Komori
J-Stream (4308) · FactRevenue drivers shifted to system upgrades and maintenanceLatest Earnings (2026-10-29): "Advanced"

Large Order for System Development and Operational Monitoring for Media Content Distribution

First written in FY2019-Q1. 13 of 29 entries say "Restated". Latest entry: 2026-10-29.

29entries
9years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2020RestatedFY2023 – FY2024-Q3AdvancedFY2025-H1 – 2026-06-042018: 220182019: 420192020: 420202021: 320212022: 420222023: 420232024: 220242025: 120252026: 52026
Same theme, other companies
Securing Orders for Systems Development and IT Infrastructure ProjectsA theme 15 companies write about · 0 as a headwind · 16 as a tailwind

10 other companies' 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.
Showing 14 of the 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026Revenue drivers shifted to system upgrades and maintenanceAnnual report

    「Operations projects related to system equipment delivered in the previous year, system development accompanying distribution system upgrades and maintenance services for viewing applications contributed to the increase in revenue.」

    In addition to the previous large system deliveries, post-delivery operations, system upgrades and viewing application maintenance were cited as factors supporting revenue.
  2. FY2026-H1AdvancedAnnual report

    「During the current interim consolidated accounting period, revenue grew owing to operations projects related to system equipment delivered in the previous year, system development accompanying distribution system upgrades, and maintenance services for viewing applications.」

    In the OTT area, specific ongoing and additional services, including operations for equipment delivered in the previous year, distribution system upgrade development and maintenance of viewing applications, contributed to revenue growth.
  3. FY2025-H1AdvancedAnnual report

    「Large deliveries of system equipment were made to content owners. In addition, network revenue and system development revenue related to the expansion of broadcasters' online distribution service menus and the online broadcasting of large-scale events were strong, resulting in performance above the previous fiscal year.」

    In the media and broadcasting business, large equipment deliveries were made to content owners, while network and system development revenue related to expanded online distribution by broadcasters and online broadcasting of large-scale events resulted in performance above the previous fiscal year.
  4. FY2024-Q3RestatedAnnual report

    「For the group, system development accompanying the expansion of broadcasters' online distribution service menus and the provision of operations services to specialty-channel operators that received large content distribution system development deliveries in the previous fiscal year continued to contribute to revenue, and revenue across this area remained firm.」

    The provision of operations services to specialty-channel operators following large content distribution system development deliveries in the previous fiscal year and development projects for broadcasters are recurring revenue drivers.
  5. FY2024-Q2RestatedAnnual report

    「For the group, system development accompanying the expansion of broadcasters' online distribution service menus and the provision of operations services to specialty-channel operators that received large content distribution system development deliveries in the previous fiscal year continued to contribute to revenue, and revenue across this area remained firm.」

    The provision of operations services to specialty-channel operators following large development deliveries in the previous fiscal year and development projects for broadcasters are recurring revenue drivers.
  6. FY2024-Q1RestatedAnnual report

    「Revenue in this area remained firm because system development accompanying the expansion of broadcasters' online distribution service menus and the provision of operations services to specialty-channel operators that had received large content distribution system development deliveries in the previous fiscal year continued to contribute to revenue.」

    The provision of operations services following large system development projects and system development accompanying the expansion of broadcasters' online distribution services are recurring revenue drivers in the OTT area.
  7. FY2023RestatedAnnual report

    「Results remained firm as, in addition to recurring revenue from content distribution site systems, site operations and distribution networks in the broadcasting industry centered on key broadcasters, relatively large development deliveries were made for system development for specialty-channel operators and broadcasters, as well as web advertising and related web production for real-content web promotions.」

    In the OTT area, large development deliveries were made to specialty-channel operators and broadcasters in addition to recurring revenue from site operations and distribution networks.
  8. FY2023-Q3AdvancedAnnual report

    「During the third quarter of the current consolidated accounting period, large deliveries were made for system development for specialty-channel operators and broadcasters. In addition, the consolidated subsidiary recorded large equipment sales to broadcasters, and cumulative results remained above the previous fiscal year.」

    In the media and broadcasting business, large system development deliveries were made to specialty-channel operators and broadcasters, while the consolidated subsidiary recorded large equipment sales, bringing cumulative results above the previous fiscal year.
  9. FY2023-Q2RestatedAnnual report

    「Revenue centered on operations for portals of broadcasters and content providers and for event companies grew, but revenue remained slightly below the same period of the previous year because of the decline following Olympic-related projects in the same period of the previous year and the absence of large development deliveries for key broadcasters during the current quarter.」

    In the OTT business, operations revenue grew, but the absence of large development deliveries for key broadcasters, together with the decline following Olympic-related projects, means that the business continues without the large development orders previously reported.
  10. FY2023-Q1SoftenedAnnual report

    「Revenue centered on operations for portals of broadcasters and content providers and for event companies grew, but revenue remained slightly below the same period of the previous year because of the decline following Olympic-related projects in the same period of the previous year and the absence of large development deliveries for key broadcasters during the current quarter.」

    In the OTT business, operations revenue grew, but there were no large development deliveries for key broadcasters during the current quarter, and the disclosure no longer refers to large system development orders.
  11. FY2022AdvancedAnnual report

