Growing security needs in the North American business market
First written in FY2018-Q1. 9 of 28 entries say "Restated". Latest entry: 2026-11-10.
No other company in this theme has enough history to compare yet.
- 2026-11-10MitigatedType of presentation
「販売代理店の在庫調整の影響が収束したことによる販売の回復。」
販売代理店の在庫調整による販売への影響が、売上減少から影響収束と販売回復へ変化している。 - FY2026Steady end demand alongside inventory adjustments by distributorsAnnual report
「Although there was no significant decline in end-customer demand, distributors restrained purchases of our products to adjust inventory, resulting in a substantial decline in local-currency revenue.」
In North America, end-customer demand did not decline significantly, while distributors adjusted inventory amid economic uncertainty centered on tariffs, resulting in a substantial decline in revenue. - FY2026-H1Decline in North American sales due to tariff uncertainty and distributor inventory restraintAnnual report
「There was no increase in revenue from the elimination of back orders that occurred in the same period of the previous year. Amid economic uncertainty in the United States, particularly over tariffs, distributors restrained inventory purchases of our products, resulting in lower local-currency revenue.」
In North America, the benefit from the elimination of back orders in the same period of the previous year disappeared, while distributor inventory restraint, driven by uncertainty over the U.S. economy and tariff policy, led to lower purchases. - FY2025Steady demand alongside intensifying competition and slower investmentAnnual report
「Although sales of core IP network-compatible intercom systems performed well, particularly for school projects where demand was strong, local-currency revenue declined due to intensifying competition in the East Coast urban multifamily housing market and slower capital investment in office buildings.」
In North America, strong sales of IP systems for school projects continued, while intensifying competition in multifamily housing and slower office-building investment weighed on revenue. - FY2025-H1Sluggish North American sales due to the back-order rebound effect and price competitionAnnual report
「Although proposals for core video doorphones for small- and medium-sized properties proved effective, local-currency revenue declined substantially because sales fell from the high level in the same period of the previous year following the elimination of back orders, and intensified price competition from competitors in the urban East Coast multifamily housing market made sales difficult.」
Although proposals for small- and medium-sized properties produced results, North American sales were sluggish due to the decline following the elimination of back orders in the same period of the previous year and aggressive pricing in urban areas on the East Coast. - FY2024-Q3Cumulative revenue growth alongside slower demand in the third quarterAnnual report
「Although cumulative quarterly revenue was substantially above the same period of the previous year, revenue in the third quarter was below the same period of the previous year as personal consumption began to weaken and companies showed signs of curbing capital investment because of higher interest burdens.」
In North America, cumulative revenue was substantially above the same period of the previous year, while in the third quarter alone, weaker personal consumption and curbs on capital investment due to higher interest burdens emerged as factors weighing on sales. - FY2024-Q2AdvancedAnnual report
「This was due to strong sales of IP network-compatible intercom systems and video doorphones, particularly in the commercial market, including school projects, and the multifamily housing market, as product supply normalized, including the elimination of back orders from the previous fiscal year. In addition, demand for capital investment in homes, office buildings and other properties remained high as working styles changed after the COVID-19 pandemic, contributing to strong video doorphone sales.」
In North America, the normalization of product supply and elimination of back orders led to strong sales for school projects and multifamily housing, while demand for capital investment in homes and office buildings remained high. - FY2024-Q1AdvancedAnnual report
「Revenue increased substantially, partly because demand for capital investment in homes, office buildings and other properties continued to rise as working styles changed after the COVID-19 pandemic.」
It is stated that demand for capital investment in homes, office buildings and other properties in North America has continued to rise as working styles have changed after the COVID-19 pandemic. - FY2023AdvancedAnnual report
「At Aiphone Corporation, our U.S. sales subsidiary, sales of video doorphones increased as we actively proposed substitute products amid supply constraints for some products. We also pursued initiatives to strengthen sales of system products with installers, and sales of IP network-compatible intercom systems performed well, particularly in school projects, as product supply showed some recovery in the fourth quarter, resulting in higher revenue.」
In North America, we pursued proposals for substitute products and stronger sales efforts with installers amid supply constraints. Sales and revenue for video doorphones and IP systems increased following the recovery in supply in the fourth quarter. - FY2023-Q3Sluggish existing-home market alongside firm IP demandAnnual report
「At Aiphone Corporation, our U.S. sales subsidiary, sales declined substantially in the multifamily housing market because the existing-home market, the foundation of sales, deteriorated significantly as mortgage rates rose. In the commercial market, including school projects, supply shortages of components caused supply constraints for the core video doorphone products, but sales increased as we pursued active sales activities against a backdrop of steady demand for IP network-compatible intercom systems.」
In North America, the sluggish existing-home market accompanying higher mortgage rates weighed on multifamily housing sales, while demand for IP network-compatible systems in the commercial market remained firm and sales increased. - FY2023-Q2Steady demand alongside lower sales due to supply constraintsAnnual report
「At Aiphone Corporation, our U.S. sales subsidiary, the number of target properties increased as we pursued active sales activities against a backdrop of steady demand for IP network-compatible intercom systems in the commercial market, including school projects, and in the multifamily housing market. However, sales declined because supply constraints arose for some products.」
In North America, the number of target properties increased on demand for IP network-compatible systems and active sales efforts, while sales declined due to supply constraints. - FY2023-Q1AdvancedAnnual report
