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TerraSky (3915) · InitiativeMention of the scale of the multi-cloud business and the effects of the restructuring

Expanding non-Salesforce cloud operations as a new growth pillar

First written in FY2018. 15 of 25 entries say "Advanced", first in FY2019-Q1. Latest entry: 2026-10-15.

25entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019AdvancedFY2021-Q1 – FY2023-Q12018: 220182019: 220192020: 120202021: 320212022: 320222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Expansion into the multicloud business to reduce dependence on SalesforceA theme 4 companies write about · 0 as a headwind · 5 as a tailwind

2 other companies' latest entry also says "Advanced".

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. FY2027-H1Mention of the scale of the multi-cloud business and the effects of the restructuringAnnual report

    「The other consolidated subsidiaries have also expanded their business scale by responding to customers’ multi-cloud needs, including their desire to use multiple clouds. In the previous fiscal year, the group also began to see the results of measures aimed at improving group-wide management efficiency, including the absorption-type merger of 2 subsidiaries, the dissolution of the U.S. entity and the inclusion of KitAlive (Sapporo Securities Exchange Ambitious, 5039) as a consolidated subsidiary.」

    Added an explanation that subsidiary businesses have expanded by addressing multi-cloud needs and that the effects of restructuring, including the merger of subsidiaries, dissolution of the U.S. entity and inclusion of KitAlive as a consolidated subsidiary, are beginning to emerge.
  2. 2026-07-15RestatedEarnings

    「Other consolidated subsidiaries are also expanding their business by responding to customers' needs to use multiple clouds.」

    Business expansion through responding to customer demand for multiple-cloud use was reiterated.
  3. FY2026AdvancedAnnual report

    「LibelSky, a subsidiary (head office: Chuo-ku, Tokyo), received the Security-Japan award in the 2025 Partner of the Year category at Google Cloud NEXT ’25, an event held in Las Vegas, Nevada, USA.」

    Regarding Google Cloud, one of the growth areas outside Salesforce, LibelSky received the Google Cloud Security-Japan award.
  4. FY2026-H1AdvancedAnnual report

    「The Group operates in the cloud market from a leading position and continues to achieve stable, high growth. BeeX, a subsidiary (TSE Growth: 4270), is also performing steadily in its SAP cloud migration business, which is a core business of the Group.」

    The company reaffirmed its structure of maintaining BeeX’s SAP cloud migration business as a core Group business while keeping Salesforce at the center.
  5. FY2025RestatedAnnual report

    「Over the medium to long term, we believe it is necessary to increase revenue related to cloud services other than Salesforce, and are working on new businesses including AWS, data utilization consulting, ERP, SAP-related and quantum computing businesses as new growth pillars.」

    The company continues to identify AWS, data utilization, ERP, SAP and quantum computing as growth areas outside Salesforce.
  6. FY2025-H1RestatedAnnual report

    「The other subsidiaries are also gradually expanding their businesses by providing various cloud services, including services that address companies’ need to use multiple clouds.」

    The company reaffirmed its expansion through multicloud capabilities, including areas outside Salesforce, and the provision of various cloud services by its subsidiaries.
  7. FY2024AdvancedAnnual report

    「BeeX provides cloud migration services, including moving SAP to the cloud, and AWS development integrated with Salesforce, as well as distinctive consulting and integration services in the AWS cloud market. Its newly established consolidated subsidiary, LibelSky, provides consulting and implementation services that leverage the characteristics of Google Cloud, enabling the Group to support multicloud environments through collaboration within the Group.」

    The company gave concrete form to its multicloud business structure through BeeX’s SAP and AWS businesses and LibelSky’s Google Cloud business as growth areas outside Salesforce.
  8. FY2024-Q3AdvancedAnnual report

    「Revenue from the Solutions Business for the cumulative third quarter of the current consolidated fiscal year was ¥12,798.897 million, up 24.3% year on year, owing to steady growth in revenue at AWS- and GCP-related subsidiaries in addition to Salesforce implementation and development.」

