Strengthening the optical fiber network and data center businesses
First written in FY2016. 11 of 25 entries say "Restated". Latest entry: 2026-08-07.
No other company in this theme has enough history to compare yet.
- 2026-08-07AdvancedRevisions to earnings forecasts
「2027年３月期第２四半期（中間期）連結業績予想につきましては、情報通信事業においてデータセンタ向け需要の拡大を背景に、光コンポーネント製品を中心に伸長し、前回発表予想と比較して増収増益の見込となりました。通期連結業績予想につきましても、第２四半期（中間期）連結業績予想の修正の反映に加え、光コンポーネント製品の需要が継続することにより、上方修正いたしました。」
データセンタ向け需要の拡大と光コンポーネント製品の伸長が中間期の増収増益見込みにつながり、需要継続を前提に通期業績予想も上方修正された。 - FY2026AdvancedAnnual report
「In March 2026, we decided to invest up to ¥300 billion in total in Japan and the United States and expand production capacity to as much as 3 times the current level.」
The strengthening of supply capacity for optical fiber, optical cable, SWR® and WTC® progressed to a specific plan involving investment of up to ¥300 billion in Japan and the United States and production capacity of up to 3 times the current level. - FY2026-H1RestatedAnnual report
「Due to continued growth in demand from data centers driven by the spread and expansion of generative AI, net sales increased 63.4% year on year to ¥303.5 billion and operating profit increased 117.5% to ¥73.8 billion.」
Growth in demand from data centers driven by generative AI continued, further increasing year-on-year sales and profit growth in the Information and Communications Business segment. - FY2025AdvancedAnnual report
「Construction of a new plant for our strategic SWR® product at the Sakura facility was under way and was completed in February 2025, when operations began. This increased SWR® production volume by approximately 30%.」
The new SWR® plant at the Sakura facility was completed and began operations in February 2025, delivering a specific capacity increase in the form of approximately 30% higher production volume. - FY2025-H1RestatedAnnual report
「Due to continued growth in demand from data centers driven by the spread and expansion of generative AI, as well as foreign exchange effects, net sales increased 26.2% year on year to ¥185.7 billion and operating profit increased 66.8% to ¥34.0 billion.」
Growth in data center demand driven by generative AI and higher sales and profit were confirmed, with demand expansion in the Information and Communications Business continuing. - FY2024AdvancedAnnual report
「We are proceeding with construction of a new SWR® plant at the Sakura facility. With operations scheduled to begin during fiscal 2025, we will increase SWR® production by 30% to meet globally rising demand for advanced information infrastructure.」
The strengthening of the optical fiber network and data center businesses progressed to construction of a new SWR® plant at the Sakura facility, with operations scheduled to begin during fiscal 2025 and production to increase by 30%. - FY2024-Q3RestatedAnnual report
「Although investment restraint continued in the data center and FTTx markets, which had been active in the same quarter of the previous year, a diverse earnings base, including foreign exchange effects, strong demand from North American power utilities and firm demand for fusion splicers, enabled the Company to maintain a high profit level. Net sales declined 1.0% year on year to ¥219.5 billion and operating profit declined 5.0% to ¥29.5 billion, broadly unchanged from the same quarter of the previous year.」
Although investment restraint continued in the data center and FTTx markets, the Company maintained a high profit level through a diverse earnings base, including the North American power utility market and demand for fusion splicers. - FY2024-Q2WorsenedAnnual report
「Although customers were curbing investment in the data center and FTTx markets, which had been active in the same quarter of the previous year, foreign exchange effects resulted in net sales increasing 1.0% year on year to ¥147.1 billion and operating profit declining 0.6% to ¥20.4 billion, broadly unchanged from the same quarter of the previous year.」
In the data center and FTTx businesses, customers increasingly curbed investment from the strong levels of the previous year, and operating profit remained broadly unchanged from the same quarter of the previous year. - FY2024-Q1RestatedAnnual report
「Although there were concerns about a slowdown in current market conditions, demand was at the same level as in the same quarter of the previous year, and the weaker yen also had an effect. Net sales increased 4.2% year on year to ¥69.7 billion and operating profit increased 19.9% to ¥9.9 billion.」
Although concerns about a slowdown in the market were evident in the Information and Communications Business, demand was at the same level as in the same quarter of the previous year, and the weaker yen contributed to higher sales and profit. - FY2023AdvancedAnnual report
「To meet future growth in demand, we decided during fiscal 2022 to construct a new SWR® plant at our Sakura facility. The plant is targeted to begin operations during fiscal 2025 and is intended to increase SWR® production by 30%.」
The strengthening of the optical fiber network and data center businesses progressed to the decision to construct a new SWR® plant at the Sakura facility, with operations targeted to begin during fiscal 2025 and a 30% production increase planned. - FY2023-Q3RestatedAnnual report
