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i Cubed Systems (4495) · RiskDropped

Impact of the COVID-19 Pandemic on Order Delays, Sales Activity and Terminal Supply

First written in FY2020. 5 of 10 entries say "Mitigated", first in FY2021. Latest entry: FY2023.

10entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MitigatedFY2021 – FY2023-Q1RestatedFY2023-Q2 – FY20232020: 120202021: 320212022: 320222023: 32023
Same theme, other companies
Stagnation of Sales Activities and Business Negotiations Due to COVID-19A theme 55 companies write about · 55 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 23 of 48 companies on the "Worse" side.

18 other companies' latest entry also says "Dropped".

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 55 companies compared. The sentences above are computed from all 55.
Full recordFilings, disclosures and news, newest first
  1. FY2023DroppedAnnual report

    「During the consolidated fiscal year, the economic environment remained uncertain, as social and economic activity moved toward normalization following the easing of restrictions on activities and border-control measures related to COVID-19, while concerns over the situation in Ukraine and developments in monetary policy in various countries persisted.」

    The direct business risks previously described, such as order postponements caused by the spread of infection, were not separately identified as major risks in this filing. Regarding the economic environment, the filing describes the easing of activity restrictions and other measures and the normalization of social and economic activity.
  2. FY2023-Q3RestatedAnnual report

    「The direct impact of the spread of COVID-19 on operating results during the 3rd quarter cumulative consolidated period and on the group’s key performance indicators, namely growth in the number of companies adopting the CLOMO service and the license retention rate, was extremely minor.」

    The company stated that the direct impact of COVID-19 on operating results and key performance indicators remained extremely minor.
  3. FY2023-Q2RestatedAnnual report

    「The direct impact of the spread of COVID-19 on operating results during the 2nd quarter cumulative consolidated period and on the group’s key performance indicators, namely growth in the number of companies adopting the CLOMO service and the license retention rate, was extremely minor.」

    The company stated that the direct impact of COVID-19 on operating results and key performance indicators remained extremely minor.
  4. FY2023-Q1MitigatedAnnual report

    「The direct impact of the spread of COVID-19 on operating results during the 1st quarter cumulative consolidated period and on the group’s key performance indicators, namely growth in the number of companies adopting the CLOMO service and the license retention rate, was extremely minor.」

    The company stated that the direct impact of the spread of the infection on operating results and key performance indicators remained extremely minor.
  5. FY2022-Q3MitigatedAnnual report

    「The impact of the spread of COVID-19 on operating results and the company’s key performance indicators, namely growth in the number of companies adopting CLOMO and the license retention rate, was extremely minor during the 3rd quarter cumulative consolidated period.」

    The company stated that the impact of the spread of the infection on operating results and key performance indicators remained extremely minor.
  6. FY2022-Q2MitigatedAnnual report

    「The impact of the spread of COVID-19 on operating results and the company’s key performance indicators, namely growth in the number of companies adopting CLOMO and the license retention rate, was extremely minor during the 2nd quarter cumulative consolidated period.」

    The company stated that the impact of the spread of the infection on operating results and key performance indicators remained extremely minor.
  7. FY2022-Q1MitigatedAnnual report

    「The impact of the spread of COVID-19 on operating results and the company’s key performance indicators, namely growth in the number of companies adopting CLOMO and the license retention rate, was extremely minor during the 1st quarter cumulative period.」

    The company stated that although the spread of the infection had an impact on operating results and the number of adopting companies and the license retention rate, the impact was extremely minor.
  8. FY2021MitigatedAnnual report

    「The negative impact of the spread of COVID-19 on the company’s business and operating results was limited, including the postponement of some orders that had been expected before the spread of the infection.」

    Although some orders were postponed, the company stated that the negative impact on its business and operating results was limited, and extremely minor, due to the transition across the company to teleworking and remote sales.
  9. FY2021-Q3MaterialisedAnnual report

    「The negative impact of the spread of COVID-19 on the company’s business and operating results was limited, including the postponement of some orders that had been expected before the spread of the infection,」

    Although some orders were postponed, the company stated that the impact was limited.
  10. FY2020First statedAnnual report

    「If the spread of infectious diseases such as COVID-19 or other natural disasters causes customers to reduce or suspend their business activities, or leads to a reduction in the production and shipment of mobile devices, the company’s financial condition and operating results may be temporarily affected.」

    Some orders were in fact postponed due to reduced smartphone production and the suspension of in-person sales activities, but the company stated that the impact during the fiscal year was minor.
Moved together

"Growth in the Number of Companies Using CLOMO and the License Retention Rate" moved the same way as this thread, in the same document, in 5 of its 10 moves.

554433★123456
  1. ★This thread
  2. 1Growth in the Number of Companies Using CLOMO and the License Retention Rate5×
  3. 2Growth in Revenue, Profit and Number of Companies Using CLOMO5×
  4. 3Expansion into SMEs, Public-Sector Organizations, Local Governments, Schools and Overseas Markets4×
  5. 4Shift from Customer Support to Customer Success4×
  6. 5Engineer Recruitment and Retention and Strengthening of the Development Structure3×
  7. 6Introduction of Restricted Stock Compensation3×

★ 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
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News
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Impact of the COVID-19 Pandemic on Order Delays, Sales Activity and Terminal Supply | i Cubed Systems,Inc. (4495) | Komori