Coexistence of Cloud and VPS Growth and Intensifying Price Competition in Housing
First written in FY2016. 38 of 39 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-07-28.
The whole theme swung hardest in 2026: 5 of 8 companies on the "Worse" side.
0 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Cloud services revenue was ¥15,324.068 million, up 9.4% from the previous consolidated fiscal year, and GPU infrastructure services revenue was ¥8,144.342 million, up 20.3%. Meanwhile, physical infrastructure services revenue was ¥3,056.750 million, down 7.2%.」
Cloud and GPU infrastructure services revenue continued to grow, while physical infrastructure services revenue declined, with the change in the service mix reflected in the full-year results. - FY2026-H1AdvancedAnnual report
「Cloud services revenue was ¥7,509.170 million, up 10.2% year on year. GPU infrastructure services revenue was ¥2,820.758 million, up 25.9% year on year. Physical infrastructure services revenue was ¥1,577.929 million, down 4.1% year on year. Revenue from other services was ¥3,723.303 million, up 44.8% year on year.」
Cloud services, GPU infrastructure services, and other services all recorded higher revenue, while physical infrastructure services revenue declined. The expansion of GPU and other services and the contraction of conventional physical infrastructure services were reflected in the interim results. - FY2025AdvancedAnnual report
「Cloud services revenue was ¥14,006.941 million, up 9.7% from the previous consolidated fiscal year. GPU cloud services revenue was ¥6,344.571 million, up 3,054.8% from the previous consolidated fiscal year. Physical infrastructure services revenue was ¥3,721.757 million, up 3.7% from the previous consolidated fiscal year.」
In addition to growth in cloud services revenue and the sharp expansion of GPU cloud services, physical infrastructure services revenue also returned to growth, with the change in the service mix reflected in the full-year results. - FY2025-H1AdvancedAnnual report
「Cloud services revenue was ¥6,813.126 million, up 9.0% year on year, reflecting the steady performance of Sakura Cloud and Sakura VPS, among other factors. Physical infrastructure services revenue was ¥1,867.873 million, up 4.5% year on year. GPU cloud services began offering part of the “Kakujiki PHY” service in January 2024 and commenced full-scale service provision in June 2024. GPU cloud services revenue was ¥2,018.498 million.」
In addition to growth in cloud services revenue, physical infrastructure services revenue increased 4.5% year on year. GPU cloud services also moved into full-scale service provision as a new revenue category, generating revenue of ¥2,018.498 million. - FY2024AdvancedAnnual report
「Cloud services revenue was ¥12,773.779 million, up 7.9% from the previous consolidated fiscal year, reflecting the steady performance of Sakura Cloud and Sakura VPS, among other factors. Physical infrastructure services revenue was ¥3,589.785 million, down 1.3% from the previous consolidated fiscal year.」
Higher cloud services revenue and lower physical infrastructure services revenue were reflected in the full-year results, and the shift in the revenue mix toward cloud services continued. - FY2024-Q3AdvancedAnnual report
「Cloud services revenue was ¥9,453.030 million, up 7.7% year on year. Physical infrastructure services revenue was ¥2,689.609 million, down 2.1% year on year.」
The increase in cloud service revenue and decline in physical infrastructure service revenue became evident in cumulative third-quarter service-level revenue, continuing to show the shift in the service mix toward cloud services. - FY2024-Q2AdvancedAnnual report
「Cloud services revenue was ¥6,248.620 million, up 7.9% year on year. Physical infrastructure services revenue was ¥1,787.851 million, down 3.1% year on year.」
Higher cloud services revenue and lower physical infrastructure services revenue were reflected in cumulative service revenue for the second quarter, continuing to indicate a shift in the revenue mix toward cloud services. - FY2024-Q1AdvancedAnnual report
「Cloud services revenue was ¥3,096.209 million, up 7.4% year on year, reflecting the strong performance of Sakura Cloud and Sakura VPS, among other factors. Physical infrastructure services revenue was ¥881.820 million, down 5.8% year on year. Revenue from other services was ¥1,127.627 million, down 1.5% year on year.」
While cloud services revenue continued to grow, physical infrastructure services and other services revenue declined, with the shift toward a cloud-centered service mix reflected in the first-quarter figures. - FY2023AdvancedAnnual report
