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WingArc1st (4432) · InitiativeAdvanced

Expansion of Cloud Business and Platform-Based Services

First written in FY2021. 20 of 22 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-10-14.

22entries
6years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – 2026-10-142021: 320212022: 420222023: 320232024: 420242025: 220252026: 62026
Same theme, other companies
Expanding the SaaS, PaaS and IaaS cloud businessA theme 42 companies write about · 0 as a headwind · 48 as a tailwind

The whole theme swung hardest in 2019: 2 of 22 companies on the "Worse" side.

27 other companies' latest entry also says "Advanced".

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 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-14AdvancedEarnings

    「クラウドサービスについては、クラウド上での帳票需要が引き続き旺盛なことから前年同期比31.7%増と好調な結果となりました。」

    帳票・文書管理ソリューションでクラウドサービスの増加が記載された。
  2. FY2027-H1AdvancedAnnual report

    「Cloud services performed well, with revenue up 31.7% year on year, as demand for forms in the cloud remained strong.” Demand for data utilization in the cloud remained strong, and revenue grew alongside an increase in the number of contracted companies, rising 18.2% year on year and significantly exceeding the previous year’s level.」

    Cloud services for SVF and Dr.Sum grew 31.7% and 18.2% year on year, respectively, supporting the continued development of cloud as a pillar of growth.
  3. 2026-07-14AdvancedEarnings

    「Cloud 1,450 1,999 549 37.9%」

    First-quarter cloud revenue was ¥1,999 million, up 37.9% year on year.
  4. FY2026AdvancedAnnual report

    「Cloud revenue grew 34.9% year on year in the fiscal year ended February 2026, and cloud revenue accounted for 22.9% of total company revenue. The company will therefore continue strengthening its cloud services to achieve its targets.」

    Cloud revenue increased 34.9% from the previous fiscal year, and its share of total company revenue was 22.9%. The company continues to work toward the 40% cloud revenue ratio target for the fiscal year ending February 2027 through Dr.Sum Cloud, MotionBoard Cloud and services equipped with generative AI functionality.
  5. FY2026-H1AdvancedAnnual report

    「Cloud services performed well, increasing 25.6% year on year, as demand for forms in the cloud remained strong and upselling progressed.」

    Cloud services increased for SVF, invoiceAgent, Dr.Sum and MotionBoard. Dr.Sum rose 40.2% year on year, SVF rose 25.6% and invoiceAgent rose 14.6%. The company continues to develop its cloud-centered business as a pillar of growth.
  6. FY2025AdvancedAnnual report

    「Cloud revenue grew 22.5% from the previous fiscal year, and cloud revenue accounted for 18.3% of total company revenue in the fiscal year ending February 2025. We will continue to strengthen cloud services toward achieving our targets.」

    Cloud revenue increased 22.5% from the previous fiscal year, and its share of total company revenue was 18.3%. The company is expanding functionality and services for Dr.Sum Cloud, MotionBoard Cloud and invoiceAgent Enterprise Cloud and advancing integration with external cloud services, while continuing to strengthen the business toward the 40% target for the fiscal year ending February 2027.
  7. FY2025-H1AdvancedAnnual report

    「Against this backdrop, the group has been strengthening solutions that promote corporate DX and has enhanced functionality and released new services. It is also enhancing the value of its solutions by building an ecosystem with a range of companies, rather than relying solely on its own capabilities. Cloud services sold strongly, particularly to large companies, substantially exceeding the previous year with a 52.6% year-on-year increase. The number of contracted companies also accumulated steadily, resulting in a 17.0% year-on-year increase, substantially exceeding the previous year.」

    The cloud-centered business advanced, with Dr.Sum Cloud up 52.6% year on year, MotionBoard cloud services up 17.0% and SVF cloud services up 18.5%.
  8. FY2025-Q1AdvancedAnnual report

    「Cloud services performed well, increasing 23.0% year on year as demand for forms in external cloud services remained strong. Cloud services grew substantially, up 58.9% year on year, as sales, particularly to large companies, remained strong. Cloud services also grew substantially, up 14.8% year on year, as the number of contracted companies steadily accumulated.」

    Cloud services for SVF, Dr.Sum and MotionBoard increased 23.0%, 58.9% and 14.8%, respectively, year on year, demonstrating measurable progress in the cloud-centered growth strategy.
  9. FY2024AdvancedAnnual report

    「In cloud services, we have focused on winning projects, particularly from large companies, and the number of contracted companies increased steadily, resulting in substantial growth of 68.7% from the previous fiscal year. We have set a target for cloud revenue to account for 40% of total company revenue in the fiscal year ending February 2027.」

    Dr.Sum cloud revenue increased 68.7% from the previous fiscal year, while MotionBoard continued to build cloud contracts, particularly through industry-specific solutions. The targets of 40% annualized growth in cloud revenue and a 40% cloud revenue ratio for the fiscal year ending February 2027 remain in place.
  10. FY2024-Q3AdvancedAnnual report

    「For SVF, the number of contracted companies increased steadily in cloud services as the scope of service provision expanded through various alliances, resulting in a strong performance, up 32.2% year on year. For invoiceAgent, the number of contracted companies for cloud services increased as the grace period for compliance with the Electronic Book Preservation Act ended in December 2023 and the invoice system began in October 2023, resulting in a substantial 104.0% year-on-year increase.」

    Cloud service contracts for SVF and invoiceAgent expanded against a backdrop of alliances and demand for compliance with laws and regulations, with specific growth rates demonstrating progress in the cloud-based business.
  11. FY2024-Q2AdvancedAnnual report

