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J-Stream (4308) · InitiativeSoftenedLatest Earnings presentation materials (2026-07-31): "Restated"

Strengthening the Development and Operations Structure

First written in FY2018-Q1. 14 of 22 entries say "Restated". Latest entry: 2026-07-31.

22entries
10years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2023-Q3SoftenedFY2025-H1 – 2026-04-302017: 220172018: 320182019: 220192020: 120202021: 120212022: 420222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Strengthening the development organization through talent, process improvement, and knowledge sharingA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

The whole theme swung hardest in 2025: 1 of 6 companies on the "Worse" side.

2 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. FY2026-H1SoftenedAnnual report

    「In terms of costs, hiring of additional employees other than new graduates was restrained, while efforts focused on reducing expenses and improving the efficiency of organizational operations.」

    The emphasis has shifted from expanding the development and production structure and increasing headcount to restraining additional hiring, reducing expenses and improving organizational operating efficiency.
  2. FY2025-H1SoftenedAnnual report

    「In terms of costs, outsourcing expenses declined because production of content with a high in-house production ratio in the EVC field (pharmaceuticals) was strong, while contract service fees were also reduced as service development reached a certain stage. In addition, cost savings from the reduction and relocation of office space, including that of subsidiaries, carried out in the previous fiscal year took effect, resulting in a year-on-year decline in cost of sales.」

    The completion of a phase of service development and the reduction and relocation of office space indicate a shift toward restraining outsourcing and contract service costs related to development and operations, with the emphasis moving from expanding the structure to reducing costs.
  3. FY2024-Q3Higher development headcount and personnel expenses despite hiring restraintAnnual report

    「In terms of costs, outsourcing expenses declined in line with sales. In light of the near-term operating outlook, the hiring plan was restrained and other expenses were extensively reviewed. On a cumulative basis, personnel expenses increased because of growth in development headcount, but cost of sales was below the level of the same period of the previous year.」

    The hiring plan and expenses are being restrained and reviewed based on the operating outlook, while cumulative personnel expenses increased because of growth in development headcount.
  4. FY2024-Q2Hiring restraint and cost-cutting alongside continued workforce growthAnnual report

    「In terms of costs, outsourcing expenses declined in line with sales. In light of the near-term operating outlook, the hiring plan was restrained and other expenses were extensively reviewed to reduce costs, but year on year, the upward trends in both headcount and personnel expenses continue.」

    The hiring plan is being restrained and expenses reviewed and reduced based on the operating outlook, while the upward trends in headcount and personnel expenses continue.
  5. FY2024-Q1AdvancedAnnual report

    「In terms of costs, outsourcing expenses declined in line with sales, but personnel expenses and contract service fees increased as the service development structure was expanded, the use of external development resources was promoted to meet customer needs, and some personnel were transferred to the manufacturing division following an organizational change at a consolidated subsidiary.」

    The description states that the development structure was expanded, the use of external development resources was promoted, and personnel were transferred following an organizational change at a consolidated subsidiary.
  6. FY2023-Q3RestatedAnnual report

    「Internal systems and recruitment measures continue to be strengthened to enhance the development structure, and personnel expenses and recruitment expenses increased as the workforce expanded.」

    Internal systems, recruitment measures and the workforce continue to be strengthened to enhance the development structure.
  7. FY2023-Q2RestatedAnnual report

    「In terms of costs, outsourcing expenses declined in line with sales, but contract service expenses related to advancing service development increased, as did personnel expenses and labor costs accompanying workforce expansion to strengthen the development structure and indirect functions.」

    Workforce expansion to advance service development and strengthen the development structure and indirect functions continues.
  8. FY2023-Q1RestatedAnnual report

    「In terms of costs, outsourcing expenses declined in line with sales, but personnel expenses and labor costs increased as the workforce was expanded to strengthen the service development structure and indirect functions.」

    The workforce continues to be expanded to strengthen the service development structure and indirect functions.
  9. FY2022RestatedAnnual report

    「In terms of investment and spending, we recognize that a key ongoing issue is to further strengthen the corporate structure, including project execution, development and back-office capabilities, in order to respond to needs more rapidly and handle projects as demand expands.」

    Strengthening the corporate structure, including project execution, development and back-office capabilities, to address expanding demand remains an ongoing issue.
  10. FY2022-Q3RestatedAnnual report

