019-Q3AdvancedAnnual report

    「In the data-center market, capital investment to accommodate rising data-processing volumes, including the spread of IoT (Internet of Things), remained solid. Sales of products to financial institutions, government agencies and data-center operators, particularly storage-related equipment, performed well, resulting in revenue of ¥13,395 million, up 9.0% year on year, and segment profit (ordinary profit) of ¥697 million, up 60.3%, for the first three quarters of the consolidated cumulative period.」

    Sales of storage-related equipment, particularly to data centers, financial institutions and government agencies, performed well, with revenue up 9.0% and segment profit up 60.3%.
  26. FY2019-Q2AdvancedAnnual report

    「In the data-center market, capital investment to accommodate rising data-processing volumes, driven in part by the spread of IoT (Internet of Things), remained solid. Sales of products to financial institutions, government agencies and data-center operators performed well, resulting in revenue of ¥9,111 million, up 14.4% year on year, and segment profit (ordinary profit) of ¥508 million, up 74.0%, for the first two quarters of the consolidated cumulative period.」

    Sales of products to financial institutions, government agencies and data-center operators performed well, with revenue up 14.4% and segment profit up 74.0%.
  27. FY2019-Q1AdvancedAnnual report

    「In the data-center market, capital investment to accommodate rising data-processing volumes and the spread of IoT (Internet of Things) continued to trend upward. Against this backdrop, sales of equipment such as network switches and flash storage, characterized by high efficiency and low power consumption, performed well, while various maintenance services also remained solid. Revenue for the first quarter of the consolidated cumulative period was ¥4,131 million, up 26.8% year on year, and segment profit (ordinary profit) was ¥206 million, up 396.8%.」

    Sales of network switches and flash storage, together with maintenance services, performed well, resulting in revenue growth of 26.8% and segment profit growth of 396.8% in the computer systems business.
  28. FY2018AdvancedAnnual report

    「Sales of equipment and maintenance support services based on a range of proposals remained solid in response to the development of data centers and expansion of cloud environments. Revenue for the consolidated fiscal year was ¥17,764 million, up 5.5% year on year, and segment profit (ordinary profit) was ¥1,018 million, up 29.5%.」

    Sales of equipment and maintenance support for data centers and cloud computing progressed over the full year, with revenue up 5.5% and segment profit up 29.5%.
  29. FY2018-Q3AdvancedAnnual report

    「Against this backdrop, sales of network equipment and related maintenance services remained solid as the company worked to develop and expand data-center and cloud environments. Revenue was ¥12,286 million, up 13.4% year on year, and segment profit (ordinary profit) was ¥435 million, up 157.1%.」

    Sales of network equipment and maintenance services for data centers and cloud computing progressed, with revenue up 13.4% and segment profit up 157.1%.
  30. FY2018-Q2AdvancedAnnual report

    「Use of cloud computing and other solutions is increasing, and demand is expected to expand for services provided by cloud and data-center operators. In addition to security, attention is also focusing on fields such as AI (artificial intelligence) and IoT (Internet of Things). Against this backdrop, sales of network equipment and other products, as well as maintenance services to ensure the stable operation of these environments, remained solid as cloud and data-center operators expanded their service platforms. Revenue was ¥7,963 million, up 7.8% year on year, and segment profit (ordinary profit) was ¥291 million, up 54.6%.」

    Sales of network equipment and maintenance services for cloud and data centers progressed, with revenue up 7.8% and segment profit up 54.6%.
  31. FY2018-Q1RestatedAnnual report

    「As corporate investment shifts from in-house equipment toward the use of cloud computing and other solutions, demand is expected to increase for services provided by cloud and data-center operators. In addition to security, attention is also focusing on fields such as AI (artificial intelligence) and IoT (Internet of Things). Against this backdrop, although the company’s maintenance business remained solid, sluggish sales of storage equipment and other factors resulted in revenue of ¥3,258 million, down 12.8% year on year, and segment profit (ordinary profit) of ¥41 million, down 50.2%.」

    The company confirmed strong market interest in cloud computing, data centers, security, AI and IoT, as well as solid performance in the maintenance business. Sales of storage equipment, however, remained sluggish.
  32. FY2017RestatedAnnual report

    「To address diverse customer needs, the company continues to improve its marketing of innovative products, primarily in North America, to enhance its product lineup and improve technical services. It will develop services using data-processing technologies while comprehensively proposing optimal system environments, including security measures and maintenance structures.」

    The company continues to expand North America-focused product marketing, product lineups and technical services, security and maintenance, and data-processing services.
  33. FY2016First statedAnnual report

    「To meet increasingly diverse customer needs, the company will expand its advanced product lineup in fields such as data centers and cloud computing, while enhancing its maintenance structure. By improving the reliability of its products and technical support, including the construction of optimal system environments and security measures tailored to the scale and business models of customers, the company will work toward sustained business growth.」

    The scope covers the reliability of product lineups, maintenance, system construction, security measures and technical support.
Moved together

"Financing Through Internal Funds, Bank Borrowings and Trade Receivables Securitization, and Strengthening Financial Soundness" moved the same way as this thread, in the same document, in 20 of its 33 moves.

2016151477★123456
  1. ★This thread
  2. 1Financing Through Internal Funds, Bank Borrowings and Trade Receivables Securitization, and Strengthening Financial Soundness20×
  3. 2Foreign Exchange and Interest Rate Fluctuation Risks and Hedging Measures16×
  4. 3Medium-Term ROE of 10% and Improvements in the D/E Ratio and Equity Ratio15×
  5. 4Recovery in performance driven by the semiconductor and electronic devices businesses14×
  6. 5Strengthening the proprietary inrevium brand through R&D investment and technology partnerships7×
  7. 6Expanding the Product Lineup through Academic–Industry and Manufacturer Collaboration and New Categories7×

★ 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
Tokyo Electron Device Limited's next results are scheduled for 2026-10-28. Read the earnings preview It last moved in the Earnings of 2026-07-29: "Advanced".
News
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