Toyokumo,Inc.

Freedom from Inefficient Work

An ongoing corporate mission to free everyone from inefficient work and improve operational productivity and ways of working. The stated objective is to eliminate inefficient work itself, rather than simply provide IT services.

8companies8 threads

helps 8

FY2019 →

Democratizing IT and Easy-to-Use Services Designed for Continued Use

A basic policy of democratizing IT, designing cloud services for businesses to be simple, easy to use, and easy to understand, and providing services that customers continue to use.

5companies5 threads

helps 5

OSS Developer Support / Thanks OSS Award

A theme involving the implementation and disclosure of the Thanks OSS Award as an initiative to support developers of open-source software (OSS) used in cloud services.

3companies3 threads

helps 3

FY2023 → FY2023

Cross-selling to existing customers through survey and analysis tools

An initiative to propose additional services, such as survey services, data analysis tools, and generative AI features, to existing customers, with the aim of increasing average customer spend and driving cross-selling.

3companies3 threads

helps 3

High Dependence on kintone Integration Services

A theme highlighting the business impact of the company’s dependence on kintone integration services, which account for the majority of sales, as well as intensifying competition on the kintone side. It also covers efforts to reduce this dependence through the safety confirmation service, NotePM and new services.

3companies4 threads

hurts 4

Online-Only, Standardized Low-Cost Delivery Model

A business operating model that uses online applications, free trials, FAQ and telephone support, and standardization without individual customization to keep indirect costs down and provide services at low prices.

Disaster Information Integration and Online Response Headquarters Functionality for Safety Confirmation Services

FY2021 →

Provision of integrated service functionality comprising automatic transmission triggered by disaster information such as earthquakes, tsunamis and emergency warnings; real-time aggregation of safety and damage reports; bulletin boards and group messaging; and online disaster response headquarters operations.

Company-Wide Sustainability Promotion Based on the Corporate Philosophy

FY2023-Q1 →

A theme that, based on the corporate philosophy, positions business activities, stable service provision, information asset management and investment in human resources as comprehensive sustainability issues, and establishes governance, strategy, risk management, and metrics and targets.

Enterprise Sales Structure and Service Improvements for Local Governments and Large Companies

FY2023 →

An ongoing initiative to improve kintone integration services and establish a dedicated sales structure to expand adoption for enterprise use by local governments and large companies.

Expansion of the Toyokumo kintoneApp authentication user base

FY2022 →

A theme centered on the continued increase in the cumulative number of users of the Toyokumo kintoneApp authentication service, indicating broader service adoption and an expanding customer base.

External Recognition and Awards for the Safety Confirmation Service

FY2022-Q3 →

A theme demonstrating that the safety confirmation service has received high ratings from external review organizations and media outlets such as ITreview and BOXIL, including rankings near the top and category awards.

Quality Assurance Through SLA and Uptime for the Employee Safety Confirmation Service

FY2024-H1 → FY2024

An ongoing initiative to establish an SLA for the employee safety confirmation service and guarantee and manage service quality and availability as key performance indicators.

External Evaluations and Awards for kintone Integration Services

FY2023 →

A theme demonstrating that the kintone integration service received CyPN Report’s highest rating of three stars in the Extensions category, and that the full range of services offered has earned star ratings.

Sustainable growth focused on the number of paid contracts under the 2021–2023 Medium-Term Management Plan

FY2024-H1 → FY2024-H1

A management theme based on the three-year medium-term management plan beginning with the fiscal year ending December 2021, which positions the number of paid contracts as a key KPI for sustainable growth and enhanced corporate value.

BCP Development Support for Long-Term Care Operators

An initiative to support the development and implementation of BCPs (business continuity plans) for long-term care facilities and service providers in response to revisions to long-term care fees. This includes a campaign conducted in collaboration with external BCP consultants.

Promoting the Growth Strategy through the Acquisition of Project Mode

FY2024-Q1 → FY2024-Q1

A theme centered on acquiring all shares of Project Mode and making it a subsidiary, while using M&A as part of the growth strategy. It aims to strengthen the business base and secure growth opportunities through acquisitions.

Integration with External Systems for the Safety Confirmation Service

FY2024 → FY2025-H1

An initiative to link employee information with SmartHR and kintone, streamlining registration with and data import into the emergency safety confirmation service.

Automatic Server Scaling for Disaster-Related Access Spikes

FY2021-Q3 →

An initiative to automatically scale up servers before service usage begins, triggered by Japan Meteorological Agency earthquake alerts and similar notifications, thereby establishing an operational infrastructure capable of handling concentrated access to safety confirmation services during disasters.

