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Broadmedia (4347) · RiskMitigatedLatest Earnings (2026-07-30): "Worsened"

Order intake, profitability and quality risks in contracted development projects

First written in FY2022-Q2. 3 of 7 entries say "Worsened", first in FY2024-Q3. Latest entry: 2026-07-30.

7entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q2 – FY2022-Q3WorsenedFY2024-Q3 – FY2024MitigatedFY2026-H1 – 2026-05-122021: 12022: 120222023: 020232024: 220242025: 120252026: 22026
Same theme, other companies
Risk of Unprofitable Contracted Systems DevelopmentA theme 70 companies write about · 71 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 9 of 31 companies on the "Worse" side.

6 other companies' latest entry also says "Worsened".

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 70 companies compared. The sentences above are computed from all 70.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「システムデザイン開発(株)は、受託開発が増加したこと等により増収となり、損失が縮小いたしました。(株)divxは、システム開発やアプリ開発の受託が好調に推移したことに加え、エンジニアを含めた人員の適正化やオフィス縮小等のコスト削減に努めたこと等により、黒字に転換いたしました。」

    受託開発リスクに関係するシステムデザイン開発では受託開発増加により損失が縮小し、divxでは受託好調と人員適正化・オフィス縮小等により黒字転換した。
  2. FY2024WorsenedAnnual report

    「DX・システム受託開発事業においては、顧客企業における景気悪化に伴う設備投資抑制や投資戦略の変更、競合他社との競争の激化等により、期待通りの開発案件の受託や開発業務(SES・準委任)の受注ができない場合は、当社グループの業績に影響を与える可能性があります。」

    従来の受託開発リスクに加え、divxのAIソフトウェア開発、SES・準委任及び競争激化による利益率悪化を含むDX・システム開発全体のリスクとして整理されている。
  3. FY2024-Q3WorsenedAnnual report

    「当社連結子会社である(株)divxでは、AI技術を活用したソフトウェア開発及びソリューションを提供しております。顧客のニーズに合致したソフトウェア開発及びソリューション提供を継続していきますが、顧客企業の事業環境の変化や競合環境の状況等によって期待通りの開発案件を受託できない場合は、当社グループの業績に影響を及ぼす可能性があります。また、価格競争激化等により利益率が悪化した場合やトラブル対応等によるコストの増加や損害賠償請求等が行われた場合には、当社グループの業績に影響を及ぼす可能性があります。」

    divxの子会社化に伴い、AIソフトウェア開発・ソリューションについて、受注未達、競争激化による利益率悪化、トラブル対応コスト及び損害賠償請求のリスクが受託開発リスクに加わった。
  4. FY2022-Q3RestatedAnnual report

    「In the contract development business, if we are unable to win development projects as expected because customers restrain capital spending or change investment strategies in response to an economic downturn, or because competition intensifies as companies from other industries enter the market, this could affect our results. We estimate man-hours and costs based on the project work process, but unexpected expansion of the development scope or increases in man-hours during development could result in losses on orders, higher costs due to delivery delays and other effects that could affect our group’s results. In addition, although we conduct sufficient testing and inspections from the development stage to improve quality when delivering and providing operational support for developed systems, quality problems could arise, resulting in higher costs for corrective action and claims for damages that could affect our group’s results.」

    受託開発案件の受注未達、工数・コスト増加、納期遅延、品質トラブル及び損害賠償請求のリスクを前四半期に続けて開示している。
  5. FY2022-Q2First statedAnnual report

    「In the contract development business, if we are unable to win development projects as expected because customers restrain capital spending or change investment strategies in response to an economic downturn, or because competition intensifies as companies from other industries enter the market, this could affect our results. We estimate man-hours and costs based on the project work process, but unexpected expansion of the development scope or increases in man-hours during development could result in losses on orders, higher costs due to delivery delays and other effects that could affect our group’s results. In addition, although we conduct sufficient testing and inspections from the development stage to improve quality when delivering and providing operational support for developed systems, quality problems could arise, resulting in higher costs for corrective action and claims for damages that could affect our group’s results.」

    Following the acquisition of System Design Development, added risks relating to failure to win contract development projects, increased scope, man-hours and costs, delivery delays, quality problems and claims for damages.
Moved together

"Risks Related to Inventory, Orders and Profitability of Video Productions" moved the same way as this thread, in the same document, in 3 of its 7 moves.

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  1. ★This thread
  2. 1Risks Related to Inventory, Orders and Profitability of Video Productions3×
  3. 2Japanese-Language Education Business through the Japanese-Language Center3×
  4. 3Expansion of CDN Solutions and Services and Customer Acquisition2×
  5. 4Accelerating the Evolution of Technology Services2×
  6. 5Risks of Delayed Launch and Monetization in the Cloud Gaming Business2×
  7. 6Risks Related to Student Numbers, Regulatory Changes and Accreditation in the Education Business2×

★ 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
Broadmedia's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-07-30: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Order intake, profitability and quality risks in contracted development projects | Broadmedia Corporation (4347) | Komori