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Macnica Holdings (3132) · FactRestated

Strong Performance in the IT Services Market for Cloud and Business Analytics

First written in FY2019-Q1. 10 of 16 entries say "Advanced", first in FY2019-Q2. Latest entry: FY2024-Q3.

16entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2019-Q2 – FY2020-Q2AdvancedFY2021-Q1 – FY2021-Q3RestatedFY2022-Q1 – FY2022-Q22018: 220182019: 420192020: 220202021: 320212022: 120222023: 320232024: 1
Same theme, other companies
Expansion of Japan's Information Services and IT MarketsA theme 29 companies write about · 0 as a headwind · 29 as a tailwind

The whole theme swung hardest in 2020: 3 of 16 companies on the "Worse" side.

13 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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「In the IT industry, the environment for corporate IT investment has remained favourable. In addition to investment focused on DX and other themes, IT investment has expanded alongside business-scale growth resulting from the normalisation of domestic and international economic activity.」

    The continued expansion of IT investment driven by DX investment and business-scale growth resulting from the normalisation of economic activity has been documented.
  2. FY2024-Q2AdvancedAnnual report

    「In the IT industry, the environment for corporate IT investment has remained favourable. In addition to investment focused on DX and other themes, IT investment has expanded as business scale has grown with the normalisation of domestic and international economic activity and shortages of semiconductors and components have gradually eased.」

    The drivers of IT investment growth have expanded beyond DX investment to include business-scale expansion resulting from the normalisation of economic activity and the easing of semiconductor and component shortages.
  3. FY2024-Q1AdvancedAnnual report

    「In the IT industry, the environment for corporate IT investment has remained favourable. In addition to investment focused on DX and other themes, IT investment associated with business-scale expansion has grown as domestic and international economic activity has normalised following the containment of COVID-19.」

    The drivers of IT investment growth have expanded beyond DX investment to include business-scale expansion accompanying the normalisation of economic activity, indicating continued growth in IT investment.
  4. FY2023-Q3RestatedAnnual report

    「In the IT industry, companies’ strong appetite for IT investment focused on DX and other themes has continued. Work-style transformation and business automation are beginning to produce results, particularly at leading companies, and investment in products and services related to business digitalisation is also expanding.」

    Companies’ appetite for IT investment and investment related to digitalisation, driven by DX, work-style transformation and business automation, continues to expand.
  5. FY2023-Q1AdvancedAnnual report

    「In the IT industry, corporate IT investment expanded against the backdrop of business digitalisation and the renewal of core systems.」

    In addition to the broader use of cloud services and DX, corporate IT investment is indicated to have expanded against the backdrop of business digitalisation and core-system renewal.
  6. FY2022-Q2RestatedAnnual report

    「As more companies review their existing IT infrastructure, cloud adoption has accelerated further, and the cloud services market has expanded.」

    The cloud services market continues to expand against the backdrop of companies’ reviews of their IT infrastructure and progress in cloud adoption.
  7. FY2022-Q1RestatedAnnual report

    「As companies pursue operational efficiency improvements and digital transformation (DX), cloud adoption has accelerated further, and the cloud services market has consequently expanded.」

    The continued progress of cloud adoption and expansion of the cloud services market, driven by operational efficiency improvements and DX, is indicated.
  8. FY2021-Q3AdvancedAnnual report

    「Against the backdrop of the spread of COVID-19, the cloud services market expanded as cloud adoption accelerated further, driven by emergency measures to maintain business continuity, increased use of telework and remote work to improve operational efficiency, and companies’ efforts toward digital transformation (DX).」

    The drivers of cloud market growth have expanded beyond conventional DX and work-style reform to include telework and remote work aimed at maintaining business continuity and improving operational efficiency.
  9. FY2021-Q1AdvancedAnnual report

    「The spread of COVID-19 prompted greater use of cloud services as demand increased for solutions aimed at business continuity and efficiency and remote work expanded, resulting in growth in the cloud services market.」

    The drivers of cloud market growth have become more specific, expanding beyond DX and work-style reform to include business continuity, efficiency gains and the increase in remote work.
  10. FY2020-Q3RestatedAnnual report

    「Corporate IT investment continues through efforts to improve productivity through work-style reform and create new businesses using digital technologies, while the cloud market has grown significantly as the use of cloud services has advanced.」

    Growth in the cloud market driven by continued corporate IT investment and expanding use of cloud services continues to be reported.
  11. FY2020-Q2AdvancedAnnual report

    「The use of cloud services from mobile devices has increased as digital transformation (DX) advances, productivity improves through work-style reform and public wireless LAN infrastructure is developed, resulting in significant growth in the cloud market.」

    The use of cloud services from mobile devices has increased against a backdrop of DX, work-style reform and the development of public wireless LAN infrastructure, supporting continued growth in the cloud market.
  12. FY2020-Q1AdvancedAnnual report

    「The cloud market is growing significantly as more companies implement cloud-first strategies and interest in digital transformation (DX) increases.」

    Growth in the cloud market continues and is becoming more pronounced against a backdrop of more companies implementing cloud-first strategies and growing interest in DX.
  13. FY2019AdvancedAnnual report

    「The cloud market is growing significantly as digital transformation drives increased use of cloud services and demand for cloud security also rises.」

    The drivers of cloud market growth are expanding to include increased use of cloud services, progress in digital transformation and growing demand for cloud security.
  14. FY2019-Q3AdvancedAnnual report

    「The cloud market grew significantly as the use of public cloud services expanded and the use of private clouds increased with growing interest in digital transformation.」

    In addition to the expanding use of public clouds, increased use of private clouds driven by growing interest in digital transformation is cited, making growth in the cloud market more apparent.
  15. FY2019-Q2AdvancedAnnual report

    「The cloud market also grew significantly amid the expanding use of public cloud services.」

    Against a backdrop of expanding use of public cloud services, growth in the cloud market has become more pronounced following the strong performance in the previous quarter.
  16. FY2019-Q1First statedAnnual report

    「The IT services market for cloud and business analytics also performed strongly.」

    Strong performance in the IT services market for cloud and business analytics is explicitly noted for the first time.
Moved together

"Provision of targeted attack protection, web security and related services" moved the same way as this thread, in the same document, in 10 of its 16 moves.

1099766★123456
  1. ★This thread
  2. 1Provision of targeted attack protection, web security and related services10×
  3. 2Expansion of the Network Business9×
  4. 3Expansion of network-related products, including bandwidth control devices and intelligent switches9×
  5. 4Weak demand for network hardware due to smaller project sizes7×
  6. 5Decline in Revenue and Profit in the Integrated Circuits, Electronic Devices and Other Business6×
  7. 6Rising demand for compliance measures driven by legal and regulatory requirements, including the GDPR6×

★ 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
Macnica Holdings's next results are scheduled for 2026-11-02. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strong Performance in the IT Services Market for Cloud and Business Analytics | MACNICA HOLDINGS,INC. (3132) | Komori