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Cyberlinks (3683) · TargetAdvanced

Expansion of Cloud Services for the Distribution Industry and Business Growth

First written in FY2016-Q2. 33 of 37 entries say "Advanced", first in FY2016-Q3. Latest entry: 2026-09-03.

37entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2016-Q3 – FY2018-Q1AdvancedFY2018 – 2026-09-032016: 220162017: 420172018: 420182019: 420192020: 320202021: 320212022: 420222023: 220232024: 320242025: 220252026: 62026
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. 2026-09-03AdvancedEarnings presentation

    「ARR increased through the launch of multiple new services, including “@rmsV6”」

    ARR increased through the launch of multiple new services, and specific 2030 implementation targets were set for the core system, C2Platform and RetailPro.
  2. FY2026-H1AdvancedAnnual report

    「For @rms, our core system for food retailers, the new “@rms V6” version for medium-sized and large customers went live at 2 new companies in March 2026, and we also won multiple new orders. We advanced initiatives to expand the service and strengthen its competitiveness, including beginning development aimed at incorporating AI functions that contribute to improving users’ operational efficiency.」

    @rms V6 went live at 2 new companies in March 2026, and we won multiple new orders. We also began development to add AI functions.
  3. FY2025AdvancedAnnual report

    「Specifically, the new “@rms V6” version for medium-sized and large customers went live at 1 company in March 2025, following its changeover from version V3 at an existing customer, and at 1 company in April of the same year, a new customer.」

    @rms V6 went live at 1 company each in March and April 2025, giving concrete form to its expansion among medium-sized and large customers.
  4. FY2025-H1AdvancedAnnual report

    「For @rms, our core system for food retailers, the new “@rms V6” version for medium-sized and large customers, released in the previous fiscal year, went live at 1 company in March 2025, following its changeover from version V3 at an existing customer, and at 1 company in April of the same year, a new customer. We will continue steadily implementing orders already received while focusing on securing new orders. For “Sendonet V2,” our fresh produce ordering system for retailers, inquiries have increased for our service, which has an extensive implementation track record, as market demand for fresh-produce EDI has begun to grow. Our sales initiatives, which accurately captured these changes in the market environment, also proved effective, and we won multiple new orders. For “Cloud EDI-Platform,” our EDI service for wholesalers, we expanded our market share, including by completing the full migration to our service by a major customer that had been using our service alongside a competitor’s service.」

    @rms V6 went live at 1 company in March 2025 and 1 company in April. Sendonet V2 won multiple new orders. Cloud EDI-Platform completed the full migration of a major customer, advancing implementation and market-share expansion for distribution services.
  5. FY2024AdvancedAnnual report

    「Development of faster processing and other enhancements for @rms, our core system for food retailers, was completed to accelerate expansion among medium-sized and large customers, and the new “@rms V6” version was released in May 2024. We have steadily won orders from multiple medium-sized and large customers and continue to receive inquiries from many prospective customers. / In addition, our technology was adopted for the engine of “N-Sikle,” a business negotiation support system newly built by the Japan Processed Foods Wholesalers Association to promote standardization of business negotiations between manufacturers and wholesalers. The system began operating in December 2024.」

    We completed faster processing and other enhancements for @rms and released V6, winning orders from multiple medium-sized and large customers. C2Platform was adopted for the Japan Processed Foods Wholesalers Association’s “N-Sikle” business negotiation support system, which began operating in December 2024.
  6. FY2024-H1AdvancedAnnual report

    「Development of faster processing and other enhancements for @rms, our core system for food retailers, was completed, and the new “@rms V6” version was released in May 2024. We won orders from multiple medium-sized and large customers. We will continue pursuing additional orders while developing further functional enhancements.」

    Development of faster processing and other enhancements for @rms was completed, and the new “@rms V6” version was released in May 2024. We won orders from multiple medium-sized and large customers and are continuing development aimed at winning further orders and enhancing functionality.
  7. FY2024-Q1AdvancedAnnual report

    「Development of faster processing and other enhancements for @rms, our core system for food retailers, was completed to accelerate expansion among medium-sized and large customers. In February 2024, we also began a business partnership with SENSY, which develops personal artificial intelligence. We are working to improve demand-forecasting accuracy by combining our @rms Automated Ordering system with SENSY’s AI. Meanwhile, for the C2Platform business negotiation support service, we advanced initiatives to expand into the processed food wholesale industry, including a decision to conduct a proof-of-concept with the Japan Processed Foods Wholesalers Association and several major food wholesalers, beginning in April 2024.」

