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Ags (3648) · RiskDropped

Risk of Intensifying Competition and an Earnings Shortfall in the Data Center Business

First written in FY2016. 9 of 12 entries say "Restated". Latest entry: FY2019.

12entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2017-Q3RestatedFY2018-Q1 – FY20192016: 320162017: 420172018: 320182019: 22019
Same theme, other companies
Intensifying Competition in the Cloud and Electronic Authentication MarketsA theme 13 companies write about · 12 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 5 of 8 companies on the "Worse" side.

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

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. FY2019DroppedAnnual report

    「The following are among the principal risks that may affect the Group's operating results and financial condition, consolidated financial statements and other matters.」

    The current fiscal year's "Business and Other Risks" section does not list intensifying competition and failure to meet earnings targets in the data center business as a standalone risk item.
  2. FY2019-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business.
  3. FY2019-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business.
  4. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business.
  5. FY2018-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business.
  6. FY2018-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business.
  7. FY2018-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business.
  8. FY2017MitigatedAnnual report

    「As a result, IDC services, which are at the core of the Group's data center business, have continued to post solid, on-plan revenue growth to date.」

    Reports that IDC services have achieved on-plan revenue growth in response to the risk of the new data center failing to meet its plan.
  9. FY2017-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business.
  10. FY2017-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business.
  11. FY2017-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Comprehensive disclosure stating that there have been no material changes in the risks of intensifying competition and failure to meet earnings targets in the data center business described in the previous fiscal year.
  12. FY2016First statedAnnual report

    「However, competition is expected to intensify going forward, and if the data center business fails to generate earnings as planned, this may affect the performance and financial condition of the Group.」

    The new data center was completed in February 2012 and began providing services in March of the same year.
Moved together

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When this could move next
Ags's next results are scheduled for 2026-10-30. Read the earnings preview
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Risk of Intensifying Competition and an Earnings Shortfall in the Data Center Business | AGS Corporation (3648) | Komori