Komori
Nova System (5257) · InitiativeAdvanced

Expansion of Subscription-Based Cloud Services

First written in FY2022. 6 of 13 entries say "Advanced", first in FY2024-H1. Latest entry: FY2026-H1.

13entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2022 – FY2024-Q1AdvancedFY2024-H1 – FY20252023: 420232024: 320242025: 220252026: 42026
Same theme, other companies
Transition to and strengthening of a recurring-revenue business built on cloud and IoTA theme 15 companies write about · 0 as a headwind · 15 as a tailwind

The whole theme swung hardest in 2021: 1 of 12 companies on the "Worse" side.

8 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「Cloud services also progressed smoothly in line with the initial plan, resulting in revenue of ¥59,837 thousand, up 6.4% year on year.」

    Cloud services progressed in line with the initial plan, and revenue increased 6.4% year on year.
  2. 2026-07-31RestatedEarnings

    「Cloud services also progressed smoothly in line with the initial plan, resulting in revenue of ¥59,837 thousand, up 6.4% year on year.」

    Reconfirms that cloud services progressed in line with plan and generated higher revenue year on year.
  3. FY2025AdvancedAnnual report

    「The promotion of sales initiatives and an increase in the number of adopting stores resulted in cloud-services revenue of ¥108,699 thousand, up 18.6% year on year.」

    Cloud-services revenue increased 18.6% year on year through sales-promotion initiatives and growth in adopting stores, marking another year of higher revenue.
  4. 2026-03-04AdvancedGeneral Meetings of Shareholders

    「The promotion of sales initiatives and an increase in the number of adopting stores resulted in cloud-services revenue of ¥108,699 thousand, up 18.6% year on year.」

    Cloud service revenue increased 18.6% year on year due to sales promotion initiatives and an increase in adopting locations. The original thread remains unchanged.
  5. FY2025-H1AdvancedAnnual report

    「Cloud services progressed generally smoothly against the initial plan, and revenue was ¥56,259 thousand, up 39.4% year on year.」

    Cloud services progressed generally smoothly against the initial plan, and revenue increased 39.4% year on year.
  6. FY2024AdvancedAnnual report

    「The launch of new products and promotion of sales initiatives resulted in cloud-services revenue of ¥91,680 thousand, up 19.7% year on year.」

    Cloud-services revenue increased 19.7% year on year through new-product launches and sales-promotion initiatives, reversing the decline through the prior fiscal year.
  7. FY2024-H1AdvancedAnnual report

    「The launch of new products and promotion of sales initiatives resulted in cloud-services revenue of ¥40,343 thousand, up 0.9% year on year.」

    Cloud-services revenue increased 0.9% year on year following the launch of new products and sales-promotion initiatives, reversing the decline through the prior fiscal year.
  8. FY2024-Q1Improvement versus plan, with revenue still downAnnual report

    「Cloud-services revenue was ¥21,284 thousand, down 19.7% year on year, but progressed smoothly against the initial plan.」

    Although revenue declined 19.7% year on year, the first quarter progressed smoothly against the initial plan, reversing the below-plan performance that had continued through FY2023.
  9. FY2023Continuing below-plan performance and revenue declineAnnual report

    「As the restaurant business normalized, the acquisition of new customers nevertheless failed to progress as planned, and cloud-services revenue was ¥76,581 thousand, down 21.1% year on year.」

    The shortfall in new-customer acquisition continued for the full year, and cloud-services revenue declined 21.1% year on year.
  10. FY2023-Q3Continuing below-plan performance and revenue declineAnnual report

    「As the acquisition of new customers did not progress as planned, cloud-services revenue was ¥59,692 thousand, down 14.0% year on year. From the second quarter, we have promoted sales activities using sales-support companies and will continue developing more new customers and expanding sales agencies.」

    New customer acquisition fell short of plan, and revenue declined 14.0% year on year. The use of sales-support companies, new-customer development and sales-agency expansion continued from the second quarter.
  11. FY2023-Q2Below-plan performance and additional sales initiativesAnnual report

    「Revenue from cloud services was ¥39,968 thousand, below the initial plan. From the current fiscal year, we have promoted sales activities using sales-support companies and will work to develop more new customers and expand sales agencies.」

    Although cloud-services revenue was below the initial plan, the company began using sales-support companies to expand new customers and sales agencies.
  12. FY2023-Q1RestatedAnnual report

    「For the reception-support system “Iwelco,” we regarded the ability to provide contactless reception during the COVID-19 environment as an opportunity, and promoted sales by conducting advertising activities and offering sales incentives that reduced initial implementation costs.」

    The company continues to promote Iwelco through advertising and sales measures that reduce initial implementation costs as part of its cloud-services expansion strategy.
  13. FY2022First statedAnnual report

    「We are expanding revenue by promoting new orders through direct and agency sales initiatives while working to maintain recurring contracts.」

    “Order Revolution” and “Iwelco” are provided on a subscription basis, including monthly usage fees.
Moved together

"Recruitment and retention of system development engineers" moved the same way as this thread, in the same document, in 4 of its 13 moves.

433333★123456
  1. ★This thread
  2. 1Recruitment and retention of system development engineers4×
  3. 2Expansion of ongoing projects and transactions in existing development areas3×
  4. 3Ensuring Objectivity and Transparency through the Compensation Committee3×
  5. 4Expansion of the Osaka and Tokyo Head Offices and Construction of a New Employee Dormitory in Minami-Magome3×
  6. 5Development Outsourcing and Joint Research with a Vietnamese Company3×
  7. 6Project Management to Prevent Unprofitable Projects, Delays and Quality Declines3×

★ 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 Nova System yet. It last moved in the Earnings of 2026-07-31: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.