Timing Differences in Revenue Recognition for Long-Term Contracts with Major Overseas Customers
First written in FY2026-H1. 1 of 2 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-08-13.
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- 2026-08-13RestatedEarnings
「Most of the delayed revenue is expected to be recognized primarily in the fourth quarter, while price optimization for certain services and the acquisition of new large customers are also progressing steadily.」
The company reaffirmed that delayed revenue under long-term contracts with large overseas customers is expected to be recognized in the fourth quarter, while price optimization and the acquisition of new large customers are progressing. - FY2026-H1MaterialisedAnnual report
「Global revenue in the Electronic Authentication Business remained solid. However, revenue from long-term contracts with certain large overseas customers was recognized in a different period, while a temporary increase in system development costs to reduce expenses and improve services also weighed on revenue and profit. Revenue relating to the timing difference is expected to be recognized mainly in the fourth quarter, and progress is also being made in appropriately pricing certain services and acquiring new large customers.」
海外の一部大口顧客に係る長期契約の売上期ずれが実際に発生し、当中間期の売上・利益を押し下げた。期ずれ分は主に第4四半期に計上する見込みであり、価格適正化と新規大口顧客の獲得も進めている。