Komori
Ic (4769) · RiskMitigated

Decline in Customer IT Investment and Demand Due to Economic Deterioration

First written in FY2024. 2 of 3 entries say "Mitigated", first in FY2025. Latest entry: 2026-05-08.

3entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024MitigatedFY2025 – 2026-05-082024: 12025: 120252026: 12026
Same theme, other companies
Reduced IT investment and declines in contracts and purchases due to deteriorating business performance and economic conditions among corporate customersA theme 89 companies write about · 92 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 18 of 38 companies on the "Worse" side.

4 other companies' latest entry also says "Mitigated".

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 89 companies compared. The sentences above are computed from all 89.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-08MitigatedRevisions to earnings forecasts

    「売上高につきましては、継続的な IT 投資需要を背景に受注環境が好調に推移したほか、パートナー企業との連携による案件獲得が進んだことで、前回発表予想を上回りました。」

    顧客IT投資・需要の減少リスクに対し、当中間期は継続的なIT投資需要と好調な受注環境が示されている。リスクの終息は示されていない。
  2. FY2025MitigatedAnnual report

    「当社グループのITソリューション事業及びITサービス事業は、IT投資動向の影響を受けるものであります。経済環境の悪化や景気低迷により、顧客企業のIT投資意欲が減退するような場合には、受注の減少、保守・運用契約の解約等により、当社グループの業績に影響を及ぼす可能性があります。 当社グループでは、財務健全性を担保するとともに、国内外の景気・需要動向のモニタリングを行い、景気変動への対応力を強化してまいります。」

    顧客IT投資・需要減少リスクを継続記載する一方、財務健全性の確保と国内外の景気・需要動向のモニタリングを対応策として明示している。
  3. FY2024First statedAnnual report

    「Our IT solutions and IT services businesses are affected by trends in IT investment. If worsening economic conditions or an economic slowdown cause customer companies' appetite for IT investment to decline, this could affect our Group's performance through reduced orders and cancellations of maintenance and operations contracts.」

    The filing first presents the dependence of both businesses on customer IT investment and the potential impact of reduced orders and contract cancellations during an economic downturn as a standalone risk.
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
Ic's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-05-08: "Mitigated".
News
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