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SmartDrive (5137) · RiskRestatedLatest Financial results presentation materials (2026-05-14): "Reframed"

Decline in competitiveness due to delayed response to technological innovation

First written in FY2022. 2 of 4 entries say "Restated". Latest entry: 2026-05-14.

4entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20252022: 12023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Risk of existing services becoming obsolete, losing competitiveness and incurring investment burdens due to delays in responding to rapid technological innovationA theme 458 companies write about · 470 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 34 of 95 companies on the "Worse" side.

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 194 companies compared. The sentences above are computed from all 194.Comparing 200 of the theme's 470 threads.
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  1. 2026-05-14ReframedFinancial results presentation materials

    「AIの進化でピュアSaaSはリプレイスリスクに晒される。」

    技術革新への対応遅延リスクを、生成AIによる単機能SaaSの置換リスクとして具体化し、AI Mobility OSへの進化を対応方向として示した。
  2. FY2025RestatedAnnual report

    「Accordingly, the Group is focusing on acquiring the latest technical expertise through measures such as recruiting engineers and creating a creative work environment, while also developing its development environment. However, if these measures prove difficult and the Group's response to technological innovation is delayed, its competitiveness may decline.」

    The company continues to pursue responses to technological innovation through engineer recruitment and the development of its work and development environments, while identifying the risk of declining competitiveness due to delayed responses.
  3. FY2023RestatedAnnual report

    「Accordingly, the Group is focusing on acquiring the latest technical expertise through measures such as recruiting engineers and creating a creative work environment, while also developing its development environment. However, if these measures prove difficult and the Group's response to technological innovation is delayed, its competitiveness may decline.」

    The company continues to recruit engineers and develop its work and development environments as measures to respond to technological innovation.
  4. FY2022First statedAnnual report

    「However, if these measures prove difficult and the Group's response to technological innovation is delayed, its competitiveness may decline.」

    The company identifies the pace of technological innovation and delays in responding to it as risks to competitiveness.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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No upcoming earnings preview for SmartDrive yet. It last moved in the Financial results presentation materials of 2026-05-14: "Reframed".
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Decline in competitiveness due to delayed response to technological innovation | SmartDrive inc. (5137) | Komori