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Access (4813) · RiskWorsened

Changes in the business environment driven by demand, competition, technology, open source and other factors

First written in FY2017. 3 of 7 entries say "Worsened", first in FY2024. Latest entry: FY2025.

7entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2018ReframedFY20202017: 120172018: 120182019: 020192020: 120202021: 020212022: 020222023: 020232024: 320242025: 12025
Same theme, other companies
Responding to Changes in Demand, Competition and Technology in the Software and Network IndustryA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Access moved to the "Worse" side of this theme in 2020.

1 other company's latest entry also says "Worsened".

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. FY2025WorsenedAnnual report

    「Despite restrained investment trends in the network equipment sector, the Company will continue to expand its business, primarily among Tier2/3 telecommunications carriers」

    Although there is demand for digital transformation and IT investment, investment restraint continues in the network equipment sector, making the demand environment in that market a specific factor constraining growth in the network business.
  2. FY2025-H1RestatedAnnual report

    「Although momentum for digital transformation and the related IT investment remains strong in the IT information services industry, some companies are taking a cautious stance toward investment decisions amid an uncertain global economic outlook.」

    The two-sided nature of demand and the business environment continues: momentum for digital transformation and IT investment remains strong, while some companies are becoming cautious in making investment decisions.
  3. FY2025-Q1WorsenedAnnual report

    「Although the IT information services industry continues to see strong momentum for digital transformation and the related IT investment across industries, some companies are taking a cautious stance toward IT investment due to current demand and rising costs.」

    In addition to the previous cautious stance toward capital investment in the network equipment market, the disclosure indicates a cautious stance toward IT investment generally, driven by current demand and rising costs.
  4. FY2024WorsenedAnnual report

    「Although the network equipment industry is showing destabilizing factors, such as intensifying market competition and a cautious stance toward capital investment, the Company will closely monitor market trends.」

    Regarding the risk of changes in the business environment driven by demand, competition and technology, specific destabilizing factors have newly been identified, namely intensifying competition in the network equipment market and customers' cautious stance toward capital investment.
  5. FY2020ReframedAnnual report

    「The software industry in which the Company Group operates faces intense competition in technological development, and market needs continue to change, shortening the life cycles of technologies and products.」

    The previous standalone theme listing demand, competition, technology and open source has been integrated into product development risks in this filing, which focuses on changes in market needs, competition in technological development and shorter life cycles.
  6. FY2018RestatedAnnual report

    「The industry environment may change substantially over a short period due to trends in end-consumer demand, the emergence of new entrants, the discovery of innovative technologies, the rise of open-source software, and business integration and restructuring among industry participants.」

    The risks of changes in the business environment driven by demand, competition, technology, open source and industry restructuring continue.
  7. FY2017First statedAnnual report

    「The industry environment may change substantially over a short period due to trends in end-consumer demand, the emergence of new entrants, the discovery of innovative technologies, the rise of open-source software, and business integration and restructuring among industry participants.」

    The disclosure lists the risk of rapid changes in the software industry's environment and delays in responding to them.
Moved together

"Profit dragged down by changes in the sales mix and accelerated amortization of software assets" moved the same way as this thread, in the same document, in 4 of its 7 moves.

433333★123456
  1. ★This thread
  2. 1Profit dragged down by changes in the sales mix and accelerated amortization of software assets4×
  3. 2Achieving a positive operating result in the current consolidated fiscal year3×
  4. 3Declining Sales and Ordinary and Net Losses Reported3×
  5. 4Credit Risk Management for Trade Receivables3×
  6. 5Focus on IoT, e-publishing and network virtualization3×
  7. 6Improving Profitability Through Cost-Cutting Measures3×

★ 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.

When this could move next
No upcoming earnings preview for Access yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Changes in the business environment driven by demand, competition, technology, open source and other factors | ACCESS CO.,LTD. (4813) | Komori