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Recomm (3323) · RiskCommunications equipment down; office equipment sharply upLatest Earnings (2026-08-07): "Mitigated"

Difficult market conditions in the information and communications industry

First written in FY2016-Q3. 21 of 34 entries say "Restated". Latest entry: 2026-08-07.

34entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q3 – FY2020-Q1MitigatedFY2024-Q2 – FY2025-H12016: 220162017: 420172018: 420182019: 420192020: 420202021: 320212022: 420222023: 420232024: 220242025: 120252026: 22026
Same theme, other companies
Decline in OA equipment sales orders due to lower domestic leasing transaction volumesA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Recomm moved to the "Worse" side of this theme in 2020.

0 other companies' latest entry also says "Mitigated".

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. 2026-08-07MitigatedEarnings

    「In terms of lease transaction volume for information and communications equipment and office equipment, both communications equipment and office equipment have gradually begun to recover.」

    The description of market conditions for information and communications equipment and office equipment changed from divergent trends by category to a gradual recovery in both categories.
  2. FY2026-H1Communications equipment down; office equipment sharply upAnnual report

    「In the telecommunications industry to which the Company belongs, from January to March, telecommunications equipment declined while office equipment increased significantly.」

    Telecommunications equipment declined, while office equipment increased significantly, indicating that market trends diverged by equipment category.
  3. FY2025-H1MitigatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment is gradually recovering after declining for several years.」

    Recognition changed from a previous decline and challenging market environment to a gradual recovery in lease transaction volume for telecommunications and office equipment.
  4. FY2024-Q2MitigatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment has shifted from the decline of recent years to a year-on-year flat level, and conditions remain challenging overall.」

    Lease transaction volume shifted from a year-on-year decline in the previous fiscal year to a year-on-year flat level. However, the industry overall continues to be described as challenging.
  5. FY2024-Q1WorsenedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment has shifted to a year-on-year declining trend, and conditions are challenging overall.」

    The recognition changed from the previous year's gradual recovery to a year-on-year declining trend in lease transaction volume for telecommunications and office equipment.
  6. FY2023MitigatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment is recovering gradually year on year, but remains stable at a low level.」

    The description of lease transaction volume for telecommunications and office equipment changed from a year-on-year decline and challenging conditions to a gradual recovery and stability at a low level.
  7. FY2023-Q3MitigatedAnnual report

    「In the telecommunications industry to which the Company belongs, recent lease transaction volume for telecommunications equipment has been on an upward trend, while that for office equipment remains below the previous year, leaving the overall level roughly in line with the previous year.」

    Trends diverged, with telecommunications equipment increasing and office equipment below the previous year, but the industry overall was described as roughly in line with the previous year, indicating a partial recovery from the previous broad-based decline.
  8. FY2023-Q2MitigatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment, which had been below the previous year, was flat this quarter.」

    Lease transaction volume for telecommunications and office equipment shifted from being below the previous year to flat this quarter, indicating that the decline had begun to bottom out to some extent.
  9. FY2023-Q1RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment continues to decline year on year, and conditions are challenging overall.」

    The year-on-year decline in lease transaction volume for telecommunications and office equipment and the challenging conditions across the industry continue to be described.
  10. FY2022RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment continues to decline year on year, and conditions remain challenging.」

    The declining trend in lease transaction volume for telecommunications and office equipment and the challenging industry conditions continue to be described.
  11. FY2022-Q3RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment is beginning to bottom out after remaining below the previous year.」

    Market perception continues to be that lease transaction volume for telecommunications and office equipment remains below the previous year but is beginning to bottom out.
  12. FY2022-Q2MitigatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment remains below the previous year, although signs of a bottoming out have emerged this quarter.」

    Lease transaction volume for telecommunications and office equipment remains below the previous year, although signs of a bottoming out emerged this quarter.
  13. FY2022-Q1RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment has declined significantly year on year, and conditions are challenging overall.」

    The recognition that lease transaction volume for telecommunications and office equipment has declined significantly year on year and that conditions across the industry are challenging continues.
  14. FY2021-Q3RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment continues to decline year on year, and conditions remain challenging overall.」

    The year-on-year decline in lease transaction volume for telecommunications and office equipment and the challenging industry environment continue to be described.
  15. FY2021-Q2RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, the year-on-year decline in lease transaction volume for telecommunications and office equipment has not abated, and conditions remain challenging overall.」

    The declining trend in lease transaction volume for telecommunications and office equipment and the challenging conditions across the industry continue to be described.
  16. FY2021-Q1WorsenedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment has declined significantly year on year, and conditions are challenging overall.」

    The description of lease transaction volume for telecommunications and office equipment was strengthened from the previous declining trend to a significant year-on-year decline.
  17. FY2020WorsenedAnnual report

    「Lease transaction volume for telecommunications and office equipment is declining year on year, with the decline widening from the beginning of the year, and conditions remain challenging overall.」

    The lease market for telecommunications and office equipment remained on a declining trend, with the decline widening from the beginning of the year.
  18. FY2020-Q3RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, the year-on-year decline in lease transaction volume for telecommunications and office equipment has not abated, and conditions remain challenging overall.」

    The declining trend in lease transaction volume for telecommunications and office equipment and the challenging conditions across the industry continue to be described.
  19. FY2020-Q2WorsenedAnnual report

    「In the telecommunications industry to which the Company belongs, the year-on-year decline in lease transaction volume for telecommunications and office equipment has not abated, and conditions remain challenging overall.」

