Komori
Tokai Soft (4430) · RiskRestated

Changes in the Order Environment Driven by Manufacturing’s Shift to Services and Global Competition

First written in FY2019. 14 of 15 entries say "Restated". Latest entry: 2026-04-10.

15entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – 2026-04-102019: 120192020: 020202021: 320212022: 220222023: 320232024: 320242025: 220252026: 12026
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Full recordFilings, disclosures and news, newest first
  1. 2026-04-10RestatedRevision of earnings forecasts

    「Digital investment aimed at strengthening competitiveness and improving operational efficiency remains active, particularly among domestic manufacturers, and demand for software development in our embedded-related, manufacturing and distribution, and business systems-related businesses remains strong.」

    The company reconfirmed that digital investment by domestic manufacturers and demand for software development remain strong.
  2. FY2025RestatedAnnual report

    「System investment for the digitalization of business aimed at strengthening competitiveness and improving operating efficiency in Japan's manufacturing and logistics industries remains active, and companies' initiatives driven by the digitalization of business and growing interest in the SDGs are expected to accelerate further」

    The company states that active DX- and SDGs-related investment by customers is sustaining an order environment that supports demand for software development.
  3. FY2025-H1RestatedAnnual report

    「System investment for the digitalization of business aimed at strengthening competitiveness and improving operating efficiency in Japan's manufacturing and logistics industries remains active. Companies' initiatives driven by the digitalization of business and growing interest in the SDGs are expected to accelerate further, and DX-related investment with a focus on the future is expected to remain at a high level.」

    The company states that active business-structure transformation and DX- and SDGs-related investment by customers continue to support demand for software development.
  4. FY2024RestatedAnnual report

    「The trend toward the digitalization of product development and capital investment aimed at strengthening competitiveness is continuing and is expected to increase substantially going forward alongside growing interest in the SDGs among customers. Demand for software development in the company's related business areas remained strong through the end of the fiscal year and has supported the company's business.」

    The company reconfirms the transformation of customers' business structures, the increase in DX- and SDGs-related investment, and strong demand for software development resulting from these changes.
  5. FY2024-Q3RestatedAnnual report

    「The number of companies undertaking the digitalization of product development and capital investment aimed at transforming and expanding business structures and strengthening competitiveness is expected to increase further. This trend is expected to increase substantially going forward alongside growing interest in the SDGs, and sustained growth is also expected in demand for software development in the company's related business areas.」

    The company reconfirms the transformation of customers' business structures, the increase in DX- and SDGs-related investment, and expectations for sustained growth in software development demand resulting from these changes.
  6. FY2024-Q2RestatedAnnual report

    「The number of companies undertaking the digitalization of product development and capital investment aimed at transforming and expanding business structures and strengthening competitiveness is expected to increase further. This trend is expected to increase substantially going forward alongside growing interest in the SDGs, and sustained growth is also expected in demand for software development in the company's related business areas.」

    The company reconfirms the transformation of customers' business structures, the increase in DX- and SDGs-related investment, and expectations for sustained growth in software development demand resulting from these changes.
  7. FY2024-Q1RestatedAnnual report

    「The software industry to which the company belongs is continuing to see the digitalization of product development and capital investment aimed at transforming and expanding business structures and strengthening competitiveness in anticipation of living with and moving beyond COVID-19. This trend is expected to increase substantially going forward alongside growing interest in the SDGs, and sustained growth is also expected in demand for software development in the company's related business areas.」

    The company reconfirms the transformation of customers' business structures, the increase in DX- and SDGs-related investment, and expectations for sustained growth in software development demand resulting from these changes.
  8. FY2023RestatedAnnual report

    「The trend toward the digitalization of product development and capital investment aimed at transforming and expanding business structures and strengthening competitiveness in anticipation of living with and moving beyond COVID-19 is continuing and is expected to increase substantially going forward alongside growing interest in the SDGs among customer companies,」

    The company reconfirms the servitization of customers' businesses, increased DX- and SDGs-related investment, and strong demand for its software development.
  9. FY2023-Q3RestatedAnnual report

    「The trend toward the digitalization of product development and capital investment aimed at transforming and expanding business structures and strengthening competitiveness in anticipation of living with and moving beyond COVID-19 is continuing and is expected to increase substantially going forward alongside growing interest in the SDGs. Sustained growth is also expected in demand for software development in the company's related business areas.」

    The company reconfirms the trend toward increased DX- and SDGs-related investment by customers and expectations for sustained growth in demand for its software development.
  10. FY2023-Q1RestatedAnnual report

    「The trend toward the digitalization of product development and capital investment aimed at transforming and expanding business structures and strengthening competitiveness in anticipation of living with and moving beyond COVID-19 is continuing and is expected to increase substantially going forward alongside growing interest in the SDGs. Demand for software development in the company's related business areas remained strong through the end of the cumulative first quarter.」

    The company reconfirms the transformation of customers' business structures, the increase in DX- and SDGs-related investment, and strong demand for software development.
  11. FY2022-Q3RestatedAnnual report

    「Investment in systems related to the digitalization of business, or digital transformation, has been increasing substantially, alongside growing interest in the SDGs, and demand for software development in the company's related business areas has remained strong through the cumulative third quarter.」

    The company reconfirms the transformation of customers' business structures, the increase in DX- and SDGs-related investment, and strong demand for its software development.
  12. FY2022-Q1RestatedAnnual report

    「Among companies that have experienced the COVID-19 pandemic, investment in systems related to the digitalization of business, or digital transformation, has been increasing for the purpose of reviewing operating methods and strengthening corporate competitiveness over the long term, and demand for software development in the company's related business areas remained strong during the cumulative first quarter.」

    The company reconfirms that, against the backdrop of changes in customers' business structures and operating methods, investment in DX-related systems and demand for the company's software development are increasing and remain strong.
  13. FY2021RestatedAnnual report

    「Among companies that have experienced the COVID-19 pandemic, investment in systems related to the digitalization of business, or digital transformation, has been increasing for the purpose of reviewing operating methods and strengthening corporate competitiveness over the long term,」

    The company continues to view changes in manufacturing companies' servitization, competitiveness initiatives and IT investment as changes in the order environment, and notes an increase in DX investment following the COVID-19 pandemic.
  14. FY2021-Q3RestatedAnnual report

    「Although there has been no major change in the basic stance of domestic companies, which have actively pursued product development and capital investment to transform their business structures toward service-based operations and strengthen competitiveness, their approach to related IT investment has also begun to change as business plans are reviewed due to the prolonged impact of the spread of COVID-19 and social changes associated with it.」

    While customers continue to transform their business structures toward service-based operations, the company reconfirms that their approach to IT investment has changed as business plans are reviewed amid the COVID-19 pandemic and associated social changes.
  15. FY2019First statedAnnual report

    「The company is changing its revenue model from manufacturing and selling products to providing services that sell the value of using those products. This change has become a global trend, including among overseas companies, and has significantly changed the order environment for the company's software development business.」

    The company views changes in customers' industry revenue models as changes in the order environment and is responding with measures such as IoT-based billing models and proposals involving new technologies.
Moved together

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No upcoming earnings preview for Tokai Soft yet. It last moved in the Revision of earnings forecasts of 2026-04-10: "Restated".
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