Kioxia Holdings (285A) · RiskReframed
Deviation between assumptions and actual results in the long-term financial model
First written in FY2025. 1 of 2 entries say "Reframed", first in FY2026. Latest entry: FY2026.
2entries
2years
0from disclosures
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Risk of changes in long-term financial model assumptions and divergence from actual resultsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind
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- FY2026ReframedAnnual report
「However, strong demand for flash memory driven by growth in the AI market has rapidly improved the Group’s results, which are now growing substantially above the long-term financial model. At the Investor Day held on 2 June 2026, the Group therefore explained a business strategy reflecting the latest market conditions as a replacement for the previous long-term financial model.」
The long-term financial model developed in November 2024 was replaced at the June 2026 Investor Day with a business strategy reflecting the latest market conditions because actual results had substantially exceeded it. - FY2025First statedAnnual report
「The Group developed a long-term financial model on 22 November 2024 with the aim of opening up a new era and changing the world through memory technology.」
The model assumes market growth, shipment share, average selling prices, production efficiency per gigabyte, foreign exchange rates and the absence of abnormal events. Differences caused by changes in these assumptions constitute a risk.