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Silicon Studio Corp. (3907) · RiskMaterialisedLatest Earnings presentation (2026-10-08): "Worsened"

Failure to meet the plan due to declines in hardware and storage for solution services

First written in FY2017-Q2. 6 of 23 entries say "Materialised", first in FY2017-Q2. Latest entry: 2026-10-08.

23entries
10years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q3 – FY2017MitigatedFY2021-Q1 – FY2023-Q2RestatedFY2023-Q3 – FY20242017: 220172018: 120182019: 120192020: 320202021: 220212022: 220222023: 320232024: 220242025: 120252026: 62026
Same theme, other companies
Decline in Hardware Demand Due to the Shift to Cloud Services and Intensifying CompetitionA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

Silicon Studio Corp. moved to the "Worse" side of this theme in 2019.

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. FY2026-H1MaterialisedAnnual report

    「Online solutions also experienced a decline in revenue due to the termination of services by a major existing customer.」

    For online solutions, a revenue decline due to the termination of services by a major existing customer actually occurred after a period of steady performance.
  2. FY2024Increase in online solutions revenue due to a segment reclassificationAnnual report

    「Online solutions revenue increased because, beginning in the current fiscal year, some subsegment revenue classifications were revised and online services for industrial customers previously classified as contract development were reclassified as online solutions.」

    Online solutions revenue increased, with the reclassification of online services for industrial customers explicitly identified as a factor.
  3. FY2024-Q1RestatedAnnual report

    「Revenue from online solutions, which provide services including the construction and operation of networks for middleware and online games, remained solid during the nine months ended the first quarter.」

    Online solutions revenue, including server development and operation for online games, continues to remain solid.
  4. FY2023RestatedAnnual report

    「Solution services revenue increased as both server development and operation for online games remained solid.」

    The increase in solution services revenue driven by solid server development and operation for online games is continuing.
  5. FY2023-Q3RestatedAnnual report

    「Revenue from online solutions, which include network construction and operation services, increased as both server development and operation for online games remained solid.」

    Online solutions continues to maintain the higher revenue level achieved through solid server development and operation for online games.
  6. FY2023-Q2MitigatedAnnual report

    「Revenue from online solutions, which include network construction and operation services, increased as both server development and operation for online games remained solid.」

    Online solutions revenue, which had previously continued to decline, increased as both server development and operation remained solid.
  7. FY2023-Q1MitigatedAnnual report

    「Revenue from online solutions, which include network construction and operation services, increased as both server development and operation for online games remained solid.」

    Online solutions revenue, which had continued to decline amid factors including the shift to cloud computing, increased as server development and operation for online games remained solid.
  8. FY2022-Q3MitigatedAnnual report

    「Solution services revenue increased as both server development and operation for online games remained solid.」

    Solution services revenue, which had continued to decline amid factors including the shift to cloud computing, increased as server development and operation for online games remained solid.
  9. FY2021MitigatedAnnual report

    「Revenue from online solutions, which include network construction and operation services, increased as server development revenue rose.」

    Online solutions revenue, which had continued to decline, increased due to higher server development revenue.
  10. FY2021-Q3MitigatedAnnual report

    「Revenue from solution services, which include network construction and operation, increased.」

    Solution services revenue, which had continued to decline, increased in the cumulative nine-month period, and the improvement is continuing.
  11. FY2021-Q1MitigatedAnnual report

    「Revenue from solution services, which include network construction and operation, increased slightly.」

    Solution services revenue, which had previously continued to decline, increased slightly this quarter.
  12. FY2020-Q2RestatedAnnual report

    「Revenue from solution services, which include network construction and operation, declined due to factors including a decrease in the number of titles under operation.」

    Following the decline in solution services revenue driven by factors including the shift to cloud computing, the company has reconfirmed a revenue decline due to factors including a decrease in the number of titles under operation.
  13. FY2020-Q1MaterialisedAnnual report

    「Revenue from solution services, which include network construction and operation, declined due to factors including a decrease in the number of titles under operation.」

    The decline in solution services revenue continued, with factors including a decrease in the number of titles under operation identified this time as causes of the revenue decline.
  14. FY2019MaterialisedAnnual report

    「Revenue from solution services, which include network construction and operation, declined.」

    A decline in solution services revenue driven by factors including the shift to cloud computing was confirmed for the full year.
  15. FY2019-Q3MaterialisedAnnual report

    「Revenue from solution services, which include network construction and operation, declined due to lower server rental revenue associated with the shift to cloud computing.」

    The previously disclosed decline in cloud-related server and storage revenue has again been specified this time as a decline in server rental revenue.
  16. FY2017DroppedAnnual report
    The current year's results and risk disclosures do not explicitly mention a decline in server and storage sales due to the shift to cloud computing.
  17. FY2017-Q3RestatedAnnual report

    「In addition, sales of hardware-related products such as servers and storage in solution services declined amid the shift to cloud computing, resulting in performance below plan.」

    The company continues to report declines in hardware sales, including servers and storage, due to the shift to cloud computing, as well as performance below plan.
  18. FY2017-Q2MaterialisedAnnual report

    「In solution services, sales of hardware such as servers and storage declined, resulting in performance below plan.」

    The company disclosed that solution services fell short of plan as demand for hardware such as servers and storage declined.
Moved together

"Decline in revenue and operating, ordinary and quarterly net losses attributable to owners of the parent" moved the same way as this thread, in the same document, in 8 of its 23 moves.

875444★123456
  1. ★This thread
  2. 1Decline in revenue and operating, ordinary and quarterly net losses attributable to owners of the parent8×
  3. 2Improved profitability of the development promotion and support business and a return to segment profitability7×
  4. 3Share Value Dilution from the Exercise of Subscription Rights to Shares5×
  5. 4Investment in sales to non-entertainment industries and development of a new earnings base4×
  6. 5Stagnant sales and provisions for loss on contracts in progress due to longer development periods4×
  7. 6Material doubt regarding going concern and cash-flow concerns4×

★ 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 Silicon Studio Corp. yet. It last moved in the Earnings presentation of 2026-10-08: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Failure to meet the plan due to declines in hardware and storage for solution services | Silicon Studio Corp. (3907) | Komori