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Ai (4388) · RiskRestatedLatest Revision of earnings forecasts (2026-06-15): "Worsened"

Sales dependence on the disaster preparedness sector

First written in FY2022. 3 of 9 entries say "Worsened", first in 2026-05-14. Latest entry: 2026-06-15.

9entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2023-Q3RestatedFY2024 – FY2026-H12022: 320222023: 120232024: 120242025: 120252026: 32026
Same theme, other companies
Dependence on sales to the disaster prevention and firefighting sectorA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Adoption in the disaster-preparedness, firefighting, and audiobook fields also continued to remain solid.」

    In connection with the risk arising from dependence on sales in the disaster-prevention sector, the Company stated that adoption in the disaster-prevention and firefighting sectors remains firm.
  2. FY2024RestatedAnnual report

    「In March 2024, sales in this sector accounted for 10% or more of total sales. If sales in this sector decline in the future for various reasons, this could have a significant impact on the Company’s business and performance.」

    The Company reconfirmed that sales in the disaster-prevention sector account for 10% or more of total sales and that establishing continuous and stable relationships with disaster-prevention equipment manufacturers is its policy for addressing the risk.
  3. FY2023-Q3MitigatedAnnual report

    「Sales from disaster-preparedness projects are beginning to recover as the semiconductor shortage gradually eases, although」

    Regarding dependence on sales in the disaster-prevention sector, the Company stated that sales from disaster-prevention projects were beginning to recover as the semiconductor shortage eased, indicating some improvement from the sluggish conditions through the immediately preceding filing. However, it did not state that the dependence risk itself had disappeared.
  4. FY2023-Q2MaterialisedAnnual report

    「In the business environment surrounding the Company, sales from disaster-prevention projects remained sluggish in the second quarter, as in the first quarter, due to the rebound from the concentration of disaster-prevention projects through the fiscal year ended March 2021, following the fact that the local allocation tax measures under the “Emergency Disaster Prevention and Disaster Mitigation Project Bonds” had initially been set to continue only through fiscal 2020, as well as the semiconductor shortage caused by the impact of COVID-19 and other factors, which led disaster-prevention equipment manufacturers to refrain from bidding.」

    The risk arising from dependence on sales in the disaster-prevention sector continued to materialize in the second quarter, with the rebound from the concentration of projects and manufacturers refraining from bidding because of the semiconductor shortage resulting in sluggish sales from disaster-prevention projects.
  5. FY2023-Q1MaterialisedAnnual report

    「The rebound from the concentration of disaster-prevention projects through the fiscal year ended March 2021, following the fact that the local allocation tax measures under the “Emergency Disaster Prevention and Disaster Mitigation Project Bonds” had initially been set to continue only through fiscal 2020, together with disaster-prevention equipment manufacturers refraining from bidding because of the semiconductor shortage, caused sales from disaster-prevention projects to remain sluggish, and」

    The dependence of sales on the disaster-prevention sector, first disclosed in the previous fiscal year, has materialized in sluggish sales from disaster-prevention projects as a result of the rebound from the concentration of such projects and manufacturers refraining from bidding because of the semiconductor shortage.
  6. FY2022First statedAnnual report

    「As of the date of filing this document, the Company has become highly dependent on the disaster-prevention sector for its sales. In March 2022, sales in this sector accounted for 10% or more of total sales. If sales in this sector decline in the future for various reasons, this could have a significant impact on the Company’s business and performance.」

    The Company disclosed for the first time that sales in the disaster-prevention sector, which accounted for 10% or more of sales in the fiscal year ended March 2022, constituted a separate transaction-dependence risk. As countermeasures, it cited the establishment of continuous and stable relationships with disaster-prevention equipment manufacturers.
Moved together

"Management Using Operating Profit as a Profitability Metric" moved the same way as this thread, in the same document, in 4 of its 9 moves.

422222★123456
  1. ★This thread
  2. 1Management Using Operating Profit as a Profitability Metric4×
  3. 2Translation and Multilingual Synthesis Solutions for Disaster Preparedness2×
  4. 3Expansion of Cloud Services and Proprietary Services Centered on AICloud2×
  5. 4Prioritizing Retained Earnings and a No-Dividend Policy for the Foreseeable Future2×
  6. 5Risk that the speech synthesis market may not expand as expected2×
  7. 6Impact of Trade Issues and a Global Economic Slowdown on the Japanese Economy2×

★ 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
No upcoming earnings preview for Ai yet. It last moved in the Revision of earnings forecasts of 2026-06-15: "Worsened".
News
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Sales dependence on the disaster preparedness sector | AI,Inc. (4388) | Komori