「At アイホンコーポレーション, the US sales subsidiary, some products were subject to supply restrictions due to shortages of components. Nevertheless, sales of IP network-compatible intercom systems and video door phones remained strong, particularly in the business market, including school projects, and the multi-dwelling housing market, resulting in a substantial increase in revenue.」
In North America, demand and sales performed well in the commercial market, including school projects, and in the multifamily housing market despite continuing supply constraints; North American sales increased 37.9% year on year. - FY2022AdvancedAnnual report
「Demand for intercoms used for access control in offices and other facilities also remained firm. As sales of Wi-Fi-compatible video doorphones tailored to demand performed well, revenue increased substantially from the previous fiscal year.」
Demand for access control and strong sales of Wi-Fi-compatible video doorphones were noted in North America; North American sales were ¥7,215 million, up 13.3% year on year. - FY2022-Q3AdvancedAnnual report
「As the economic recovery progressed, demand for IP network-compatible intercom systems in the multifamily housing and commercial markets remained high. Sales performed well, partly because we actively followed up on property information. Demand for intercom-based access control also remained firm, and sales increased from the same period of the previous year, partly because sales of Wi-Fi-compatible video doorphones performed well.」
In North America, demand for IP network-compatible systems and access control remained high and firm, while revenue increased from the same period of the previous year due to active follow-up on property information and strong sales of Wi-Fi-compatible video doorphones. - FY2022-Q2AdvancedAnnual report
「At Aiphone Corporation, our U.S. sales subsidiary, demand in the commercial market, including school projects, increased as economic activity normalized. Demand also increased in the multifamily housing market for both new construction and renovation, and sales performed well.」
In North America, demand increased in the commercial market, including school projects, and in the multifamily housing market as economic activity normalized, and sales performed well. - FY2022-Q1Sharp recovery in North American demand accompanying progress in vaccinationsAnnual report
「As demand recovered sharply with the increase in the vaccination rate, sales performed well, particularly in the commercial market, including school projects, and sales increased substantially.」
In the North American commercial market, the recovery in demand accompanying the higher vaccination rate was reflected in strong sales, including school projects, and a substantial increase in revenue. - FY2021-Q3Market recovery alongside stagnation in school and government-related projectsAnnual report
「From the second quarter onward, market conditions began to recover, and sales of Wi-Fi-compatible video doorphones, wireless video doorphones and other products performed well, particularly in small-office projects. However, sales declined from the same period of the previous year due to factors including the sharp decline in sales caused by restrictions on economic activity in the first quarter and stagnation in the awarding of school and government-related projects in the commercial market.」
In North America, market conditions recovered from the second quarter onward and sales of new products for small offices performed well, while restrictions on economic activity in the first quarter and stagnation in school and government-related projects contributed to the decline in cumulative sales. - FY2021-Q1Increased inquiries for new products alongside sluggish salesAnnual report
「In overseas markets, inquiries increased in the United States for newly launched systems for multi-dwelling housing and other products, but sales activities stagnated after business partners in Europe and the United States implemented temporary closures of stores and other facilities.」
Although inquiries increased for new systems and other products for multifamily housing in the United States, sales activity stagnated because business partners in Europe and the United States suspended operations, updating the market environment. - FY2020-Q3RestatedAnnual report
「In overseas markets, security needs were high in the United States, particularly in the commercial market, and inquiries increased.」
The high level of security needs and increase in inquiries in the U.S. commercial market are reconfirmed. - FY2020-Q2RestatedAnnual report
「In overseas markets, security needs were high in the United States, particularly in the commercial market, and inquiries increased.」
The high level of security needs and increase in inquiries in the U.S. commercial market are reconfirmed. - FY2020-Q1RestatedAnnual report
「In overseas markets, security needs were high in the United States, particularly in the commercial market, and inquiries increased.」
The high level of security needs and increase in inquiries in the U.S. commercial market are reconfirmed. - FY2019-Q3RestatedAnnual report
「In overseas markets, security needs remained high in the United States, particularly in the commercial market, and inquiries increased.」
The high level of security needs and increase in inquiries in the U.S. commercial market are reconfirmed. - FY2019-Q2RestatedAnnual report
「In overseas markets, security needs remained high in the United States, particularly in the commercial market, and inquiries increased.」
The high level of security needs and increase in inquiries in the U.S. commercial market are reconfirmed. - FY2019-Q1RestatedAnnual report
「In overseas markets, security needs remained high in the United States, particularly in the commercial market, and inquiries increased.」
The high level of security needs and increase in inquiries in the U.S. commercial market are reconfirmed. - FY2018RestatedAnnual report
「In overseas markets, demand driven by rising security needs remained firm in the United States, particularly in the commercial market.」
The continued strength of security demand in the U.S. commercial market is reconfirmed. - FY2018-Q3RestatedAnnual report
「In the United States, security needs remained high, particularly in the commercial market.」
High security demand in the U.S. commercial market continues to be confirmed as part of the market environment. - FY2018-Q2RestatedAnnual report
「In overseas markets, security needs remained high in the United States, particularly in the commercial market, and demand remained firm.」
The strong demand environment in the U.S. commercial market is reconfirmed, with the wording changed from “inquiries increased” in the previous quarter to “demand remained firm.” - FY2018-Q1First statedAnnual report
「In overseas markets, security needs remained high in the United States, particularly in the commercial market, and inquiries increased.」
The market environment in which security needs are high and inquiries are increasing in the U.S. commercial market is described for the first time as a standalone theme.