Risk of higher energy prices and data center construction costs
First written in FY2016. 10 of 21 entries say "Materialised", first in FY2023-Q2. Latest entry: 2026-07-28.
SAKURA internet moved to the "Worse" side of this theme in 2022.
0 other companies' latest entry also says "Materialised".
- 2026-07-28MaterialisedInvestor presentation
「As a result of the increase in net sales exceeding the increase in expenses associated with proactive investment in GPUs and personnel」
Higher depreciation and lease expenses related to GPU investment, server maintenance costs, and personnel investment expenses were incurred in the first quarter. Revenue growth exceeded the increase in expenses, resulting in a return to operating profitability. - FY2026MaterialisedAnnual report
「Operating loss was ¥403.654 million, compared with operating profit of ¥4,145.586 million in the previous consolidated fiscal year, due in part to increased investment in personnel progressing steadily to strengthen cloud service function development and sales promotion, as well as increases in depreciation and amortization expense from GPU-related investments, server maintenance costs, data center rent and the cost of services sold for other service revenue.」
Increases in depreciation and amortization expense, maintenance costs and data center rent associated with GPU-related investments materialized as actual factors contributing to the operating loss. - FY2026-H1MaterialisedAnnual report
「Due in part to slower revenue growth in GPU infrastructure services and increases in depreciation and amortization expense, server maintenance costs, data center rent and electricity costs, operating profit was ¥920.815 million, compared with operating profit of ¥1,295.887 million in the same period of the previous year.」
Increases in depreciation and amortization expense associated with GPU capital expenditure, server maintenance costs, data center rent and electricity costs materialized as actual factors contributing to the operating loss. - FY2025WorsenedAnnual report
「The procurement of servers, network equipment and other items is essential to providing the Company's services, and some components depend on overseas procurement. In recent years, certain semiconductors and high-performance equipment have in some cases required extended periods from order placement to delivery, due to surging global demand and constraints on manufacturing and logistics capacity. The procurement of such equipment may become difficult, or delivery may be substantially delayed.」
In addition to the existing risks related to electricity prices, construction costs and equipment investment, the risks of difficulty procuring semiconductors and high-performance equipment dependent on overseas sourcing, and of delivery delays, were explicitly identified. - FY2024WorsenedAnnual report
「Providing the Company's services requires investment in servers, network equipment and other assets. Where the investment exceeds a certain amount, the Company invests in equipment only after thoroughly assessing the feasibility of the business plan at regular meetings attended by full-time directors and executive officers. However, if customer acquisition does not progress as planned relative to the increase in depreciation and amortization expense, this may affect the performance of the Group.」
In addition to the existing risk of higher electricity prices and construction costs, the risk of increased depreciation and amortization expense associated with large-scale equipment investment and failure to acquire customers as planned was explicitly identified. - FY2024-Q3RestatedAnnual report
「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
The Company comprehensively states that there were no significant changes regarding the risk of higher energy prices and data center construction costs. - FY2024-Q2MaterialisedAnnual report
「The amount was ¥249.492 million, down 42.8% year on year, due in part to higher electricity costs resulting from higher crude oil prices and increased domain acquisition costs due to the weaker yen.」
The increases in electricity costs due to higher crude oil prices and domain acquisition costs due to the weaker yen were cited as actual cost increases and factors reducing operating profit in the cumulative second quarter. - FY2024-Q1MaterialisedAnnual report
「Operating profit was ¥104.411 million, down 57.4% year on year. Although revenue increased, costs rose due to investment in human resources for medium- to long-term growth, increased spending on marketing initiatives, higher electricity costs resulting from the surge in crude oil prices, and higher domain acquisition costs due to the weaker yen.」
The increases in electricity costs due to higher crude oil prices and domain acquisition costs due to the weaker yen were cited as actual cost increases and factors reducing profit in the first quarter. - FY2023MaterialisedAnnual report
「Although electricity costs increased due to higher crude oil prices and domain acquisition costs increased due to the weaker yen, operating profit was supported by increased revenue, more efficient investment through a focus on cloud services and progress in optimizing data centers,」
The increase in electricity costs due to higher crude oil prices was cited as an actual cost increase affecting operating profit for the fiscal year. - FY2023-Q3MaterialisedAnnual report
「Although electricity costs increased due to higher crude oil prices and domain acquisition costs increased due to foreign exchange movements, operating profit was ¥694.028 million, up 58.1% year on year, owing in part to increased revenue and the concentration and optimization of resources for cloud services.」
The increase in electricity costs due to higher crude oil prices continued to materialize as an operating profit factor in the cumulative third quarter. - FY2023-Q2MaterialisedAnnual report
「Although domain acquisition costs increased due to foreign exchange movements and electricity costs increased due to higher crude oil prices, the Company also benefited from increased revenue and from concentrating and optimizing resources for cloud services,」
The increase in electricity costs due to higher crude oil prices was cited as an actual operating profit factor, with the energy price increase risk materializing as higher costs. - FY2022WorsenedAnnual report
「The outlook for electricity costs affected by crude oil prices and foreign exchange rates, as well as semiconductor supplies, remains uncertain due to the situation in Ukraine and other factors.」
In addition to the existing risk of higher electricity prices and construction costs, uncertainty regarding the situation in Ukraine, crude oil prices, foreign exchange rates and semiconductor supplies was explicitly identified as a business-environment factor. - FY2022-Q3RestatedAnnual report
「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
The Company comprehensively states that there were no significant changes during the quarter regarding the risk of higher energy prices and data center construction costs. - FY2022-Q1RestatedAnnual report
「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」
The Company comprehensively states that there were no significant changes during the quarter regarding the risk of higher energy prices and data center construction costs. - FY2019RestatedAnnual report
「If electricity prices rise more than expected and the increase cannot be reflected in service prices, this may affect the Group's performance.」
The risk of higher electricity prices and construction costs continues, against the backdrop of a business model requiring large amounts of electricity and the ongoing expansion of the Ishikari Data Center. - FY2018RestatedAnnual report
「If electricity prices rise more than expected and the increase cannot be reflected in service prices, this may affect the Group's performance.」
The risk of higher electricity prices and construction costs continues, against the backdrop of a business model requiring large amounts of electricity and the ongoing expansion of the Ishikari Data Center. - FY2017RestatedAnnual report
「If electricity prices rise more than expected and the increase cannot be reflected in service prices, this may affect the Group's performance.」
The risk of higher electricity prices and construction costs continues, against the backdrop of a business model requiring large amounts of electricity and the expansion of the Ishikari Data Center. - FY2016First statedAnnual report
「If electricity prices rise more than expected and the increase cannot be reflected in service prices, this may affect the performance and financial condition of the Group.」
In addition to its business model requiring large amounts of electricity, the Group identifies rising materials and labor costs associated with expanding the Ishikari Data Center as a risk.