Komori
Ubicom Holdings (3937) · InitiativeProfit margins temporarily declined following the conversion of ISM into a subsidiaryLatest Results (2026-08-13): "Reframed"

Transformation of the earnings model through the scrap-and-build of unprofitable businesses

First written in FY2017. 23 of 31 entries say "Advanced", first in FY2018-Q1. Latest entry: 2026-08-13.

31entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q1 – FY2023-Q1AdvancedFY2024-Q2 – FY2025-H12017: 320172018: 420182019: 420192020: 420202021: 320212022: 420222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Improving profitability through streamlining and withdrawal from unprofitable businessesA theme 87 companies write about · 4 as a headwind · 88 as a tailwind

3 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 86 companies compared. The sentences above are computed from all 86.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-13ReframedResults

    「一方で、子会社化したISM社及びラジエンスウエア社は代理店ビジネスの特性上、当社メディカル事業と比較して利益率が低水準にあることから、足元の利益率は低下しております。今後は、「Mighty」シリーズの販売強化によるストック型ビジネスの拡大に加え、電子カルテ販売強化等グループシナジーの創出及び収益性改善施策を着実に推進することで、さらなる事業成長と利益率の向上を目指してまいります。」

    M&A後の代理店事業による足元の利益率低下を明示しつつ、ストック型ビジネスとグループシナジーによる利益率改善へ説明を整理した。
  2. FY2026Profit margins temporarily declined following the conversion of ISM into a subsidiaryAnnual report

    「On the other hand, because 株式会社ISM, which became a subsidiary during the fiscal year, has a lower margin than our Medical business due to the nature of its agency business, the operating profit margin temporarily declined. For the time being, we are prioritizing top-line growth and positioning this as a strategic investment aimed at growing sales. Going forward, we will seek to transition to a higher-margin business structure by expanding cross-selling and recurring revenue.」

    As the high-margin model expanded, the operating profit margin temporarily declined after 株式会社ISM, an agency business, became a subsidiary, but the company indicated that profitability would improve through cross-selling and recurring revenue after top-line growth.
  3. 2026-05-14Cited as achievedFinancial results presentation

    「売上高・営業利益ともに過去最高を更新し、着実な積み上げによる成⾧を継続。」

    メディカル事業について、収益モデル転換の成果として売上高・営業利益の過去最高更新を実績として引用した。
  4. FY2026-H1RestatedAnnual report

    「In terms of profit, the expansion of a robust revenue base under the subscription model, thorough project-by-project profit management, and ongoing cost reductions produced results, maintaining segment profitability at a record-high level and achieving a segment profit margin of 63.5% of revenue and continued high profitability.」

    The Medical segment maintained a profit margin of 63.5% as the effects of its high-margin business structure, project-by-project profit management, and cost reductions continued.
  5. FY2025-H1AdvancedAnnual report

    「In terms of profitability, the expansion of the solid earnings base provided by the subscription model, together with thorough project-by-project earnings management and ongoing cost reductions, produced positive results. Segment profit continued to show profitability at a record-high level, with a segment profit margin of 64.4%, achieving a high level of profitability once again.」

    The Medical segment recorded a profit margin of 64.4% through the expansion of its subscription revenue base, project-by-project profit management, and cost reductions.
  6. FY2024-Q3AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 61.0% of revenue and continued high profitability.」

    The Medical segment profit margin rose to 61.0% from the previous 58.6%. The disclosure cites the continuing effects of the high-margin business structure, project-by-project profit management, and cost reductions, with profitability at a record-high level.
  7. FY2024-Q2AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 59.8% of revenue and continued high profitability.」

    Against the backdrop of the high-margin business structure, project-by-project profit management, and cost reductions, the Medical segment profit margin rose to 59.8% of revenue from the previously reported 57.9%.
  8. FY2024-Q1Maintaining a high profit margin (57.9%)Annual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 57.9% of revenue and continued high profitability.」

    Against the backdrop of the high-margin business structure, project-by-project profit management, and cost reductions, the Medical segment maintained a profit margin of 57.9%.
  9. FY2023-Q3Maintaining a high profit margin (58.6%)Annual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 58.6% of revenue and continued high profitability.」

    Against the backdrop of the high-margin business structure, project-by-project profit management, and cost reductions, the Medical segment maintained a profit margin of 58.6% and continued to deliver high profitability.
  10. FY2023-Q2Maintaining a high profit marginAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure and project-by-project profit management produced results, bringing the segment profit margin to 58.7% of revenue.」