    「In the OTT area, revenue remained firm as a result of securing new system development projects in addition to large, recurring revenue from content distribution site systems, site operations and distribution networks in the broadcasting industry, centered on key broadcasters.」

    States that the system development project for which orders were expected in the second half of the previous fiscal year was actually secured.
  12. FY2022-Q3SoftenedAnnual report

    「Revenue in this area is generally stable during the period when there are no system development projects other than routine operations, but the company expects to receive orders for system development projects during the second half of the current fiscal year.」

    Through the current quarter, there had been no system development projects other than routine operations, and the disclosure has shifted to state that system development orders are expected in the second half.
  13. FY2022-Q2SoftenedAnnual report

    「In the OTT area, system development for content distribution sites in the broadcasting industry, site operations and distribution network revenue remained firm.」

    The disclosure mentions the strength of site operations and distribution network revenue, among other items, but does not explicitly refer to large system development orders as it did through the previous fiscal year.
  14. FY2022-Q1SoftenedAnnual report

    「In the OTT area, site operations and related web production services for the broadcasting industry, as well as distribution network revenue, remained firm.」

    There is no mention of the large system development orders previously reported, and the disclosure has shifted to focus on the strength of revenue from site operations, web production and distribution networks.
  15. FY2021-Q3RestatedAnnual report

    「In the OTT segment, demand in the broadcasting industry was adversely affected by the postponement of the Olympics, but a large-scale system development project was secured in the consolidated accounting period of the second quarter, while site operations, related web production services and distribution network sales remained solid and exceeded the year-earlier level.」

    For media content distribution, the disclosure continues from the previous quarter to describe trends in large system development projects, site operations, web production and distribution network revenue.
  16. FY2021-Q2AdvancedAnnual report

    「In the OTT segment, demand in the broadcasting industry was adversely affected by the postponement of the Olympics, but a large-scale system development project was secured in the consolidated accounting period of the second quarter, while site operations, related web production services and distribution network sales remained solid and exceeded the year-earlier level.」

    Although there were no large system development projects in the first quarter, a large project was secured in the second quarter, and revenue from site operations, web production and distribution networks also exceeded the same period of the previous year.
  17. FY2021-Q1SoftenedAnnual report

    「In the OTT segment, demand in the broadcasting industry was adversely affected by the postponement of the Olympics, but site operations, related web production services and distribution network sales remained solid and exceeded the year-earlier level, despite the absence of large-scale system development projects.」

    The disclosure has shifted from mentioning large system development orders for media content distribution to stating that there were no large system development projects, while highlighting firm revenue from site operations, web production and distribution networks.
  18. FY2020RestatedAnnual report

    「Sales from media-related content delivery, various operations and monitoring services, and system development, as well as live-streaming sales related to web seminars for the pharmaceutical industry, grew steadily.」

    The disclosure continues to state that orders and revenue from system development, operations and monitoring related to media content distribution remained firm.
  19. FY2020-Q3RestatedAnnual report

    「On the sales side, sales from media-related content delivery and various operations and monitoring services grew steadily.」

    The disclosure continues to state that revenue related to media content distribution and various operations and monitoring services grew steadily.
  20. FY2020-Q2RestatedAnnual report

    「On the sales side, sales from media-related content delivery and various operations and monitoring services remained solid.」

    The disclosure continues to state that revenue related to media content distribution and various operations and monitoring services remained firm.
  21. FY2020-Q1RestatedAnnual report

    「On the sales side, sales from media-related content delivery and various operations and monitoring services remained solid.」

    The disclosure continues to state that orders and revenue related to media content distribution and operations and monitoring remained firm.
  22. FY2019RestatedAnnual report

    「The company secured large orders for operating media content delivery service sites and for system development undertaken to enhance site functionality.」

    The full-year disclosure also mentions large orders for system development and operations monitoring related to media content distribution.
  23. FY2019-Q3RestatedAnnual report

    「Large orders were received for system development associated with the content and functionality enhancements of media companies' content distribution services.」

    Large orders continue to be secured for system development related to content and functionality enhancements for media content distribution services.
  24. FY2019-Q2RestatedAnnual report

    「Large orders were received for system development associated with the content and functionality enhancements of media companies' content distribution services.」

    Large orders continue to be secured for system development related to functionality enhancements for media content distribution services.
  25. FY2019-Q1First statedAnnual report

    「In addition to receiving large orders for system development related to media content distribution and for various operations and monitoring services,」

    States that large orders were secured for system development and operations and monitoring related to media content distribution.
Moved together

"Increase in Labor and Outsourcing Costs" moved the same way as this thread, in the same document, in 7 of its 29 moves.

766444★123456
  1. ★This thread
  2. 1Increase in Labor and Outsourcing Costs7×
  3. 2Revenue growth and the return to profitability in operating and ordinary profit6×
  4. 3Large-Volume Information Distribution Projects for News Media6×
  5. 4Developing growth markets for Equipmedia, video advertising and other offerings, and focusing on sales4×
  6. 5Expected growth in demand for corporate video streaming services4×
  7. 6Dependence on Specific Industries Such as Healthcare and Media4×

★ 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
J-Stream's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-10-29: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.