Komori
Ubiquitous AI (3858) · RiskRestatedLatest Earnings (2026-05-20): "Worsened"

Intensifying Competition, Including from Free Platforms

First written in FY2016. 4 of 9 entries say "Worsened", first in FY2017-Q2. Latest entry: 2026-05-20.

9entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2020RestatedFY20242016: 220162017: 120172018: 120182019: 120192020: 120202021: 020212022: 020222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Erosion of the paid market through free services and OS integrationA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Ubiquitous AI moved to the "Worse" side of this theme in 2026.

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

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. 2026-05-20WorsenedEarnings

    「Although the continuation of projects for existing customers remains solid for software analysis and development-efficiency tools and security verification tools and services, sales are expected to decline from the previous fiscal year due in part to price competition resulting from the entry of competitors.」

    The Company specifically identified price competition from new competitors as a factor that could reduce future sales.
  2. FY2024RestatedAnnual report

    「In recent years, freely available software platforms such as Linux, Android and FreeRTOS have expanded, while semiconductor manufacturers have increasingly tended to provide the software required for development together with their semiconductor devices as an integrated offering. Competition with these offerings has intensified, particularly for the middleware product range.」

    In addition to free platforms, competition with integrated software offerings from semiconductor manufacturers continues to be viewed as a risk. Differentiation through quality assurance, technical support and vulnerability response is also described.
  3. FY2023WorsenedAnnual report

    「In recent years, freely available software platforms such as Linux, Android and FreeRTOS have expanded, while semiconductor manufacturers have increasingly tended to provide the software required for development together with their semiconductors as an integrated offering. Competition with these offerings has intensified, particularly for the middleware product range.」

    In addition to competition from conventional free platforms, integrated software offerings from semiconductor manufacturers are explicitly identified as a competitive factor, broadening the scope of competition.
  4. FY2020RestatedAnnual report

    「Competition is intensifying as freely available software platforms such as Linux, Android and FreeRTOS continue to expand.」

    Competition, including from free platforms such as Linux, Android and FreeRTOS, continues to be viewed as a risk.
  5. FY2019RestatedAnnual report

    「Competition is intensifying as freely available software platforms such as Linux, Android and FreeRTOS continue to expand.」

    Competition, including from free platforms such as Linux, Android and FreeRTOS, continues to be viewed as a risk.
  6. FY2018WorsenedAnnual report

    「Competition is intensifying as freely available software platforms such as Linux, Android and FreeRTOS continue to expand.」

    In addition to the conventional Linux and Android platforms, FreeRTOS is now explicitly identified as a source of intensified competition, broadening the scope of competition.
  7. FY2017RestatedAnnual report

    「Competition is intensifying as freely available software platforms such as Linux and Android continue to expand.」

    Competition, including from free platforms, continues to be viewed as a risk.
  8. FY2017-Q2WorsenedAnnual report

    「For “dalchymia,” the number of competing providers in the IoT cloud platform market is trending upward, and monetisation is taking time because many projects remain limited to small-scale trial implementations.」

    The number of competing providers around dalchymia is trending upward, and the large number of projects limited to trial implementations is also extending the time required for monetisation.
  9. FY2016First statedAnnual report

    「Competition is intensifying as freely available software platforms such as Linux and Android continue to expand.」

    In addition to technological advances, the expansion of free platforms such as Linux and Android is recognised as a competitive factor.
Moved together

"Early operating profitability across the Group" moved the same way as this thread, in the same document, in 2 of its 9 moves.

222222★123456
  1. ★This thread
  2. 1Early operating profitability across the Group2×
  3. 2Repeated Operating Losses and Delayed Monetization of the IoT Business2×
  4. 3Dependence of royalty revenue on customer product shipments and sales strategies2×
  5. 4Risk of changes in distribution rights due to acquisitions by overseas suppliers and changes in agency policies2×
  6. 5Ordinary profit margin on sales of at least 15% and return on equity of at least 15%2×
  7. 6IoT Market Expansion and Delays in Collaborative Business Progress2×

★ 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: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.