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Fixer (5129) · RiskMitigated

Dependence on Microsoft Azure

First written in FY2022. 3 of 6 entries say "Restated". Latest entry: FY2026-H1.

6entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2023-Q3MitigatedFY2024 – FY2026-H12022: 12023: 320232024: 120242025: 020252026: 12026
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
  1. FY2026-H1MitigatedAnnual report

    「We are promoting a transition from our previous business structure centered on project-based services to a business model that generates recurring revenue through the two pillars of cloud-based GaiXer and on-premises Sovereign GaiXer.」

    The Company is diversifying its dependence on its previous cloud-centered business base by adding on-premises Sovereign GaiXer. No new Azure-use ratio is disclosed.
  2. FY2024MitigatedAnnual report

    「Approximately 75% or more of our services are built using Microsoft Azure. We have also been certified at the Select tier of the AWS Partner Network and as an AWS Public Sector Partner, and have begun implementing projects for central government ministries and related agencies by leveraging our relationship with AWS.」

    The Company disclosed that Azure usage had declined from approximately 90% or more to approximately 75% or more and is diversifying dependence through AWS certifications and implementation for central government ministries and related agencies.
  3. FY2023-Q3RestatedAnnual report

    「We provide managed services that maintain and operate systems developed through project-based services on public clouds centered on Microsoft Azure.」

    The Azure-centered service structure continues, with no material change to the dependence structure.
  4. FY2023-Q2RestatedAnnual report

    「We provide managed services that maintain and operate systems developed through project-based services on public clouds centered on Microsoft Azure.」

    The Azure-centered service structure continues, with no material change to the dependence structure.
  5. FY2023-Q1RestatedAnnual report

    「We maintain and operate systems developed through project-based services on public clouds centered on Microsoft Azure.」

    The Azure-centered service structure continues, with no material change disclosed in the Azure-dependence risk.
  6. FY2022First statedAnnual report

    「Approximately 90% or more of our services are built using Microsoft Azure.」

    The Company quantifies its dependence on Azure while working to reduce it through containerization, AWS use and multi-cloud deployment.
Moved together

"Enhancing Proprietary Services and Responding to Technological Innovation" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222★123
  1. ★This thread
  2. 1Enhancing Proprietary Services and Responding to Technological Innovation2×
  3. 2SaaS Rollout Leveraging Development and Operational Expertise2×
  4. 3Expansion of Customer and Contracted-Company Numbers2×

★ 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
Fixer's next results are scheduled for 2026-10-14. Read the earnings preview
News
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Dependence on Microsoft Azure | FIXER Inc. (5129) | Komori