Komori
GMO Financial Gate (4051) · InitiativeAdvanced

Securing safe inventory levels for payment terminals in light of semiconductor market conditions

First written in FY2022-Q1. 7 of 13 entries say "Advanced", first in FY2022-Q2. Latest entry: 2026-05-18.

13entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q1 – FY2023-Q3RestatedFY2023 – FY2025-H12022: 320222023: 420232024: 220242025: 120252026: 32026
Same theme, other companies
Strategic Inventory BuildupA theme 5 companies write about · 2 as a headwind · 2 as a tailwind

1 other company's 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. FY2026-H1AdvancedAnnual report

    「This was due mainly to increases of ¥1,225.026 million in inventories, ¥901.147 million in cash and cash equivalents, and ¥535.898 million in operating receivables and other receivables, among other factors. The increase in inventories resulted from strategically building up inventory in preparation for deliveries for large projects expected in the future.」

    The company explains that it strategically built up inventory of payment terminals and other products in preparation for deliveries for large projects expected in the future, resulting in a ¥1,225.026 million increase in inventories. Following the inventory decline in the previous interim period, the company has shifted back to securing inventory to address large projects.
  2. FY2025-H1Inventory decline accompanying sales progressAnnual report

    「Funds increased mainly due to decreases of ¥732.248 million in operating receivables and other receivables and ¥390.234 million in inventories, among other factors.」

    The company explains that inventories decreased by ¥390.234 million during the six-month consolidated accounting period, describing a phase in which inventory declined following the buildup of terminal inventory based on the sales outlook through the previous fiscal year.
  3. FY2024-Q2RestatedAnnual report

    「This was mainly due to increases of ¥948.244 million in merchandise as payment terminals were maintained at a certain level based on the outlook for future sales and ¥372.381 million in trade receivables as payment-terminal sales progressed smoothly, among other factors.」

    The company explains that it continued its inventory policy of maintaining payment terminals at a certain level based on the outlook for future sales, resulting in a ¥948.244 million increase in merchandise.
  4. FY2024-Q1RestatedAnnual report

    「This was mainly due to a ¥117.841 million decrease in cash and deposits, while merchandise increased by ¥681.014 million as payment terminals were maintained at a certain level based on the outlook for future sales, and trade receivables increased by ¥406.310 million as payment-terminal sales progressed smoothly, among other factors.」

    The company explains that it continued its inventory policy of maintaining payment terminals at a certain level based on the outlook for future sales, resulting in a ¥681.014 million increase in merchandise.
  5. FY2023RestatedAnnual report

    「This was mainly due to increases of ¥1,496.496 million in cash and deposits, ¥889.333 million in merchandise as payment terminals were maintained at a certain level based on the outlook for future sales, and ¥289.874 million in trade receivables as payment-terminal sales progressed smoothly, among other factors.」

    The company explains that it continued its inventory policy of maintaining payment terminals at a certain level based on the outlook for future sales, resulting in a ¥889.333 million increase in merchandise.
  6. FY2023-Q3AdvancedAnnual report

    「This was mainly due to increases of ¥1,226.647 million in merchandise as payment terminals were maintained at a certain level based on the outlook for future sales, ¥553.623 million in trade receivables as payment-terminal sales progressed smoothly, and ¥260.592 million in cash and deposits, among other factors.」

    The company explains that it maintained payment terminals at a certain level based on the outlook for future sales, resulting in a ¥1,226.647 million increase in merchandise.
  7. FY2023-Q2AdvancedAnnual report

    「This was mainly due to a ¥328.838 million decrease in cash and deposits, while merchandise increased by ¥1,624.512 million as payment terminals were maintained at a certain level based on the outlook for future sales, and trade receivables increased by ¥549.498 million as payment-terminal sales progressed smoothly, among other factors.」

    The company explains that it maintained payment-terminal inventory at a certain level based on the outlook for future sales, resulting in a ¥1,624.512 million increase in merchandise.
  8. FY2023-Q1AdvancedAnnual report

    「Merchandise increased by ¥1,004.503 million as payment terminals were maintained at a certain level based on the outlook for future sales」

    The company explains that it maintained payment-terminal inventory at a certain level based on the outlook for future sales, resulting in a ¥1,004.503 million increase in merchandise. After inventory declined in the previous quarter, inventory has been increased in line with the sales outlook.
  9. FY2022-Q3Change in inventory levelsAnnual report

    「This was mainly due to a ¥69.779 million decrease in merchandise as payment-terminal sales progressed smoothly, among other factors.」

    The company explains that merchandise decreased by ¥69.779 million as payment-terminal sales progressed, following the buildup of payment-terminal inventory to a safe level in the previous quarter.
  10. FY2022-Q2AdvancedAnnual report

    「This was mainly due to a ¥908.602 million increase in merchandise resulting from maintaining payment-terminal inventory at a safe level in light of semiconductor market conditions, in addition to」

    The company explains that maintaining payment-terminal inventory at a safe level in light of semiconductor market conditions resulted in a ¥908.602 million increase in merchandise.
  11. FY2022-Q1First statedAnnual report

    「Payment-terminal inventory was maintained at a safe level in light of semiconductor market conditions」

    The company explains that, in light of semiconductor market conditions, it maintained payment-terminal inventory at a safe level in preparation for supply requirements.
Moved together

"Focus on the Number of Active Terminals, Number of Sales Transactions Processed, Revenue Growth Rate, and Operating Profit Growth Rate" moved the same way as this thread, in the same document, in 7 of its 13 moves.

765332★123456
  1. ★This thread
  2. 1Focus on the Number of Active Terminals, Number of Sales Transactions Processed, Revenue Growth Rate, and Operating Profit Growth Rate7×
  3. 2Sales and rental of payment terminal equipment tailored to merchant needs6×
  4. 3Expansion of the Cashless Payments Market5×
  5. 4Acquiring New Merchants and Alliance Partners3×
  6. 5Financing through Short- and Long-Term Borrowings3×
  7. 6Four-Part Revenue Model for Initial Stock Fee Spread2×

★ 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 GMO Financial Gate yet. It last moved in the Financial results presentation of 2026-05-18: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Securing safe inventory levels for payment terminals in light of semiconductor market conditions | GMO Financial Gate,Inc. (4051) | Komori