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Collabos (3908) · RiskWorsenedLatest Earnings presentation (2026-06-03): "Cited as achieved"

Delays in Outsourced System Development

First written in FY2024-Q1. 2 of 4 entries say "Materialised", first in FY2024-Q1. Latest entry: 2026-06-03.

4entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2024-Q1 – FY20242023: 220232024: 120242025: 020252026: 12026
Same theme, other companies

Collabos moved to the "Worse" side of this theme in 2023, 2 years before the typical company in this theme (2025).

The whole theme swung hardest in 2026: 14 of 57 companies on the "Worse" side.

0 other companies' latest entry also says "Cited as achieved".

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 134 companies compared. The sentences above are computed from all 134.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-03Cited as achievedEarnings presentation

    「The approximately 1-year delay in the release of “VLOOM” caused us to miss the opportunity to capture rapidly increasing AI-related demand, delaying its contribution to revenue.」

    As a factor behind the failure to achieve the medium-term management plan, the company again explicitly identified the loss of opportunities to capture AI-related demand due to VLOOM’s delayed release.
  2. FY2024Impact of development delays on performance and expansion into impairment lossesAnnual report

    「During the fiscal year, the Company recognized an impairment loss on software assets because it changed the grouping of fixed assets to accommodate its expanding service lineup and service release plans for new services such as “VLOOM” and “GROWCE” were delayed, resulting in lost opportunities to acquire prospective projects and delays in order intake. The Company determined that recovery within the originally anticipated period had become difficult.」

    In addition to the partial cost contribution arising from delays in outsourced system development, delays in the launches of VLOOM, GROWCE and other services resulted in lost opportunities and delayed order intake, ultimately making it difficult to recover the software assets and leading to the recognition of impairment losses.
  3. FY2024-Q2MaterialisedAnnual report

    「The ordinary loss was ¥58.742 million, compared with ordinary income of ¥47.881 million in the same period of the previous year, due to a partial cost contribution of ¥17.091 million arising from delays in outsourced development for the Company's system development, which was recorded as non-operating income.」

    A partial cost contribution of ¥17.091 million arose from delays in outsourced system development, and the Company disclosed that the development delays continued to affect performance.
  4. FY2024-Q1MaterialisedAnnual report

    「A partial cost contribution of ¥15.805 million was incurred due to delays in outsourced development for the Company's system development.」

    A delay in outsourced system development occurred, and a partial cost contribution of ¥15.805 million was recorded as non-operating income. This was the first specific disclosure that progress management and delays in outsourced development had affected performance.
Moved together

"Share-Value Dilution from the Exercise of Stock Acquisition Rights" moved the same way as this thread, in the same document, in 3 of its 4 moves.

33★12
  1. ★This thread
  2. 1Share-Value Dilution from the Exercise of Stock Acquisition Rights3×
  3. 2Impact of COVID-19 Spread on Business Activities and Medium-Term Plan3×

★ 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
Collabos's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings presentation of 2026-06-03: "Cited as achieved".
News
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Delays in Outsourced System Development | Collabos Corporation (3908) | Komori