    It was stated that the previous declining trend in lease transaction volume for telecommunications and office equipment had not stopped, and that the challenging market environment was continuing and becoming more severe.
  20. FY2020-Q1RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a generally severe situation, with lease transaction volume for information and communications equipment and office equipment continuing on a year-on-year declining trend.」

    Continued to recognise that lease transaction volume for information and communications equipment and office equipment was on a year-on-year declining trend and that the industry environment was challenging.
  21. FY2019RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment continues to decline year on year, and conditions remain challenging overall.」

    Continued to recognise that lease transaction volume for information and communications equipment and office equipment was on a year-on-year declining trend and that the industry environment was challenging.
  22. FY2019-Q3RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment has remained roughly flat, and the lack of a recovery trend continues.」

    Lease transaction volume for telecommunications and office equipment remains roughly flat, and market perception continues to be that there is no sign of recovery.
  23. FY2019-Q2RestatedAnnual report

    「In the telecommunications industry to which the Company belongs, lease transaction volume for telecommunications and office equipment has moved roughly sideways year on year, following the previous declining trend, but there has been no sign of recovery.」

    Market perception continues to be that lease transaction volume has levelled off after a declining trend, but shows no sign of recovery.
  24. FY2019-Q1RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a generally severe situation, with lease transaction volume for information and communications equipment and office equipment continuing on a year-on-year declining trend.」

    The year-on-year decline in lease transaction volume for telecommunications and office equipment, and the challenging industry environment, continue.
  25. FY2018RestatedAnnual report

    「Lease transaction volume for information and communications equipment and office equipment remained on a year-on-year declining trend, and conditions were generally severe.」

    Continued to recognise that lease transaction volume for information and communications equipment and office equipment was on a year-on-year declining trend and that the industry environment was challenging.
  26. FY2018-Q3RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a severe overall situation, with lease transaction volume for information and communications equipment continuing below the previous year's level, but interest in security-related products and services has increased in response to threats from ransomware and cyberattacks.」

    Continued to report that the information and communications equipment leasing market remained below the previous year's level and that the industry was challenging.
  27. FY2018-Q2RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a severe overall situation, with lease transaction volume for information and communications equipment continuing below the previous year's level, but interest in security-related products and services has increased in response to threats from ransomware and cyberattacks.」

    Continued to report that the information and communications equipment leasing market remained below the previous year's level and that the industry was challenging.
  28. FY2018-Q1RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a situation showing little sign of recovery overall as lease transaction volume for information and communications equipment stagnated, but interest in security-related products and services has increased in response to threats including the growing prevalence of ransomware.」

    Continued to recognise that lease transaction volume for information and communications equipment had stagnated and that the industry as a whole showed little sign of recovery.
  29. FY2017RestatedAnnual report

    「The information and communications industry to which the Company belongs remained uncertain, with lease transaction volume for information and communications equipment slightly below the previous year's level.」

    Continued to report the slight decline in lease transaction volume for information and communications equipment and the challenging industry environment.
  30. FY2017-Q3RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a severe overall situation, with lease transaction volume for information and communications equipment running below the previous year's level even in April-June.」

    Continued to report that lease transaction volume for information and communications equipment remained below the previous year's level and that the industry as a whole was in a severe situation.
  31. FY2017-Q2RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a severe overall situation, with lease transaction volume for information and communications equipment continuing below the previous year's level, but interest in security-related products and services has increased in response to threats including the launch of My Number operations and the growing prevalence of ransomware.」

    Continued to report challenging market conditions, with lease transaction volume for information and communications equipment below the previous year's level, and growing demand for security-related products and services.
  32. FY2017-Q1RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a severe overall situation, with lease transaction volume for information and communications equipment continuing below the previous year's level, but interest in security-related products and services has increased in response to threats including the launch of My Number operations and the growing prevalence of ransomware.」

    Continued to recognise that lease transaction volume for information and communications equipment remained below the previous year's level and that the industry as a whole was in a severe situation.
  33. FY2016RestatedAnnual report

    「The information and communications industry to which the Company belongs remained in a situation showing little sign of recovery, with lease receivables for information and communications equipment around the previous year's level despite some buyers holding back amid uncertainty over the outlook.」

    The information and communications equipment leasing market remained around the previous year's level, with continued recognition that it showed little sign of recovery.
  34. FY2016-Q3First statedAnnual report

    「The information and communications industry to which the Company belongs remained in a severe overall situation, with lease transaction volume for information and communications equipment running below the previous year's level even in April-June.」

    Lease transaction volume for information and communications equipment remained below the previous year's level in April-June.
Moved together

"Developing environmental-related business into a revenue pillar second only to the information and communications business" moved the same way as this thread, in the same document, in 6 of its 34 moves.

666655★123456
  1. ★This thread
  2. 1Developing environmental-related business into a revenue pillar second only to the information and communications business6×
  3. 2Financing through Short- and Long-Term Borrowings and Refinancing6×
  4. 3Expansion of bases and product offerings for overseas operations6×
  5. 4Improved Profitability and Continued Losses in the Information and Communications Business6×
  6. 5Revenue growth and narrower losses for the first time in nine periods5×
  7. 6Companies taking a more cautious approach to consumption and investment5×

★ 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
No upcoming earnings preview for Recomm yet. It last moved in the Earnings of 2026-08-07: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Difficult market conditions in the information and communications industry | RECOMM CO.,LTD. (3323) | Komori