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Cns (4076) · TargetAdvancedLatest Earnings presentation (2026-10-14): "Reframed"

Building New Business Models Beyond Contract-Based Services

First written in FY2021. 15 of 20 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-10-14.

20entries
6years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q3 – 2026-07-132021: 220212022: 420222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Business transformation from customized development to standardized cloud servicesA theme 19 companies write about · 3 as a headwind · 16 as a tailwind

The whole theme swung hardest in 2020: 1 of 9 companies on the "Worse" side.

2 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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-14ReframedEarnings presentation

    「Higher profit margins = shifting from a labor-provision model to a value-provision business model」

    利益率向上の方向性を、労働提供型から価値提供型ビジネスモデルへの転換として明確化した。
  2. 2026-09-17Advancedprtimes.jp

    「In response to these circumstances, we have decided to launch U-Way Recovery Solutions as a new service in the U-Way series, providing comprehensive support for backup and recovery measures.」

    A new service providing comprehensive support for backup and recovery measures was added to the U-Way series.
  3. FY2025AdvancedAnnual report

    「We advanced service development, including the expansion of our proprietary U-Way series. Inquiries generated by U-Way increased, and a cross-functional task force established at the beginning of the current fiscal year to strengthen sales is handling them, leading to increased orders through the acquisition of new end users.」

    Regarding business models other than contract-based services, the company progressed from expanding the U-Way series and developing new services to increasing orders through higher inquiry volumes and the acquisition of new end users.
  4. FY2025-H1AdvancedAnnual report

    「In addition to expanding our proprietary U-Way series, we are developing a service to assess the progress of companies' DX initiatives and aim to release it during the current fiscal year.」

    Regarding business models other than contract-based services, the company progressed to the stage of expanding the U-Way series and developing and releasing a new service to assess companies' DX initiatives during the current fiscal year.
  5. FY2024AdvancedAnnual report

    「Under the medium-term management plan, we aim to generate revenue of ¥2 billion through the development of the U-Way series, and will work to develop proprietary services and expand sales in each business to achieve this target.」

    Regarding business models other than contract-based services, the company set a medium-term target of ¥2 billion in revenue through the development of the U-Way series and progressed to the stage of expanding development and sales in each business.
  6. FY2024-Q3AdvancedAnnual report

    「In the systems infrastructure business, U-Way, our proprietary service, has increased opportunities to propose a service-based model rather than SES contracts to new end users, contributing to higher profit margins.」

    Opportunities to propose a service-based model to new end users, distinct from the contract-based and SES-centered model, increased, advancing the development of a new business model.
  7. FY2024-Q2AdvancedAnnual report

    「In the first half, we engaged in proactive sales activities to acquire new consulting projects and succeeded in winning projects related to generative AI and business operations support scheduled to begin in the second half.」

    As part of expanding the business model beyond contract-based development, the company won new consulting projects related to generative AI and business operations support, leading to their launch in the second half.
  8. FY2024-Q1AdvancedAnnual report

    「In the consulting business launched in June 2023, we will address demand for support in formulating and executing corporate DX strategies.」

    As part of expanding the business model beyond contract-based development, the company launched a consulting business in June 2023 to support the formulation and execution of corporate DX strategies.
  9. FY2023AdvancedAnnual report

    「While continuing to strengthen big data analytics and cloud service technologies, we are focusing on expanding digital transformation technologies and have begun offering new infrastructure services (IaaS solutions) and IT technology training services. In October 2022, we began providing U-Way, our first proprietary cloud service, and plan to expand it by developing a series of related services.」

    Regarding business models other than contract-based services, the company progressed from launching IaaS and training services to providing its first proprietary cloud service, U-Way, in October 2022, with plans to develop it into a series.
  10. FY2023-Q3AdvancedAnnual report

    「The big data analytics business performed well as orders for business consulting projects from existing customers progressed.」

    Orders for business consulting projects beyond contract-based systems development progressed, advancing the development of a new business model.
  11. FY2023-Q2AdvancedAnnual report

    「In the big data analytics business, we also began addressing the upstream consulting area. We are developing personnel who can work as both engineers and consultants, handling not only systems development but also proposals for improving customers' businesses.」

    The company began addressing upstream consulting and proposals for improving customers' businesses, rather than limiting itself to contract-based systems development.
  12. FY2023-Q1AdvancedAnnual report

    「The big data analytics business performed well as orders from existing customers expanded and projects related to consulting, newly launched in the previous fiscal year, increased. As a result, revenue from this business for the first quarter cumulative consolidated period was ¥281,382 thousand, up 29.4% year on year.」

    Consulting projects corresponding to a new business model other than contract-based services increased, and revenue from the big data analytics business rose 29.4% year on year.
  13. FY2022AdvancedAnnual report

    「While continuing to strengthen big data analytics and cloud service technologies, we are focusing on expanding digital transformation technologies and have begun offering new infrastructure services (IaaS solutions) and IT technology training services.」

    The company has explicitly launched IaaS solutions and IT technology training services as new business models other than contract-based services.
  14. FY2022-Q3AdvancedAnnual report

    「In the digital transformation business, we are promoting consulting on database technologies and performance improvement as new core services. By steadily building a track record, the business is on an expansionary trend.」

    The company explains that its database technology and performance improvement consulting business is expanding as it builds a track record.
  15. FY2022-Q2RestatedAnnual report

    「We aim to expand market share by developing these new services into core services for our group from the next fiscal year onward.」

    The company continues to pursue a policy of making new services, including DX consulting and database technology consulting, future core services.
  16. FY2022-Q1AdvancedAnnual report

    「We aim to expand the market by developing these new services into core services for our group.」

    The company has moved toward making new services, including DX consulting, database technology consulting, and business systems operations and control support, into core offerings.
  17. FY2021First statedAnnual report

    「Our group has expanded its transactions with customers by specializing in contract-based engineering services and systems development, but recognizes that building business models other than contract-based services is an issue.」

    The company views the shift from its traditional contract-based model toward new models using big data, cloud, and digital transformation technologies as an issue to address.
Moved together

"Market Expansion Through the Development of New Technologies and Solutions" moved the same way as this thread, in the same document, in 14 of its 20 moves.

141313121211★123456
  1. ★This thread
  2. 1Market Expansion Through the Development of New Technologies and Solutions14×
  3. 2Expansion of digital innovation solutions leveraging ServiceNow, AI and other technologies13×
  4. 3Acquiring New Customers and Deepening Understanding of Existing Customer Needs13×
  5. 4Deep Understanding of Customers’ Operations and Expansion of Upstream Consulting12×
  6. 5Expansion of the Cloud Platform Business12×
  7. 6Expansion of Big Data Analytics and Digital Transformation Consulting11×

★ 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 Cns yet. It last moved in the Earnings presentation of 2026-10-14: "Reframed".
Building New Business Models Beyond Contract-Based Services | CNS Co.,Ltd. (4076) | Komori