1companies2 threads

プリントクリエイター’s No. 1 implementation count among SaaS-based electronic forms

A theme demonstrating that プリントクリエイター, a SaaS electronic-form design and output tool, has achieved the No. 1 number of implementations and a high market share, and continues to demonstrate its market advantage.

Joint Venture with Cybozu for Public-Sector Digital Transformation and Large-Scale Operations

FY2021-Q3 →

An initiative to establish a joint venture with Cybozu to strengthen capabilities for large-scale operations, including public-sector digital transformation and high-volume access. Following its establishment, the company will become a consolidated subsidiary, with efforts to strengthen the business platform continuing.

Expansion and Integration of kintone-Connected Services

FY2023-Q3 → FY2024-Q1

An initiative to provide integration services that enable data collection, calculations, and other functions on kintone, while developing multiple related products as an integrated product suite and consolidating their licenses.

External Ratings and Awards for トヨクモスケジューラー

A theme demonstrating that トヨクモスケジューラー received a star rating in the alliance category of the CyPN Report.

Sales concentration involving ダイワボウ情報システム

FY2024-H1 → FY2024-H1

A theme concerning sales to ダイワボウ情報システム株式会社, which account for approximately 10% of total sales, indicating a high degree of dependence on a specific customer and distribution channel. It also covers increases in sales and changes over time in the sales mix.

Service Feature Improvements Focused on Ease of Use

hurts 1

FY2023 →

An initiative focused on continuously adding features to and maintaining cloud services, with an emphasis on ease of use for all users.

Sales concentration involving SB C&S

Sales to SB C&S Corp. account for approximately 10% of total sales, indicating growing reliance on a specific IT distributor. Includes trends in sales and sales mix.

Expansion of Multilingual Support for the Safety Confirmation Service

hurts 1

FY2022 →

Ongoing service expansion through the development of additional multilingual support, including English support for the safety confirmation service, based on internal capabilities and market demand.

Multi-Cloud Business Packs for Local Governments and Large Enterprises

Development and provision of business-pack products for local governments and large enterprises that combine multiple cloud services, such as kintone, to replace traditional BPO operations with SaaS.

Increasing Awareness of NotePM

FY2024-Q1 →

Expansion of emergency and outage-response applications for an employee safety confirmation service

FY2025 →

A theme aimed at expanding opportunities to use and demand for the service as an employee safety confirmation service, including during emergencies such as disasters and infectious disease outbreaks, as well as during internal network outages.

Expansion of the safety confirmation service across the entire supply chain

An initiative to expand the user base of a safety confirmation service, previously focused mainly on the company’s own employees, to the entire supply chain, including business partners, and to pursue market expansion by leveraging implementation case studies.

Raising Awareness of and Promoting Adoption of Toyokumo Scheduler

Initiatives to raise awareness of Toyokumo Scheduler and expand its adoption and market reach through internet advertising and trade show participation. This also includes obtaining third-party evaluations.

Expansion of Contracts for Safety Confirmation and kintone Integration Services

FY2021 →

A theme focused on continuously increasing the number of paid contracts for the safety confirmation service, kintone integration services and other offerings, thereby expanding the services’ customer base.

Preparation for Adoption of the Accounting Standard for Fair Value Measurement

Contested

Companies in these themes point in more than one direction. The same force lifts one filer and costs another, and the split is the reading.

A theme involving the application of the Fair Value Measurement Accounting Standards, etc., and their continued use as new accounting policies. Although there is no impact on profit or loss, it addresses the application of standards governing fair value measurement and accounting disclosures.

Concentrated in Information and Communications・ Services and Others・ Retail・ Trading Companies and Wholesalelast written FY2023-Q4

2107companies2151 threads

helps 3 · hurts 6 · flat 2142

Risk of COVID-19 impacts on business activities, supply chains, demand and financial performance

A business risk during a specific period in which the spread of COVID-19 directly affected the execution of individual businesses and performance, including delays in product shipments and failure to achieve business plans.

Concentrated in Information & Communication・ Services and Other・ Electrical Equipment & Precision Instruments・ Raw Materials & Chemicalslast written FY2025

1295companies1321 threads

helps 6 · hurts 1307 · flat 8

FY2020-Q1 → FY2025

Improving capital efficiency and returning value to shareholders through share repurchases and cancellations, and capital policy

Ongoing initiatives concerning shareholder returns and capital allocation and policy through the acquisition of treasury shares.

Concentrated in Information & Communications・ Services and Other・ Materials & Chemicals・ Construction & Materialsgrowing faster than other themes

1163companies1196 threads

helps 1190 · hurts 3 · flat 3

Risk of confidential and personal information leaks

An ongoing management issue concerning the risk of confidential and personal information being leaked due to cyberattacks, system failures and other causes, and the systems for prevention and response.

