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Ips (4390) · InitiativeAdvancedLatest Earnings (2026-10-05): "Restated"

Shift from voice communications to contact center solutions incorporating SNS and AI

First written in FY2018. 25 of 35 entries say "Advanced", first in FY2019-Q1. Latest entry: 2026-10-05.

35entries
9years
11from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q1 – FY2024-Q32018: 320182019: 420192020: 420202021: 320212022: 420222023: 320232024: 220242025: 120252026: 112026
Same theme, other companies
Evolution into a Voice Computing and AI Communications PlatformA theme 9 companies write about · 0 as a headwind · 14 as a tailwind

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

1 other company's 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. FY2025AdvancedAnnual report

    「Taking the full implementation of telephone network IP migration (PSTN migration) in 2025 as an opportunity, the Company is preparing to launch new services providing its own “0120” and other numbers for which the receiving party is charged. It aims to expand revenue by responding flexibly to customer needs and plans to grow the business through additional new services.」

    In addition to its existing development based on AmeyoJ and the per-second billing service, the Company is preparing to launch new services, including “0120” numbers under its own name, taking PSTN migration as an opportunity.
  2. FY2025-H1Lower revenue and profit due to retroactive settlement of access charges for prior fiscal yearsAnnual report

    「The Company continued developing new customers and systems compatible with PSTN migration for call center solutions combining the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd. (now Exotel), for which it holds the Japanese distribution rights, with a per-second billing service. Under the latter service, the Company purchases large volumes of telephone lines provided by major telecommunications operators and resells them to call center operators on a per-second basis. Meanwhile, the Company has entered into interconnection agreements for voice telecommunications circuits with major telecommunications operators and others. Revenue from the resulting telecommunications connection charges, or access charges, declined due in part to the recognition during the first quarter of a reduction in revenue from the retroactive settlement of prior-period amounts. As a result, revenue was ¥1,584 million, down 24.3% year on year, and segment profit was ¥207 million, down 52.7%.」

    While continuing new customer development and PSTN migration initiatives based on AmeyoJ and the per-second billing service, the domestic telecommunications business recorded lower revenue and profit due mainly to a reduction in revenue from the retroactive settlement of prior-period access charges.
  3. FY2024-Q3AdvancedAnnual report

    「Domestic telecommunications business during the first nine months of the fiscal year recorded higher revenue and profit. The business combines the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, with a per-second billing service, under which large volumes of telephone lines provided by major telecommunications operators are purchased and resold to call center operators on a per-second basis. Although traffic related to COVID-19 recorded in the previous period declined significantly, revenue and profit increased as the Company strengthened new customer development, built telecommunications equipment compatible with PSTN migration, and developed systems and provided services. As a result, revenue was ¥3,192 million, up 0.5% year on year, and segment profit was ¥663 million, up 6.1%.」

    Despite the decline in COVID-related traffic, the Company pursued new customer development, construction of equipment compatible with PSTN migration, and system development and service provision. Domestic telecommunications revenue was ¥3,192 million and segment profit was ¥663 million, representing higher revenue and profit.
  4. FY2024-Q2AdvancedAnnual report

    「Domestic telecommunications business during the first six months of the fiscal year remained broadly at the prior-year level. Although traffic related to COVID-19 recorded in the previous period declined significantly, the Company strengthened new customer development, built telecommunications equipment compatible with the migration of telephone networks to IP (PSTN migration), and developed systems and provided services. As a result, revenue was ¥2,093 million, down 1.1% year on year, while segment profit was ¥438 million, up 1.7%.」

    Building on AmeyoJ and the per-second billing service, the Company translated its initiatives into specific measures, including new customer development, construction of equipment compatible with PSTN migration, system development and service provision. Revenue was ¥2,093 million, and segment profit was ¥438 million.
  5. FY2024-Q1AdvancedAnnual report