    Development of faster processing and other enhancements for @rms was completed, and we began efforts to improve demand-forecasting accuracy through AI integration with SENSY. For C2Platform, a proof-of-concept with the Japan Processed Foods Wholesalers Association and several major food wholesalers was approved, giving concrete form to expansion into the processed food wholesale industry.
  8. FY2023AdvancedAnnual report

    「We won orders from medium-sized and large customers for @rms, our core system for food retailers. We are investing in development, including faster processing, and will focus on accelerating further expansion of the service. Meanwhile, the C2Platform business negotiation support service, which enables digital transformation of business negotiations in the distribution industry, began operating at a major food retailer.」

    We won orders from medium-sized and large customers for @rms and continued development investment to accelerate processing. C2Platform began operating at a major food retailer, giving concrete form to the expansion of cloud services for the distribution industry.
  9. FY2023-Q2AdvancedAnnual report

    「In May 2023, we were selected as one of the EDI infrastructure service vendors for the EDI platform whose construction had been agreed in principle by the Japan Processed Foods Wholesalers Association, 6 food wholesalers belonging to the association that support the “Common Platform Initiative” to promote collaboration and joint operations in noncompetitive areas of food distribution, and Japan Inforex Corporation. We will build a common EDI infrastructure with functions shared across the systems of the wholesalers and contribute to promoting standardization across the industry.」

    We were selected as one of the EDI infrastructure service vendors for the EDI platform whose construction had been agreed in principle by 6 food wholesalers and others. This represents a new concrete development toward building and standardizing an industry-wide common infrastructure.
  10. FY2023-Q1AdvancedAnnual report

    「As initiatives for future growth, we continued development investment, including efforts to accelerate processing by our core @rms system for food retailers. We also steadily progressed implementation of the C2Platform business-to-business platform, which enables digital transformation of business negotiations in the distribution industry, at several major food retailers. As a result, revenue for the first quarter of the current consolidated fiscal year was ¥1,090 million, up 6.2% year on year, and segment profit (ordinary profit) was ¥207 million, up 32.7%.」

    In the Distribution Cloud business, development investment to accelerate processing by @rms and implementation of C2Platform at several major food retailers progressed, and both revenue and segment profit exceeded the year-earlier period.
  11. FY2022-Q3AdvancedAnnual report

    「In July 2022, one major user was added for the “Cloud EDI-Platform” EDI service for processed food wholesalers. As a result, 8 of the top 10 processed food wholesalers by revenue came to use the service.」

    One major user was added for Cloud EDI-Platform in July 2022, bringing the number of the top 10 processed food wholesalers by revenue using the service to 8. Revenue in the Distribution Cloud business was ¥3,171 million, up 10.9% year on year, and segment profit was ¥582 million, up 55.0%.
  12. FY2022-Q2AdvancedAnnual report

    「In the Distribution Cloud business, recurring revenue increased as we expanded the provision of cloud services, including the “BXNOAH” EDI service for retailers and the “@rms Core” core business cloud service for food distributors and retailers. Revenue other than recurring revenue, including work fees at service implementation and individual customization fees, also increased.」

    Recurring and non-recurring revenue increased as provision of BXNOAH and @rms Core expanded. Revenue in the Distribution Cloud business was ¥2,087 million, and segment profit was ¥369 million.
  13. FY2022-Q1AdvancedAnnual report

    「In the distribution cloud business, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers, and the BXNOAH EDI service for retailers. Revenue other than recurring revenue, including implementation work and individual customization fees at service launch, also increased.」

    In addition to expanding the provision of distribution cloud services, revenue from implementation and customization outside recurring revenue increased, resulting in revenue of ¥1,026 million and segment profit of ¥156 million.
  14. FY2021AdvancedAnnual report

    「Recurring revenue increased as a result of expanding the provision of cloud services, including the BXNOAH EDI service for retailers, the Shelf POWER series of shelf-planning systems, and the Cloud EDI-Platform EDI service for wholesalers.」

    The Company advanced the expansion of specific services for retailers and wholesalers and increased recurring revenue, resulting in revenue of ¥4,022 million in the distribution cloud business, up 6.9% from the previous fiscal year.
  15. FY2021-Q3AdvancedAnnual report

    「In the distribution cloud business, recurring revenue increased as a result of expanding the provision of cloud services, including the Cloud EDI-Platform EDI service for wholesalers and the BXNOAH EDI service for retailers.」

    The Company continued to expand the provision of specific cloud services for wholesalers and retailers, and revenue in the distribution cloud business was ¥2,858 million, up 4.0% year on year.
  16. FY2021-Q2AdvancedAnnual report