「Cloud services revenue was ¥11,840.595 million, up 8.0% from the previous consolidated fiscal year. Physical infrastructure services revenue was ¥3,638.388 million, down 19.1% from the previous consolidated fiscal year.」
Higher cloud services revenue and lower physical infrastructure services revenue were reflected in the full-year results, continuing to indicate a shift in the revenue mix toward cloud services. - FY2023-Q3AdvancedAnnual report
「Cloud services revenue was ¥8,775.114 million, up 7.9% year on year. Physical infrastructure services revenue was ¥2,748.470 million, down 19.3% year on year. Revenue from other services was ¥3,520.365 million, up 14.2% year on year.」
Growth in cloud services revenue, declines in physical infrastructure services revenue, and growth in other services revenue were reflected in cumulative service revenue for the third quarter. The shift in the revenue mix toward cloud services and the continued contraction of physical infrastructure services remain evident. - FY2023-Q2AdvancedAnnual report
「Revenue was ¥9,989.816 million, up 3.4% year on year, due to continued strong performance from cloud services and the recognition of spot revenue from group companies, among other factors.」
Cloud services revenue was ¥5,789.743 million, up 8.0% year on year, while physical infrastructure services revenue was ¥1,845.493 million, down 19.7%. Continued cloud growth and the contraction of physical infrastructure services were reflected in the figures. - FY2022AdvancedAnnual report
「Cloud service revenue was ¥10,963.769 million, compared with ¥9,995.105 million in the same period of the previous year, an increase of 9.7%. Revenue from physical infrastructure services was ¥4,497.495 million, compared with ¥6,198.338 million in the same period of the previous year, a decline of 27.4%.」
The full-year results made evident the increase in cloud service revenue and decline in physical infrastructure service revenue, confirming the shift in the service mix toward cloud services. - FY2022-Q3AdvancedAnnual report
「Driven in part by strong performance from Sakura Cloud, Sakura VPS, and Sakura Rental Server, cloud service revenue was ¥8,132.824 million, compared with ¥7,395.690 million in the same period of the previous year, an increase of 10.0%. Revenue from physical infrastructure services was ¥3,407.562 million, compared with ¥4,803.902 million in the same period of the previous year, a decline of 29.1%.」
The increase in cloud service revenue and decline in physical infrastructure service revenue became evident in cumulative third-quarter service-level revenue, continuing to show the shift in the service mix toward cloud services. - FY2022-Q2AdvancedAnnual report
「Driven in part by strong performance from Sakura Cloud, Sakura VPS, and Sakura Rental Server, cloud service revenue was ¥5,359.759 million, compared with ¥4,859.993 million in the same period of the previous year, an increase of 10.3%. Revenue from physical infrastructure services was ¥2,298.727 million, compared with ¥3,258.575 million in the same period of the previous year, a decline of 29.5%.」
The increase in cloud service revenue and decline in physical infrastructure service revenue became evident in service-level revenue, with the shift in the service mix toward cloud services shown in the figures. - FY2022-Q1AdvancedAnnual report
「Driven in part by strong performance from Sakura Cloud, Sakura VPS, and Sakura Rental Server, cloud service revenue was ¥2,652.134 million, compared with ¥2,398.453 million in the same period of the previous year, an increase of 10.6%. Revenue from physical infrastructure services was ¥1,162.926 million, compared with ¥1,642.952 million in the same period of the previous year, a decline of 29.2%.」
While cloud services continued to grow, revenue from traditional physical infrastructure services declined due to the expiration of major contracts and service migration, with the change in the service mix evident in the figures. - FY2021-Q2AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, housing service revenue was ¥1,093.623 million, down 8.1% year on year. As a result of efforts to acquire new customers and increase usage by existing customers through the continued addition of new VPS and cloud features and documentation, among other measures, VPS and cloud service revenue was ¥3,163.587 million, up 11.3% year on year.」
