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Macnica Holdings (3132) · RiskRestated

Decline following the surge in emergency IT investment and GIGA School demand

First written in FY2022-Q2. 3 of 8 entries say "Restated". Latest entry: FY2024-Q3.

8entries
4years
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ProgressHeldSoftenedWorseFirst statedFY2022-Q2 – FY2022-Q3MitigatedFY2023-Q2 – FY2024-Q1RestatedFY2024-Q2 – FY2024-Q32021: 120212022: 320222023: 320232024: 12024
Same theme, other companies
Post-boom decline in emergency IT investment and GIGA School special demandA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

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.」

    A continued shift toward increased IT investment accompanying digital transformation and the normalization of economic activity is evident, offsetting the decline in emergency remote-work and infrastructure investment.
  2. FY2024-Q2RestatedAnnual 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.」

    IT investment continues to expand against the decline in emergency remote-work and infrastructure investment, supported by digital transformation, the normalization of economic activity and easing component shortages.
  3. FY2024-Q1MitigatedAnnual 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 decline in emergency infrastructure investment during COVID-19 is being offset by increased investment in digital transformation and IT investment accompanying the normalization of economic activity and business expansion, indicating an ongoing shift in demand.
  4. FY2023-Q3MitigatedAnnual report

    「Companies' strong appetite for IT investment focused on DX and related themes has continued. Results are beginning to emerge, particularly at leading companies, in work-style transformation and business automation, and investment in products and services related to business digitalization has also expanded.」

    The decline in emergency remote-work and infrastructure investment is being offset by continued and expanding IT investment aimed at digital transformation, business digitalization and automation, indicating an ongoing shift in demand.
  5. FY2023-Q2MitigatedAnnual report

    「IT investment has continued to expand against the backdrop of efforts to digitalize business operations and transform businesses, as well as the associated security measures.」

    In addition to a decline from emergency remote-work and infrastructure investment, IT investment driven by business digitalization, business transformation, and security measures has continued to expand, indicating an ongoing shift in demand.
  6. FY2023-Q1Shift from Infrastructure Build-Out to Investment in Business TransformationAnnual report

    「Infrastructure build-out, which had become an urgent issue in areas such as remote work (working from home) and work-style reform prompted by the spread of COVID-19, has largely run its course. Companies with advanced DX progress have expanded their IT budgets, driving increased investment in digitalization for business transformation.」

    The focus has shifted from infrastructure build-out and emergency IT investment associated with remote work and work-style reform toward digital investment for business transformation, primarily among companies with advanced DX progress.
  7. FY2022-Q3RestatedAnnual report

    「On the other hand, a decline from the demand for emergency IT investment aimed at maintaining business continuity amid the spread of COVID-19 since March two years ago, as well as from GIGA School demand, was also observed.」

    The decline from emergency IT investment and GIGA School demand amid COVID-19 continues to be cited as a market trend from the previous quarter.
  8. FY2022-Q2First statedAnnual report

    「On the other hand, a decline from the demand for emergency IT investment aimed at maintaining business continuity amid the spread of COVID-19 since March of the previous year, as well as from GIGA School demand, was also observed.」

    A decline from emergency IT investment for business continuity and GIGA School demand amid COVID-19 is identified for the first time as a market trend.
Moved together

"Consolidated results: lower revenue and profit due to yen appreciation and higher SG&A expenses, among other factors" moved the same way as this thread, in the same document, in 3 of its 8 moves.

333222★123456
  1. ★This thread
  2. 1Consolidated results: lower revenue and profit due to yen appreciation and higher SG&A expenses, among other factors3×
  3. 2Acceleration in Demand for Electric Vehicle Production Equipment and Automation in General Manufacturing3×
  4. 3Decline in Revenue and Profit in the Integrated Circuits, Electronic Devices and Other Business3×
  5. 4Development of Original Security Services and IoT- and AI-Related Solutions2×
  6. 5Provision of targeted attack protection, web security and related services2×
  7. 6Payment of an interim dividend of ¥17.502×

★ 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
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Decline following the surge in emergency IT investment and GIGA School demand | MACNICA HOLDINGS,INC. (3132) | Komori