Komori
Hennge K.K. (4475) · RiskWorsenedLatest Financial results presentation (2026-08-04): "Advanced"

Shortage of human resources in the cloud services sector

First written in FY2019. 3 of 9 entries say "Worsened", first in FY2020. Latest entry: 2026-08-04.

9entries
8years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2019WorsenedFY2021RestatedFY2022WorsenedFY20242019: 12020: 120202021: 220212022: 120222023: 020232024: 120242025: 020252026: 32026
Same theme, other companies
Difficulty Securing, Developing and Retaining Specialized and Highly Skilled IT PersonnelA theme 539 companies write about · 554 as a headwind · 4 as a tailwind

The whole theme swung hardest in 2026: 34 of 109 companies on the "Worse" side.

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 559 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024WorsenedAnnual report

    「(Likelihood: High; impact: Medium; trend in risk level: Increase)」

    For the risk related to the recruitment and development of talent, the company described the likelihood as high and the trend in the risk level as increasing, indicating a heightened risk assessment.
  2. FY2022RestatedAnnual report

    「However, if the recruitment, development and retention of talent do not proceed as planned in line with future business expansion due to changes in the international situation or intensified competition to secure talent in the cloud services market to which the Group belongs, this may affect the Group's business and operating results.」

    The company continues to describe the risks related to the recruitment, development and retention of talent. The number of consolidated employees was 243, an increase of 30 from the end of the previous consolidated fiscal year.
  3. FY2021WorsenedAnnual report

    「(Likelihood: Medium; impact: Medium; change in importance from the previous year: Increase)」

    The importance of the risk related to the recruitment and development of talent was assessed as having increased from the previous year.
  4. FY2021-Q1RestatedAnnual report

    「Cloud services are attracting increasing attention, not only as a means of improving operational efficiency in response to the decline in Japan's working-age population resulting from the declining birthrate and aging population, but also from a business continuity perspective, as employees can work from anywhere, and demand is on an expansionary trend.」

    The company identifies the decline in the working-age population caused by the declining birth rate and aging population as a factor behind demand for greater operational efficiency.
  5. FY2020WorsenedAnnual report

    「Demand for increased IT investment and advanced technology fields such as AI and IoT is growing, and the resulting shortage of IT engineers is becoming one factor hindering companies' ability to maintain and strengthen their development capabilities.」

    The company again explicitly identified the shortage of IT engineers as a factor hindering the maintenance and strengthening of development capabilities. It also described concerns that restrictions on overseas travel could delay the hiring of global talent and the acceptance of interns.
  6. FY2019First statedAnnual report

    「Talent in the IT industry, particularly in the cloud services sector to which the Group belongs, is in short supply. If the recruitment and training of personnel do not proceed as planned in line with future business expansion, this may affect the Group's business and operating results.」

    While identifying the recruitment and development of talent as measures, the company considers the shortage of talent in the cloud sector to be a risk.
Moved together

"Customer Success and Maintaining a Low Churn Rate" moved the same way as this thread, in the same document, in 3 of its 8 moves.

32222★12345
  1. ★This thread
  2. 1Customer Success and Maintaining a Low Churn Rate3×
  3. 2IDaaS Business Centered on HENNGE One2×
  4. 3Securing and Developing Global Talent2×
  5. 4Dilution from Stock Options2×
  6. 5Poor performance by investee companies and inability to recover investments2×

★ 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
Hennge K.K.'s next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Financial results presentation of 2026-08-04: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.