Komori
Flect (4414) · RiskReframed

Slowing Growth in the Cloud Market

First written in FY2022. 1 of 3 entries say "Restated". Latest entry: FY2026.

3entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY20242022: 120222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Demand decline due to slowing growth in the cloud services marketA theme 15 companies write about · 15 as a headwind · 0 as a tailwind

Flect moved to the "Worse" side of this theme in 2026.

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

0 other companies' latest entry also says "Reframed".

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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The cloud and AI markets in which we operate continue to grow rapidly. However, if unexpected growth deceleration occurs in the cloud and AI industries in the future due to economic conditions or business trends in Japan or overseas, the number of our new contracts and business negotiations could also be affected.」

    The previous risk of slower growth in the cloud market was reframed as a risk of slower growth in the cloud and AI markets.
  2. FY2024RestatedAnnual report

    「We expect the cloud market's growth trend to continue and are expanding our products and sales organization to capture a certain share of that market. However, if unexpected growth deceleration occurs in the cloud industry in the future due to economic conditions or business trends in Japan or overseas, the number of our new contracts and business negotiations could also be affected.」

    The company continues to disclose the risk of slower cloud-market growth and its response through product and sales-organization expansion.
  3. FY2022First statedAnnual report

    「However, if unexpected growth deceleration occurs in the cloud industry in the future due to economic conditions or business trends in Japan or overseas, the number of our new contracts and business negotiations could also be affected, potentially affecting our financial position and operating performance.」

    The company discloses the possibility that slower growth in the cloud market could affect new contract and business-negotiation volumes.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Flect's next results are scheduled for 2026-11-12. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.