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Seraku (6199) · RiskMitigated

Impact on business performance from economic conditions and customers’ restraint of IT investment

First written in FY2018. 11 of 24 entries say "Restated". Latest entry: 2026-10-15.

24entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2020-Q2MitigatedFY2021-Q3 – FY2022RestatedFY2023-Q1 – FY2024-Q1MitigatedFY2024-Q2 – 2026-10-152018: 12019: 320192020: 420202021: 220212022: 320222023: 420232024: 420242025: 120252026: 22026
Same theme, other companies

The whole theme swung hardest in 2020: 16 of 36 companies on the "Worse" side.

4 other companies' latest entry also says "Mitigated".

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 84 companies compared. The sentences above are computed from all 84.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1MitigatedAnnual report

    「In the information industry, where our group primarily provides services, demand for IT- and DX-related solutions aimed at improving productivity and strengthening competitiveness is increasing across all industries as digital technologies advance and spread, and demand for IT investment in cloud-based systems integration, system operation and maintenance remained firm.」

    Regarding the risk that customers would restrain IT investment, the company explains that demand remained firm for IT- and DX-related needs and for investment in cloud-based system integration, operation and maintenance.
  2. FY2024MitigatedAnnual report

    「In the information industry, where our group primarily provides services, demand for IT- and DX-related solutions aimed at improving productivity and strengthening competitiveness is increasing across all industries as digital technologies advance and spread, and demand for IT investment in cloud-based systems integration, system operation and maintenance remained firm.」

    Regarding the risk that customers would restrain IT investment, the company continues to explain that demand for cloud-, IT- and DX-related investment remained firm.
  3. FY2024-Q3MitigatedAnnual report

    「In the information industry, where our group primarily provides services, demand for investment in IT and DX-related initiatives aimed at improving productivity and strengthening competitiveness across all industries continues to expand as digital technologies advance and become more widely adopted.」

    Regarding the risk that customers would restrain IT investment, the company explains that demand for investment in IT- and DX-related initiatives continues to expand.
  4. FY2024-Q2MitigatedAnnual report

    「In the information industry, where our group primarily provides services, demand for investment in IT and DX-related initiatives aimed at improving productivity and strengthening competitiveness across all industries continues to expand as digital technologies advance and become more widely adopted.」

    Regarding the risk that customers would restrain IT investment, the company explains that demand for investment in IT- and DX-related initiatives continues to expand.
  5. FY2024-Q1RestatedAnnual report

    「Demand for IT investment in cloud-based system integration, system operation and maintenance, and related areas remained firm.」

    Against the backdrop of the risk that customers’ restraint of IT investment could affect business performance, the company explains that demand for cloud and system operation-related investment remained firm in the first quarter.
  6. FY2023RestatedAnnual report

    「Demand for IT investment in cloud-based system integration, system operation and maintenance, and related areas remained firm.」

    While identifying the risk that customers’ restraint of IT investment could affect business performance, the company explains that demand for IT investment remained firm during the fiscal year.
  7. FY2023-Q3RestatedAnnual report

    「In the information industry, where our group primarily provides services, initiatives toward DX (digital transformation) are advancing against a backdrop of the spread of advanced technologies such as AI and IoT and the shift to cloud services, and corporate IT investment demand is expected to remain firm.」

    Regarding the risk that corporate customers would restrain IT investment, the company forecasts that demand for IT investment, supported by AI, IoT, the shift to cloud services and DX, will remain firm.
  8. FY2023-Q2RestatedAnnual report

    「Initiatives aimed at DX (digital transformation) are advancing against a backdrop of the spread of advanced technologies such as AI and IoT and the shift to cloud services, and corporate demand for IT investment is expected to remain firm.」

    Regarding the risk that corporate customers would restrain IT investment, the company forecasts that demand for DX-related IT investment, supported by AI, IoT and the shift to cloud services, will remain firm.
  9. FY2023-Q1RestatedAnnual report

    「In the information industry, where our group primarily provides services, demand for IT investment accompanying the acceleration of digital transformation (DX) using advanced technologies such as cloud computing, AI, IoT, big data and RPA is expected to remain firm as the digital economy rapidly takes hold.」

    Regarding the risk that corporate customers would restrain IT investment, the company continues to forecast that demand for IT investment will remain firm against a backdrop of the digital economy and the promotion of DX.
  10. FY2022MitigatedAnnual report

    「In the information industry, where our group primarily provides services, demand for IT investment accompanying the acceleration of digital transformation (DX) using advanced technologies such as cloud computing, AI, IoT, big data and RPA is expected to remain firm as the digital economy rapidly takes hold.」

