Dependence on the AWS Market and AWS Strategy
First written in FY2019. 10 of 13 entries say "Restated". Latest entry: FY2025.
Serverworks moved to the "Worse" side of this theme in 2025, 1 year before the typical company in this theme (2026).
The whole theme swung hardest in 2025: 3 of 23 companies on the "Worse" side.
2 other companies' latest entry also says "Reframed".
- FY2025ReframedAnnual report
「As a cloud integrator centred on AWS and Google Cloud, our group has achieved sustained revenue growth by expanding the resale of AWS and Google Cloud and related businesses. Accordingly, our group’s growth is heavily dependent on the expansion of the AWS and Google Cloud markets.」
The previous description of dependence on the AWS market and AWS strategy has been reorganised as dependence on expansion of the AWS and Google Cloud markets. - FY2025-Q1RestatedAnnual report
「In this environment, as a cloud-focused integrator, our group has worked to expand its business by providing consulting on cloud platforms centred on AWS, platform development and operations, enhancements to cloud service functionality, and efforts to gain market share.」
While expanding its business to include GCP, the company reconfirms that its cloud platform business centred on AWS remains its primary business foundation. - FY2024-Q3RestatedAnnual report
「Globally, Amazon Web Services, which leads the public cloud market, continues to expand the market steadily by repeatedly advancing its technology and innovation while maintaining a high growth rate and an overwhelming market share.」
While describing the competitive environment involving Google and Microsoft, the company reconfirms the growth of the AWS-centred cloud market and AWS’s high growth rate and overwhelming market share. - FY2024-Q2RestatedAnnual report
「In this environment, as a cloud-focused integrator, our group has worked to expand its business by providing consulting on cloud platforms centred on AWS, platform development and operations, enhancements to cloud service functionality, and efforts to gain market share.」
While describing the competitive environment, including Google and Microsoft, the company reconfirms that its cloud platform business centred on AWS remains its primary business foundation. - FY2024-Q1RestatedAnnual report
「In this environment, as a cloud-focused integrator, our group has worked to expand its business by providing consulting on cloud platforms centred on AWS, platform development and operations, enhancements to cloud service functionality, and efforts to gain market share.」
Even after expanding group operations to include the GCP business, the company reconfirms that its cloud platform business centred on AWS remains its primary business foundation. - FY2023RestatedAnnual report
「As an AWS-centred cloud integrator, our group has achieved sustained revenue growth by expanding AWS resale and related businesses. Accordingly, our group’s growth is heavily dependent on the expansion of the AWS market.」
While advancing its GCP business and M&A activities, the company continues to expressly identify its dependence on AWS-centred growth. - FY2023-Q3RestatedAnnual report
「In this environment, as a cloud-focused integrator, our group has worked to expand its business by providing consulting on cloud platforms centred on AWS, platform development and operations, enhancements to cloud service functionality, and efforts to gain market share.」
While advancing its GCP business and M&A activities, the company reconfirms that its cloud platform business centred on AWS remains its primary business foundation. - FY2023-Q1RestatedAnnual report
「In this environment, as a cloud-focused integrator, our group has worked to expand its business by providing consulting on cloud platforms centred on AWS, platform development and operations, enhancements to cloud service functionality, and efforts to gain market share.」
Even after expanding into the GCP business, the company reconfirms that its cloud platform business centred on AWS remains its primary business foundation. - FY2022ReframedAnnual report
「As an AWS-centred cloud integrator, our group has achieved sustained revenue growth by expanding AWS resale and related businesses. Accordingly, our group’s growth is heavily dependent on the expansion of the AWS market.」
While continuing to indicate its dependence on AWS-centred growth, the company has broadened its description of the business foundation to include group operations incorporating G-gen’s Google Cloud business. - FY2022-Q2RestatedAnnual report
「In this environment, as a cloud-focused integrator, our group has worked to expand its business by providing consulting on cloud platforms centred on AWS, platform development and operations, enhancements to cloud service functionality, and efforts to gain market share.」
The company continues to develop its business centred on AWS, indicating that there has been no material change in its dependence on the AWS market or on the AWS-centred business. - FY2021RestatedAnnual report
「Accordingly, our growth is heavily dependent on the expansion of the AWS market. We believe that the public cloud market, including AWS, will continue to expand, and we intend to continue developing our business with AWS as our core platform.」
This reconfirms the company’s dependence on expansion of the AWS market and on business development centred on AWS. It also notes that AWS’s business portfolio extends from IaaS to PaaS. - FY2020RestatedAnnual report
「Our growth is heavily dependent on the expansion of the AWS market. We believe that the public cloud market, including AWS, will continue to expand, and we intend to continue developing our business with AWS as our core platform.」
This reconfirms the company’s dependence on growth in the AWS market and on business development centred on AWS. - FY2019First statedAnnual report
「Our growth is heavily dependent on the expansion of the AWS market.」
This indicates that a contraction in the AWS market or a change in the business strategy of Amazon Web Services, Inc. could affect operating performance and financial condition.