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Kokusai Electric (6525) · InitiativeAdvanced

Expansion of product lifecycle services

First written in FY2024. 7 of 8 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-11-09.

8entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – 2026-11-092024: 220242025: 220252026: 42026
Same theme, other companies
Expansion of lifecycle services for semiconductor manufacturing equipmentA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Service revenue was ¥95.1 billion, or 127% of the previous fiscal year's level. Overall revenue was ¥235.1 billion, or 98.4% of the previous fiscal year's level, due to the impact of a slowdown in capital investment for DRAM in China, which had been active in the previous fiscal year.」

    Service revenue increased to ¥95.1 billion, or 127% of the previous fiscal year's level, as the service business, including parts sales, legacy equipment sales, modifications, and relocations, continued to expand.
  2. 2026-05-13AdvancedFinancial results presentation

    「4Q・通期ともに、装置販売の一部がアップグレード改造(サービス)に置き換わった影響により、前年同期比で装置売上が減少、サービス売上が増加。通期装置売上比率は60%、サービス売上比率は40%に。」

    アップグレード改造を含むサービス売上が増加し、旧区分での通期サービス売上比率が40%となったと説明している。
  3. FY2026-H1AdvancedAnnual report

    「(① Product sales) (75,333) (② Service sales) (39,215)」

    During the interim period, product sales amounted to ¥73.238 billion, while service sales amounted to ¥43.967 billion, up from ¥39.215 billion in the same period of the previous year. The service business, including parts, legacy equipment, modifications, and relocations, continued to expand.
  4. FY2025AdvancedAnnual report

    「Revenue increased to ¥238.9 billion, up 32.1% from the previous consolidated fiscal year, as revenue from the service business increased on strong sales of parts and legacy equipment.」

    Sales of parts and legacy equipment under lifecycle services increased, bringing service revenue to ¥74.6 billion, or 119.4% of the previous fiscal year's level.
  5. FY2025-H1AdvancedAnnual report

    「Revenue increased to ¥114.5 billion, up 47.4% year on year, as sales of legacy equipment and parts included in the service business increased.」

    The disclosure states that increased sales of legacy equipment and parts contributed to higher interim-period revenue in the service business covering the entire lifecycle.
  6. FY2024First statedAnnual report

    「We will expand after-sales services tailored to customer needs, including maintenance and repairs, parts supply, relocation, and modifications, throughout the equipment lifecycle.」

    The Group plans to expand its service business, including parts sales, maintenance, repairs, relocation and modifications, and sales of legacy equipment, as a revenue base covering the entire equipment lifecycle.
Moved together

"Long-term and medium- to long-term growth outlook for the semiconductor-related market" moved the same way as this thread, in the same document, in 6 of its 8 moves.

666654★123456
  1. ★This thread
  2. 1Long-term and medium- to long-term growth outlook for the semiconductor-related market6×
  3. 2Expanding Batch ALD Technology into Logic, Foundry, DRAM and Other Applications6×
  4. 3Establishment of the Tonami Office and doubling of production capacity6×
  5. 4Shareholder return policy prioritizing R&D and capital investment6×
  6. 5LBO Borrowings, Rising Interest Rates and Financial Covenant Risk5×
  7. 6Active investment to meet medium- to long-term demand4×

★ 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 Kokusai Electric yet. It last moved in the Financial results presentation of 2026-11-09: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of product lifecycle services | KOKUSAI ELECTRIC CORPORATION (6525) | Komori