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Iwabuchi (5983) · FactReframed

Communications Market Developments Toward ICT Infrastructure Regional Deployment Master Plan 2.0

First written in FY2021-Q2. 5 of 11 entries say "Restated". Latest entry: FY2025.

11entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q3 – FY2021RestatedFY2022-Q2 – FY2022-Q3AdvancedFY2023-Q1RestatedFY2023 – FY2024-Q2ReframedFY2024 – FY20252020: 12021: 320212022: 220222023: 320232024: 120242025: 12025
Same theme, other companies
Government Digital Policy Supporting the Information and Communications MarketA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

Iwabuchi moved to the "Worse" side of this theme in 2024.

1 other company's latest entry also says "Reframed".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025ReframedAnnual report

    「In information and telecommunications, technologies such as IoT and AI are being incorporated into a range of systems and services, in addition to the expansion of products and services related to 5G, creating new business opportunities.」

    The company has shifted its market view from one centered on the previous ICT infrastructure deployment plan to a description of new business opportunities created by the adoption of 5G products and services, IoT, and AI.
  2. FY2024ReframedAnnual report

    「In information and telecommunications, it will be important to address demand related to the Digital Garden City Nation concept, in addition to providing new 5G-related products and services.」

    The description of market opportunities has shifted from demand based on ICT Infrastructure Regional Deployment Master Plan 3.0 to addressing demand for new 5G products and services and demand related to the Digital Garden City Nation concept.
  3. FY2024-Q2RestatedAnnual report

    「Meanwhile, the telecommunications field faced a difficult order environment due to declines in optical-cable construction and base-station construction by mobile network carriers.」

    Even after fiber-optic network development converged, the difficult order environment in the telecommunications field has continued due to declines in optical-cable and base-station construction.
  4. FY2024-Q1RestatedAnnual report

    「Meanwhile, the telecommunications field faced a difficult order environment due to declines in optical-cable construction and base-station construction by mobile network carriers.」

    Even after fiber-optic network development converged, the difficult order environment in the telecommunications field has continued due to declines in optical-cable and base-station construction.
  5. FY2023RestatedAnnual report

    「In the telecommunications field, development of the social environment suited to digitalization and fiber-optic networks under ICT Infrastructure Regional Deployment Master Plan 3.0 converged, resulting in a difficult order environment.」

    The company has maintained its view that fiber-optic network development under ICT Infrastructure Regional Deployment Master Plan 3.0 has converged and that the order environment in the telecommunications field is difficult.
  6. FY2023-Q1AdvancedAnnual report

    「In the telecommunications industry, the development of a social environment suited to digitalization and the development of fiber-optic networks under ICT Infrastructure Regional Deployment Master Plan 3.0 converged at the end of the previous fiscal year, resulting in a difficult order environment in the telecommunications field.」

    The company describes the completion of fiber-optic network development under ICT Infrastructure Regional Deployment Master Plan 3.0 at the end of the previous fiscal year as a progress milestone. As a result, the telecommunications field faced a difficult order environment.
  7. FY2022-Q3RestatedAnnual report

    「In the telecommunications industry, a social environment suited to the digitalization promoted by the Ministry of Internal Affairs and Communications was developed, and fiber-optic networks and 5G base stations were developed under ICT Infrastructure Regional Deployment Master Plan 3.0.」

    The company has maintained its view that fiber-optic networks and 5G base stations are being developed under ICT Infrastructure Regional Deployment Master Plan 3.0.
  8. FY2022-Q2RestatedAnnual report

    「In the telecommunications industry, development of a social environment suited to the digitalization promoted by the Ministry of Internal Affairs and Communications is under way, and fiber-optic networks and 5G base stations are being developed under ICT Infrastructure Regional Deployment Master Plan 3.0.」

    The company has maintained its view that fiber-optic networks and 5G base stations are being developed under ICT Infrastructure Regional Deployment Master Plan 3.0.
  9. FY2021AdvancedAnnual report

    「Meanwhile, in the telecommunications industry, the Ministry of Internal Affairs and Communications formulated the ICT Infrastructure Regional Deployment Master Plan 3.0 to develop the social environment needed to support the digitalization it promotes, and development of fiber-optic networks and 5G base stations is progressing.」

    The description has become more specific, moving from expectations for Master Plan 2.0 to the formulation of 3.0 and progress in developing fiber-optic networks and 5G base stations.
  10. FY2021-Q3AdvancedAnnual report

    「In the telecommunications industry, the ICT Infrastructure Regional Deployment Master Plan 2.0 has been formulated as part of the development of a social environment suited to the digitalization promoted by the Ministry of Internal Affairs and Communications, and the development of fiber-optic networks and 5G base stations is expected to accelerate.」

    Regarding the developments toward ICT Infrastructure Regional Deployment Master Plan 2.0 described in the previous quarter, the company has specified that the plan has been formulated and that development of fiber-optic networks and 5G base stations is expected to accelerate.
  11. FY2021-Q2First statedAnnual report

    「In the telecommunications industry, capital investment related to our Group has been trending lower, but developments toward the government’s ICT Infrastructure Regional Deployment Master Plan 2.0 are emerging.」

    While telecommunications-related capital investment remains constrained, the company has for the first time described market developments toward the government’s ICT Infrastructure Regional Deployment Master Plan 2.0.
Moved together

"New product launches, products related to rebuilding, LED conversion-related products, and sales expansion targeting new demand" moved the same way as this thread, in the same document, in 3 of its 11 moves.

33222★12345
  1. ★This thread
  2. 1New product launches, products related to rebuilding, LED conversion-related products, and sales expansion targeting new demand3×
  3. 2Capital Investment Restraint and Slowing Orders in Information and Communications and Telecommunications3×
  4. 3The Company’s Desired Profile in 10 Years under VISION 20302×
  5. 4Risk of Inventory Write-Downs and Fixed Asset Impairment Due to Market Changes and New Technologies2×
  6. 5Impairment and Funding Shortfall Risks from Declines in the Prices of Held Assets and Pension Assets2×

★ 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.

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Communications Market Developments Toward ICT Infrastructure Regional Deployment Master Plan 2.0 | IWABUCHI CORPORATION (5983) | Komori