Komori
System Integrator Corp. (3826) · RiskAdvanced

Delayed transition from packaged software to cloud services

First written in FY2018. 3 of 6 entries say "Mitigated", first in FY2020. Latest entry: FY2024.

6entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MitigatedFY2021 – FY20242018: 120182019: 020192020: 220202021: 220212022: 020222023: 020232024: 12024
Same theme, other companies
Declining demand as systems migrate from traditional platforms to cloud and DXA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 4 of 6 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2024AdvancedAnnual report

    「The Company provides its existing business product OBPM Neo and new business product TOPSIC as cloud services, and is expanding its cloud services business in addition to developing and selling software products.」

    While transitioning from package sales to a service model, the Company continues to provide OBPM Neo and TOPSIC as cloud services and is expanding its cloud services business.
  2. FY2022-Q2MitigatedAnnual report

    「Since March 2019, we have provided “GRANDIT SaaS,” an industry-specific ERP service, under a subscription model, thereby expanding the target market to include small and medium-sized businesses.」

    The company is responding to the transition from packaged sales to cloud and subscription models by expanding the target market, including small and medium-sized businesses, through GRANDIT SaaS.
  3. FY2021MitigatedAnnual report

    「Amid these changes, we are expanding our cloud-services business in addition to developing and selling software products. Our new business “TOPSIC” and existing business “SI Object Browser PM” (renamed “OBPM Neo” from March 2021) also use a cloud-service business model.」

    In response to the risk of delays in the transition from packaged sales to a service model, the company is expanding its cloud-services business and offering TOPSIC and OBPM Neo in a cloud-based format.
  4. FY2021-Q2RestatedAnnual report

    「The fully web-based version, for which sales began in June 2019, uses a subscription model for cloud services,」

    Regarding the transition from packaged sales to a cloud-services model, the company continues to describe the fully web-based version as being offered on a subscription basis.
  5. FY2020MitigatedAnnual report

    「Amid these changes, we are expanding not only the development and sale of software products but also service businesses such as cloud-based operation and maintenance. Our new AI products and TOPSIC also use this cloud-service business model.」

    While describing the risk of stagnating growth if the transition from packaged sales to cloud services is insufficient, the company is expanding cloud-based operation and maintenance and responding by offering its AI products and TOPSIC in a cloud-based format.
  6. FY2018First statedAnnual report

    「The model of creating and selling packaged software is a typical revenue model of the software era, but it is gradually losing ground to models that generate revenue from cloud services. If the transition to these new business models is insufficient, there is a risk that the company will fail to grow because it cannot adapt to the needs of the times.」

    The company has, for the first time, explicitly identified the risk of stagnating growth if the transition from a packaged-sales revenue model to a cloud-services model is insufficient.
Moved together

"Loss-Making Projects in the ERP Business and Provisions for Order Losses" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333322★123456
  1. ★This thread
  2. 1Loss-Making Projects in the ERP Business and Provisions for Order Losses3×
  3. 2SI Object Browser PM’s Shift to a Cloud Subscription Model and Expansion of the Recurring-Revenue Business3×
  4. 3From Expansion Through Business Partners to More Aggressive Overseas Expansion3×
  5. 4Market Penetration of SI Object Browser PM3×
  6. 5Building a Stable, High-Margin Revenue Base with the Object Browser Product Line2×
  7. 6On-track progress and higher revenue and profits2×

★ 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
No upcoming earnings preview for System Integrator Corp. yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.