Komori
Bml (4694) · RiskRestated

Decline in electronic medical record replacements following the end of OS support

First written in FY2017-Q2. 7 of 10 entries say "Restated". Latest entry: FY2023-Q3.

10entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2019-Q3RestatedFY2020-Q3 – FY2022-Q32016: 12017: 220172018: 120182019: 220192020: 120202021: 020212022: 220222023: 1
Same theme, other companies
Decline from the reversal of special demand for software version migrationsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, there were no material changes in the financial position, operating results, or cash flow situation, including any abnormal fluctuations, or in the business and other risks described in the annual securities report for the previous fiscal year. There were also no material events or other matters of concern.」

    It is stated that there has been no significant change in the risk of declining electronic medical record replacements described in the previous fiscal year.
  2. FY2022ReframedAnnual report

    「The Group is investing to establish its business, including the development and sale of electronic medical records, which form part of the infrastructure for healthcare IT. If the Group's strategy fails to address changes in the environment surrounding electronic medical records and these investments do not generate the expected returns, this could affect the Group's operating results and financial condition.」

    The wording has broadened from a specific risk, namely the rebound-related decline in replacements following the end of OS support, to the broader risks associated with changes in the environment surrounding electronic medical records and the recovery of investments overall.
  3. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, there were no material changes in the financial position, operating results, or cash flow situation, including any abnormal fluctuations, or in the business and other risks described in the annual securities report for the previous fiscal year. There were also no material events or other matters of concern.」

    It is stated that there has been no significant change in the risk of declining electronic medical record replacements following the rebound after the end of OS support, as described in the previous fiscal year.
  4. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, there were no material changes in the financial position, operating results, or cash flow situation, including any abnormal fluctuations, or in the business and other risks described in the annual securities report for the previous fiscal year. There were also no material events or other matters of concern.」

    It is stated that there has been no significant change in the risk of declining electronic medical record replacements following the rebound after the end of OS support, as described in the previous fiscal year.
  5. FY2019MitigatedAnnual report

    「In the medical information systems business, replacements of the clinic version of the electronic medical records systems, Qualis and Medical Station (MS), proceeded smoothly, while maintenance revenue remained steady as the number of installed systems increased. As a result, revenue increased 6.1% from the previous fiscal year.」

    It is stated that replacements proceeded smoothly during the current fiscal year despite concerns about a decline in replacements by existing users following the end of OS support.
  6. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, there were no material changes in the financial position, operating results, or cash flow situation, including any abnormal fluctuations, or in the business and other risks described in the annual securities report for the previous fiscal year. There were also no material events or other matters of concern.」

    It is stated that there has been no significant change in the risk of declining electronic medical record replacements following the rebound after the end of OS support, as described in the previous fiscal year.
  7. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no material changes in the financial position, operating results or cash flow, including any abnormal fluctuations, or in the “Business and Other Risks” described in the annual securities report for the previous fiscal year. There are also no material events or similar matters.」

    It is stated that there has been no significant change in the risk of declining electronic medical record replacements following the rebound after the end of OS support, as described in the previous fiscal year.
  8. FY2017RestatedAnnual report

    「Meanwhile, revenue declined 1.7% compared with the previous fiscal year due to a decline in replacements by existing users following the rebound from replacement demand associated with the end of OS support in the previous year, as well as slower growth in new contracts amid efforts in the clinical testing business to negotiate prices following revisions to reimbursement points and to manage profitability.」

    Medical information systems revenue declined 1.7% compared with the previous fiscal year due to the decline in replacements following the rebound after the end of OS support and slower growth in new contracts.
  9. FY2017-Q3RestatedAnnual report

    「In the medical information systems business, we continued to acquire new contracts and replace systems for existing users through our lineup of the Qualis (Qualis) and Medical Station (MS) electronic medical record systems for clinics. However, revenue declined 4.2% year on year, mainly because replacements for existing users decreased following the rebound from replacement demand associated with the end of OS support in the previous year.」

    The decline in replacements by existing users following the rebound after the end of OS support, and the resulting decline in medical information systems revenue, continue to be stated.
  10. FY2017-Q2First statedAnnual report

    「In the medical information systems business, we continued to acquire new contracts and replace systems for existing users through our lineup of the Qualis (Qualis) and Medical Station (MS) electronic medical record systems for clinics. However, revenue declined 4.9% year on year, mainly because replacements for existing users decreased following the rebound from replacement demand associated with the end of OS support in the previous year.」

    Medical information systems revenue declined 4.9% year on year as replacements by existing users decreased following the rebound from replacement demand associated with the end of OS support in the previous year.
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
Bml's next results are scheduled for 2026-11-11. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.