Komori
VALUENEX Japan (4422) · RiskRestatedLatest Financial results briefing materials (2026-09-10): "Mitigated"

Dependence on Consulting Revenue in the Third Quarter

First written in FY2018. 18 of 26 entries say "Restated". Latest entry: 2026-09-10.

26entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2025-H12018: 22019: 420192020: 320202021: 320212022: 420222023: 220232024: 320242025: 120252026: 42026
Same theme, other companies
Third-quarter concentration of consulting revenue from contracts running through the end of MarchA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third-quarter consolidated accounting period.
  2. 2026-03-12ReframedFinancial results briefing materials

    「1. Structurally second-half-weighted model Our revenue tends to be concentrated in the second half due to customer budgets and other factors. (First half 39.9%: second half 60.1%*)」

    The previous explanation of revenue concentration in the third quarter was reorganized as a structurally second-half-weighted model, with 39.9% in the first half and 60.1% in the second half.
  3. FY2025-H1RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third-quarter consolidated accounting period.
  4. FY2024Full-year quarterly results updatedAnnual report

    「First quarter 137,427 Second quarter 138,449 Third quarter 237,093 Fourth quarter 273,410 Full-year total 786,381」

    Third-quarter revenue was ¥237.093 million and fourth-quarter revenue was ¥273.410 million, making the fourth quarter the highest for the year. The Company continues to disclose the tendency for revenue to be concentrated in the third quarter and the possibility of operating losses in quarters with lower revenue.
  5. FY2024-Q3RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third-quarter consolidated accounting period.
  6. FY2024-Q2RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third-quarter consolidated accounting period.
  7. FY2023Full-year quarterly results updatedAnnual report

    「First quarter 129,005 Second quarter 149,080 Third quarter 266,247 Fourth quarter 160,147 Full-year total 704,480」

    Third-quarter revenue was ¥266.247 million, the highest of the year. The Company updated its full-year results disclosure regarding the concentration of revenue in the third quarter and the possibility of operating losses in quarters with lower revenue.
  8. FY2023-Q3RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third-quarter consolidated accounting period.
  9. FY2023-Q1RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third-quarter consolidated accounting period.
  10. FY2022Full-year quarterly results updatedAnnual report

    「First quarter 114,232 Second quarter 183,548 Third quarter 224,251 Fourth quarter 131,368 Full-year total 653,401」

    Third-quarter revenue was ¥224.251 million, the highest of the year. Based on full-year results, the Company updated its disclosure regarding the concentration of revenue in certain quarters and the possibility of operating losses in quarters with lower revenue.
  11. FY2022-Q3RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  12. FY2022-Q2RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  13. FY2022-Q1RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  14. FY2021-Q3RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  15. FY2021-Q2RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  16. FY2021-Q1RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  17. FY2020Full-year quarterly results addedAnnual report

    「First quarter 92,815 Second quarter 180,357 Third quarter 201,071 Fourth quarter 113,147 Full-year total 587,392」

    Third-quarter revenue was ¥201.071 million, the highest of the year, while fourth-quarter revenue was ¥113.147 million. The Company continues to disclose the concentration of revenue in the third-quarter accounting period and the possibility of quarterly operating losses due to fixed-cost burdens.
  18. FY2020-Q3RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  19. FY2020-Q1RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  20. FY2019RestatedAnnual report

    「The Company plans to mitigate seasonality by expanding sales of the TechRadar® and DocRadar® ASP services. However, the trend of dependence on the third-quarter consolidated accounting period may continue in the future.」

    While seeking to mitigate seasonality by expanding ASP services, the Company states that dependence on the third quarter may continue.
  21. FY2019-Q3RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company continues to disclose the seasonality of revenue being concentrated in the third quarter.
  22. FY2019-Q2RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    Much of the contracted work has a contract term ending in March, and the Company has reiterated the seasonality of revenue being concentrated in the third quarter.
  23. FY2019-Q1RestatedAnnual report

    「Because much of the Group's contracted work has a contract term ending in March, the Group's revenue tends to be concentrated in the third-quarter consolidated accounting period.」

    The Company has reiterated that revenue is concentrated in the third quarter because of the contract terms for its contracted work.
  24. FY2018First statedAnnual report

    「Because consulting revenue tends to increase in March, the third-quarter consolidated accounting period accounts for a relatively large portion of full-year results.」

    Third-quarter revenue was ¥237.120 million, bringing the full-year total to ¥507.744 million. The Company states that it is difficult to assess the full-year outlook based solely on quarterly results.
Moved together

"Creating New Markets Through Collaboration with Companies That Leverage Algorithms" moved the same way as this thread, in the same document, in 2 of its 26 moves.

222222★123456
  1. ★This thread
  2. 1Creating New Markets Through Collaboration with Companies That Leverage Algorithms2×
  3. 2Rollout of generative AI and LLM-enabled services, including Radar Tech Intelligence2×
  4. 3Recruiting and Developing Human Resources2×
  5. 4Sales Growth and Return to Operating Profitability2×
  6. 5Establishment of an Algorithm Research Framework2×
  7. 6Software Development Investment2×

★ 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 VALUENEX Japan yet. It last moved in the Financial results briefing materials of 2026-09-10: "Mitigated".
News
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