    「Against this backdrop, the group has been strengthening solutions that promote corporate DX and has enhanced functionality and released new services, particularly cloud services. We will enhance the value of our solutions by building an ecosystem with a range of companies, rather than relying solely on our own capabilities.」

    The company has continued to expand its cloud-centered business by enhancing functionality and providing new services, including Data-Jig, Peppol support and ChatGPT integration.
  12. FY2024-Q1AdvancedAnnual report

    「invoiceAgent began offering invoiceAgent Adapter for X-point, an integration adapter for X-point Cloud, a cloud-based workflow developed and provided by ATLED CORP. The adapter enables centralized management, from digitizing documents through storage, together with the documents' attribute information in workflow processes, improving efficiency.」

    The company began offering an integration adapter for a cloud-based workflow, expanding platform functionality for centrally managing documents in the cloud from digitization through storage.
  13. FY2023-Q3AdvancedAnnual report

    「Against this backdrop, the group has been strengthening solutions that promote corporate DX and has enhanced functionality and released new services, particularly cloud services. We will enhance the value of our solutions by building an ecosystem with a range of companies, rather than relying solely on our own capabilities. Through these initiatives, we will continue to promote corporate DX, with our cloud-centered business as a pillar of growth.」

    The company has continued to position its cloud-centered business as a pillar of growth by advancing functionality enhancements and new service launches, including integration services with SVF Cloud for SmartHR, Box, intra-mart and ThoughtSpot, as well as integration with Google Cloud.
  14. FY2023-Q2AdvancedAnnual report

    「In June 2022, the document utilization solutions SPA and SPA Cloud were integrated under the invoiceAgent brand as an electronic forms platform. The platform incorporates document management, electronic transactions, electronic contracts and AI OCR to improve the convenience of distributing form data between companies and provides all these functions on a single platform.」

    SPA and SPA Cloud were integrated into invoiceAgent, giving concrete form to the provision of document management, electronic transactions, electronic contracts and AI OCR on a single platform. The company is expanding its cloud-centered, platform-based services.
  15. FY2023-Q1AdvancedAnnual report

    「Against this backdrop, the group has been strengthening solutions that promote corporate DX and has enhanced functionality and released new services, particularly cloud services. In May 2022, MotionBoard Cloud and the electronic forms tool i-Reporter Cloud were integrated. By visualizing i-Reporter's data in MotionBoard Cloud, users can identify trends based on data, reduce work hours and improve productivity through the effective use of data at construction and manufacturing sites. Through these initiatives, we will continue to promote corporate DX, with our cloud-centered business as a pillar of growth.」

    The company has advanced cloud-focused functionality enhancements and service integrations, including MotionBoard Ver.6.3, integration between Dr.Sum and Microsoft Power BI, and integration between MotionBoard Cloud and i-Reporter Cloud.
  16. FY2022RaisedAnnual report

    「In the medium-term management policy announced in January 2022, we set out the goal of realizing a cloud-based data platform that promotes corporate DX. We have set targets of a 40% compound annual growth rate in cloud revenue from the fiscal year ended February 2022 through the fiscal year ending February 2027, and cloud revenue accounting for 40% of total company revenue in the fiscal year ending February 2027.」

    The previous cloud-centered policy was translated into quantitative targets of 40% annualized growth in cloud revenue through the fiscal year ending February 2027 and a 40% cloud revenue ratio.
  17. FY2022-Q3AdvancedAnnual report

    「Against this backdrop, the group has been strengthening solutions that promote corporate DX and has enhanced functionality and released new services, particularly cloud services.」

    The company has advanced cloud-focused enhancements and new service launches, including JIIMA certification for Dataring, IKZO Web, SPA and SPA Cloud and the launch of MotionBoard Cloud Entry Edition, positioning its cloud-centered business as a pillar of growth.
  18. FY2022-Q2AdvancedAnnual report

    「Against this backdrop, the group has been strengthening solutions that promote corporate DX and has enhanced functionality and released new services, particularly cloud services. Through these initiatives, we will continue to promote corporate DX, with our cloud-centered business as a pillar of growth.」

    The company has advanced cloud-focused enhancements and new service launches, including enhanced functionality for invoiceAgent TransPrint and MotionBoard and the launch of invoiceAgent WingSign, positioning the cloud business as a pillar of growth.
  19. FY2022-Q1AdvancedAnnual report

    「Against this backdrop, the group has been strengthening solutions that promote corporate DX and has enhanced functionality and released new services, particularly cloud services. We will enhance the value of our solutions by building an ecosystem with a range of companies, rather than relying solely on our own capabilities.」

    The company has enhanced existing services and launched multiple new services, primarily in the cloud, while also advancing ecosystem development.
  20. FY2021First statedAnnual report

    「Going forward, we will place even greater emphasis on platform-based cloud services for our core products and solutions by leveraging synergies with partners while responding to customers' increasingly diverse and sophisticated needs.」

    The company plans to develop cloud-based solutions and increase the number of contracted users and customer companies.
Moved together

"Expansion of the Recurring Business" moved the same way as this thread, in the same document, in 21 of its 22 moves.

211916151515★123456
  1. ★This thread
  2. 1Expansion of the Recurring Business21×
  3. 2Data Empowerment Business Treating Big Data as a “New Resource”19×
  4. 3Joint Solution Development with Partners16×
  5. 4Promotion of Industry- and Function-Specific Solutions15×
  6. 5Strengthening the Group Management Platform and Performance Management Framework15×
  7. 6Reliance on Borrowings, Rising Interest Rates and Financial Covenants15×

★ 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 WingArc1st yet. It last moved in the Earnings of 2026-10-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Cloud Business and Platform-Based Services | WingArc1st Inc. (4432) | Komori