    The company stated that higher revenue at its AWS- and GCP-related subsidiaries contributed to increased revenue in the Solutions Business as a growth area outside Salesforce.
  9. FY2024-Q2AdvancedAnnual report

    「Revenue from the solutions business for the cumulative second quarter of the current consolidated fiscal year was ¥8,216.414 million, up 25.2% year on year, as, in addition to Salesforce implementation and development, sales at AWS- and GCP-related subsidiaries also increased steadily.」

    The company stated that steady growth in revenue at its AWS- and GCP-related subsidiaries contributed to higher revenue in the Solutions Business.
  10. FY2024-Q1RestatedAnnual report

    「Based on the medium-term management plan, we are accelerating further investment in human capital and substantially expanding into peripheral core areas such as Marketing Automation, engineer dispatch, AI, analytics, data integration and MSP through the launch of new companies.」

    Building on Salesforce’s core business, the company reiterated its policy of expanding into Marketing Automation, engineer dispatch, AI, analytics, data integration and MSP, among other areas.
  11. FY2023AdvancedAnnual report

    「Revenue from the solutions business for the current consolidated fiscal year was ¥14,088.635 million, up 26.2% year on year, as implementation and development projects for cloud services centered on Salesforce and 株式会社BeeX's SAP cloud migration business expanded. Segment profit (operating profit) was ¥1,945.520 million, up 14.3% year on year, despite upfront investment during the launch phase in 株式会社Quemix, 株式会社テラスカイ・テクノロジーズ, 株式会社リベルスカイ, TerraSky(Thailand)Co.,Ltd. (the Thai subsidiary), and 株式会社DiceWorks (ダイスワークス), which provides marketing automation implementation consulting.」

    Regarding growth areas outside Salesforce, the company described SAP, quantum computing, engineer dispatch, GCP, Thailand and Marketing Automation as businesses being developed within the Group.
  12. FY2023-Q3RestatedAnnual report

    「Based on the medium-term management plan, we are accelerating further investment in human capital and substantially expanding into peripheral core areas such as Marketing Automation, engineer dispatch, AI, analytics, data integration and MSP through the launch of new companies.」

    Building on Salesforce’s core business, the company reiterated its policy of investing in human capital and expanding into Marketing Automation, engineer dispatch, AI, analytics, data integration and MSP.
  13. FY2023-Q1RaisedAnnual report

    「Over the next 3 years, we aim to accelerate investment in human capital by speeding up hiring through promotion of the TerraSky brand, and substantially expand into peripheral core areas such as Marketing Automation, engineer dispatch, AI, analytics, data integration and MSP through the launch of new companies.」

    The company stated a 3-year plan to accelerate investment in human capital and expand its business scope into Marketing Automation, engineer dispatch, AI, analytics, data integration and MSP.
  14. FY2022AdvancedAnnual report

    「Over the medium to long term, we believe it is necessary to increase revenue related to cloud services other than Salesforce, and are working on new businesses including AWS, data utilization consulting, ERP, SAP-related and quantum computing businesses as new growth pillars.」

    The company explicitly identified data utilization consulting and quantum computing, in addition to its existing AWS, ERP and SAP-related businesses, as growth areas outside Salesforce.
  15. FY2022-Q3AdvancedAnnual report

    「We are also advancing initiatives involving a multicloud platform. BeeX, a subsidiary, is rapidly expanding and growing its AWS business as one of the few providers capable of handling SAP (Note 6) cloud migrations (Note 7), for which 2027 is the deadline. LibelSky, a subsidiary established in January last year, has launched a big data analytics and consulting business using GCP. Although it plans to post a loss in the current fiscal year, shortly after its establishment, it expects to build up orders steadily and achieve profitability at an early stage. TerraSky Technologies, a subsidiary established in February last year to train Salesforce engineers through reskilling and dispatch them to companies, began operations in May and is providing services.」

