Komori
BeeX (4270) · RiskRestated

Linkage Risk Between Cloud Integration Project Wins and MSP and License Resale Growth

First written in FY2023. 3 of 4 entries say "Restated". Latest entry: FY2026.

4entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY20262023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Impact on recurring revenue from a decline in project-based service winsA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Restated".

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. FY2026RestatedAnnual report

    「If it becomes difficult to win cloud integration projects, this could not only reduce cloud integration revenue but also slow the growth of cloud license resale and MSP revenue, potentially affecting the operating results and financial position of our group.」

    The company continues to explain the structure whereby winning project-based cloud integration work affects the growth of MSP and license resale.
  2. FY2025RestatedAnnual report

    「If acquiring projects for the cloud migration of SAP systems becomes difficult, this could not only reduce sales from SAP system cloud migration but also slow the growth of cloud license resale and MSP sales,」

    We continue to describe the structure in which acquiring cloud integration projects, including SAP cloud migration, also affects the growth of MSP and license resale.
  3. FY2024RestatedAnnual report

    「If acquiring cloud integration projects becomes difficult, this could not only reduce cloud integration sales but also slow the growth of cloud license resale and MSP sales, potentially affecting our operating results and financial position.」

    We continue to describe as a risk the structure in which the acquisition of cloud integration projects also affects the growth of MSP and license resale.
  4. FY2023First statedAnnual report

    「If acquiring cloud integration projects becomes difficult, this could not only reduce cloud integration sales but also slow the growth of cloud license resale and MSP sales, potentially affecting our operating results and financial position.」

    We identified the relationship among the 3 services as a new risk and described the structure in which the acquisition of project-based business also affects recurring revenue.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for BeeX yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Linkage Risk Between Cloud Integration Project Wins and MSP and License Resale Growth | BeeX Inc. (4270) | Komori