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Startia Holdings (3393) · RiskFirst stated

Risk of Declining Hardware and Maintenance Sales Due to Cloud Migration

First written in FY2020. . Latest entry: FY2020.

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Decline in Hardware Demand Due to the Shift to Cloud Services and Intensifying CompetitionA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

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  1. FY2020First statedAnnual report

    「As the main network products shift further from on-premises to cloud-based systems, project-based revenue from hardware such as servers may decline. The associated stock-based revenue, including maintenance fees for that hardware, may also decline as project-based hardware revenue decreases.」

    The company indicated that cloud migration may reduce not only project-based hardware revenue but also related stock-based revenue, including maintenance fees.
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Risk of Declining Hardware and Maintenance Sales Due to Cloud Migration | Startia Holdings,Inc. (3393) | Komori