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SAKURA internet (3778) · InitiativeReframed

Review of Service Categories Following a Shift in Focus Areas

First written in FY2022-Q1. 8 of 12 entries say "Restated". Latest entry: 2026-04-27.

12entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – FY2024-Q3ReframedFY2025-H1 – 2026-04-272021: 220212022: 220222023: 420232024: 220242025: 120252026: 12026
Same theme, other companies
Changes to Business and Service Categories for Disaggregated Revenue InformationA theme 50 companies write about · 0 as a headwind · 0 as a tailwind

SAKURA internet moved to the "Worse" side of this theme in 2025, the same year as the typical company in this theme.

The whole theme swung hardest in 2025: 4 of 26 companies on the "Worse" side.

9 other companies' latest entry also says "Reframed".

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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. 2026-04-27ReframedRevision of earnings forecasts

    「To express the nature of the business more clearly, we changed the service category name from GPU cloud services to GPU infrastructure services. We also reclassified certain services previously included in physical infrastructure services into GPU infrastructure services, and certain services previously included in GPU cloud services into cloud services.」

    Service classification was reorganized to reflect the nature of the business through a name change for GPU services and reclassification between categories.
  2. FY2026-H1ReframedAnnual report

    「Beginning with the current interim consolidated period, we have changed the service category name from “GPU cloud services” to “GPU infrastructure services” to better describe the nature of the business. In addition, certain services previously included in physical infrastructure services have been reclassified as GPU infrastructure services, while certain services previously included in GPU cloud services have been reclassified as cloud services.」

    The former category name, GPU cloud services, was changed to GPU infrastructure services, and the classification of physical infrastructure and cloud services was also reorganized. The GPU business was restructured for disclosure as a more clearly defined infrastructure business.
  3. FY2025-H1ReframedAnnual report

    「In addition, beginning with the current interim consolidated period, GPU cloud services, which began being provided in January 2024, have been added as a new service category.」

    GPU cloud services were added as a standalone category to the existing categories of cloud services, physical infrastructure services and other services. The importance of the GPU business was also clarified in sales and revenue disclosures.
  4. FY2024-Q3RestatedAnnual report

    「Sales by service category are as follows. ① Cloud services ② Physical infrastructure services ③ Other services」

    The categories of cloud services, physical infrastructure services and other services continued to be used in the cumulative third-quarter sales performance and revenue disaggregation.
  5. FY2024-Q2RestatedAnnual report

    「Sales by service category are as follows.」

    The categories of cloud services, physical infrastructure services and other services continued to be used in the cumulative second-quarter sales performance and revenue disaggregation.
  6. FY2024-Q1RestatedAnnual report

    「The status by service category is as follows. ① Cloud services ② Physical infrastructure services ③ Other services」

    The categories of cloud services, physical infrastructure services and other services continued to be used in the first-quarter sales performance and revenue disaggregation.
  7. FY2023RestatedAnnual report

    「Revenue by service category is classified as cloud services, physical infrastructure services and other services.」

    The categories of cloud services, physical infrastructure services and other services continued to be used in the full-year sales performance and revenue analysis.
  8. FY2023-Q3RestatedAnnual report

    「Sales by service category are as follows. ① Cloud services ② Physical infrastructure services ③ Other services」

    The categories of cloud services, physical infrastructure services and other services continued to be used in the cumulative third-quarter sales performance and revenue disaggregation.
  9. FY2022RestatedAnnual report

    「Beginning with the current consolidated fiscal year, we have reviewed the service categories following a change in our focus areas.」

    The categories of cloud services, physical infrastructure services and other services continued to be used in the full-year sales performance and revenue disaggregation.
  10. FY2022-Q3RestatedAnnual report

    「In addition, beginning with the first quarter of the current fiscal year, we have reviewed the service categories following a change in our focus areas.」

    The categories of cloud services, physical infrastructure services and other services, introduced following a change in focus areas, continued to be used in the third-quarter sales performance and revenue disaggregation.
  11. FY2022-Q2RestatedAnnual report

    「In addition, beginning with the first quarter of the current fiscal year, we have reviewed the service categories following a change in our focus areas.」

    The categories of cloud services, physical infrastructure services and other services, introduced following a change in focus areas, continued to be used in the second-quarter sales performance and revenue disaggregation.
  12. FY2022-Q1First statedAnnual report

    「In addition, beginning with the cumulative first-quarter period of the current fiscal year, we have reviewed the service categories following a change in our focus areas.」

    Following a shift in focus toward cloud services, the service categories were explicitly revised for the first time to cloud services, physical infrastructure services and other services.
Moved together

"Downside Risks to Economic Activity from the UK's Withdrawal from the EU and Other Factors" moved the same way as this thread, in the same document, in 3 of its 12 moves.

32★12
  1. ★This thread
  2. 1Downside Risks to Economic Activity from the UK's Withdrawal from the EU and Other Factors3×
  3. 2Risk of higher energy prices and data center construction costs2×

★ 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
SAKURA internet's next results are scheduled for 2026-10-28. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-04-27: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Review of Service Categories Following a Shift in Focus Areas | SAKURA internet Inc. (3778) | Komori