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bBreak Systems (3986) · TargetSystems integration revenue and profit declined due to prioritizing R&DLatest Earnings presentation (2026-08-12): "Advanced"

Expansion of the System Integration Business by Leveraging Humalance, In-House Engineers and Existing Customers

First written in FY2022. 8 of 11 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-08-12.

11entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q2 – FY2024-Q2AdvancedFY2024 – FY20252022: 120222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Continuing Orders in Existing Development Areas and Expanded SI TransactionsA 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. 2026-08-12AdvancedEarnings presentation

    「Revenue is expected to increase against a backdrop of strong demand for engineers」

    For the systems integration business, the Company forecasts revenue of ¥716 million for the fiscal year ending June 2027, up 10.0% year on year.
  2. FY2026-H1Systems integration revenue and profit declined due to prioritizing R&DAnnual report

    「The business remained steady against robust IT demand, and the unit prices, hours worked and revenue generated by employees all exceeded plan. However, this was insufficient to offset the decline in the package business, and the Company decided to prioritize assigning personnel to research and development projects over this business. As a result, revenue was ¥310 million, down 5.3% year on year, and segment profit was ¥67 million, down 11.1%.」

    The systems integration business posted revenue of ¥310 million and segment profit of ¥67 million, resulting in lower revenue and profit year on year, partly because the company prioritized assigning resources to R&D projects.
  3. FY2025AdvancedAnnual report

    「Following, among other factors, the shift of some engineers from the package business to this business, revenue was ¥651 million, up 10.0% from the previous fiscal year, and segment profit was ¥154 million, up 13.5%.」

    Against a backdrop including the shift of engineers from the package business, the systems integration business posted revenue of ¥651 million and segment profit of ¥154 million, resulting in higher revenue and profit year on year.
  4. FY2025-H1AdvancedAnnual report

    「Unit prices and utilization remained stable against a backdrop of firm IT demand. In addition, some engineers were shifted to this business in response to the decline in the package business, resulting in revenue of ¥328 million, up 15.4% year on year, and segment profit of ¥75 million, up 16.1%.」

    Against a backdrop including the shift of some engineers from the package business, the systems integration business posted interim-period revenue of ¥327 million and segment profit of ¥75 million, up 15.4% and 16.1%, respectively, year on year.
  5. FY2024AdvancedAnnual report

    「Following, among other factors, the shift of some engineers from the package business to this business, revenue was ¥592 million, up 2.2% year on year, and segment profit was ¥136 million, up 2.1%.」

    Systems integration revenue was ¥592 million and segment profit was ¥136 million, resulting in higher revenue and profit, partly due to the shift of engineers.
  6. FY2024-Q3Revenue was broadly flat and profit declinedAnnual report

    「Against a backdrop of solid IT demand, both unit prices and utilization rates remained stable, resulting in revenue of ¥432 million, down 0.2% year on year, and segment profit of ¥97 million, down 1.9%.」

    Although unit prices and utilization remained stable, the systems integration business posted revenue of ¥432 million and segment profit of ¥97 million, representing slight year-on-year declines in both revenue and profit.
  7. FY2024-Q2AdvancedAnnual report

    「Against a backdrop of solid IT demand, both unit prices and utilization rates remained stable, resulting in revenue of ¥284 million, up 0.5% year on year, and segment profit of ¥65 million, up 1.2%.」

    Systems integration revenue was ¥284 million and segment profit was ¥65 million, resulting in higher revenue and profit year on year.
  8. FY2023AdvancedAnnual report

    「Following the shift of some engineers from the package business to this business, revenue was ¥579 million, up 22.5% year on year, and segment profit was ¥133 million, up 23.4%.」

    Following the shift of engineers from the package business, systems integration revenue was ¥579 million and segment profit was ¥133 million, both up year on year.
  9. FY2023-Q3AdvancedAnnual report

    「As revenue from the package business declined, some engineers were shifted from the package business to this business. As a result, revenue was ¥433 million, up 24.8% year on year, and segment profit was ¥99 million, up 26.3%.」

    In the systems integration business, the shift of some engineers from the package business resulted in revenue of ¥433 million and segment profit of ¥99 million for the cumulative third quarter period, up 24.8% and 26.3%, respectively, year on year.
  10. FY2023-Q2AdvancedAnnual report

    「As revenue from the package business declined, some engineers were shifted from the package business to this business. As a result, revenue was ¥283 million, up 21.8% year on year, and segment profit was ¥64 million, up 21.6%.」

    In the systems integration business, the shift of some engineers from the package business resulted in revenue of ¥282.515 million and segment profit of ¥64.061 million for the cumulative second quarter period, up 21.8% and 21.6%, respectively, year on year.
  11. FY2022First statedAnnual report

    「We aim to expand revenue and profit in this business by securing high-quality development resources through Humalance, our in-house freelance project-matching website, increasing assignments of employee engineers, and deepening relationships with existing customers.」

    For the systems integration business, the company disclosed for the first time its goal of expanding revenue and profit through securing development resources via Humalance, increasing assignments of employee engineers, and deepening relationships with existing customers.
Moved together

"Long-Term Stable Growth and Increased Corporate Value with an Emphasis on Revenue and Ordinary Profit" moved the same way as this thread, in the same document, in 5 of its 11 moves.

5322★1234
  1. ★This thread
  2. 1Long-Term Stable Growth and Increased Corporate Value with an Emphasis on Revenue and Ordinary Profit5×
  3. 2MA-EYES Feature Development, External System Integration and Next-Generation Platform Research3×
  4. 3Business expansion centered on cloud ERP “MA-EYES”2×
  5. 4Continuing stable dividends while maintaining retained earnings2×

★ 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 bBreak Systems yet. It last moved in the Earnings presentation of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of the System Integration Business by Leveraging Humalance, In-House Engineers and Existing Customers | bBreak Systems Company,Limited (3986) | Komori