Komori
Saxa (6675) · RiskWorsened

Economic Downturn and Demand Contraction in the Information and Communications Network Market

First written in FY2016. 15 of 22 entries say "Restated". Latest entry: 2026-11-12.

22entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019RestatedFY2021-Q2 – FY2022-Q3RestatedFY2023-Q3 – FY2026-H12016: 120162017: 120172018: 320182019: 220192020: 220202021: 120212022: 320222023: 320232024: 120242025: 220252026: 32026
Same theme, other companies
Economic Downturn and Demand Contraction in the Information and Communications Network MarketA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. 2026-11-12WorsenedResults

    「In addition to the anticipated surge in raw material prices, including semiconductor prices, and tight supply and demand accompanying the wider adoption of AI, the Company operated in an uncertain environment in which risks to its supply chain were expected.」

    AI普及拡大に伴う半導体価格・原材料価格の高騰と需給逼迫を新たな不確実性要因として明示した。
  2. FY2026WorsenedAnnual report

    「The economy remained in uncertain conditions owing to factors including the impact of continuing price increases and US trade policies, the impact of financial and capital market volatility resulting from the Bank of Japan’s policy rate hikes, and the deterioration of political and economic conditions in the Middle East amid heightened regional tensions surrounding the conflict between Israel, the United States, and Iran. Rising crude oil prices increased transportation costs and drove up raw material prices, heightening uncertainty and geopolitical risks.」

    In addition to the previously cited factors, including prices, foreign exchange rates, and US policy, the company cited policy rate hikes, the situation in the Middle East, and higher crude oil prices, transportation costs, and raw material prices, broadening the scope of uncertainty and geopolitical risks.
  3. 2026-05-14WorsenedRevisions to earnings forecasts

    「The economy remained in uncertain conditions owing to factors including the impact of continuing price increases and US trade policies, the impact of financial and capital market volatility resulting from the Bank of Japan’s policy rate hikes, and the deterioration of political and economic conditions in the Middle East amid heightened regional tensions surrounding the conflict between Israel, the United States, and Iran. Rising crude oil prices increased transportation costs and drove up raw material prices, heightening uncertainty and geopolitical risks.」

    物価上昇、通商政策、金融市場変動、中東情勢、原油価格上昇など、不透明要因の記載範囲が広がった。
  4. FY2026-H1RestatedAnnual report

    「The economy remained in uncertain conditions owing to factors including the impact of continuing price increases and US trade policies, and the impact on the economy of financial and capital market volatility.」

    The company continues to describe the uncertain outlook resulting from rising prices, US trade policies, and financial and capital market volatility.
  5. FY2025RestatedAnnual report

    「During the fiscal year under review, Japan’s economy remained in uncertain conditions, despite a continuing gradual recovery trend, owing to factors including rising prices, continued instability in foreign exchange markets, and the impact on the economy of US policy developments.」

    The company continues to describe the uncertain economic environment resulting from rising prices, unstable foreign exchange movements, and US policy developments.
  6. FY2024-Q3RestatedAnnual report

    「The information and communications network-related market, the corporate group’s core market, continues to undergo major changes, including the emergence of various businesses making use of diversified and increasingly sophisticated networks.」

    The company has reconfirmed that diversification and increasing sophistication in the information and communications network-related market, together with continuing market changes, are occurring.
  7. FY2024-Q2RestatedAnnual report

    「The information and communications network-related market, the corporate group’s core market, continues to undergo major changes, including the emergence of various businesses making use of diversified and increasingly sophisticated networks. As described in “(1) Status of Financial Position and Operating Results” above, delays in production activities due to difficulties procuring materials and components, as well as surging procurement prices, have continued. The corporate group’s operating performance is also affected by changes in the market environment and the environment for procuring materials.」

    The company has reconfirmed its view that diversification and increasing sophistication in the information and communications network market, together with continuing difficulties in procuring materials and surging procurement prices, affect operating performance.
  8. FY2024-Q1RestatedAnnual report

    「The information and communications network-related market, the corporate group’s core market, continues to undergo major changes, including the emergence of various businesses making use of diversified and increasingly sophisticated networks. The corporate group’s operating performance is also affected by changes in the market environment and the environment for procuring materials.」

    The company has reconfirmed that diversification and increasing sophistication in the information and communications network-related market, as well as changes in the market and materials procurement environments, affect operating performance.
  9. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended 31 December, Japan’s economy remained in uncertain conditions owing to factors including continued effects from the COVID-19 pandemic, higher raw material and crude oil prices, continued yen depreciation in foreign exchange markets, and the prolonged situation in Ukraine.」

    The company has reconfirmed the uncertain outlook resulting from the pandemic, higher raw material and crude oil prices, continued yen depreciation, and the prolonged situation in Ukraine.
  10. FY2023-Q1WorsenedAnnual report

    「During the three-month period ended 30 June, Japan’s economy remained in uncertain conditions owing to factors including continued effects from the COVID-19 pandemic, higher raw material and crude oil prices, a rapid depreciation of the yen in foreign exchange markets, and the prolonged situation in Ukraine.」

