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Link-U Group (4446) · FactRestated

Switching Costs and Revenue Stability from Proprietary Infrastructure

First written in FY2019. 6 of 7 entries say "Restated". Latest entry: FY2025.

7entries
7years
0from disclosures
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ProgressHeldSoftenedWorseRestatedFY2019 – FY20252019: 12020: 120202021: 120212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Switching costs and customer retention from proprietary-designed environmentsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「When switching to cloud services or similar offerings, the cost of moving from an optimized environment to a general-purpose environment is high. This helps prevent the loss of projects and contributes to stable revenue generation.」

    The explanation of switching costs and earnings stability arising from proprietary-designed original server environments continues to be disclosed.
  2. FY2024RestatedAnnual report

    「When switching to cloud services or similar offerings, the cost of moving from an optimized environment to a general-purpose environment is high. This helps prevent the loss of projects and contributes to stable revenue generation.」

    The explanation of switching costs and earnings stability arising from proprietary-designed original server environments continues to be disclosed.
  3. FY2023RestatedAnnual report

    「When switching to cloud services or similar offerings, the cost of moving from an optimized environment to a general-purpose environment is high. This helps prevent the loss of projects and contributes to stable revenue generation.」

    The explanation of switching costs and earnings stability arising from proprietary-designed original server environments is reiterated.
  4. FY2022RestatedAnnual report

    「When switching to cloud services or similar offerings, the cost of moving from an optimized environment to a general-purpose environment is high. This helps prevent the loss of projects and contributes to stable revenue generation.」

    The explanation of switching costs and earnings stability arising from proprietary-designed original server environments is reiterated.
  5. FY2021RestatedAnnual report

    「When switching to cloud services or similar offerings, the cost of moving from an optimized environment to a general-purpose environment is high. This helps prevent the loss of projects and contributes to stable revenue generation.」

    The explanation of switching costs and earnings stability arising from proprietary-designed original server environments is reiterated.
  6. FY2020RestatedAnnual report

    「When switching to cloud services or similar offerings, the cost of moving from an optimized environment to a general-purpose environment is high. This helps prevent the loss of projects and contributes to stable revenue generation.」

    The explanation of switching costs and earnings stability arising from proprietary-designed original server environments is reiterated.
  7. FY2019First statedAnnual report

    「When switching to cloud services or similar offerings, the cost of moving from an optimized environment to a general-purpose environment is high. This helps prevent the loss of projects and contributes to stable revenue generation.」

    The original server environments designed for each customer are described as a structure that helps retain projects and generate stable revenue.
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Switching Costs and Revenue Stability from Proprietary Infrastructure | Link-U Group Inc. (4446) | Komori