Delayed Ramp-Up and Investment Recovery Risk for the “Information Processing” Business
First written in FY2023. 5 of 8 entries say "Materialised", first in FY2025. Latest entry: 2026-06-26.
Transaction Media Networks moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2025: 15 of 49 companies on the "Worse" side.
68 other companies' latest entry also says "Restated".
- 2026-06-26RestatedManagement Planning
「If the transition of the business into its growth phase does not proceed as originally planned」
The recognition that the information processing business remains in an upfront-investment phase continued. Diversification, synergy creation and clarification of exit criteria were presented as responses. - FY2026MaterialisedAnnual report
「However, sales of payment terminals, a source of transaction-based revenue, declined year on year because of the reversal of a large order received in the third quarter of the previous fiscal year and delays in launching businesses such as information processing, included in other sales.」
The delayed launch of the Information Processing business and other businesses continued to be reflected in actual results, with revenue in the Information Processing field declining from ¥1,904,038 thousand to ¥1,839,733 thousand. - FY2025MaterialisedAnnual report
「However, because the Company devoted sufficient resources to the design and development required to advance the business, its launch was delayed and it did not achieve sales as planned.」
The Company reported that the launch of the Information Processing business was delayed as a result of upfront investment and the allocation of development resources, and that it was unable to achieve sales as planned. - FY2024RestatedAnnual report
「The Company plans to launch the Information Processing business efficiently while making effective use of the assets of its existing cashless payment services business, but much of the business remains in the upfront investment phase」
The Company continues to recognize that the Information Processing business remains in the upfront investment phase and could face a delayed launch and lower profit margins. - FY2023First statedAnnual report
「As the business remains in the upfront investment phase and has aspects of a new business, a delayed launch or upfront investment in systems could reduce the profit margin.」
The Company discloses the potential impact on financial results if growth in the new area does not progress as forecast or if the investment cannot be recovered.