Komori
SAKURA internet (3778) · InitiativeAdvanced

Expansion of Services into AI, IoT, Big Data, Robotics and Other Areas

First written in FY2017. 14 of 18 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-07-28.

18entries
10years
10from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2018AdvancedFY2019 – 2026-07-282017: 120172018: 120182019: 120192020: 020202021: 020212022: 020222023: 120232024: 120242025: 220252026: 112026
Same theme, other companies
Responding to new technologies such as IoT, VR and AI and developing new servicesA theme 87 companies write about · 0 as a headwind · 90 as a tailwind

57 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 87 companies compared. The sentences above are computed from all 87.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「The GPU infrastructure services revenue was ¥8,144.342 million, up 20.3% from the previous consolidated fiscal year, following the launch of H200 plans and B200 services offering NVIDIA Blackwell GPUs on the bare-metal GPU cloud service “高火力PHY.”」

    In the GPU growth area, H200 plans and B200 services offering Blackwell GPUs were launched, resulting in a 20.3% increase in GPU infrastructure services revenue.
  2. FY2026-H1AdvancedAnnual report

    「Revenue from GPU infrastructure services performed strongly, supported by the contribution to revenue from GPU investments made in the previous and current fiscal years.」

    In the growth area related to AI and advanced computing resources, GPU investments in the previous and current fiscal years were reflected in GPU infrastructure services revenue of ¥2,820.758 million, up 25.9% year on year.
  3. FY2025AdvancedAnnual report

    「The GPU cloud service began partially offering “高火力PHY” in January 2024 and began full-scale provision in June 2024. Revenue from the GPU cloud service was ¥6,344.571 million, up 3,054.8% from the previous consolidated fiscal year.」

    In the growth area related to AI and advanced computing resources, the GPU cloud service reached the full-scale provision stage and generated full-year revenue of ¥6,344.571 million.
  4. FY2025-H1AdvancedAnnual report

    「The GPU cloud service began partially offering “高火力PHY” in January 2024 and began full-scale provision in June 2024. Revenue from the GPU cloud service was ¥2,018.498 million.」

    In the growth area related to AI and advanced computing resources, the GPU cloud service “高火力PHY” progressed from partial provision to full-scale provision in June 2024, generating revenue of ¥2,018.498 million.
  5. FY2023RaisedAnnual report

    「Demand for advanced computing resources such as GPUs is increasing due to the development of AI and large language models and the progress of VR technology commercialization.」

    The description of growth areas expanded from the previous focus on AI, IoT, and other areas to include advanced computing demand related to AI, large language models, VR, and GPUs, as well as responses to AI and the virtual economy.
  6. FY2019RaisedAnnual report

    「We will accelerate our expansion into growth areas such as the IoT market, data distribution market, and AI market.」

    In addition to the previous expansion into AI, IoT, and other areas, the data distribution market was explicitly identified, and the wording states that expansion into growth areas will be “accelerated.”
  7. FY2018RestatedAnnual report

    「Against this backdrop, our group will focus on revenue growth as a key priority in order to capture market growth, strengthen cloud and hosting services, deepen relationships with partners and group companies, support startups, and actively expand services into new growth areas such as AI and IoT.」

    Strengthening cloud and hosting services, deepening relationships with partners and group companies, supporting startups, and expanding into AI, IoT, and other areas continue to be cited as initiatives to capture growth.
  8. FY2017First statedAnnual report

    「Regarding the consolidated earnings outlook for the fiscal year ending March 2018, the data center market in which our group operates is expected to continue expanding as the use of cloud and hosting services accelerates and data increases as IT use and investment progress across various fields. In particular, data volumes and demand for computing power in areas such as AI (artificial intelligence), IoT, big data, and robotics are expected to increase dramatically as the Fourth Industrial Revolution takes hold.」

    For the fiscal year ending March 2018, AI, IoT, big data, robotics, and other areas were positioned as new growth areas expected to see increased data volumes and demand for computing power.
Moved together

"Coexistence of Cloud and VPS Growth and Intensifying Price Competition in Housing" moved the same way as this thread, in the same document, in 12 of its 18 moves.

1212111099★123456
  1. ★This thread
  2. 1Coexistence of Cloud and VPS Growth and Intensifying Price Competition in Housing12×
  3. 2Concentrating Management Resources on Cloud Services and Becoming a Platform Provider12×
  4. 3Building the foundation for new growth areas, including government cloud11×
  5. 4Expansion of the Ishikari Data Center and Construction of Building 310×
  6. 5Enhancing Highly Profitable Hosting and Cloud Services9×
  7. 6Balancing Retained Earnings and Performance-Linked Shareholder Returns9×

★ 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 Earnings presentation of 2026-07-28: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.