Komori
Broad Enterprise (4415) · InitiativeSoftened

Expanding the IoT Business with BRO-LOCK as the Second Core Business

First written in FY2021. 5 of 14 entries say "Restated". Latest entry: FY2026-H1.

14entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2022RestatedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2025-H12022: 420222023: 320232024: 320242025: 120252026: 32026
Same theme, other companies
Revenue Dependence on Core Service B-CUBIC and Lack of Growth in New BusinessesA theme 3 companies write about · 3 as a headwind · 1 as a tailwind

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

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

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. FY2026-H1SoftenedAnnual report

    「Under our policy of allocating management resources primarily to BRO-ROOM and BRO-WALL, we limited our response to new BRO-LOCK projects and selected projects based on customer requests. As a result, sales were below the same period of the previous year, although performance was broadly in line with plan.」

    The Company limited new BRO-LOCK projects while allocating management resources primarily to BRO-ROOM and BRO-WALL, resulting in lower year-on-year sales.
  2. 2026-03-31SoftenedManagement planning

    「B-CUBIC and BRO-LOCK support existing customers only」

    The growth strategy indicates that B-CUBIC and BRO-LOCK are limited to existing customers, while sales resources are focused on BRO-ROOM, BRO-WALL, and other services.
  3. FY2025SoftenedAnnual report

    「For the BRO-LOCK IoT intercom system, we limited new business and responded only when requested because we focused on the BRO-ROOM and BRO-WALL businesses. As a result, sales declined year on year, in line with our prior expectations.」

    New BRO-LOCK business was limited to customer requests, and sales declined year on year as resources were focused on BRO-ROOM and BRO-WALL.
  4. FY2025-H1RestatedAnnual report

    「For the BRO-LOCK IoT intercom system, we pursued new customers seeking the installation or renewal of auto-lock and intercom systems. As a result, orders and sales continued to perform steadily.」

    The Company continued acquiring new customers for new installations and renewal work, with orders and sales remaining steady.
  5. FY2024-H1RestatedAnnual report

    「For the BRO-LOCK IoT intercom system, we pursued new customers seeking new auto-lock and intercom installations or renewal work in response to growing awareness of crime prevention and the aging of existing equipment. As a result, orders and sales continued to perform steadily.」

    The Company captured demand for new and renewed crime-prevention equipment and continued acquiring new customers, with orders and sales remaining steady.
  6. FY2024-Q1RestatedAnnual report

    「For the BRO-LOCK IoT intercom system, we pursued new customers seeking the installation or renewal of auto-lock and intercom systems. As a result, orders and sales continued to perform steadily.」

    The Company continued acquiring new customers for BRO-LOCK and reports steady orders and sales.
  7. FY2023SoftenedAnnual report

    「For the BRO-LOCK IoT intercom system, we pursued new customers seeking the installation or renewal of auto-lock and intercom systems. However, because we focused our sales activities on BRO-ROOM, sales declined year on year.」

    Although the Company continued acquiring new BRO-LOCK customers, sales declined year on year as sales efforts shifted toward BRO-ROOM.
  8. FY2023-Q3RestatedAnnual report

    「For the BRO-LOCK IoT intercom system, we pursued new customers seeking the installation or renewal of auto-lock and intercom systems. As a result, orders and sales continued to perform steadily.」

    The Company continued acquiring new BRO-LOCK customers, with orders and sales remaining steady.
  9. FY2023-Q1RestatedAnnual report

    「For the BRO-LOCK IoT intercom system, we accelerated sales of the simple and clearly defined Entry Model and pursued new customer acquisition. We also strengthened our construction capabilities and worked to shorten construction periods per property. As a result, orders increased and sales continued to perform steadily.」

    The Company continued selling the Entry Model, acquiring new customers, strengthening its construction capabilities and shortening construction periods, resulting in increased orders and steady sales.
  10. FY2022AdvancedAnnual report

    「Under these conditions, we released the simple and clearly defined Entry Model plan for the BRO-LOCK IoT intercom system and pursued new customer acquisition. We also strengthened our construction capabilities and worked to shorten construction periods per property. As a result, orders increased sharply and sales continued to perform steadily.」

    The Company launched the Entry Model for BRO-LOCK, strengthened its construction capabilities and shortened construction periods, resulting in a sharp increase in orders.
  11. FY2022-Q3AdvancedAnnual report

    「To address these social issues, we strengthened our proposals, including the launch of the new BRO-LOCK Light service and entrance renovations through a partnership with a renovation company.」

    The Company reports the launch of a new BRO-LOCK service for small apartments and stronger proposals as concrete progress.
  12. FY2022-Q2AdvancedAnnual report

    「The number of closed cross-selling transactions involving smart cameras, IoT devices, and BRO-LOCK is also increasing steadily.」

    The Company reports concrete progress in its IoT business through an increase in closed cross-selling transactions involving BRO-LOCK.
  13. FY2022-Q1AdvancedAnnual report

    「As a result, orders for B-CUBIC continued to perform steadily, while orders for BRO-LOCK increased substantially.」

    The Company reports concrete growth in BRO-LOCK orders consistent with its strategy of making it a second core pillar.
  14. FY2021First statedAnnual report

    「In 2019, we developed and launched BRO-LOCK, an IoT intercom system, as the second core pillar supporting the Company alongside B-CUBIC, our high-speed internet service for apartment buildings. We are working to expand our service range rather than remain focused on the status quo.」

    The Company aims to reduce its reliance on B-CUBIC and establish the IoT intercom business as a second core pillar.
Moved together

"Increasing the Value of Apartment Buildings Through IoT Equipment" moved the same way as this thread, in the same document, in 3 of its 14 moves.

332222★123456
  1. ★This thread
  2. 1Increasing the Value of Apartment Buildings Through IoT Equipment3×
  3. 2Expanding Service Capacity Through Investment in Telecommunications Equipment3×
  4. 3Increasing the Number of Properties Served by B-CUBIC and BRO-LOCK2×
  5. 4Expanding the Sales Platform Through OEM and Umbrella Contracts2×
  6. 5Higher Raw Material Costs and Uncertainty Due to the War in Ukraine and Yen Depreciation2×
  7. 6Risk of Higher Interest-Bearing Debt and Interest Rates as Capital Investment Expands2×

★ 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 Broad Enterprise yet. It last moved in the Management planning of 2026-03-31: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.