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Zoa (3375) · RiskMitigatedLatest Earnings (2026-08-13): "Worsened"

Unstable product sourcing due to semiconductor shortages

First written in FY2022. 2 of 5 entries say "Restated". Latest entry: 2026-08-13.

5entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20232022: 220222023: 120232024: 020242025: 020252026: 22026
Same theme, other companies
Product Supply Delays Due to Semiconductor ShortageA theme 12 companies write about · 12 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.

1 other company's latest entry also says "Worsened".

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. 2026-08-13WorsenedEarnings

    「Sales remained weak as rising product prices, driven by semiconductor supply shortages, the situation in the Middle East and other factors, strengthened consumers’ tendency to defer purchases.」

    The company explained that semiconductor supply shortages led to higher product prices and weak sales.
  2. FY2026MitigatedAnnual report

    「Even as market inventories ran short, we secured inventory by making use of our proprietary capabilities and also improved profitability by commercializing products ourselves.」

    While market inventories ran short, the Company secured inventory through its own procurement and product commercialization, contributing to improved profitability.
  3. FY2023RestatedAnnual report

    「In peripherals, sales of network equipment and liquid-crystal displays, for which demand was high during the COVID-19 pandemic in the previous fiscal year, declined due to a reactionary drop. In addition, procurement of products from manufacturers was unstable because of the semiconductor shortage, preventing the Company from increasing sales.」

    The report continues to describe the situation in which unstable procurement from manufacturers due to the semiconductor shortage hindered peripheral equipment sales.
  4. FY2023-Q1RestatedAnnual report

    「The PC industry has been affected by component supply shortages and higher prices. Combined with economic uncertainty, this has resulted in strong reluctance among consumers to make purchases.」

    The impact of shortages and higher prices for components on product procurement and the sales environment continues.
  5. FY2022First statedAnnual report

    「In peripherals, sales of network equipment and storage devices such as HDDs and SSDs, for which demand was high during the COVID-19 pandemic in the previous fiscal year, declined due to a reactionary drop. In addition, procurement of products from manufacturers was unstable because of the semiconductor shortage, preventing the Company from increasing sales.」

    Procurement of products from manufacturers became unstable due to the semiconductor shortage, newly clarifying an event that hindered sales growth in peripherals.
Moved together

"Decline in PC Demand Due to the Spread of Smartphones and Tablets" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222★123
  1. ★This thread
  2. 1Decline in PC Demand Due to the Spread of Smartphones and Tablets2×
  3. 2Making Services & Support a Core Revenue Pillar2×
  4. 3Profit improvement despite declining revenue2×

★ 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 Zoa yet. It last moved in the Earnings of 2026-08-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Unstable product sourcing due to semiconductor shortages | ZOA CORPORATION (3375) | Komori