Concentrated in Information & Communications・ Services and Others・ Retail・ Real Estateshrinking against other themes

1120companies1135 threads

helps 3 · hurts 1132

Review of the Rationale for Holding Strategic Shareholdings

Broad

Themes almost every covered company sits in, where the direction is unanimous. The company list is the value here, not the direction — these are the ones worth scanning for who is missing.

A governance policy of holding strategic shareholdings to strengthen relationships and collaboration and enhance corporate value, with their rationale continuously reviewed by the board of directors and other bodies.

Concentrated in Information & Communications・ Services and Other; Materials and Chemicals; Retailgrowing faster than other themes

1435companies1439 threads

helps 751 · hurts 1 · flat 687

Medium- to Long-Term Incentives Through Equity Compensation Plans for Directors and Employees

A compensation plan that grants equity compensation, such as stock options and restricted shares, to executives to promote improved performance and corporate value over the medium to long term.

Concentrated in Information & Communications・ Services and Others・ Retail・ Construction & Materialsgrowing faster than other themes

723companies746 threads

helps 746

Intensifying competition from competitors and new entrants

The risk that intensifying competition from existing competitors and new entrants will place the service at a relative disadvantage and adversely affect business performance. This also covers changes in the competitive environment, including the mechanization and automation of advertising through generative AI.

Concentrated in Information & Communications and Services・ Electrical Appliances and Precision Instruments・ Retailshrinking against other themes

607companies632 threads

hurts 632

Risk of dependence on specific executives

The risk that business operations and decision-making depend on the abilities, judgment and continued tenure of a specific executive, such that the executive’s absence or change could affect management. This includes situations where the company is working to delegate authority and establish an organizational management structure, but remains highly dependent on that executive.

Concentrated in Information & Communications・ Services and Others・ Retail・ Real Estateshrinking against other themes

570companies570 threads

hurts 570

Concentrated in Information and Communications・ Services and Others・ Retail・ Trading Companies and Wholesalegrowing faster than other themes

Episodic

Themes tied to a dated event. The period is the point — it opens, it runs, and in most cases it closes, and a theme that stopped being written about is a finding in itself.

Stock Split

A theme involving a stock split that increases the number of shares per share and changes the basis for the total number of shares issued and per-share metrics.

1024companies1037 threads

helps 1013 · flat 24

FY2016 → FY2027-H1

Tokyo Stock Exchange Mothers/Growth Market Listing and Growth and Talent Investment Through a Public Offering

Theme concerning the listing of shares on the Tokyo Stock Exchange Growth Market, the raising of growth capital through the accompanying public offering, and improved share liquidity.

Concentrated in Information & Communications・ Services and Other・ Retail・ Pharmaceuticalsshrinking against other themes

269companies274 threads

helps 273 · flat 1

FY2019-Q1 → FY2026-H1

Use of proceeds from the public offering for business expansion and growth investment

A theme involving the flexible allocation of funds raised through a public offering at the time of listing to multiple growth investments, including personnel, research and development, advertising and sales promotion, and M&A.

Concentrated in Information and Communications・ Services and Others・ Retail・ Trading Companies and Wholesaleshrinking against other themes

189companies198 threads

helps 197 · flat 1

FY2016 → FY2026-H1

Economic environment uncertainty due to the Russia-Ukraine situation and yen depreciation

External environment risk arising from uncertainty over the economic environment and economic outlook against the backdrop of the Russia-Ukraine situation, US interest rate hikes, and rapid yen depreciation. A time-specific event covering the period from FY2022-Q1 through FY2024.

Concentrated in Information & Communications・ Services and Other; Construction & Materials; Raw Materials & Chemicalsgrowing faster than other themes

90companies92 threads

hurts 92

FY2021 → FY2026-H1

Housekeeping

Standards adoption, auditor changes and the like. Genuinely common and occasionally the exact thing you want to query, but placed last so the feature does not open on bookkeeping.

Preparing for Adoption of the New Lease Accounting Standard

A topic focused on assessing the impact on consolidated financial statements and preparing accounting treatments in anticipation of the effective date of the newly issued lease accounting standard.

Concentrated in Information & Communications・ Services and Others・ Retail・ Construction & Materialsmoving with the rest

1279companies1279 threads

hurts 15 · flat 1264

Change in Accounting Auditor

A theme concerning a company changing its accounting auditor to another audit firm, taking into account audit response and the appropriateness of audit fees.

Concentrated in Information & communications・ services and other; Retail; Electrical equipment and precision instrumentsmoving with the rest

831companies831 threads

helps 38 · hurts 2 · flat 791