    Regarding the risk that customers would restrain IT investment, the company forecasts that demand for IT investment will remain firm against a backdrop of the growing digital economy and the promotion of DX.
  11. FY2022-Q2MitigatedAnnual report

    「As the digital economy rapidly takes hold, corporate appetite for IT investment is expected to remain solid, and demand for IT investment is expected to remain firm as companies increasingly promote “digital transformation (DX)” using advanced technologies such as cloud computing, AI, IoT, big data and RPA.」

    Regarding the risk that customers would restrain IT investment, the company forecasts that demand for IT investment will remain firm against a backdrop of the digital economy and the promotion of DX.
  12. FY2022-Q1MitigatedAnnual report

    「In the information industry, where our group primarily provides services, corporate appetite for IT investment aimed at digitalization remains solid, and demand for IT investment accompanying the acceleration of digital transformation (DX) using advanced technologies such as cloud computing, AI, IoT, big data and RPA is expected to remain firm.」

    Regarding the risk that customers would restrain IT investment, the company forecasts that demand for IT investment, particularly investment related to digital transformation, will remain firm.
  13. FY2021-Q3MitigatedAnnual report

    「In the information industry, where our group primarily provides services, IT investment aimed at establishing remote working environments that provide flexible working conditions, improving operational efficiency and addressing information security remained firm.」

    Regarding the risk that customers would restrain IT investment, the company explains that IT investment for remote work environments, operational efficiency improvements and information security measures remained firm.
  14. FY2021-Q1SoftenedAnnual report

    「Although corporate spending on new ICT investments contracted to a certain extent due to deteriorating market conditions associated with COVID-19, the system design and network operation projects that account for most of this business continued without any significant adverse impact.」

    Although the contraction in corporate spending on new ICT investments has continued, the wording has changed from “significant contraction” in the previous filing to “a certain degree of contraction,” and the company explains that there has been no significant impact on its major system design and network operation projects.
  15. FY2020RestatedAnnual report

    「From the second half of the fiscal year, although corporate spending on new ICT investments contracted significantly due to deteriorating market conditions associated with COVID-19, the operation projects that account for most of this business continued without any significant adverse impact.」

    For the full fiscal year, the company continued to state that new ICT investment had contracted significantly due to COVID-19, while the impact on operation projects was limited.
  16. FY2020-Q3MaterialisedAnnual report

    「Although corporate spending on new ICT investments contracted significantly due to deteriorating market conditions associated with COVID-19, the operation projects that account for most of this business continued without any significant adverse impact.」

    The customer risk previously identified as restrained IT investment materialized as a significant contraction in new ICT investment associated with COVID-19. Meanwhile, the impact on operation projects was limited.
  17. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company summarizes that there have been no material changes in the risk that customers' restraint on IT investment and deteriorating economic conditions could affect performance.
  18. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in business and other risks, including the risk that customers' restraint on IT investment and deteriorating economic conditions could affect performance.
  19. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes in business and other risks, including the risk that customers' restraint on IT investment and deteriorating economic conditions could affect performance.
  20. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes in business and other risks, including the risk that customers' restraint on IT investment and deteriorating economic conditions could affect performance.
  21. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in business and other risks, including the risk that customers' restraint on IT investment and deteriorating economic conditions could affect performance.
  22. FY2018First statedAnnual report

    「The services provided by the Group are affected by customers' measures to restrain IT investment and other factors arising from the business environment and efforts to improve the efficiency of corporate management. If the business environment deteriorates because of changes in economic conditions, this may affect the company's business performance.」

    The company has for the first time listed, as a separate item, the risk that customers' restraint on IT investment and deteriorating economic conditions could affect performance.
Moved together

"Performance-linked stock acquisition rights for directors and employees" moved the same way as this thread, in the same document, in 8 of its 24 moves.

875555★123456
  1. ★This thread
  2. 1Performance-linked stock acquisition rights for directors and employees8×
  3. 2Expanding IT Infrastructure Through Collaboration with Major System Integrators and Large Government Projects7×
  4. 3Horizontal expansion into other fields with IT technology at the core5×
  5. 4Service Expansion into Advanced Fields, Including AI and Data Science5×
  6. 5Flexible Capital Policy Through Share Repurchases5×
  7. 6Risk of Business and Earnings Impact from the Spread of COVID-195×

★ 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
Seraku's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-10-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact on business performance from economic conditions and customers’ restraint of IT investment | SERAKU Co.,Ltd. (6199) | Komori