    「Revenue from call center solutions combining the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, with a per-second billing service continued to grow. Under the latter service, the Company purchases large volumes of telephone lines provided by major telecommunications operators and resells them to call center operators on a per-second basis. As a result, revenue was ¥1,045 million, up 2.4% year on year, and segment profit was ¥208 million, up 13.9%.」

    Sales of call center solutions combining AmeyoJ and the per-second billing service continued to expand. Domestic telecommunications revenue was ¥1,045 million, and segment profit was ¥208 million.
  6. FY2023-Q3AdvancedAnnual report

    「IPS Pro Co., Ltd., which was spun off on 1 July 2022, holds the Japanese distribution rights for the AmeyoJ call center system developed by India-based Drishti-soft Solutions Pvt. Ltd. Sales of call center solutions combining AmeyoJ with a per-second billing service, under which large volumes of telephone lines provided by major telecommunications operators are purchased and resold to call center operators on a per-second basis, continued to increase steadily. As a result, revenue was ¥3,177 million, up 7.3% year on year, and segment profit was ¥624 million, up 10.0%.」

    Sales of call center solutions combining AmeyoJ and the per-second billing service continued to increase, resulting in higher revenue and profit in the domestic telecommunications business after the spin-off.
  7. FY2023-Q2AdvancedAnnual report

    「Domestic telecommunications business during the first six months of the fiscal year continued to see steady growth in sales of call center solutions combining the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, with a per-second billing service. As a result, revenue was ¥2,117 million, up 4.6% year on year, and segment profit was ¥431 million, up 18.0%.」

    Sales of call center solutions combining AmeyoJ and the per-second billing service continued to increase, and domestic telecommunications revenue and segment profit both exceeded the prior-year period.
  8. FY2023-Q1AdvancedAnnual report

    「In Japan, the provision of services tailored to each customer’s needs, including software, telecommunications circuits and consulting, is expanding, particularly for call center operators experiencing growing demand for telecommunications traffic.」

    The Company reported growth in services that customize software, telecommunications circuits and consulting for each customer, in addition to its conventional provision of AmeyoJ and voice circuits.
  9. FY2022AdvancedAnnual report

    「Rather than limiting itself to providing conventional low-cost telephone services, the Company will provide comprehensive solutions under a new concept, including an integrated customer management and call center system incorporating communication through social media and AI.」

    The Company gave concrete form to its plan to move beyond a focus on voice communications toward comprehensive solutions incorporating AmeyoJ, per-second billing services, social media, AI, and the integration of customer management and call center functions.
  10. FY2022-Q3AdvancedAnnual report

    「Revenue increased steadily through both the direct sales channel, which sells the AmeyoJ call center system and voice circuits billed by the second directly, and the partner sales channel, which operates in cooperation with CRM service providers and cloud BPO providers.」

    In addition to direct sales of AmeyoJ and per-second-billed voice circuits, the Company expanded partner sales through CRM service providers and cloud BPO providers. Domestic telecommunications revenue was ¥2,961 million, and segment profit was ¥567 million.
  11. FY2022-Q2AdvancedAnnual report

    「Domestic telecommunications business during the first six months of the fiscal year continued to see steady growth in sales of call center solutions combining the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, with a per-second billing service. Telecommunications traffic remained at a high level due to increased remote work resulting from the impact of COVID-19 and the launch of services for call centers handling COVID-19 vaccination appointments for local governments. As a result, revenue was ¥2,024 million, up 7.8% year on year, and segment profit was ¥365 million, up 27.0%.」

    Sales of solutions combining AmeyoJ and the per-second billing service continued to increase, and the Company also launched services for call centers handling COVID-19 vaccination appointments for local governments. Domestic telecommunications revenue was ¥2,024 million, and segment profit was ¥365 million.
  12. FY2022-Q1AdvancedAnnual report

