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Disclosure4011Headwaters Co.,LtdInformation and Communications, Services and Others

Notice Regarding Changes to Reportable Segments

Beginning with the first quarter of the fiscal year ending December 2026, the former single segment, the AI Solutions Business, will be discontinued and results will be reported under 3 segments: the Enterprise AI Solutions Business, the AI Workflow Engineering Business, and the DATA & AI Engine Business.

Worth reading
66In focus
Scored from 5 of 6 sections
Direction
Neutral
Direction inferred from the company’s description.
Scale
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Wording
Definitive
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Decision and Details

Changes in Reportable Segments

Decision15 May 2026
Period CoveredBeginning with the first quarter of the fiscal year ending December 2026
ImplementationResults will be reported under the new segment classification beginning with the quarterly financial results summary for the first quarter of the fiscal year ending December 2026 (planned).
Going forwardThe Company will report under the new segment classification beginning with the quarterly financial results summary for the first quarter of the fiscal year ending December 2026.
Quantity / scaleChange from the former single segment to 3 segments
Reason

The change is intended to present the Company's growth drivers and earnings base more clearly, as its business is shifting to an AI platform business in response to the evolution of AI agents and increasingly sophisticated corporate needs for AI utilization.

Decision and Details
ItemDetails
Matter CoveredChanges in Reportable Segments
Decision Date15 May 2026
Implementation DateResults will be reported under the new segment classification beginning with the quarterly financial results summary for the first quarter of the fiscal year ending December 2026 (planned).
Period CoveredBeginning with the first quarter of the fiscal year ending December 2026
Quantity / scaleChange from the former single segment to 3 segments
ReasonThe change is intended to present the Company's growth drivers and earnings base more clearly, as its business is shifting to an AI platform business in response to the evolution of AI agents and increasingly sophisticated corporate needs for AI utilization.
Future plansThe Company will report under the new segment classification beginning with the quarterly financial results summary for the first quarter of the fiscal year ending December 2026.
Items this document does not state (5)
Decision-Making BodyAmountImpact on Business PerformanceGoverning RuleRelated previous disclosures

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The Company states that, driven by the evolution of AI agents and increasingly sophisticated corporate needs for AI utilization, its business is shifting from one-off commissioned development and the provision of individual products to an AI platform business that continuously implements and utilizes data, AI, and business knowledge. The change is intended to present its growth drivers and earnings base more clearly.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Changes to Reportable Segments | Headwaters Co.,Ltd (4011) timely disclosure | Komori