The cumulative second-quarter service revenue figures made evident the decline in housing revenue due to price competition and growth in VPS and cloud services. - FY2021-Q1AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, housing service revenue was ¥564.480 million, down 3.9% year on year. As a result of efforts to acquire new customers and increase usage by existing customers through the continued addition of new VPS and cloud features and documentation, among other measures, VPS and cloud service revenue was ¥1,561.662 million, up 11.7% year on year.」
The first-quarter figures showed a decline in housing revenue due to price competition alongside revenue growth in VPS and cloud services driven by the addition of new features and documentation. - FY2020-Q3AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, housing service revenue was ¥1,808.072 million, down 9.3% year on year. As a result of efforts to acquire new customers and increase usage by existing customers through the active addition of new VPS and cloud service features, among other measures, VPS and cloud service revenue was ¥4,333.110 million, up 9.9% year on year.」
For the cumulative third quarter, housing revenue declined 9.3% year on year amid price competition, while VPS and cloud revenue increased 9.9%, supported by the addition of new features and other measures. - FY2020-Q2AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, housing service revenue was ¥1,190.029 million, down 11.3% year on year. As a result of efforts to acquire new customers and increase usage by existing customers through the continued addition of new VPS and cloud service features, among other measures, VPS and cloud service revenue was ¥2,841.230 million, up 9.4% year on year.」
While housing revenue declined 11.3% year on year amid price competition, VPS and cloud revenue increased 9.4% year on year, supported by the addition of new features, with pricing pressure and growth in cloud-related services evident in the figures. - FY2020-Q1AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, housing service revenue was ¥587.093 million, down 12.8% year on year. As a result of efforts to acquire new customers and increase usage by existing customers through the continued addition of new VPS and cloud service features, among other measures, VPS and cloud service revenue was ¥1,397.607 million, up 8.8% year on year.」
The first-quarter figures showed a decline in revenue due to price competition in housing, alongside revenue growth in VPS and cloud services driven by the addition of new features. - FY2019AdvancedAnnual report
「As a result of efforts to acquire new customers and increase usage by existing customers through the active addition of new VPS and cloud service features, among other measures, VPS and cloud service revenue was ¥5,305.888 million, up 15.0% from the previous consolidated fiscal year.」
Growth in VPS and cloud services became evident in full-year revenue. Meanwhile, housing revenue increased 6.3% amid continued price competition, due to spot equipment sales and other factors. - FY2019-Q3AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, spot equipment sales and other factors resulted in housing service revenue of ¥1,992.692 million, up 8.4% year on year. As a result of efforts to acquire new customers and increase usage by existing customers through the active addition of new VPS and cloud service features, among other measures, VPS and cloud service revenue was ¥3,943.171 million, up 16.9% year on year.」
While price competition continued in housing, spot equipment sales and other factors drove revenue up 8.4% year on year. VPS and cloud revenue increased 16.9% year on year, supported by the addition of new features, demonstrating the coexistence of growth and pricing pressure in the figures. - FY2019-Q2AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, spot equipment sales and other factors resulted in housing service revenue of ¥1,341.747 million, up 10.4% year on year. As a result of efforts to acquire new customers and increase usage by existing customers through the continued addition of new VPS and cloud service features, among other measures, VPS and cloud service revenue was ¥2,597.473 million, up 19.3% year on year.」
While price competition continued in housing, spot equipment sales and other factors drove revenue up 10.4% year on year. VPS and cloud revenue increased 19.3% year on year, supported by the addition of new features, demonstrating the growth in the figures. - FY2019-Q1AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, spot equipment sales and other factors resulted in housing service revenue of ¥673.121 million, up 10.7% year on year. As a result of efforts to acquire new customers and increase usage by existing customers through the continued addition of new VPS and cloud service features, among other measures, VPS and cloud service revenue was ¥1,284.895 million, up 20.1% year on year.」
