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I'Ll (3854) · FactRestated

Longer delivery lead times as projects become larger and delays in revenue recognition

First written in FY2017-Q1. 14 of 17 entries say "Restated". Latest entry: 2026-09-07.

17entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2019RestatedFY2025-H1 – 2026-09-072016: 12017: 420172018: 320182019: 320192020: 020202021: 020212022: 020222023: 020232024: 120242025: 220252026: 32026
Same theme, other companies
Performance fluctuations caused by concentration in the timing of large-project orders and deliveriesA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Restated".

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. FY2026-H1RestatedAnnual report

    「This resulted from firm order performance during the first six months of the consolidated fiscal year, driven by increased revenue from continued orders for large projects and steady progress in development processes, revisions to customer prices following supplier price increases, accumulated recurring revenue resulting from efforts to address the diversifying work styles of mid-sized and small companies, continued enhancement of the core package software product "Aladdin Office," and proposals, in cooperation with partner companies and based on a wide range of implementation examples, for optimal ways to use systems tailored to each customer.」

    The company continues to describe large projects as factors behind steady progress in development processes and revenue growth, rather than as a cause of longer delivery times.
  2. FY2025RestatedAnnual report

    「During the consolidated fiscal year, orders remained firm, supported by increased revenue from continued orders for large projects and steady progress in development processes, revisions to customer prices following supplier price increases, and the accumulation of recurring revenue resulting from efforts to address the diversifying work styles of mid-sized and small companies.」

    The company continues to describe large projects as factors behind steady progress in development processes and revenue growth, rather than as a cause of longer delivery times.
  3. FY2025-H1Large projects identified as factors behind steady progress in development processes and revenue growthAnnual report

    「This resulted from firm order performance during the first six months of the consolidated fiscal year, driven by increased revenue from continued orders for large projects and steady progress in development processes, revisions to customer prices following supplier price increases, accumulated recurring revenue resulting from efforts to address the diversifying work styles of mid-sized and small companies, continued enhancement of the core package software product "Aladdin Office," and proposals, in cooperation with partner companies and based on a wide range of implementation examples, for optimal ways to use systems tailored to each customer.」

    The company describes continued orders for large projects and steady progress in development processes as factors behind revenue growth, rather than the longer delivery times previously associated with larger projects.
  4. FY2024SoftenedAnnual report

    「During the consolidated fiscal year, orders remained firm, supported by increased revenue from continued orders for large projects and steady progress in development processes, efforts to address the diversifying work styles of mid-sized and small companies, greater awareness of business continuity planning, and the accumulation of recurring revenue as the adoption of cloud services (IaaS) accelerated against a backdrop of asset-light preferences.」

    Large projects continue to be mentioned, but they are described not as a cause of longer delivery times, but as a factor behind steady progress in development processes and revenue growth.
  5. FY2019RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but both revenue and profit increased steadily from the previous fiscal year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects, while explaining that both revenue and profit increased from the previous fiscal year.
  6. FY2019-Q3RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but both revenue and profit increased steadily from the year-to-date period of the same quarter of the previous year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects, while explaining that both revenue and profit increased this quarter from the year-to-date period of the same quarter of the previous year.
  7. FY2019-Q2RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but both revenue and profit increased steadily from the year-to-date period of the same quarter of the previous year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects, while explaining that both revenue and profit increased this quarter from the year-to-date period of the same quarter of the previous year.
  8. FY2019-Q1RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but revenue increased steadily from the year-to-date period of the same quarter of the previous year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects, while explaining that revenue this quarter increased from the year-to-date period of the same quarter of the previous year.
  9. FY2018-Q3RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but revenue increased steadily from the same quarter of the previous year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects, while explaining that revenue increased from the same quarter of the previous year.
  10. FY2018-Q2RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but revenue increased steadily from the same quarter of the previous year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects, while explaining that revenue increased from the same quarter of the previous year.
  11. FY2018-Q1RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but revenue increased steadily from the same quarter of the previous year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects. At the same time, it explains that revenue increased from the same quarter of the previous year.
  12. FY2017RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but revenue increased steadily from the previous fiscal year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects, while explaining that revenue increased from the previous fiscal year.
  13. FY2017-Q3RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but projects have generally progressed as planned and revenue increased from the previous year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects. At the same time, it explains that projects generally progressed as planned and revenue increased from the previous year.
  14. FY2017-Q2RestatedAnnual report

    「As project sizes increased, delivery times for revenue recognition have tended to lengthen, but projects have generally progressed as planned and revenue increased from the previous year.」

    The company continues to describe the trend toward longer delivery times accompanying larger projects. At the same time, it explains that revenue increased from the previous year.
  15. FY2017-Q1First statedAnnual report

    「As project sizes increased, delivery times for revenue recognition also lengthened, and revenue declined slightly from the previous year.」

    The company describes for the first time the structural and performance factors whereby larger projects lengthened delivery times, affecting the timing of revenue recognition and resulting in a slight year-on-year decline in revenue.
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No upcoming earnings preview for I'Ll yet. It last moved in the Earnings of 2026-09-07: "Restated".
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Longer delivery lead times as projects become larger and delays in revenue recognition | I'LL INC. (3854) | Komori