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TeamSpirit (4397) · RiskRestated

Risk of Slower Growth in the Cloud Market

First written in FY2018. 12 of 13 entries say "Restated". Latest entry: FY2023-Q2.

13entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2023-Q22018: 12019: 320192020: 320202021: 120212022: 320222023: 22023
Same theme, other companies
Demand decline due to slowing growth in the cloud services marketA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 2 of 8 companies on the "Worse" side.

11 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. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there was no new occurrence of business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous consolidated fiscal year.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  2. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter of the current consolidated fiscal year, there was no new occurrence of business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous consolidated fiscal year.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  3. FY2022RestatedAnnual report

    「The cloud market in which the Group operates has continued to grow rapidly. The Group expects this market growth trend to continue.」

    Continued to disclose the risk that new contracts may slow if market growth decelerates, while assuming continued cloud market growth.
  4. FY2022-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous consolidated fiscal year.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  5. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter of the current consolidated fiscal year, there was no new occurrence of business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous consolidated fiscal year.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  6. FY2021-Q3RestatedAnnual report

    「During the nine-month consolidated period, there were no new business or other risks, and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  7. FY2020RestatedAnnual report

    「However, if cloud market growth slows unexpectedly due to changes in economic conditions or business trends in Japan or overseas, the Group's financial condition and operating results may be affected, including through the possibility of a slowdown in the number of new contracts.」

    Continued to disclose the risk that new contracts may slow as a result of slower cloud market growth.
  8. FY2020-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  9. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  10. FY2019RestatedAnnual report

    「However, if cloud market growth slows unexpectedly due to economic conditions or business trends in Japan or overseas, the Company's financial condition and operating results may be affected, including through the possibility of a slowdown in the number of new contracts.」

    Continued to disclose the risk that new contracts may slow as a result of slower cloud market growth.
  11. FY2019-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  12. FY2019-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Concluded that there were no newly identified or material changes to the risk of slower cloud market growth.
  13. FY2018First statedAnnual report

    「If unexpected slowing in the growth of the cloud market occurs due to domestic or overseas economic conditions or business trends, the number of new contracts could slow, potentially affecting the company's financial position and operating results.」

    While seeking to gain market share on the assumption that the cloud market will continue to grow, we view a slowdown in the overall market as a risk.
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TeamSpirit's next results are scheduled for 2026-10-14. Read the earnings preview
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Risk of Slower Growth in the Cloud Market | TeamSpirit Inc. (4397) | Komori