    「In the distribution cloud business, recurring revenue increased as a result of expanding the provision of cloud services, including the Cloud EDI-Platform EDI service for wholesalers, the BXNOAH EDI service for retailers, and the Shelf POWER series of shelf-planning systems.」

    The Company expanded the provision of specific cloud services for wholesalers and retailers, and revenue in the distribution cloud business was ¥1,842 million, up 4.3% year on year.
  17. FY2021-Q1AdvancedAnnual report

    「In the distribution cloud business, recurring revenue increased as a result of expanding the provision of services, including the Cloud EDI-Platform cloud-based EDI service for wholesalers, the BXNOAH EDI service for retailers, and the Shelf POWER series of shelf-planning systems.」

    In the distribution cloud business, the Company expanded services for wholesalers and retailers, resulting in revenue of ¥923 million, up 6.2% year on year.
  18. FY2020-Q2AdvancedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Group’s core service, @rms Core, a core business cloud service for food retailers, and cloud-based EDI services for wholesalers.」

    The Company continued to expand the provision of @rms Core and cloud-based EDI services for wholesalers, and revenue in the IT cloud business was ¥5,033 million, up 40.8% year on year.
  19. FY2020-Q1AdvancedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Group’s core service, @rms Core, a core business cloud service for food retailers, and cloud-based EDI services for wholesalers.」

    The Company continued to expand the provision of @rms Core and cloud-based EDI services for wholesalers, and revenue in the IT cloud business was ¥2,538 million, up 40.0% from the same quarter of the previous year. Revenue in the government agency field also increased substantially, owing in part to contributions from consolidated subsidiaries.
  20. FY2019AdvancedAnnual report

    「In October 2019, with a view to achieving further growth in the cloud services field for government agencies, the Company made Minami-Osaka Electronic Computer Center, which provides core systems and other services to local governments in southern Osaka Prefecture, Wakayama Prefecture and Nara Prefecture, a wholly owned subsidiary.」

    By making MCC a wholly owned subsidiary, the Company expanded its platform for providing cloud services to government agencies into southern Osaka Prefecture, Wakayama Prefecture and Nara Prefecture. Revenue in the IT cloud business was also ¥7,036 million, up 22.1% from the previous fiscal year.
  21. FY2019-Q3AdvancedAnnual report

    「In particular, the next version of @rms Core was introduced during the quarter, increasing revenue from implementation work and customization in addition to recurring revenue. As a result, revenue exceeded that of the same period of the previous year. Higher revenue also absorbed increased expenses, including software amortization, and profit likewise exceeded that of the same period of the previous year.」

    The introduction of the next version of @rms Core progressed, increasing revenue from implementation work and customization in addition to recurring revenue. Both revenue and profit from cloud services for the distribution industry exceeded those of the same period of the previous year.
  22. FY2019-Q2AdvancedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers, and cloud-based EDI services for wholesalers, and revenue exceeded that of the same period of the previous year.」

    Revenue in the IT cloud business, driven by expanded provision of @rms Core and cloud-based EDI services for wholesalers, was ¥3,576 million, up 34.9% year on year.
  23. FY2019-Q1AdvancedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers, and cloud-based EDI services for wholesalers.」

    Revenue in the IT cloud business, driven by expanded provision of @rms Core and cloud-based EDI services for wholesalers, was ¥1,813 million, up 32.9% year on year.
  24. FY2018AdvancedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers. Consequently, although revenue from spot projects, such as hardware sales associated with the introduction of a sales management system for specialty retailers overseas, declined, revenue in this field exceeded that of the previous fiscal year.」

    Recurring revenue increased as a result of expanding the provision of cloud services, including @rms Core, and revenue in the cloud services field for the distribution industry exceeded that of the previous fiscal year despite a decline in spot projects.
  25. FY2018-Q3RestatedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers. However, revenue in this field fell below the same period of the previous year because revenue from spot projects such as customization declined compared with the previous year, when hardware sales associated with the introduction of a sales management system for specialty retailers overseas and large projects such as Internet EDI services were recorded.」

    Recurring revenue increased as a result of expanding the provision of cloud services, including @rms Core, while revenue in the cloud services field for the distribution industry fell below the same period of the previous year due to a decline in spot projects.
  26. FY2018-Q2RestatedAnnual report

    「In the cloud services field for the distribution industry, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers.」

    The Company continues to expand the provision of cloud services, including @rms Core, and increase recurring revenue. However, revenue in this field fell below the same period of the previous year due to a decline in spot projects.
  27. FY2018-Q1AdvancedAnnual report

    「In the IT cloud business, recurring revenue increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers.」

