Komori
Ubiquitous AI (3858) · TargetReframed

Securing the Position of the No. 1 Embedded Software Vendor

First written in FY2017. 4 of 9 entries say "Reframed", first in FY2023. Latest entry: FY2026.

9entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2020ReframedFY2023 – FY2026-H12017: 120172018: 120182019: 120192020: 120202021: 020212022: 020222023: 120232024: 020242025: 220252026: 22026
Same theme, other companies
Achieving High Profitability and Creating Markets through Niche-Leading BusinessesA theme 35 companies write about · 0 as a headwind · 35 as a tailwind

Ubiquitous AI moved to the "Worse" side of this theme in 2023, 1 year before the typical company in this theme (2024).

The whole theme swung hardest in 2023: 2 of 16 companies on the "Worse" side.

4 other companies' latest entry also says "Reframed".

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 35 companies compared. The sentences above are computed from all 35.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「We will pursue initiatives in both technology and business with the aim of becoming a niche leader combining distinctiveness with market competitiveness.」

    The company has reframed its positioning from the traditional No. 1 embedded software vendor to an aspiring niche leader with distinctiveness and market competitiveness, following the renewal of its management structure in September 2025 and its decision to place technology at the core of enhancing corporate value.
  2. 2026-05-20RestatedEarnings

    「The Group is transforming its business strategy into a business model that provides comprehensive support for customers' software needs.」

    The Company continues to describe a strategy of comprehensively supporting customers' software needs, rather than focusing solely on embedded software as in the past.
  3. FY2026-H1ReframedAnnual report

    「The Group is transforming its business strategy into a business model that provides comprehensive support for customers' software needs.」

    The company is explicitly shifting from its traditional positioning as the No. 1 embedded software vendor to a business model providing comprehensive support for customers' software needs, alongside the integration of its organisation and management control structure.
  4. FY2025ReframedAnnual report

    「Our group's business environment is undergoing major changes in customers, businesses and society amid a once-in-a-century period of transformation, while technology and infrastructure are evolving at an accelerating pace. With manufacturing customers as its foundation, the group is aiming for a BIG Change toward a new ubiquitous AI.」

    The strategic focus has been reframed from the previous goal of becoming the No. 1 embedded software provider to pursuing major business transformation based on manufacturing customers.
  5. FY2023ReframedAnnual report

    「The company's medium- to long-term management strategy is to leverage its greatest strength, its customer base centered on major manufacturers, and provide the technologies and services required by manufacturing customers. Accordingly, it is working to transition from an embedded software development and sales company into a company that provides the technologies and services required by manufacturing customers.」

    The strategic description has been reframed from the previous focus on becoming the No. 1 embedded software provider to becoming a company that provides technologies and services to manufacturing customers.
  6. FY2020RestatedAnnual report

    「We will pursue growth in business scale and earnings in order to establish a position as the No. 1 provider of embedded software required to realize the IoT.」

    The company continues to target becoming the No. 1 provider in the embedded software field and expanding business scale and earnings.
  7. FY2019RestatedAnnual report

    「Our group's medium- to long-term management strategy is to provide innovative, high-value-added embedded software products to realize a ubiquitous network society.」

    The company continues to pursue growth in business scale and earnings in the embedded software field by combining its proprietary technologies, overseas software products and 株式会社エイム's engineering services.
  8. FY2018AdvancedAnnual report

    「The Ubiquitous-AI Corporation Group brand, referred to below as the UAIC Group brand, was launched with the aim of becoming the No. 1 embedded software provider in Japan by number of products handled.」

    To achieve its goal of becoming the No. 1 embedded software provider, the company launched the UAIC Group brand and set out its group-wide product distribution structure.
  9. FY2017First statedAnnual report

    「Our group will bring new value-added products to market in a timely manner by combining our proprietary technologies and products in communications networks, security and fast booting, among other areas, with the many unique and advanced overseas software products handled by 株式会社エーアイコーポレーション, which is scheduled to join the group in April 2017. In cooperation with the engineering services of 株式会社エイム, we will pursue growth in business scale and earnings in order to establish a position as the No. 1 provider of embedded software required to realize the IoT, across a diverse range of fields, including the automotive, smart energy and smart home sectors, where growth is expected.」

    The company has clearly stated its goal of becoming the No. 1 provider in embedded software by combining its proprietary technologies, 株式会社エーアイコーポレーション's overseas products and 株式会社エイム's engineering services.
Moved together

"Early operating profitability across the Group" moved the same way as this thread, in the same document, in 4 of its 9 moves.

443222★123456
  1. ★This thread
  2. 1Early operating profitability across the Group4×
  3. 2Repeated Operating Losses and Delayed Monetization of the IoT Business4×
  4. 3Dependence of royalty revenue on customer product shipments and sales strategies3×
  5. 4Strengthening Earnings Power through エイム's Data Content Licensing2×
  6. 5Sales and Operating Profit Targets for 2022 and 2025 under the Revised Medium-Term Management Plan2×
  7. 6Focus on IoT, smart energy, smart homes and automotive equipment2×

★ 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 Ubiquitous AI yet. It last moved in the Earnings of 2026-05-20: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.