    In addition to the uncertainty arising from the pandemic and the situation in Ukraine, the company cited higher raw material and crude oil prices and a rapid depreciation of the yen, broadening the external factors contributing to uncertainty.
  11. FY2022WorsenedAnnual report

    「During the fiscal year under review, Japan’s economy continued to be affected by the COVID-19 pandemic, while concerns remained about the impact of factors including the situation in Ukraine on economic activity. The outlook was uncertain, and difficult conditions are expected to continue.」

    In addition to the effects of the pandemic, the company described concerns about the impact of the situation in Ukraine and other factors on economic activity, emphasizing the uncertain outlook.
  12. FY2022-Q3RestatedAnnual report

    「The information and communications network-related market, the corporate group’s core market, continues to undergo major changes, including the emergence of various businesses making use of diversified and increasingly sophisticated networks.」

    The company has reconfirmed that network diversification and increasing sophistication, together with continuing market changes, are occurring in its core market.
  13. FY2021-Q3RestatedAnnual report

    「The information and communications network-related market, the corporate group’s core market, continues to undergo major changes, including the emergence of various businesses making use of diversified and increasingly sophisticated networks.」

    The company states that market changes continue in its core information and communications network-related market, including diversification and increasing sophistication of networks and the emergence of new businesses.
  14. FY2021-Q2RestatedAnnual report

    「The information and communications network-related market, the corporate group’s core market, continues to undergo major changes, including the emergence of various businesses making use of diversified and increasingly sophisticated networks.」

    The company has reconfirmed that the diversification and increasing sophistication of the information and communications network-related market and changes in the market environment continue.
  15. FY2020ReframedAnnual report

    「The corporate group has a high proportion of domestic sales and is affected by economic conditions in Japan’s information and communications network-related market and amusement market. If these markets enter a downturn and demand contracts as a result, the corporate group’s operating performance and financial condition may be adversely affected.」

    The company explicitly added the amusement market to the market risks previously centered on the information and communications network market and described its relationship with the concentration of domestic sales.
  16. FY2019RestatedAnnual report

    「The corporate group is primarily affected by economic conditions in the information and communications network-related market. If the economy in this market enters a downturn and demand contracts as a result, the corporate group’s operating performance and financial condition may be adversely affected.」

    The company has reconfirmed the risk of an economic downturn and demand contraction in the information and communications network-related market.
  17. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended 31 December, Japan’s economy remained on a gradual recovery trend against the backdrop of solid corporate performance, but the outlook remained uncertain, owing to factors including increased downside risks to the global economy from trade friction based on US-China trade policies and the impact of financial market volatility on the domestic economy.」

    The company has reconfirmed the uncertain economic outlook in connection with increased downside risks to the global economy from US-China trade friction and the impact of financial market volatility on the domestic economy.
  18. FY2019-Q2RestatedAnnual report

    「The information and communications network-related market, the corporate group’s core market, continues to undergo major changes, including the emergence of various businesses making use of diversified and increasingly sophisticated networks.」

    The company has reconfirmed that major changes continue in its core information and communications network-related market.
  19. FY2019-Q1RestatedAnnual report

    「The information and communications network-related market, the corporate group’s core market, continues to undergo major changes, including the emergence of various businesses making use of diversified and increasingly sophisticated networks.」

    The company has reconfirmed that major changes continue in its core information and communications network-related market, creating market conditions that could affect operating performance.
  20. FY2018RestatedAnnual report

    「The corporate group is primarily affected by economic conditions in the information and communications network-related market. If the economy in this market enters a downturn and demand contracts as a result, the corporate group’s operating performance and financial condition may be adversely affected.」

    The company has reconfirmed the risk of an economic downturn and demand contraction in the information and communications network-related market.
  21. FY2017RestatedAnnual report

    「The corporate group is primarily affected by economic conditions in the information and communications network-related market. If the economy in this market enters a downturn and demand contracts as a result, the corporate group’s operating performance and financial condition may be adversely affected.」

    The company has reconfirmed the risk of an economic downturn and demand contraction in the information and communications network-related market.
  22. FY2016First statedAnnual report

    「If the economy in this market enters a downturn and demand contracts as a result, the corporate group’s operating performance and financial condition may be adversely affected.」

    The company identifies an economic downturn and demand contraction in its core markets as risks to operating performance and financial condition.
Moved together

"Transforming into Businesses Capable of Sustainable Growth and Reforming the Earnings Structure" moved the same way as this thread, in the same document, in 3 of its 22 moves.

333222★123456
  1. ★This thread
  2. 1Transforming into Businesses Capable of Sustainable Growth and Reforming the Earnings Structure3×
  3. 2Delays and interruptions in the supply of materials and components3×
  4. 3Foreign Exchange and Interest Rate Fluctuation Risk3×
  5. 4Business Focus and Efficiency Improvements and Optimization of Group Functions2×
  6. 5Payout ratio of at least 30% of net income attributable to owners of the parent2×
  7. 6Management Targets for Net Sales, Ordinary Profit and ROE2×

★ 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 Saxa yet. It last moved in the Results of 2026-11-12: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.