    「In terms of costs, personnel expenses increased as the workforce was expanded to strengthen the development and production structure, including the impact of the M&A conducted in the third quarter of the previous fiscal year. However, the gross profit margin improved because outsourcing expenses could be reduced and the in-house production ratio improved as the number of video production projects declined, among other factors.」

    The workforce continues to be expanded to strengthen the development and production structure, leading to lower outsourcing expenses and an improved in-house production ratio.
  11. FY2021RestatedAnnual report

    「In terms of investment and spending, we recognize that a key ongoing issue is to further strengthen the corporate structure, including project execution, development and back-office capabilities, in order to respond to needs more rapidly and handle projects as demand expands.」

    Strengthening the corporate structure, including project execution, development and back-office capabilities, to address expanding demand remains an issue.
  12. FY2020RestatedAnnual report

    「To secure orders for streaming services in both markets, it is also essential to secure and improve capable human and equipment-based production capabilities.」

    Securing and improving human and equipment-based production capabilities to serve both the streaming and production markets remains an ongoing issue.
  13. FY2019RestatedAnnual report

    「To secure orders for streaming services in both markets, it is also essential to secure and improve capable human and equipment-based production capabilities.」

    Securing and improving human and equipment-based production capabilities to serve both the streaming and production markets remains an issue.
  14. FY2019-Q3RestatedAnnual report

    「In terms of costs, personnel expenses, outsourcing expenses and contract service fees increased as the development and operations structure was strengthened and the number of projects acquired in areas such as website renewals, system development and video production, which have relatively high outsourcing ratios, increased.」

    The development and operations structure continues to be strengthened, with work progressing on website, system development and video production projects.
  15. FY2019-Q2RestatedAnnual report

    「In terms of costs, personnel expenses, outsourcing expenses and contract service fees increased as the development and operations structure was strengthened and the number of projects acquired in areas such as website renewals, system development and video production, which have relatively high outsourcing ratios, increased.」

    The development and operations structure continues to be strengthened, with work progressing on website, system development and video production projects.
  16. FY2019-Q1RestatedAnnual report

    「In terms of costs, personnel expenses increased as the development and operations structure was strengthened, while outsourcing expenses and contract service fees increased as the number of system development and video production projects rose.」

    The development and operations structure continues to be strengthened, and the increase in system development and video production projects is cited as a factor behind higher outsourcing expenses and contract service fees.
  17. FY2018-Q3RestatedAnnual report

    「In terms of costs, outsourcing expenses increased as the development and operations structure was strengthened, the number of live-streaming projects increased, and measures were taken in response to workforce reductions at a production subsidiary, among other factors. Personnel expenses also increased as efforts were made to secure capable personnel in planning, development and other areas.」

    Efforts to strengthen the development and operations structure and secure capable personnel in planning, development and other areas continue.
  18. FY2018-Q2RestatedAnnual report

    「In terms of costs, outsourcing expenses increased as the development and operations structure was strengthened, the number of live-streaming projects increased, and measures were taken in response to workforce reductions at a production subsidiary, among other factors.」

    The development and operations structure continues to be strengthened, with the increase in live-streaming projects and measures to address workforce reductions at a production subsidiary cited as factors behind higher outsourcing expenses.
  19. FY2018-Q1First statedAnnual report

    「In terms of costs, personnel expenses increased as the development and operations structure was strengthened, while outsourcing expenses increased as the number of live-streaming projects and other projects rose.」

    The development and operations structure is being strengthened, resulting in higher personnel expenses.
Moved together

"Demand for live streaming of online seminars and other events in the pharmaceutical sector" moved the same way as this thread, in the same document, in 3 of its 22 moves.

332222★123456
  1. ★This thread
  2. 1Demand for live streaming of online seminars and other events in the pharmaceutical sector3×
  3. 2Video production contracts related to the development of studios for financial information services and customer acquisition3×
  4. 3Revenue growth and the return to profitability in operating and ordinary profit2×
  5. 4Demand for Live Streaming of Virtual Shareholders Meetings2×
  6. 5Talent Recruitment and Development for Diverse Working Arrangements and Career Paths2×
  7. 6Uncertainty from conditions in China and Europe, yen appreciation and share price declines2×

★ 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 presentation materials of 2026-07-31: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening the Development and Operations Structure | J-Stream Inc. (4308) | Komori