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BeeX (4270) · RiskRestated

Dependence on a Specific Outsourcing Provider, 株式会社スカイ365, for MSP Operations

First written in FY2023. 3 of 5 entries say "Mitigated", first in FY2024. Latest entry: FY2026.

5entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023MitigatedFY2024 – FY2026-H12023: 120232024: 120242025: 220252026: 12026
Same theme, other companies
Concentration of MSP operations with a specific contractorA theme 2 companies write about · 2 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

    「By making スカイ365, which has traditionally collaborated with us as an outsourcing partner specializing in the cloud-related MSP (operations, monitoring and maintenance) business, a subsidiary, we can bring the operations in-house at an early stage while maintaining quality」

    The company continues to pursue a policy of bringing MSP operations in-house through the acquisition of スカイ365 as a subsidiary, thereby addressing its dependence on a specific subcontractor.
  2. FY2026-H1MitigatedAnnual report

    「By making スカイ365, which has traditionally collaborated with us as an outsourcing partner specializing in the cloud-related MSP (operations, monitoring and maintenance) business, a subsidiary, we can bring the operations in-house at an early stage while maintaining quality」

    The company has made its response to dependence on a specific subcontractor more concrete by making the former specific subcontractor スカイ365 a subsidiary and bringing MSP operations in-house.
  3. FY2025MitigatedAnnual report

    「By making スカイ365, which has traditionally collaborated with us as an outsourcing partner specializing in the cloud-related MSP (operations, monitoring and maintenance) business, a subsidiary, we can bring the operations in-house at an early stage while maintaining quality」

    The company has disclosed its response to dependence on a specific subcontractor by bringing MSP operations in-house through the acquisition of 株式会社スカイ365 as a subsidiary.
  4. FY2024MitigatedAnnual report

    「Going forward, the company plans to expand its in-house operational support capabilities, maintain an appropriate outsourcing ratio and reduce the impact of unexpected events.」

    To address its dependence on 株式会社スカイ365 as a specific subcontractor, the company has detailed plans to expand its in-house operational support capabilities, optimize its outsourcing ratio and reduce the impact.
  5. FY2023First statedAnnual report

    「Because 株式会社スカイ365 is a subsidiary of TerraSky Co.,Ltd, if it unexpectedly becomes difficult to continue the business relationship with 株式会社スカイ365 in the future due to changes in the management policies of 株式会社スカイ365 or TerraSky Co.,Ltd, among other reasons, we would have to perform the work currently outsourced to 株式会社スカイ365. This could affect our operating results and financial position because of unexpected increases in costs associated with securing additional personnel or other business partners.」

    The company has newly identified its dependence on a specific subcontractor entrusted with MSP monitoring and other services, as well as the risk of additional costs if the parent company's group policies change.
Moved together

"Stable revenue generation through the two pillars of flow and recurring revenue" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333322★123456
  1. ★This thread
  2. 1Stable revenue generation through the two pillars of flow and recurring revenue3×
  3. 2Emphasis on Revenue, Ordinary Profit, the Equity Ratio and Business KPIs3×
  4. 3Cloud Integration: Delays in Acceptance and Profitability Deterioration3×
  5. 4Foreign-exchange fluctuations associated with foreign-currency-denominated transactions such as AWS usage fees3×
  6. 5Strengthening next-generation MSP services through BeeX Service Console and BeeX Plus2×
  7. 6Securing and Developing High-Caliber Cloud Talent2×

★ 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.

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Dependence on a Specific Outsourcing Provider, 株式会社スカイ365, for MSP Operations | BeeX Inc. (4270) | Komori