While price competition continued in housing, spot equipment sales and other factors drove revenue up 10.7% year on year. VPS and cloud revenue increased 20.1% year on year, supported by the addition of new features, demonstrating the growth in the figures. - FY2018AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, revenue contributed by アイティーエム株式会社, which became a consolidated subsidiary in the previous fourth quarter, resulted in housing service revenue of ¥2,486.893 million, up 0.8% from the previous consolidated fiscal year.」
While price competition continued in housing, full-year housing revenue increased 0.8%. VPS and cloud revenue increased 25.3% year on year to ¥4,615.272 million, with the coexistence of growth and pricing pressure evident in the full-year results. - FY2018-Q3AdvancedAnnual report
「In the data center market in which our group operates, stable growth continues, primarily in VPS and cloud services.」
Growth continued, primarily in VPS and cloud services. VPS and cloud revenue increased 26.5% year on year to ¥3,371.674 million, while housing revenue increased 2.1% to ¥1,837.633 million amid continued price competition. - FY2018-Q2AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, revenue contributed by アイティーエム株式会社, which became a consolidated subsidiary in the previous fourth quarter, resulted in housing service revenue of ¥1,215.387 million, up 0.7% year on year.」
While price competition continued in housing, revenue increased 0.7% year on year due to revenue contributed by アイティーエム株式会社. VPS and cloud service revenue also increased 23.8% year on year to ¥2,176.577 million, demonstrating the growth in the figures. - FY2018-Q1AdvancedAnnual report
「As a result of efforts to acquire new customers and increase usage by existing customers through the active addition of new VPS and cloud service features, among other measures, VPS and cloud service revenue was ¥1,069.795 million, up 25.4% year on year.」
Growth in VPS and cloud services became evident in first-quarter revenue. While price competition continued in housing, revenue was ¥607.824 million, up 1.1% year on year, due to revenue contributed by アイティーエム株式会社. - FY2017AdvancedAnnual report
「Housing service revenue was ¥2,467.109 million, down 4.2% from the previous consolidated fiscal year. While some customers canceled cloud services, efforts to acquire new customers and increase usage by existing customers through the active addition of new VPS and cloud service features and promotional campaigns resulted in VPS and cloud service revenue of ¥3,683.604 million, up 36.1% from the previous consolidated fiscal year.」
The full-year results showed a decline in revenue due to price competition in housing and growth in VPS and cloud services. - FY2017-Q3AdvancedAnnual report
「Although severe price competition continues as the number of data centers in the Tokyo metropolitan area increases, housing service revenue was ¥1,800.474 million, down 8.9% year on year. While some customers canceled cloud services, efforts to acquire new customers and increase usage by existing customers through the active addition of new VPS and cloud service features and promotional campaigns resulted in VPS and cloud service revenue of ¥2,664.986 million, up 37.9% year on year.」
For the cumulative third quarter, the figures continued to show a decline in revenue due to price competition in housing and substantial revenue growth in VPS and cloud services. Some customer cancellations were also reported for VPS and cloud services. - FY2017-Q2AdvancedAnnual report
「Although price competition in housing services remains severe, stable growth continues, primarily in VPS and cloud services.」
For the cumulative second quarter, housing service revenue was ¥1,206.911 million, down 5.8% year on year, while VPS and cloud service revenue was ¥1,758.340 million, up 42.5%, continuing to show the effects of pricing competition and growth in cloud-related services in the figures. - FY2017-Q1AdvancedAnnual report
「Revenue from housing services was ¥600.942 million, down 8.5% year on year. Revenue from VPS and cloud services was ¥852.884 million, up 43.3% year on year.」
The previously indicated pricing competition in housing and growth in VPS and cloud services became evident in service-level revenue for the quarter. - FY2016First statedAnnual report
「Although price competition in housing services remains severe, stable growth continues, primarily in VPS and cloud services.」
The market opportunity and pricing pressure on existing services are being observed simultaneously.