Komori
Bml (4694) · RiskRestated

Intensifying competition as cloud-based electronic medical records systems gain wider adoption

First written in FY2020-Q1. 4 of 6 entries say "Restated". Latest entry: FY2023-Q3.

6entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2022-Q3SoftenedFY20222019: 220192020: 120202021: 020212022: 220222023: 1
Same theme, other companies
Intensifying competition among vendors in the electronic medical records marketA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

1 other company's 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.」

    The company stated that there had been no significant changes in the risk of intensifying competition arising from the wider adoption of cloud-based electronic medical records systems, as described in the previous fiscal year.
  2. FY2022SoftenedAnnual 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 specific description of competition among providers and declining revenue resulting from the wider adoption of cloud-based electronic medical records systems was removed and reorganized as a general investment risk related to changes in the environment surrounding electronic medical records systems.
  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.」

    The company stated that there had been no significant changes in the risk of intensifying competition arising from the wider adoption of cloud-based electronic medical records systems, as described in the previous fiscal year.
  4. FY2020-Q3RestatedAnnual report

    「Revenue from the medical information systems business declined 3.8% year on year, due in part to intensifying competition among providers as cloud-based electronic medical records systems gain wider adoption.」

    The company continued to describe intensifying competition among providers accompanying the wider adoption of cloud-based electronic medical records systems and the resulting decline in revenue from the medical information systems business.
  5. FY2020-Q2RestatedAnnual report

    「Revenue from the medical information systems business declined 2.4% year on year, due in part to intensifying competition among providers as cloud-based electronic medical records systems gain wider adoption.」

    The company continued to describe intensifying competition among providers accompanying the wider adoption of cloud-based electronic medical records systems and the resulting decline in revenue from the medical information systems business.
  6. FY2020-Q1First statedAnnual report

    「Revenue from the medical information systems business declined 4.6% year on year, due in part to intensifying competition among providers as cloud-based electronic medical records systems gain wider adoption.」

    The intensifying competition among providers accompanying the wider adoption of cloud-based electronic medical records systems was reflected in actual results as a 4.6% year-on-year decline in revenue from the medical information systems business.
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Bml's next results are scheduled for 2026-11-11. Read the earnings preview
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