Komori
Terilogy Holdings (5133) · InitiativeAdvanced

Expansion of the IT/OT/IoT/DX Security, Cloud and Big Data Businesses

First written in FY2023. 11 of 12 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-08-24.

12entries
4years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1 – 2026-08-242023: 320232024: 220242025: 120252026: 62026
Same theme, other companies
Business Expansion through New Security Product Functions and ServicesA theme 17 companies write about · 0 as a headwind · 22 as a tailwind

The whole theme swung hardest in 2021: 2 of 11 companies on the "Worse" side.

12 other companies' latest entry also says "Advanced".

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 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Demand for the Group's OT/IoT security offerings accelerated further, and large-scale deployments at major Japanese companies and in public infrastructure progressed extremely well. In addition, as the use of cloud services has accelerated in recent years, cloud-based security services for log management and analysis, which can quickly and accurately identify external and internal threats from log data generated by existing systems, security tools, SaaS and PaaS, have been steadily adopted by major automotive parts manufacturers, game software developers and Japanese SOC operators, among others, and expanded steadily.」

    Large-scale deployments of OT/IoT security and adoption of cloud-based log management and analysis security services by major customers and SOC operators progressed, and security segment revenue rose 31.4% year on year to ¥4,434 million. The new plan also adds the implementation of “Security for AI & AI for Security” and productivity improvements through the use of AI to the technology strategy.
  2. FY2026-H1AdvancedAnnual report

    「In addition, as the use of cloud services accelerates, the company is focusing on securing orders for cloud-based security services for log management and analysis that can quickly and accurately identify external and internal threats from log data generated by existing systems, security tools, SaaS, PaaS and other sources, and inquiries are increasing.」

    Demand for cloud security services for log management and analysis increased, and security segment revenue rose 22.4% year on year to ¥1,884 million.
  3. FY2025-H1AdvancedAnnual report

    「To address the increasingly serious security risks facing small and midsize companies, Zero-Con SASE, launched in July this year as an integrated network security offering, has been growing steadily amid strong market response.」

    The company began selling Zero-Con SASE in July this year as an integrated network security offering for small and midsize companies, and it has been growing amid strong market response.
  4. FY2024-Q3AdvancedAnnual report

    「In addition, as the use of cloud services has accelerated in recent years, demand has increased for cloud-based log management and analysis services that can quickly and accurately identify external and internal threats from log data generated by existing systems, security tools, SaaS and PaaS, as well as for network intrusion prevention security projects to protect against cyberattacks targeting specific organizations and companies. As a result, revenue in this segment increased from the same period of the previous year. Revenue was ¥2,118 million, compared with ¥1,507 million in the same period of the previous year, an increase of 40.5%.」

    Against the backdrop of increased demand for cloud-based log management and analysis services and network intrusion prevention projects, security segment revenue rose 40.5% year on year to ¥2,118 million.
  5. FY2024-Q2AdvancedAnnual report

    「As a result, revenue was ¥1,388 million, compared with ¥1,009 million in the same period of the previous year, an increase of 37.6%.」

    The company reported that security segment revenue reached ¥1,388 million, an increase of 37.6% year on year.
  6. FY2024-Q1AdvancedAnnual report

    「Ransomware-related activities comprise threat intelligence services and cyber risk management, APT group activities comprise threat intelligence on APT groups in Asia, and information operations comprise AI-based analysis of social media. As a result, revenue was ¥617 million, compared with ¥506 million in the same period of the previous year, an increase of 21.9%.」

    The company outlined the scope of its proprietary security services, including ransomware, APT and AI-based social media analysis, and reported a 21.9% year-on-year increase in security segment revenue.
  7. FY2023First statedAnnual report

    「② Further expansion and enlargement of the Group's portfolio businesses; strengthening the IT/OT/IoT/DX security and technology business areas (expanding top-line revenue in the core business areas); pursuing the cloud security business (new development businesses such as multicloud, SIEM/SASE and others); pursuing the big data management business (log management and AI/automation technology)」

    In addition to its core IT/OT/IoT/DX security businesses, the company has identified multicloud, SIEM/SASE, log management, and AI and automation as new business areas.
Moved together

"Expansion of Cyber Threat Intelligence, Supply Chain Risk and Social Media Analysis Services" moved the same way as this thread, in the same document, in 8 of its 12 moves.

877765★123456
  1. ★This thread
  2. 1Expansion of Cyber Threat Intelligence, Supply Chain Risk and Social Media Analysis Services8×
  3. 2Security Solutions for Social Infrastructure and OT/IoT7×
  4. 3Provision of DDoS Protection, Network Load Balancing and Secure Wireless LAN7×
  5. 4Increases in orders received, net sales and order backlog7×
  6. 5Dynamic Expansion of the Group’s Businesses through M&A and Alliances6×
  7. 6Strengthening the Stock-Based Business Model Through Group Collaboration and Talent Development5×

★ 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 Terilogy Holdings yet. It last moved in the Business Alliances of 2026-08-24: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of the IT/OT/IoT/DX Security, Cloud and Big Data Businesses | Terilogy Holdings Corporation (5133) | Komori