The end of the peak in demand for My Number compliance and a decline in large-scale projects
First written in FY2017-Q2. 8 of 18 entries say "Worsened", first in FY2019-Q1. Latest entry: 2026-11-11.
No other company in this theme has enough history to compare yet.
- 2026-11-11MitigatedResults
「また、受注については前年同期を上回って推移しており、第３四半期以降の売上計上に向けた案件の積み上げが進んでおります。」
大型案件の売上寄与が限定的で売上計上が後ろ倒しとなる一方、受注増加と将来計上案件の積み上げを記載している。 - FY2028-H1WorsenedAnnual report
「In the Solutions Business, although the contribution from large projects remained limited, as in the first quarter, we steadily secured orders for medium-sized projects, mainly involving PCs, core business software and voice communications.」
While the limited contribution from large projects has continued, the company is proceeding with orders for medium-sized projects. - FY2026MitigatedAnnual report
「In the Solutions Business, demand for various replacements increased due to the end of support for Windows 10 and Bugyo software and the aging of PBX systems among existing customers, supporting solid performance in network infrastructure upgrades and the migration of Bugyo software to the cloud.」
In response to the themes of demand running its course and the decline in large projects, the company captured replacement demand arising from the end of support for Windows 10 and Bugyo software and the aging of PBX systems, expanding the Solutions Business. - FY2027-H1MitigatedAnnual report
「In the second quarter, the company sought to expand sales by capturing robust demand for PCs and infrastructure upgrades, while also focusing on winning medium-sized and large projects, including PBX replacements, from private-sector companies as well as schools and other local governments.」
In response to the continuing decline and stagnation of large projects, the company won medium-sized and large projects, including demand for PC and infrastructure upgrades and PBX replacements for schools and local governments, and sought to expand sales. - FY2023-Q2WorsenedAnnual report
「In the Solutions Business, the company pursued activities to resolve customers' issues, focusing on discussions concerning the introduction of various solutions and equipment and the development of infrastructure to enable telework and DX (*1). However, large projects and new investment showed signs of slowing amid caution over uncertainties including the semiconductor shortage and the sharp depreciation of the yen.」
While telework- and DX-related discussions continued, large projects and new investment slowed amid caution over the semiconductor shortage and the sharp depreciation of the yen. The risk of stagnation and postponement of large projects remains. - FY2022-Q2WorsenedAnnual report
「The company strengthened its activities by pursuing discussions concerning the introduction of various solutions and equipment and the development of infrastructure to enable telework and DX (*1), as well as by holding events related to telework and core systems. However, due to the deterioration in customers' corporate earnings caused by the fifth wave of infections, large projects that had been recovering again showed signs of stagnation and postponement.」
While the company strengthened telework- and DX-related discussions and events, large projects that had been recovering again stagnated and were postponed due to the deterioration in customers' earnings caused by the fifth wave. - FY2022-Q1MitigatedAnnual report
「In the Solutions Business, business is recovering, including discussions concerning the introduction of various solutions and equipment and the development of infrastructure to achieve digital transformation, including telework, as well as large projects such as capital investment. However, amid the spread of variant viruses, some large solution projects continued to be postponed.」
Solution-related discussions, including large projects, moved toward recovery, while some large projects continued to be postponed. - FY2021-Q3WorsenedAnnual report
「In the Solutions Business, there had been signs of a gradual recovery in discussions concerning telework and other workplace infrastructure, as well as in new capital investment by small and medium-sized businesses, supported by the economic recovery as the spread of infections during the second wave of COVID-19 subsided. However, the recovery has slowed with the arrival of the third wave. Accordingly, large solution projects continue to show signs of stagnation, including postponements.」
While there were signs of recovery in small and medium-sized investments and telework-related discussions, the recovery slowed with the third wave, and postponements and stagnation of large projects continue. - FY2021-Q2RestatedAnnual report
「Large solution projects continue to show signs of stagnation, including postponements.」
The postponement and stagnation of discussions involving large solution projects continues to be noted, following the previous quarter. - FY2021-Q1WorsenedAnnual report
「Business discussions for large-scale solution projects stalled, and orders declined significantly from the same period of the previous year.」
Following the statement that large-scale projects increased in the Corporate Services business in the second half of the previous fiscal year, the Company has shifted to describing stalled negotiations for large-scale solution projects and a significant decline in orders this quarter. - FY2019MitigatedAnnual report
「In the second half, large-scale projects increased in the Corporate Services business, among other developments.」
In contrast to the decline in large-scale projects, the Company states that large-scale projects increased in the Corporate Services business in the second half. - FY2019-Q3MitigatedAnnual report
「In the second half, large-scale projects increased in the Corporate Services business, while selling, general and administrative expenses decreased due in part to the absence of costs related to the relocation of the Information Creation Community and Docomo Shop Kayabacho (now Hatchobori) in October two years earlier.」
In contrast to the previously described decline in large-scale projects and smaller project sizes, the Company states that large-scale projects increased in the Corporate Services business in the second half. - FY2019-Q1WorsenedAnnual report
「However, in addition to declines in store traffic and units sold, the campaign for corporate customers targeting the new fiscal year performed poorly, while large-scale projects declined as the business entered a trough in the handset replacement cycle.」
In addition to the previously described end of demand and smaller projects in the Solutions business, a trough in the handset replacement cycle in the Mobile business is cited as a factor behind the decline in large-scale projects. - FY2017RestatedAnnual report
「During the first half, projects involving PBX (private branch exchange) replacement and reviews of surrounding infrastructure were generally solid. However, in addition to the end of My Number-related demand, project sizes tended to become smaller in both the information infrastructure and information content fields.」
The Company continues to identify the end of My Number-related demand and smaller information infrastructure and information content projects as performance factors for the Solutions business. - FY2017-Q3RestatedAnnual report
「In addition to the end of My Number-related demand, project sizes have tended to become smaller in both the information infrastructure and information content fields.」
The end of My Number-related demand has continued, and the trend toward smaller projects is also described as a performance factor for the Solutions business. - FY2017-Q2MaterialisedAnnual report
「In addition to the end of My Number-related demand, large-scale projects declined.」
The end of My Number-related demand and the decline in large-scale projects are explicitly identified as factors behind the year-on-year decline in profitability in the Solutions business.