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Fixer (5129) · TargetReframedLatest Occurring Fact (2026-10-14): "Softened"

Strengthening the revenue base through a combination of flow-based and stock-based businesses

First written in FY2022. 9 of 20 entries say "Restated". Latest entry: 2026-10-14.

20entries
5years
11from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20242022: 12023: 320232024: 220242025: 020252026: 142026
Same theme, other companies
Shift to a Hybrid Solution and SaaS Revenue ModelA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-14Restatedfinance.yahoo.co.jp

    「FIXER <[5129](/quote/5129)> [東証G] が10月14日大引け後(16:40)に決算を発表。」

    2027年8月期は赤字が続くものの、最終赤字幅が5.4億円へ縮小する見通しが報じられた。
  2. 2026-09-01Worsenedwww.fukeiki.com

    「In addition to the time required to develop new services and build a sales structure, the impact of persistently high costs on profitability has further weighed on results. Revenue, operating income and loss, and net income and loss are all expected to fall below the previous forecasts.」

    Persistently high costs have pressured profitability, and the impact of efforts to optimize the cost structure has not yet been fully reflected in the earnings forecasts.
  3. FY2026-H1ReframedAnnual 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 has more clearly reconfigured its business model, moving from its previous explanation of expanding from project-based services into stock-based services to a recurring-revenue model centered on GaiXer and Sovereign GaiXer.
  4. FY2024RestatedAnnual report

    「We will also develop our proprietary SaaS application services and create a cycle that expands revenue through recurring usage fees and related support such as business planning consulting and technical verification, thereby contributing to further stabilization of the revenue base.」

    The Company continues to pursue a revenue model that expands from project-based services into resale, managed services and SaaS, with related SaaS support contributing to stability.
  5. FY2024-Q1RestatedAnnual report

    「By business model, project-based services generated revenue of ¥416 million, down 51.9% year on year, with progress against the first-half plan of 60.5%; resale generated ¥1,206 million, up 0.6%, with progress of 52.5%; managed services generated ¥327 million, down 15.1%, with progress of 44.6%; and SaaS generated ¥14 million, down 98.5%, with progress of 34.7%.」

    The Company continues to combine four business models. Project-based services were weak during a transition period, while SaaS declined due to lower use of automated outbound calling; GaiXer deployments are progressing.
  6. FY2023-Q3RestatedAnnual report

    「Specifically, we have provided systems developed through project-based services as managed services that maintain and operate them on public clouds centered on Microsoft Azure, as resale services that sell public cloud services, and as high-value-added SaaS—software as a service—by platformizing functions highly needed by customers.」

    The Company continues to expand from project-based services into managed services, resale and SaaS.
  7. FY2023-Q2RestatedAnnual report

    「Specifically, we have provided systems developed through project-based services as managed services that maintain and operate them on public clouds centered on Microsoft Azure, as resale services that sell public cloud services, and as high-value-added SaaS—software as a service—by platformizing functions highly needed by customers.」

    The Company continues to expand from project-based services into managed services, resale and SaaS.
  8. FY2023-Q1RestatedAnnual report

    「We have provided systems developed through project-based services as managed services that maintain and operate them on public clouds centered on Microsoft Azure, as resale services that sell public cloud services, and as high-value-added SaaS—software as a service—by platformizing functions highly needed by customers.」

    The Company continues to operate a business model that expands from project-based services into managed services, resale and SaaS.
  9. FY2022First statedAnnual report

    「We are expanding our business by taking systems built through project-based services, which are “flow” businesses with defined periods, into our custody and operating them through “stock” businesses—resale and managed services—that generate recurring revenue.」

    The model uses project-based services as an entry point to resale, managed services and SaaS to stabilize revenue.
Moved together

"ソブリンAI事業の代理店チャネルを軸とした販売体制構築" moved the same way as this thread, in the same document, in 3 of its 16 moves.

3322★1234
  1. ★This thread
  2. 1ソブリンAI事業の代理店チャネルを軸とした販売体制構築3×
  3. 2Sovereign GaiXer初年度販売台数394台の計画3×
  4. 3SaaS Rollout Leveraging Development and Operational Expertise2×
  5. 4Rollout of Generative AI Services for the Medical Sector2×

★ 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 It last moved in the Occurring Fact of 2026-10-14: "Softened".
Strengthening the revenue base through a combination of flow-based and stock-based businesses | FIXER Inc. (5129) | Komori