    Recurring revenue increased as a result of expanding the provision of cloud services for food retailers. However, revenue and profit in this field fell below the same period of the previous year due to lower revenue from spot projects and other factors.
  28. FY2017AdvancedAnnual report

    「Revenue in the cloud services field for the distribution industry increased as a result of expanding the provision of cloud services, including @rms Core, a core business cloud service for food retailers, and the cloud-based EDI service Rexmart, acquired through a merger in the previous fiscal year, as well as releasing the next version of @rms Core, which had been developed for medium-sized and large food retailers, and beginning operations for its first user.」

    The Company released the next version of @rms Core and began operations for its first user. Expansion of service provision, including Rexmart, also progressed, and revenue in the IT cloud business was ¥5,700 million, up 10.3% year on year.
  29. FY2017-Q3AdvancedAnnual report

    「Revenue in the cloud services field for the distribution industry increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers, and the cloud-based EDI service Rexmart, acquired through a merger in the previous fiscal year. As a result, revenue for the nine months ended 31 December was ¥4,106 million, up 11.3% year on year」

    Revenue from cloud services for the distribution industry, including @rms Core and Rexmart acquired through the merger, was ¥4,106 million, up 11.3% year on year.
  30. FY2017-Q2AdvancedAnnual report

    「Revenue in the cloud services field for the distribution industry increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers, and the cloud-based EDI service Rexmart, acquired through a merger in the previous fiscal year. However, profit in this field fell below the same period of the previous year due to higher personnel expenses associated with expanding the workforce to support business growth, as well as higher amortization expenses following the release of the next version of @rms Core. As a result, revenue for the six months ended 30 September was ¥2,813 million, up 10.8% year on year, while segment profit (ordinary profit) was ¥147 million, down 52.6% year on year.」

    Following the release of the next version of @rms Core, revenue from cloud services for the distribution industry, including Rexmart, increased 10.8%. Profit, however, fell below the same period of the previous year due to an expanded workforce and amortization expenses for the next version.
  31. FY2017-Q1AdvancedAnnual report

    「Revenue in the cloud services field for the distribution industry increased as a result of expanding the provision of cloud services, including the Company’s core service, @rms Core, a core business cloud service for food retailers, and the cloud-based EDI service Rexmart, acquired through a merger in the previous fiscal year.」

    Revenue from cloud services for the distribution industry, including @rms Core and Rexmart acquired through the merger, was ¥1,559 million, up 8.8% year on year.
  32. FY2016RaisedAnnual report

    「To establish the leading market share in core business cloud services for food retailers, the Company is developing the next version of @rms Core with the functionality and quality needed to meet the needs of food retailers with annual sales of ¥30 billion to more than ¥100 billion.」

    The policy of expanding cloud services for the distribution industry has taken concrete form in the development of the next version of @rms Core for customers with annual sales of ¥30 billion to more than ¥100 billion, together with the explicit goal of securing the leading market share.
  33. FY2016-Q3AdvancedAnnual report

    「Revenue in the cloud services field for the distribution industry increased as a result of expanding the provision of cloud services, including the Internet EDI service BACREX acquired through a merger in the previous fiscal year.」

    The Company reported higher revenue in services for the distribution industry due to expanded provision of cloud services, including BACREX. In addition, it entered into a merger agreement involving the integration of the services of クラウドランド and インターマインド.
  34. FY2016-Q2First statedAnnual report

    「By making クラウドランド a wholly owned subsidiary, we will expand cloud services and the business for the distribution industry in the IT cloud business, while working to build an information exchange platform linking manufacturing, logistics and sales in the food distribution industry.」

    The Company has set out expansion in the cloud and EDI field for the distribution industry, including @rms Core, BACREX and Rexmart.
Moved together

"A Stock-Based Business Model Centered on Recurring Income" moved the same way as this thread, in the same document, in 25 of its 37 moves.

251918161313★123456
  1. ★This thread
  2. 1A Stock-Based Business Model Centered on Recurring Income25×
  3. 2Business Model Development Utilizing Platform Technology19×
  4. 3Development of Integrated Resident Services and Nationwide Expansion of Cloud Services for Public Agencies18×
  5. 4Obtaining Certification to Handle Electronic Powers of Attorney and Initiatives to Go Paperless16×
  6. 5Incentive Design Using Stock Acquisition Rights Subject to Performance and Share Price Conditions13×
  7. 6Capital investment in data centers and core cloud software13×

★ 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 Cyberlinks yet. It last moved in the Earnings presentation of 2026-09-03: "Advanced".
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Expansion of Cloud Services for the Distribution Industry and Business Growth | CYBERLINKS CO.,LTD. (3683) | Komori