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Trend Micro (4704) · RiskDropped

Decline in Global PC Shipments

First written in FY2016-Q2. 3 of 7 entries say "Mitigated", first in FY2017-Q1. Latest entry: FY2017.

7entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q2 – FY2016MitigatedFY2017-Q1 – FY2017-Q32016: 220162017: 420172018: 12018
Same theme, other companies
Decline in Global PC ShipmentsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2017DroppedAnnual report
    当該年度の業績・市場環境の記載では、世界のパソコン出荷台数への直接的な言及は確認できない。
  2. FY2017-Q3MitigatedAnnual report

    「パソコン出荷台数は、部品不足による値上げや一部地域での在庫調整などによる影響もあり引き続き減少傾向を見せるものの、新興諸国や一部先進国などで需要が回復しているほか日本においても企業による需要回復が見られ、減少幅は当初の予想よりもやや下回りました。」

    パソコン出荷台数の減少傾向は続くものの、新興国・一部先進国や日本企業で需要回復が見られ、減少幅は当初予想を下回った。
  3. FY2017-Q2MitigatedAnnual report

    「国内外のパソコン出荷台数は、需要の減少や、部品不足による値上げなどによる影響もあり引き続き減少傾向を見せるものの、地域やベンダーによっては厳しい状況が回復しつつあり、減少幅は当初の予想よりもやや下回りました。」

    パソコン出荷台数の減少傾向は続いているものの、地域・ベンダーによって回復の兆しがあり、減少幅は当初予想をやや下回った。
  4. FY2017-Q1MitigatedAnnual report

    「減速の一途をたどっていた国内外のパソコン出荷台数は、引き続き消費者向けの需要が減少傾向を見せるもののOSの買い替え需要などがあり、あわせて法人向け製品が緩やかな成長を見せたため、前年同期に比べ減速スピードが弱まりました。」

    消費者向け需要は減少傾向にあるものの、OS買い替え需要と法人向け製品の緩やかな成長により、国内外のパソコン出荷台数の減速スピードが弱まった。出荷減少自体は継続している。
  5. FY2016RestatedAnnual report

    「Global PC shipments have fallen below the previous year's level for 5 consecutive years. However, the pace of decline varies by region, and expectations are that replacement demand driven by system upgrades in the corporate market and slower growth in smartphones and tablets in the consumer market may lead to an improvement in PC demand.」

    The disclosure stated that global PC shipments had fallen below the previous year's level for 5 consecutive years, while also expressing expectations that business replacement demand and slower growth in smartphones and tablets could improve PC demand.
  6. FY2016-Q3RestatedAnnual report

    「Global PC shipments remain below the level recorded in the same period of the previous year. In the United States, this is thought to reflect weaker back-to-school demand, while in emerging economies, major devices are shifting away from PCs.」

    The disclosure continued to state that global PC shipments were below the level of the same period of the previous year, attributing this in part to weaker US back-to-school demand and a shift away from PCs in emerging economies.
  7. FY2016-Q2First statedAnnual report

    「Global PC shipments remain below the level of the same period of the previous year.」

    The disclosure stated that global PC shipments remained below the level of the same period of the previous year.
Moved together

"Revenue Decline in the Asia-Pacific Region" moved the same way as this thread, in the same document, in 3 of its 7 moves.

32★12
  1. ★This thread
  2. 1Revenue Decline in the Asia-Pacific Region3×
  3. 2Impact of Yen Appreciation and Foreign-Exchange Losses on Results2×

★ 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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Decline in Global PC Shipments | Trend Micro Incorporated (4704) | Komori