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Trend Micro (4704) · RiskRestated

Risks Related to Outsourced Hardware Manufacturing and Inventory

First written in FY2016. 5 of 7 entries say "Restated". Latest entry: FY2023.

7entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019MitigatedFY2020RestatedFY2022 – FY20232017: 120172018: 120182019: 120192020: 120202021: 120212022: 020222023: 120232024: 1
Same theme, other companies
Reliance on an Outsourced Production SystemA theme 44 companies write about · 44 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 4 of 20 companies on the "Worse" side.

21 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 44 companies compared. The sentences above are computed from all 44.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「当社グループではこうしたサプライチェーンリスクに対し、過去の販売実績及び将来の販売予想を慎重に分析し、十分なバッファを設けて製品の在庫を準備する等、継続的な供給を保証するための対策をはかっておりますが、」

    特定製造業者への委託、生産・部品調達・在庫に関する供給リスクと、販売実績・予想に基づくバッファ在庫の対策を継続した。
  2. FY2022RestatedAnnual report

    「当社グループではこうしたサプライチェーンリスクに対し、過去の販売実績及び将来の販売予想を慎重に分析し、十分なバッファを設けて製品の在庫を準備する等、継続的な供給を保証するための対策をはかっておりますが、」

    特定製造業者への委託による供給・在庫リスクと、販売実績・予想を分析しバッファ在庫を持つ対策を継続して記載した。
  3. FY2020MitigatedAnnual report

    「当社グループではこうしたサプライチェーンリスクに対し、過去の販売実績及び将来の販売予想を慎重に分析し、十分なバッファを設けて製品の在庫を準備する等、継続的な供給を保証するための対策をはかっておりますが、」

    特定製造業者への委託に伴う供給リスクを認識しつつ、販売実績・販売予想の分析とバッファ在庫の準備による継続供給対策を明示した。
  4. FY2019RestatedAnnual report

    「The Group outsources the manufacture of its hardware products to specific manufacturers. If sales of such hardware products increase in the future, the role of the outsourced manufacturers is expected to become increasingly important.」

    特定製造業者へのハードウェア製造委託、生産体制、部品調達、代替業者確保、在庫のリスクを継続して記載。
  5. FY2018RestatedAnnual report

    「The Group outsources the manufacture of its hardware products to specific manufacturers. If sales of such hardware products increase in the future, the role of the outsourced manufacturers is expected to become increasingly important.」

    特定製造業者へのハードウェア製造委託、生産体制、代替業者確保、部品調達等のリスクを継続して記載。
  6. FY2017RestatedAnnual report

    「The Group outsources the manufacture of its hardware products to specific manufacturers. If sales of such hardware products increase in the future, the role of the outsourced manufacturers is expected to become increasingly important.」

    特定製造業者へのハードウェア製造委託、生産体制・部品調達・代替業者確保のリスクを継続して記載した。
  7. FY2016First statedAnnual report

    「The Group outsources the manufacture of its hardware products to specific manufacturers. If sales of such hardware products increase in the future, the role of the outsourced manufacturers is expected to become increasingly important.」

    The filing described risks related to dependence on specific outsourced manufacturers for hardware production, including production management, securing alternative manufacturers, component procurement and inventory.
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Risks Related to Outsourced Hardware Manufacturing and Inventory | Trend Micro Incorporated (4704) | Komori