    It reports a Medical segment profit margin of 58.7% as a result of the high-margin business structure and project-by-project profit management.
  11. FY2023-Q1AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure and project-by-project profit management produced results, achieving a segment profit margin of 59.6% of revenue, the highest level on record.」

    The Medical segment profit margin reached 59.6%, surpassing the previous record high.
  12. FY2022AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 57.0% of revenue, the highest level on record.」

    As a result of continuing profit management, cost reductions, and other measures, the Medical segment profit margin reached 57.0%, exceeding the previous 56.2% and setting a new record high.
  13. FY2022-Q3AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 56.2% of revenue and continued high profitability.」

    The Medical segment profit margin rose to 56.2% from the previously reported 53.9%. The disclosure continues to cite the effects of the high-margin business structure, project-by-project profit management, and cost reductions.
  14. FY2022-Q2AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 53.9% of revenue, the highest level on record.」

    The Medical segment profit margin reached 53.9%, exceeding the previous 52.2% and setting a new record high.
  15. FY2022-Q1AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 52.2% of revenue, the highest level on record.」

    The Medical segment profit margin reached 52.2%, exceeding the previous 50.6% and setting a new record high.
  16. FY2021-Q3AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions produced results, achieving a segment profit margin of 50.6% of revenue and continued high profitability.」

    As a result of maintaining the high-margin business structure, project-by-project profit management, and ongoing cost reductions, the Medical segment profit margin rose from 49.9% in the previous cumulative quarterly period to 50.6%.
  17. FY2021-Q2AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, ongoing cost reductions, and reductions in outsourcing costs through the selective acceptance of low-margin contract projects other than strategic projects produced results, achieving a segment profit margin of 49.9% of revenue and continued high profitability.」

    As a result of maintaining the high-margin business structure, project-by-project profit management, cost reductions, and the selective acceptance of low-margin contract projects, the Medical segment profit margin was 49.9%.
  18. FY2021-Q1AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, ongoing cost reductions, and reductions in outsourcing costs through the selective acceptance of low-margin contract projects other than strategic projects produced results, achieving a segment profit margin of 49.5% of revenue and continued high profitability.」

    As a result of maintaining the high-margin business structure, project-by-project profit management, cost reductions, and the selective acceptance of low-margin contract projects, the Medical segment profit margin was 49.5% of revenue.
  19. FY2020AdvancedAnnual report

    「In terms of profit, the establishment ahead of schedule of a high-margin business structure, thorough project-by-project profit management, ongoing cost reductions, and reductions in outsourcing costs through the selective acceptance of low-margin contract projects other than strategic projects produced results, significantly improving profitability, with the segment profit margin at 45.4% of revenue.」

    The Medical segment profit margin was 45.4% as a result of selectively accepting low-margin contract projects and reducing outsourcing costs.
  20. FY2020-Q3AdvancedAnnual report

    「In terms of profit, the establishment of a robust, high-margin business structure, thorough project-by-project profit management, ongoing cost reductions, and reductions in outsourcing costs through the selective acceptance of low-margin contract projects other than strategic projects produced results, significantly improving profitability, with the segment profit margin at 44.2% of revenue.」

    As a result of project-by-project profit management, cost reductions, and the selective acceptance of low-margin contract projects, the Medical segment profit margin was 44.2% of revenue.
  21. FY2020-Q2AdvancedAnnual report

    「In terms of profit, the establishment of a stable, high-margin business structure, thorough project-by-project profit management, ongoing cost reductions, and reductions in outsourcing costs through the selective acceptance of low-margin contract projects produced results, bringing segment profit to more than 40% of revenue and significantly improving profitability.」

    In addition to project-by-project profit management and cost reductions, it specifically cites reductions in outsourcing costs through the selective acceptance of low-margin contract projects. Segment profit remained above 40% of revenue.
  22. FY2020-Q1AdvancedAnnual report

    「In terms of profit, the establishment of a stable, high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions resulted in a segment profit margin of more than 40% of revenue and significantly improved profitability.」

    It describes tangible progress in profitability, with segment profit exceeding 40% of revenue as a result of a stable, high-margin business structure, project-by-project profit management, and cost reductions.
  23. FY2019AdvancedAnnual report

    「The order-entry checking software MightyQUBE® has secured a stable source of revenue as a subscription-based business. In addition, by building a claims-audit and data analytics engine using cloud computing, we are establishing a high-margin model through the transformation of our business portfolio ahead of the original plan.」

