Komori
No.1 (3562) · InitiativeAdvanced

Entry into Cloud-Based Services, IaaS and Managed Services

First written in FY2021. 8 of 14 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-08-07.

14entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q3 – FY2023-Q1RestatedFY2023-Q2 – FY2023-Q3RestatedFY2024-Q3 – FY2025-Q1AdvancedFY2025-H1 – 2026-08-072021: 320212022: 420222023: 320232024: 320242025: 020252026: 12026
Same theme, other companies
Expanding the SaaS, PaaS and IaaS cloud businessA theme 43 companies write about · 0 as a headwind · 49 as a tailwind

The whole theme swung hardest in 2019: 2 of 22 companies on the "Worse" side.

27 other companies' latest entry also says "Advanced".

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 43 companies compared. The sentences above are computed from all 43.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07AdvancedOther Disclosures

    「Two years after implementation, administrative work has been reduced by 30%, and the system has become indispensable infrastructure at the worksite.」

    For the cloud-based business management service “lagoona,” the company reported concrete results after 2 years of continued use, including an approximately 30% reduction in administrative work, greater visibility into information, objective evaluations of younger employees and a shift away from analog processes.
  2. FY2025-H1AdvancedAnnual report

    「We have also added new services to Digiterasu and are expanding sales channels as part of the expansion of the cloud services business.」

    For Digiterasu, the company is expanding the cloud services business by adding new services in addition to increasing contracts and expanding sales channels.
  3. FY2025-Q1RestatedAnnual report

    「Next, under “Stabilizing the earnings structure,” the number of active No.1 Business Support contracts remained solid, while ARPU (average revenue per user) also continued to improve. We also focused on expanding sales channels for Digiterasu as part of the expansion of the cloud services business.」

    The company has reaffirmed improvements in No.1 Business Support contracts and ARPU, and the expansion of Digiterasu sales channels, as measures to stabilize the earnings structure.
  4. FY2024-Q3RestatedAnnual report

    「Regarding “Developing cloud-based services,” we began selling lagoona, a cloud-based business management service, in March 2023. The service is positioned as one of the renewed offerings under No.1 Business Support and also addresses the invoice system and the amended Electronic Bookkeeping Act, both of which are challenges for small and medium-sized enterprises.」

    The company has reiterated the launch of sales of lagoona, a cloud-based business management service, its positioning as a renewed offering under No.1 Business Support, and its response to the invoice system and the amended Electronic Bookkeeping Act.
  5. FY2024-Q2AdvancedAnnual report

    「Regarding “Developing cloud-based services,” we began selling lagoona, a cloud-based business management service, in March 2023. The service is positioned as one of the renewed offerings under No.1 Business Support and also addresses the invoice system and the amended Electronic Bookkeeping Act, both of which are challenges for small and medium-sized enterprises.」

    The company explicitly states that sales of lagoona, a cloud-based business management service, have begun, positions it as a renewed offering under No.1 Business Support, and specifies its response to the invoice system and the amended Electronic Bookkeeping Act.
  6. FY2024-Q1AdvancedAnnual report

    「Regarding “Developing cloud-based services,” we have been working since March 2023 to increase contracts for lagoona, a cloud-based business management service.」

    As a specific development under cloud-based services, the company has been working since March 2023 to increase contracts for lagoona, a cloud-based business management service.
  7. FY2023-Q3RestatedAnnual report

    「For “Hardware × Software” and “Cloud-Based Services,” we are working to sell Telework Station™, developed jointly by アレクソン and NTTPC, and to increase contracts for Digiterasu, a fully managed cloud service developed by No.1 Digital Solution in collaboration with ORACLE CORPORATION JAPAN.」

    The company has reiterated its policy of selling Telework Station and increasing contracts for Digiterasu.
  8. FY2023-Q2RestatedAnnual report

    「Contracts for Digiterasu, a fully managed cloud service developed jointly by No.1 Digital Solution and ORACLE CORPORATION JAPAN, are increasing.」

    The company continues to report an increase in contracts for Digiterasu, developed jointly with ORACLE CORPORATION JAPAN.
  9. FY2023-Q1AdvancedAnnual report

    「Contracts for Digiterasu, a fully managed cloud service developed jointly by No.1 Digital Solution and ORACLE CORPORATION JAPAN, are increasing.」

    The company reports an increase in Digiterasu contracts since sales began.
  10. FY2022AdvancedAnnual report

    「Digiterasu, a fully managed cloud service, received several large orders in the fiscal year ending February 2022 and began providing an integrated service covering development, implementation and operation. The development of its business foundation, including human and physical investment, is almost complete.」

    Digiterasu received several large orders and began providing an integrated service covering development, implementation and operation. The development of its human and physical business foundations is almost complete.
  11. FY2022-Q3AdvancedAnnual report

    「Orders are also progressing for Digiterasu, a fully managed cloud service developed through a partnership between our consolidated subsidiary 株式会社No.1デジタルソリューション and ORACLE CORPORATION JAPAN.」

    Orders for Digiterasu, developed through a partnership with ORACLE CORPORATION JAPAN, have progressed since sales began.
  12. FY2022-Q2RestatedAnnual report

    「In the new medium-term management plan announced in November 2020, our Group positioned “Generating synergies with アレクソン,” “Deepening solution-based sales (expanding recurring revenue),” “Hardware × Software (expanding the information security domain),” “Developing cloud-based services,” and “M&A, business alliances and new businesses” as the foundations of its growth strategy.」

    The company has reiterated the development of cloud-based services as one of the growth strategies under its new medium-term management plan.
  13. FY2022-Q1AdvancedAnnual report

    「We began selling Digiterasu, a fully managed cloud service developed jointly by our consolidated subsidiary No.1 Digital Solution and ORACLE CORPORATION JAPAN.」

    No.1 Digital Solution and ORACLE CORPORATION JAPAN jointly developed the fully managed cloud service Digiterasu, and sales have begun.
  14. FY2021First statedAnnual report

    「We aim to establish cloud services and subscription businesses that improve operational efficiency through the use of IT by leveraging the strengths of each Group company. … We also intend to actively enter the IaaS business, which enables customers to use software over the internet.」

    The company has stated its policy of entering the cloud services, subscription, antivirus cloud-based managed services and IaaS businesses.
Moved together

"Policy of Prioritizing Retained Earnings and Upfront Investment, with No Dividends" moved the same way as this thread, in the same document, in 7 of its 14 moves.

733333★123456
  1. ★This thread
  2. 1Policy of Prioritizing Retained Earnings and Upfront Investment, with No Dividends7×
  3. 2Stabilizing the Operating Foundation and Achieving Sustained Growth3×
  4. 3Strengthening the Recurring-Revenue Business3×
  5. 4Strengthening Talent Recruitment, Development and Training Systems3×
  6. 5Sales and Profit Growth Record3×
  7. 6Launch of “No.1 Business Support: ‘Our Company’s Right-Hand Person’”3×

★ 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 No.1 yet. It last moved in the Other Disclosures of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Entry into Cloud-Based Services, IaaS and Managed Services | No.1 Co.,Ltd (3562) | Komori