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Rococo (5868) · InitiativeAdvanced

Expansion of the DX and Cloud Solutions Business

First written in FY2024-Q1. 7 of 15 entries say "Advanced", first in 2026-03-04. Latest entry: 2026-09-17.

15entries
3years
9from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY2025-H12024: 220242025: 220252026: 112026
Same theme, other companies
Expansion of the DX Business Centered on Cloud IntegrationA theme 15 companies write about · 0 as a headwind · 17 as a tailwind

The whole theme swung hardest in 2025: 1 of 11 companies on the "Worse" side.

10 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

    「In this segment, the generative-AI business of a subsidiary newly acquired in the previous fiscal year made a significant contribution to segment revenue growth. However, the business had not yet achieved stable profitability and recorded a loss, partly because of the burden of amortizing goodwill. In the HR solutions business, revenue and profit increased due to new customer wins and other factors. In the ServiceNow business, orders for new development projects decreased year on year, resulting in lower revenue and profit. Revenue in the systems solutions business declined slightly. As a result, revenue was ¥1,462.829 million, up 5.9% year on year, while segment profit (operating profit) was ¥63.872 million, down 43.9%.」

    The generative-AI business of a subsidiary acquired in the previous fiscal year made a significant contribution to revenue growth, resulting in a 5.9% year-on-year increase in revenue. However, the business had not achieved stable profitability, goodwill amortization costs were incurred, and orders for new ServiceNow development projects declined.
  2. FY2025RestatedAnnual report

    「In the cloud solutions business, the ServiceNow business won new contracts as companies continued to promote DX, and both revenue and profit performed well.」

    The Company continued to win new ServiceNow contracts driven by DX adoption, and revenue and profit performed well.
  3. 2026-03-04AdvancedGeneral Meetings of Shareholders

    「Amid the trend toward digital transformation at companies, the ServiceNow business secured new contracts, and both revenue and profit performed well.」

    The company reported new contract wins in the ServiceNow business. Revenue in the cloud solutions business was ¥2,897 million and segment profit was ¥171 million.
  4. FY2025-H1RestatedAnnual report

    「In this segment, the ServiceNow business won new contracts as companies continued to promote DX, and both revenue and profit performed well.」

    New ServiceNow contracts driven by demand for DX continued to be reported. The cloud solutions business performed well in both revenue and profit.
  5. FY2024RestatedAnnual report

    「Driven by the trend toward DX adoption by companies, the ServiceNow business won new contracts and revenue performed well. In the solutions business, the Company won new contracts for facility solutions in response to growing demand for contactless services, while revenue increased substantially because facial-recognition solutions for events performed well.」

    Expansion of ServiceNow contracts, facility solutions and facial-recognition solutions continued. Revenue in the cloud solutions business was ¥2,536.568 million.
  6. FY2024-H1RestatedAnnual report

    「Driven by the trend toward DX adoption by companies, the ServiceNow business won new contracts and performed steadily. In the solutions business, the Company won new contracts for solutions introduced at facilities in response to growing demand for contactless services, while facial-recognition solution sales related to events performed well. In the HR solutions business, revenue was strong due to a large-scale modification project for an existing customer.」

    The disclosure continued to cite new ServiceNow contracts, facility solutions, facial-recognition solutions and HR solution projects driven by DX demand. No new numerical targets or deadlines were provided.
  7. FY2024-Q1First statedAnnual report

    「Driven by the trend toward DX adoption by companies, the ServiceNow business won new contracts and performed well. In the solutions business, the Company won new contracts for solutions introduced at facilities in response to growing demand for contactless services, while facial-recognition solution sales related to events performed well. In the HR solutions business, revenue was strong due to a large-scale modification project for an existing customer.」

    The Company sought to capture DX demand by expanding ServiceNow, facility solutions, facial recognition and large-scale HR modification projects.
Moved together

"Revenue growth from securing new projects" moved the same way as this thread, in the same document, in 4 of its 15 moves.

433222★123456
  1. ★This thread
  2. 1Revenue growth from securing new projects4×
  3. 2Research and development3×
  4. 3Business Expansion through M&A3×
  5. 4Achievement of Net Sales and Operating Profit Targets2×
  6. 5Stable shareholder returns policy2×
  7. 6Securing and developing talented personnel2×

★ 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 Rococo yet. It last moved in the Other Disclosures of 2026-09-17: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of the DX and Cloud Solutions Business | Rococo Co.Ltd. (5868) | Komori