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Ips (4390) · FactAdded expansion of investment in AI and data centersLatest Earnings (2026-08-07): "Advanced"

Growth in Backbone Line Demand Driven by the Rollout of 5G and Increasing Data Traffic

First written in FY2020-Q1. 10 of 16 entries say "Restated". Latest entry: 2026-08-07.

16entries
8years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – 2026-05-122019: 220192020: 320202021: 120212022: 320222023: 320232024: 120242025: 020252026: 32026
Same theme, other companies
Expansion of Communications and Semiconductor Demand Accompanying 5G AdoptionA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 2 of 6 companies on the "Worse" side.

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1Added expansion of investment in AI and data centersAnnual report

    「The digitization of society is accelerating, including through increased investment in AI and data centers, further increasing the importance of communication through telecommunications circuits. Developing and expanding telecommunications circuits as part of the infrastructure supporting society has become an urgent priority worldwide, including in Japan and the Philippines, and we will continue to actively expand the business.」

    In addition to 5G and remote work, the expansion of investment in AI and data centers was identified as a new driver of the digitization of society and telecommunications demand, reaffirming the need to develop and expand telecommunications circuits and the business.
  2. FY2024-Q2RestatedAnnual report

    「Social changes, including new working practices based on remote work, have continued following the outbreak of COVID-19, further increasing the importance of communication through telecommunications circuits. Developing and expanding telecommunications circuits as part of the infrastructure supporting society has become an urgent priority worldwide, including in Japan and the Philippines, and we will continue to actively expand the business.」

    The recognition that the importance of telecommunications circuits and the need to develop and expand them had increased against the backdrop of social changes based on remote work, as well as the policy of actively expanding the telecommunications business, were reaffirmed.
  3. FY2024-Q1RestatedAnnual report

    「Social changes, including new working practices based on remote work, have continued following the outbreak of COVID-19, further increasing the importance of communication through telecommunications circuits. Developing and expanding telecommunications circuits as part of the infrastructure supporting society has become an urgent priority worldwide, including in Japan and the Philippines, and we will continue to actively expand the business.」

    The recognition that the importance of telecommunications circuits and the need to develop and expand them had increased against the backdrop of social changes based on remote work, as well as the policy of actively expanding the telecommunications business, were reaffirmed.
  4. FY2023-Q3RestatedAnnual report

    「The effects of COVID-19 have accelerated social changes, including the adoption of new lifestyles and new working practices based on remote work, further increasing the importance of communication through telecommunications circuits. Developing and expanding telecommunications circuits as part of the infrastructure supporting society has become an urgent priority worldwide, including in Japan and the Philippines, and we will continue to actively expand the business.」

    The recognition that telecommunications circuits had become more important against the backdrop of new lifestyles and remote work, and that the business should be expanded through the development and expansion of telecommunications infrastructure, was reaffirmed.
  5. FY2023-Q2RestatedAnnual report

    「The effects of COVID-19 have accelerated social changes, including the adoption of new lifestyles and new working practices based on remote work, further increasing the importance of communication through telecommunications circuits. Developing and expanding telecommunications circuits as part of the infrastructure supporting society has become an urgent priority worldwide, including in Japan and the Philippines, and we will continue to actively expand the business.」

    The recognition that the importance of telecommunications circuits and the need to develop and expand them had further increased against the backdrop of new lifestyles and remote work was reaffirmed.
  6. FY2023-Q1RestatedAnnual report

    「The effects of COVID-19 have accelerated social changes, including the adoption of new lifestyles and new working practices based on remote work, further increasing the importance of communication through telecommunications circuits. Developing and expanding telecommunications circuits as part of the infrastructure supporting society has become an urgent priority worldwide, including in Japan and the Philippines, and we will continue to actively expand the business.」

    The recognition that communication through telecommunications circuits and the development of telecommunications infrastructure had become even more important against the backdrop of established new lifestyles and remote work was reaffirmed.
  7. FY2022-Q3Growing importance of telecommunications infrastructureAnnual report

    「The effects of the spread of COVID-19 have established changes in people's lifestyles and working practices, further increasing the importance of communication through telecommunications circuits. Developing and expanding telecommunications infrastructure as part of the infrastructure supporting society has become an urgent priority worldwide, including in Japan and the Philippines.」

    It was explained that, against the backdrop of established changes in lifestyles and working practices, communication through telecommunications circuits and the development and expansion of telecommunications infrastructure had become even more important.
  8. FY2021-Q3RestatedAnnual report

    「The telecommunications industry, our core business area, is expected to see higher transmission speeds as telecommunications technology advances, increased data traffic as video streaming services and other services expand, and further growth in communications traffic as web conferencing increases because of worldwide restrictions on movement. The spread of next-generation mobile communications (5G) is expected to increase the volume of traffic between mobile devices and base stations, driving higher demand for backbone circuits as well.」

    The outlook for increased communications traffic from 5G, video streaming, web conferencing and other services, and for growing demand for backbone circuits, was reiterated.
  9. FY2021-Q2RestatedAnnual report

    「In addition to higher transmission speeds resulting from advances in telecommunications technology and increased data traffic due to the expansion of video streaming services and other services, communications traffic is also expected to rise as web conferencing increases because of worldwide restrictions on movement. The spread of next-generation mobile communications (5G) is expected to increase the volume of traffic between mobile devices and base stations, driving higher demand for backbone circuits as well.」

    The outlook for increased communications traffic from 5G, video streaming, web conferencing and other services, and for growing demand for backbone circuits, was reiterated.
  10. FY2021-Q1Added increased web conferencing as a factor driving communications trafficAnnual report

    「In addition to higher transmission speeds resulting from advances in telecommunications technology and increased data traffic due to the expansion of video streaming services and other services, communications traffic is also expected to rise as web conferencing increases because of worldwide restrictions on movement. The spread of next-generation mobile communications (5G) is expected to increase the volume of traffic between mobile devices and base stations, driving higher demand for backbone circuits as well.」

    The outlook for demand for backbone circuits driven by the spread of 5G was reiterated, and the increase in web conferencing associated with worldwide restrictions on movement was newly added as a factor driving communications traffic.
  11. FY2020AdvancedAnnual report

    「During this fiscal year, we also received an allocation from the relevant government authority of frequencies for use with 5G. Going forward, the development of new communications services, including IoT services, will be required through 5G.」

    In addition to the outlook for increased demand for backbone circuits driven by 5G adoption, we reported the concrete development that frequencies for 5G had been allocated to us.
  12. FY2020-Q2RestatedAnnual report

    「The spread of next-generation mobile communications (5G) is expected to increase the volume of traffic between mobile devices and base stations, driving higher demand for backbone circuits as well.」

    The outlook for increased demand for backbone circuits driven by the spread of 5G was reiterated.
  13. FY2020-Q1First statedAnnual report

    「The spread of next-generation mobile communications (5G) is expected to increase the volume of traffic between mobile devices and base stations, driving higher demand for backbone circuits as well.」

    The market outlook indicates that the spread of 5G and rising data traffic will increase demand for backbone circuits between base stations and elsewhere.
Moved together

"Expansion of the corporate internet connectivity business in the Philippines" moved the same way as this thread, in the same document, in 2 of its 16 moves.

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  2. 1Expansion of the corporate internet connectivity business in the Philippines2×

★ 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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No upcoming earnings preview for Ips yet. It last moved in the Earnings of 2026-08-07: "Advanced".
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Growth in Backbone Line Demand Driven by the Rollout of 5G and Increasing Data Traffic | IPS,Inc. (4390) | Komori