    Regarding growth areas outside Salesforce, the company is pursuing specific initiatives involving multicloud operations, AWS and SAP migrations by BeeX, a GCP business operated by LibelSky, and the dispatch of Salesforce engineers by TerraSky Technologies.
  16. FY2022-Q2AdvancedAnnual report

    「We are also advancing initiatives involving a multicloud platform. BeeX, a subsidiary, is rapidly expanding and growing its AWS business as one of the few providers capable of handling SAP cloud migrations, for which 2027 is the deadline. LibelSky, a subsidiary established in January this year, has launched a big data analytics and consulting business using GCP. Although it plans to post a loss in the current fiscal year, shortly after its establishment, it expects to build up orders steadily and achieve profitability at an early stage.」

    Regarding growth areas outside Salesforce, the company is pursuing specific initiatives involving multicloud operations, AWS and SAP migrations by BeeX, and a GCP business operated by LibelSky.
  17. FY2022-Q1AdvancedAnnual report

    「The company is also rapidly expanding its cloud migration business to AWS and other cloud platforms, centered on its subsidiary BeeX.」

    The company stated that it is rapidly expanding its cloud migration business to AWS and other platforms, centered on BeeX, as a growth area outside Salesforce.
  18. FY2021-Q3AdvancedAnnual report

    「To expand the TerraSky Group’s future business portfolio and pursue sustainable growth, the company is launching a new Google Cloud business.」

    As part of its expansion into growth areas outside Salesforce, the company added a Google Cloud business and decided to establish a subsidiary to commercialize it.
  19. FY2021-Q1AdvancedAnnual report

    「Growth in cloud migration projects to AWS, in addition to the implementation and development of cloud services centered on Salesforce」

    Regarding AWS, one of the growth areas outside Salesforce, the company identified an increase in cloud migration projects as a primary driver of its performance.
  20. FY2019RestatedAnnual report

    「Over the medium to long term, we believe it is necessary to increase revenue related to cloud services other than Salesforce, and are working on AWS, ERP and SAP-related businesses that support digital transformation as new growth pillars.」

    The company continues to identify AWS, ERP and SAP-related businesses as growth areas outside Salesforce.
  21. FY2019-Q3AdvancedAnnual report

    「October 2018: Joined the development resource partner program certified by UiPath Co., Ltd. (head office: Chiyoda-ku, Tokyo; President and CEO: Hasegawa Koichi (長谷川 康一)), a provider of RPA software.」

    As part of its expansion into growth areas outside Salesforce, the company newly reported its participation in the development resource partner program related to UiPath’s RPA software.
  22. FY2019-Q1AdvancedAnnual report

    「We joined the Salesforce IoT Accelerator Program, a support program for partners building IoT systems announced by Salesforce.com Co., Ltd.」

    Regarding IoT, identified as one of the growth areas outside Salesforce, the company described its participation in Salesforce’s support program as a specific initiative.
  23. FY2018First statedAnnual report

    「Over the medium to long term, we believe it is necessary to increase revenue related to cloud services other than Salesforce, and have begun initiatives in AWS, ERP, IoT-related and SAP-related businesses as new growth pillars.」

    In light of its dependence on Salesforce-related revenue, the company has positioned AWS, ERP, IoT and SAP as new growth pillars.
Moved together

"Increase in Shares Outstanding Due to the Exercise of Stock Options" moved the same way as this thread, in the same document, in 11 of its 25 moves.

1197766★123456
  1. ★This thread
  2. 1Increase in Shares Outstanding Due to the Exercise of Stock Options11×
  3. 2Launch of the next-generation groupware platform mitoco9×
  4. 3Entry into the quantum computing business through the establishment of Quemix7×
  5. 4Expansion of Cloud-Based Data Integration Services Using DataSpider Cloud7×
  6. 5Increase in Employee Numbers Associated with Business Expansion and the Establishment of BeeX6×
  7. 6Cloud service implementations surpass 2,5006×

★ 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 TerraSky yet. It last moved in the Earnings presentation of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expanding non-Salesforce cloud operations as a new growth pillar | TerraSky Co.,Ltd (3915) | Komori