Komori
Tdc Soft (4687) · RiskRestated

Risk of reduced revenue opportunities due to lost large-scale projects

First written in FY2023-Q1. 3 of 4 entries say "Restated". Latest entry: FY2025-H1.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2025-H12022: 220222023: 120232024: 12024
Same theme, other companies
Earnings volatility due to concentration of orders for large projectsA theme 18 companies write about · 18 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 5 of 9 companies on the "Worse" side.

6 other companies' latest entry also says "Restated".

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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1RestatedAnnual report

    「During the current interim consolidated accounting period, there were no occurrences of matters that could materially affect investors' decisions among those concerning the business and accounting conditions described in the interim securities report, nor were there any significant 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 regarding existing business and other risks, including the risk of reduced sales opportunities due to the loss of large-scale projects.
  2. FY2024-Q1RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or 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 regarding existing business and other risks, including the risk of reduced sales opportunities due to the loss of large-scale projects.
  3. FY2023-Q2RestatedAnnual report

    「Although the loss of a large-scale project occurred at the beginning of the fiscal year, cloud-related infrastructure construction projects remained firm, and revenue increased 1.6% year on year to ¥1,903 million.」

    The Company has reiterated the loss of a large-scale project at the beginning of the fiscal year, while cloud-related infrastructure construction projects led to a 1.6% year-on-year increase in revenue for Platform Solutions.
  4. FY2023-Q1MaterialisedAnnual report

    「Platform Solutions provides environmental design, construction and operational support for IT infrastructure, network product development, network integration and other services. Although the loss of a large-scale project occurred at the beginning of the fiscal year, cloud-related infrastructure construction projects remained firm, and revenue increased 1.4% year on year to ¥888 million.」

    The Company states that Platform Solutions actually lost a large-scale project at the beginning of the fiscal year. Meanwhile, cloud-related infrastructure construction projects drove a 1.4% year-on-year increase in revenue in this segment.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Tdc Soft's next results are scheduled for 2026-11-09. Read the earnings preview
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