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Ryoyu Systems (4685) · RiskRestated

Transition from a contract development business model and competition with overseas providers

First written in FY2017. 21 of 26 entries say "Restated". Latest entry: FY2026.

26entries
10years
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ProgressHeldSoftenedWorseRestatedFY2017 – FY2020-Q3RestatedFY2023-Q1 – FY2024-Q3RestatedFY2025-H1 – FY20262017: 220172018: 320182019: 420192020: 420202021: 320212022: 320222023: 220232024: 320242025: 120252026: 12026
Same theme, other companies
Responding to Changes in Demand, Competition and Technology in the Software and Network IndustryA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

1 other company's latest entry also says "Restated".

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  1. FY2026RestatedAnnual report

    「If competition intensifies due to stronger competitors and the entry into the market of new companies with strengths in consulting or specific technologies, causing the Group's market competitiveness to decline, this could have a material impact on the Group's operating results.」

    The risk of intensifying market competition due to stronger competitors and the entry of new companies with strengths in specific technologies continues to be described.
  2. FY2026-H1RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The risks concerning the transition from the contract development business model and competition are reaffirmed through a consolidated statement that there have been no new risks or material changes.
  3. FY2025-H1RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The risks concerning the transition from the contract development business model and competition are reaffirmed through a consolidated statement that there have been no material changes to the risks described in the previous fiscal year.
  4. FY2024ReframedAnnual report

    「If competition intensifies due to stronger competitors and the entry into the market of new companies with strengths in consulting or specific technologies, causing the Group's market competitiveness to decline, this could have a material impact on the Group's operating results.」

    The focus of the risk has been recast from the transition from the traditional contract development business model and competition with overseas providers to intensifying market competition resulting from stronger competitors and the entry of new companies with strengths in specific technologies.
  5. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no new risks or material changes to the risks concerning the transition from the contract development business model and competition with overseas providers.
  6. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks concerning the transition from the contract development business model and competition with overseas providers.
  7. FY2023-Q3RestatedAnnual report

    「The transition of information systems to cloud environments is progressing. Accordingly, the conventional field of maintaining and servicing systems in on-premises environments is expected to shrink going forward, and customers of the Group continue to take steps to reduce this area.」

    The contraction of the on-premises maintenance and servicing business due to the transition to cloud environments, and customers' efforts to reduce this area, continue to be described.
  8. FY2023-Q2RestatedAnnual report

    「The transition of information systems to cloud environments is progressing. Accordingly, the conventional field of maintaining and servicing systems in on-premises environments is expected to shrink going forward, and customers of the Group continue to take steps to reduce this area.」

    The contraction of the on-premises maintenance and servicing business due to the transition to cloud environments, and customers' efforts to reduce this area, continue to be described.
  9. FY2023-Q1RestatedAnnual report

    「The transition of information systems to cloud environments is progressing. Accordingly, the conventional field of maintaining and servicing systems in on-premises environments is expected to shrink going forward, and customers of the Group continue to take steps to reduce this area.」

    The contraction of the conventional maintenance and servicing business in on-premises environments due to the transition to cloud environments, and customers' efforts to reduce this area, continue to be described.
  10. FY2022-Q3ReframedAnnual report

    「In the information services industry in which our group operates, demand related to digital transformation (DX) is expanding, and the establishment of contactless operations through telework is driving investment in stronger communications infrastructure and the use of various communication tools. Information systems are also increasingly being migrated to cloud environments. As a result, the market for system maintenance and support in traditional on-premises environments is expected to contract, and our customers continue to seek to reduce their activities in this area.」

    The shrinking of the conventional systems business is described as a specific structural change, namely the transition to cloud environments and the contraction of the field of maintaining and servicing on-premises environments, rather than merely as general digitalization and a business-model transition.
  11. FY2022-Q2RestatedAnnual report

    「In the information services industry in which our group operates, demand related to digital transformation (DX) is expanding, while companies are increasingly using communication tools to establish remote and contactless operations. Meanwhile, the maintenance and support market for existing systems is contracting, and our customers continue to seek to reduce their activities in this area.」

    The Company continues to recognize that, alongside growing demand for digital transformation, the conventional field of maintaining and servicing existing systems is shrinking and customers are continuing to reduce this area.
  12. FY2022-Q1WorsenedAnnual report

    「In the information services industry in which our group operates, demand related to digital transformation (DX) is expanding, while companies are increasingly using communication tools to establish remote and contactless operations. Meanwhile, the maintenance and support market for existing systems is contracting, and our customers continue to seek to reduce their activities in this area.」

    The Company states that, alongside growing demand for digital transformation, the conventional field of maintaining and servicing existing systems is shrinking, and customers are continuing to reduce this area.
  13. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  14. FY2021-Q2RestatedAnnual report

    「No new business or other risks arose during the first half of the current consolidated fiscal year. In addition, no material changes have occurred in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  15. FY2021-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  16. FY2020ReframedAnnual report

    「The business environment of the information services industry in which the Company operates is seeing progress in digitalization, including the adoption of cloud services, IoT, AI and big data analytics. As a result, domestic vendors are being forced to transition from their traditional contract development business to a service-provision business.」

    The challenge of transitioning from the traditional contract development business model is restated as a transition to a service-provision business. Competition with overseas providers is not explicitly mentioned in this disclosure.
  17. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  18. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  19. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  20. FY2019RestatedAnnual report

    「The business environment of the information services industry in which the Company operates is seeing progress in digitalization, including the adoption of cloud services, IoT, AI and big data analytics. As a result, domestic vendors are being forced to transition from their traditional contract development business model.」

    The pressure to transition from the contract development business model due to the progress of digitalization continues to be described as a business-environment challenge.
  21. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  22. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  23. FY2018RestatedAnnual report

    「As a result, domestic vendors are being forced to transition from their traditional contract development business model.」

    The pressure to transition from the contract development business model due to the progress of digitalization continues to be described as a business-environment challenge.
  24. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  25. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks described in the previous fiscal year concerning the transition from the contract development business model and competition with overseas providers.
  26. FY2017First statedAnnual report

    「Digitalization, including the use of cloud computing, IoT (Internet of Things) and AI, which has taken the lead in Europe and the United States, is gradually progressing in Japan as well. As a result, domestic vendors are being forced to transition from their traditional contract development business model and are operating in an environment exposed to competition from major overseas providers.」

    For the first time, the Company explicitly identifies the transition from the traditional contract development business model and competition with major overseas providers as challenges arising from the progress of digitalization.
Moved together

"Downside risks to earnings from a stronger yen and a slowdown in the global economy" moved the same way as this thread, in the same document, in 4 of its 26 moves.

432★123
  1. ★This thread
  2. 1Downside risks to earnings from a stronger yen and a slowdown in the global economy4×
  3. 2Responding to Cloud, Big Data and IoT3×
  4. 3Revenue concentration risk involving major customers and customer diversification2×

★ 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.

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Ryoyu Systems's next results are scheduled for 2026-10-30. Read the earnings preview
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