    「Revenue from call center solutions increased through the combination of the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, and a per-second billing service. Under the latter service, the Company purchases large volumes of inbound billing services, including toll-free services, provided by major telecommunications operators and resells them to call center operators on a per-second basis. Telecommunications traffic also increased as remote work and web conferencing expanded due to the impact of COVID-19. As a result, revenue was ¥1,019 million, up 3.0% year on year, and segment profit was ¥158 million, up 11.9%.」

    Revenue from solutions combining AmeyoJ and the per-second billing service continued to grow. Domestic telecommunications revenue was ¥1,019 million, and segment profit was ¥158 million. The Company also reported increased telecommunications traffic resulting from the expansion of remote work and web conferencing.
  13. FY2021-Q3AdvancedAnnual report

    「Domestic telecommunications business during the first nine months of the fiscal year saw higher revenue from call center solutions combining the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, with a per-second billing service. Under the latter service, the Company purchases large volumes of inbound billing services, including toll-free services, provided by major telecommunications operators and resells them to call center operators on a per-second basis. Although traffic related to COVID-19 recorded in the previous period declined significantly, revenue and profit increased as the Company strengthened new customer development, built telecommunications equipment compatible with the migration of telephone networks to IP (PSTN migration), and developed systems and provided services. As a result, revenue was ¥2,774 million, up 15.3% year on year, and segment profit was ¥402 million, up 55.3%.」

    Revenue from call center solutions combining AmeyoJ and the per-second billing service continued to grow, while the Company also reported higher telecommunications traffic as remote work and web conferencing became established. Domestic telecommunications revenue was ¥2,774 million, and segment profit was ¥402 million.
  14. FY2021-Q2AdvancedAnnual report

    「Revenue from call center solutions increased through the combination of the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, and a per-second billing service. Under the latter service, the Company purchases large volumes of inbound billing services, including toll-free services, provided by major telecommunications operators and resells them to call center operators on a per-second basis. Telecommunications traffic also increased as remote work and web conferencing expanded due to the impact of COVID-19. As a result, revenue was ¥1,878 million, up 18.5% year on year, and segment profit was ¥287 million, up 66.4%.」

    Revenue from solutions combining AmeyoJ and the per-second billing service continued to grow. Domestic telecommunications revenue was ¥1,878 million, and segment profit was ¥287 million. The Company also reported increased telecommunications traffic resulting from the expansion of remote work and web conferencing.
  15. FY2021-Q1AdvancedAnnual report

    「Revenue from call center solutions increased through the combination of the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, and a per-second billing service. Under the latter service, the Company purchases large volumes of inbound billing services, including toll-free services, provided by major telecommunications operators and resells them to call center operators on a per-second basis. Telecommunications traffic also increased as remote work and web conferencing expanded due to the impact of COVID-19.」

    The Company reported higher revenue from solutions combining AmeyoJ and the per-second billing service. Domestic telecommunications revenue was ¥989 million, and segment profit was ¥141 million. It also described increased telecommunications traffic resulting from the expansion of remote work and web conferencing.
  16. FY2020RestatedAnnual report

    「Accordingly, the Company will promote the provision of more labor-saving systems, including a system that automatically transcribes conversations, stores the data in a database and makes it searchable.」

    The Company reaffirmed its policy of moving from a focus on voice communications to contact center solutions, citing automated transcription and database search as specific examples of labor-saving functions.
  17. FY2020-Q3AdvancedAnnual report

    「Domestic telecommunications business during the third quarter saw higher revenue from call center voice services. The Company contracts in its own name for inbound billing services, including toll-free services, provided by major telecommunications operators and makes them available to call center operators. Revenue increased in part because customers could more easily switch from competing telecommunications operators. As a result, revenue was ¥2,406 million, up 17.5% year on year, and segment profit was ¥259 million, up 49.2%.」

    The Company reported higher revenue from call center voice services. Revenue in the domestic telecommunications business was ¥2,406 million, and segment profit was ¥259 million.
  18. FY2020-Q2RestatedAnnual report

