Komori
Fusic (5256) · RiskWorsened

Dependence on AWS and Key Cloud Services

First written in FY2023. 1 of 4 entries say "Restated". Latest entry: FY2026.

4entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023 – FY20252023: 120232024: 120242025: 120252026: 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

Fusic moved to the "Worse" side of this theme in 2026, 1 year after the typical company in this theme (2025).

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.
Showing 14 of the 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「However, if the AWS market contracts, if Amazon Web Services, Inc.'s management strategy changes, including changes to its resale program, discount terms or pricing structure, or if growth in AWS resale slows due to the emergence of alternative services or technologies, growth in revenue from development services and MSP Services within Cross-Technology Services may slow, potentially affecting the company's operating results and financial condition.」

    The company has provided greater detail on its dependency risks, covering not only a contraction in the AWS market but also changes in resale terms and pricing structures, the emergence of alternative technologies, and the impact of contract cancellations on Cross-Technology Services and MSP Services.
  2. FY2025The company explicitly states that it will support cloud services other than AWS in response to customer demand.Annual report

    「In response to customer demand, we will also continue efforts to support cloud services other than AWS.」

    In addressing the risk of dependence on the AWS market and AWS's business strategy, the disclosure explicitly states that, in addition to the information-gathering efforts undertaken to date, the company will support non-AWS cloud services in response to customer demand.
  3. FY2024RestatedAnnual report

    「Our growth is heavily dependent on the expansion of the AWS market. However, if the market size of AWS contracts or Amazon Web Services, Inc. changes its business strategy, this may affect our operating results and financial position.」

    Dependence on the AWS market and AWS's business strategy continues to be identified as a key risk.
  4. FY2023First statedAnnual report

    「Our growth is heavily dependent on the expansion of the AWS market. However, if the market size of AWS contracts or Amazon Web Services, Inc. changes its business strategy, this may affect our operating results and financial position.」

    The disclosure explicitly states that growth in AWS resale and related businesses depends on the AWS market and AWS's strategy.
Moved together

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

When this could move next
No upcoming earnings preview for Fusic yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on AWS and Key Cloud Services | Fusic Co.,Ltd. (5256) | Komori