    It states that the company advanced the transformation of its business portfolio and establishment of a high-margin business model ahead of the original plan by building a cloud-based claims-audit and data-analysis engine.
  24. FY2019-Q3AdvancedAnnual report

    「In terms of profit, profitability continued to improve through thorough project-by-project profit management and ongoing cost reductions. As a result, Medical segment revenue was ¥936.969 million, up 10.1% year on year, and segment profit was ¥353.972 million, up 35.5% year on year.」

    The company continued project-by-project profit management and ongoing cost reductions, resulting in Medical segment revenue rising 10.1% year on year and segment profit rising 35.5%.
  25. FY2019-Q2AdvancedAnnual report

    「In terms of profit, profitability continued to improve significantly through thorough project-by-project profit management and ongoing cost reductions. As a result, Medical segment revenue was ¥632.636 million, up 11.5% year on year, and segment profit was ¥234.559 million, up 38.3% year on year.」

    The company continued project-by-project profit management and ongoing cost reductions, resulting in a 38.3% year-on-year increase in Medical segment profit.
  26. FY2019-Q1AdvancedAnnual report

    「In terms of profit, profitability continued to improve significantly through the establishment of a stable, high-margin business structure, thorough project-by-project profit management, and ongoing cost reductions. As a result, Medical segment revenue was ¥303.753 million, up 10.5% year on year, and segment profit was ¥112.426 million, up 57.1% year on year.」

    The company continued to establish a high-margin business structure, manage profit by project, and reduce costs, resulting in a 57.1% year-on-year increase in Medical segment profit.
  27. FY2018AdvancedAnnual report

    「As a result, Medical segment revenue was ¥1,178.405 million, up 9.5% year on year, and segment profit was ¥371.312 million, up 155.5% year on year.」

    As a result of advancing selection and concentration, project-by-project profit management, and cost reductions, Medical segment revenue rose 9.5% year on year and segment profit rose 155.5%.
  28. FY2018-Q3AdvancedAnnual report

    「In terms of profit, profitability improved significantly through the efficient use of management resources under a selection-and-concentration strategy implemented through scrap-and-build, thorough project-by-project profit management, and ongoing cost reductions. As a result, Medical segment revenue was ¥850.948 million, up 7.4% year on year, and segment profit was ¥261.290 million, up 185.8% year on year.」

    Profitability continued to improve significantly through selection and concentration, project-by-project profit management, and cost reductions, with Medical segment profit up 185.8% year on year.
  29. FY2018-Q2AdvancedAnnual report

    「In terms of profit, profitability improved significantly through the efficient use of management resources under a selection-and-concentration strategy implemented through scrap-and-build, thorough project-by-project profit management, and ongoing cost reductions. As a result, Medical segment revenue was ¥567.228 million, up 10.4% year on year, and segment profit was ¥169.658 million, up 229.4% year on year.」

    The Medical segment's profitability improved significantly through selection and concentration, project-by-project profit management, and cost reductions, with segment profit up 229.4% year on year.
  30. FY2018-Q1AdvancedAnnual report

    「In terms of profit, profitability improved significantly through initiatives including scrap-and-build focused on unprofitable products, thorough project-by-project profit management, and ongoing cost reductions implemented in the previous fiscal year.」

    It states that profitability improved significantly through the previous fiscal year's scrap-and-build focused on unprofitable products, project-by-project profit management, and cost reductions.
  31. FY2017First statedAnnual report

    「Beginning in April 2017, we decided to transform the business model toward businesses expected to generate higher earnings by reallocating human resources from unprofitable businesses to sales and development activities for high-margin services and products, including the medical big data analytics business, which has been identified as a priority area in the Japanese government's growth strategy.」

    Specific measures to review unprofitable businesses and redeploy personnel to high-margin areas such as medical big data were implemented from April 2017.
Moved together

"Use of capital raised through the listing to expand the business and strengthen its financial position" moved the same way as this thread, in the same document, in 23 of its 31 moves.

231614141311★123456
  1. ★This thread
  2. 1Use of capital raised through the listing to expand the business and strengthen its financial position23×
  3. 2Transformation into a leading company in medical big data analytics16×
  4. 3Global growth through deepening relationships with existing customers and developing the U.S. market14×
  5. 4Creating new businesses through strategic alliances built on existing operations14×
  6. 5Mighty QUBE's sales channels and functional enhancements13×
  7. 6Establishing a highly profitable subscription model following the Mighty series through SonaM11×

★ 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
Ubicom Holdings's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Results of 2026-08-13: "Reframed".
News
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