    「Domestic telecommunications business during the second quarter comprised expanded sales of call center solutions combining the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, with a per-second billing service. Under the latter service, the Company purchases large volumes of inbound billing services, including toll-free services, provided by major telecommunications operators and resells them to call center operators on a per-second basis.」

    The Company reaffirmed the growth in revenue from call center solutions combining AmeyoJ and the per-second billing service.
  19. FY2020-Q1RestatedAnnual report

    「Solution revenue for call centers increased through the combination of the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, and a per-second billing service. Under the latter service, the Company purchases large volumes of inbound billing services, including toll-free services, provided by major telecommunications operators and resells them to call center operators on a per-second basis.」

    The Company reaffirmed the growth in revenue from call center solutions combining AmeyoJ and the per-second billing service.
  20. FY2019AdvancedAnnual report

    「Solution revenue for call centers increased through the combination of the AmeyoJ call center system, developed by India-based Drishti-soft Solutions Pvt. Ltd., for which the Company holds the Japanese distribution rights, and a per-second billing service. Under the latter service, the Company purchases large volumes of inbound billing services, including toll-free services, provided by major telecommunications operators and resells them to call center operators on a per-second basis.」

    The Company reported annual growth in revenue from call center solutions combining AmeyoJ and the per-second billing service.
  21. FY2019-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, voice services for MVNO operators declined because a major customer transferred its business to another company. However, license revenue increased with expanded sales of the AmeyoJ call center system, and call charge revenue also grew steadily with increased traffic for per-second billing services and other offerings. The Company will continue developing new customers in response to changes in the market environment.」

    While the decline in MVNO voice services resulting from a major customer’s business transfer continued, the Company reiterated its initiatives to expand sales of AmeyoJ, increase license revenue and benefit from higher traffic for per-second billing services and other offerings, as well as its policy of developing new customers.
  22. FY2019-Q2RestatedAnnual report

    「During the first six months of the fiscal year, voice services for MVNO operators declined because a major customer transferred its business to another company. However, license revenue increased with expanded sales of the AmeyoJ call center system, and call charge revenue also grew steadily with increased traffic for per-second billing services and other offerings. The Company will continue developing new customers in response to changes in the market environment.」

    Despite a decline in MVNO voice services resulting from a major customer’s business transfer, the Company continued to report expanded sales of AmeyoJ, higher license revenue, increased traffic for per-second billing services and other offerings, and its policy of developing new customers.
  23. FY2019-Q1AdvancedAnnual report

    「License revenue increased as sales of the AmeyoJ call center system expanded, while call charges also grew steadily with increased traffic for per-second billing services and other offerings. The Company will continue developing new customers in response to changes in the market environment.」

    For its contact center initiatives, the Company reported growth in license revenue driven by expanded sales of AmeyoJ and increased call traffic, and stated that it would continue developing new customers.
  24. FY2018First statedAnnual report

    「The Company will provide contact center solutions under a new concept that includes communication through social media and AI, moving beyond conventional call centers.」

    In response to declining demand for voice communications through free calling apps and similar services, the Company is pursuing a new service configuration that includes call center systems and related services.
Moved together

"Expansion of the corporate internet connectivity business in the Philippines" moved the same way as this thread, in the same document, in 14 of its 31 moves.

14119666★123456
  1. ★This thread
  2. 1Expansion of the corporate internet connectivity business in the Philippines14×
  3. 2Focus on ophthalmology and expansion of clinical areas and facilities11×
  4. 3Launch of a Japanese-style comprehensive health screening and medical checkup center business in the Philippines9×
  5. 4Expansion of International Data Circuit Sales Outside Metro Manila6×
  6. 5Expansion of carrier’s-carrier and recurring-revenue businesses underpinned by an international communications network6×
  7. 6Acquisition and Commercialization of a Proprietary Submarine Cable Between the Philippines and Hong Kong6×

★ 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 Ips yet. It last moved in the Earnings of 2026-10-05: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Shift from voice communications to contact center solutions incorporating SNS and AI | IPS,Inc. (4390) | Komori