「In addition to continued strong demand related to data centers and FTTx, the reduced impact of the helium shortage through production measures and foreign exchange effects contributed to net sales rising 27.1% year on year to ¥328.6 billion and operating profit increasing 83.2% to ¥32.1 billion.」
Strong demand from data centers and FTTx continued, while the reduced impact of the helium shortage and foreign exchange effects also contributed to continued higher sales and profit in the Energy and Information and Communications Business segments. - FY2023-Q2RestatedAnnual report
「Due in part to continued strong demand related to data centers and FTTx, foreign exchange effects and a smaller-than-expected impact from the helium shortage, net sales increased 27.6% year on year to ¥216.0 billion and operating profit increased 84.2% to ¥20.3 billion.」
Strong demand from data centers and FTTx continued, resulting in higher first-half sales and profit in the Energy and Information and Communications Business segments. - FY2023-Q1RestatedAnnual report
「Due in part to strong demand related to data centers and FTTx in countries worldwide, net sales increased 21.5% year on year to ¥100.9 billion and operating profit increased 9.1% to ¥7.0 billion.」
Strong demand from data centers and FTTx continued to contribute to higher sales and profit in the Energy and Information and Communications Business segments. - FY2022AdvancedAnnual report
「Without missing these opportunities, we will concentrate resources on further increasing manufacturing capacity and other measures and provide total solutions for building optical infrastructure networks, including peripheral components.」
The response to demand from data centers and FTTx continued to take concrete form through increased manufacturing capacity and the provision of total solutions for optical infrastructure networks, including peripheral components. - FY2022-Q3RestatedAnnual report
「Due in part to continued strong demand related to data centers and FTTx in countries worldwide, net sales increased 14.7% year on year to ¥258.6 billion and operating profit increased 44.4% to ¥17.5 billion.」
Strong demand from data centers and FTTx continued to contribute to higher sales and profit in the Energy and Information and Communications Business segments. - FY2022-Q2RestatedAnnual report
「Due in part to continued strong demand related to data centers and FTTx in countries worldwide, net sales increased 15.0% year on year to ¥169.2 billion and operating profit increased 33.1% to ¥11.0 billion.」
Strong demand from data centers and FTTx continued to contribute to higher sales and profit in the Energy and Information and Communications Business segments. - FY2022-Q1RestatedAnnual report
「Due in part to strong demand related to data centers and FTTx, net sales increased 17.8% year on year to ¥83.1 billion and operating profit increased 82.1% to ¥6.4 billion.」
Strong demand from data centers and FTTx contributed to higher sales and profit, but no new capacity expansion or other measures were described. - FY2021AdvancedAnnual report
「Without missing these opportunities, we will concentrate resources on further increasing manufacturing capacity and other measures and provide total solutions for building optical infrastructure networks, including peripheral components.」
The Company indicated that it would focus resources not only on expanding optical fiber volumes, but also on increasing production capacity for strategic products and providing total solutions including peripheral components. - FY2020ReframedAnnual report
「In China, a major market for our optical fiber, oversupply, the resulting price declines and intensifying competition are expected to continue in fiscal 2020. We will increase the weighting of our high-value-added optical cable business and work to improve profitability.」
The focus shifted from volume growth centered on the Chinese market to streamlining the optical fiber business and providing total solutions that include high-value-added optical cables, peripheral equipment, construction and maintenance. - FY2018AdvancedAnnual report
「We invested ¥20.9 billion in capital expenditures, primarily to expand production capacity in response to increased orders driven by strong demand for optical fiber and to expand facilities for increased production of “Spider Web Ribbon®” and “Wrapping Tube Cable®,” our strategic optical fiber and cable products.」
Specific measures were implemented to expand production capacity and enhance facilities for strategic products in response to demand for optical fiber and cable. - FY2017RestatedAnnual report
「In the Information and Communications Business segment, we will strengthen supply capacity to meet strong demand for optical fiber network development and data center-related businesses worldwide.」
The policy of strengthening supply capacity to meet demand for optical fiber networks and data center-related businesses remains in place. - FY2016First statedAnnual report
「In the Information and Communications Business segment, we will strengthen our businesses serving optical fiber network development and data centers worldwide.」
Optical communications infrastructure and data centers have been identified as priority areas for strengthening the Information and Communications Business.