DreamArts (4811) · RiskMitigated
Risk of Dependence on Cloud Platform Providers
First written in FY2023. 1 of 2 entries say "Mitigated", first in FY2025. Latest entry: FY2025.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
Dependence on cloud platforms such as AWSA theme 42 companies write about · 45 as a headwind · 0 as a tailwind
7 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 42 companies compared. The sentences above are computed from all 42.Full recordFilings, disclosures and news, newest first
- FY2025MitigatedAnnual report
「The Group seeks to avoid dependence on any particular environment by diversifying and using multiple cloud platforms.」
The Group explicitly responds to concentration risk by diversifying across Microsoft Azure, AWS and FJcloud-V. - FY2023First statedAnnual report
「If the market for a cloud platform product contracts substantially, its specifications change significantly or its provider changes its business strategy, the Group’s operating results and financial condition may be affected.」
The Group identifies contraction of the markets for cloud infrastructure such as Microsoft Azure, Amazon Web Service and NIFTY Cloud, specification changes and changes in provider strategy as risks.