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Cyberlinks (3683) · FactIncreased replacement demand ahead of the end of 3G servicesLatest Earnings presentation materials (2026-05-15): "Advanced"

Demand for Device Replacements Following the Launch of 5G and End of 3G Services

First written in FY2020-Q1. 4 of 9 entries say "Restated". Latest entry: 2026-05-15.

9entries
7years
2from disclosures
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ProgressHeldSoftenedWorseRestatedFY2020-Q1 – 2026-05-152020: 120202021: 220212022: 320222023: 020232024: 020242025: 120252026: 22026
Same theme, other companies
Promoting Migration to 4G and 5G Services Following the 3G ShutdownA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

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

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Full recordFilings, disclosures and news, newest first
  1. FY2025-H1Increased replacement demand ahead of the end of 3G servicesAnnual report

    「Meanwhile, demand for device upgrades associated with the termination of 3G services scheduled for March 2026 is expanding.」

    It was stated for the first time that demand for replacements associated with the termination of 3G services, previously anticipated as a future business opportunity, is currently expanding.
  2. FY2022-Q3RestatedAnnual report

    「At the same time, business opportunities are also expected, including new demand arising from the expansion of 5G services and demand for device upgrades ahead of the scheduled termination of 3G services in March 2026.」

    The company continues to anticipate new demand arising from the expansion of 5G services and replacement demand associated with the scheduled termination of 3G services in March 2026.
  3. FY2022-Q1RestatedAnnual report

    「Business opportunities are also expected, including new demand arising from the expansion of 5G services and demand for device upgrades ahead of the scheduled termination of 3G services in March 2026.」

    The company continues to anticipate new demand arising from the expansion of 5G services and replacement demand associated with the scheduled termination of 3G services in March 2026.
  4. FY2021RestatedAnnual report

    「At the same time, business opportunities are expected, including new demand arising from the launch of 5G services and demand for device upgrades ahead of the scheduled termination of 3G services in March 2026.」

    The company continues to anticipate new demand arising from the launch of 5G and replacement demand associated with the termination of 3G services scheduled for March 2026.
  5. FY2021-Q3RestatedAnnual report

    「Although the market environment is becoming more challenging, business opportunities are expected, including new demand arising from the launch of 5G services and demand for device upgrades ahead of the scheduled termination of 3G services in March 2026.」

    The company continues to anticipate new demand arising from the launch of 5G and replacement demand related to the scheduled termination of 3G services in March 2026.
  6. FY2021-Q1Declining feature-phone sales ahead of the end of 3G servicesAnnual report

    「Ahead of the scheduled end of 3G services in March 2026, feature-phone sales fell sharply, and total handset sales were below the same period of the previous year.」

    While replacement demand associated with the end of 3G services is expected, the quarter actually saw a sharp decline in feature-phone sales and total handset sales below the same period of the previous year.
  7. FY2020-Q1First statedAnnual report

    「New demand from the launch of 5G services and handset replacement demand ahead of the scheduled end of 3G services in March 2026 are also expected to be stimulated.」

    The Company disclosed for the first time that new demand and handset replacement demand are expected against the backdrop of the launch of 5G services and the scheduled end of 3G services in March 2026. However, this filing presents these as expectations and does not describe actual results.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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No upcoming earnings preview for Cyberlinks yet. It last moved in the Earnings presentation materials of 2026-05-15: "Advanced".
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Demand for Device Replacements Following the Launch of 5G and End of 3G Services | CYBERLINKS CO.,LTD. (3683) | Komori