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O.B.System (5576) · RiskFirst stated

Yen depreciation, cloud usage fees, rising equipment procurement costs, and slowing customer IT investment

First written in FY2027-H1. . Latest entry: FY2027-H1.

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Yen Depreciation, Rising IT Costs and Slower Customer InvestmentA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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  1. FY2027-H1First statedAnnual report

    「In addition to higher overseas cloud service fees and equipment procurement costs resulting from the continued depreciation of the yen and increased personnel expenses, there are signs that rising long-term interest rates are affecting customers’ capital investment and that the growth of software investment is slowing. The outlook therefore requires close monitoring.」

    The Company has, for the first time, organized the increases in overseas cloud service fees and equipment procurement costs due to yen depreciation, higher personnel expenses and the slowdown in customer investment associated with rising long-term interest rates as an independent theme concerning business-environment risks during the current interim consolidated accounting period.
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Yen depreciation, cloud usage fees, rising equipment procurement costs, and slowing customer IT investment | O.B.System Inc. (5576) | Komori