EMR revenue fluctuations due to changes in OEM customers' product portfolios
First written in FY2022-Q2. 5 of 13 entries say "Materialised", first in FY2022-Q3. Latest entry: 2026-10-30.
Wacom moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2026: 4 of 7 companies on the "Worse" side.
11 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「During the current consolidated fiscal year, sales in this business fell below the year-earlier period due to changes in the timing of demand affected by the appreciation of the yen and U.S. tariff policies, in addition to trends in OEM customer demand. As a result, segment profit also fell below the year-earlier period.」
In addition to fluctuations in sales of EMR and other products due to OEM customer demand trends, changes in the timing of demand caused by the stronger yen and U.S. tariff policies were reflected in lower sales and lower profit in the technology solutions business. - 2026-05-12MaterialisedEarnings
「テクノロジーソリューション事業については、デジタルペン技術（アクティブES：Active Electrostatic、EMR：Electro Magnetic Resonance）の事実上の標準化に取り組むとともに、タブレット・ノートPC市場での利用拡大や教育市場での事業機会の拡大に努めました。当連結会計年度では、OEM顧客の需要動向に加えて円高や米国の関税政策による影響を受けた需要期の変化等から、当事業の売上高は前年同期を下回り、その結果、セグメント利益も前年同期を下回りました。」
OEM顧客の需要動向、円高、米国関税政策の影響が、テクノロジーソリューション事業の減収減益として実績に表れた。 - FY2026-H1MaterialisedAnnual report
「During the current interim consolidated accounting period, sales in this business fell below the year-earlier period due to changes in the timing of demand affected by the appreciation of the yen and U.S. tariff policies, in addition to trends in OEM customer demand. As a result, segment profit also fell below the year-earlier period.」
In addition to changes in OEM customer demand, the impact of the stronger yen and U.S. tariff policies materialized as lower sales and lower profit in the technology solutions business. - FY2025MitigatedAnnual report
「Total sales of EMR technology solutions exceeded the year-earlier period due to increased demand from OEM customers.」
Amid the risk of EMR sales fluctuations caused by OEM customers' product portfolios and ordering schedules, EMR sales exceeded the year-earlier period due to increased demand. - FY2025-H1MitigatedAnnual report
「Total sales of EMR technology solutions exceeded the year-earlier period due to increased demand from OEM customers.」
Amid the risk of fluctuations caused by OEM customers' product portfolios and ordering schedules, sales of EMR technology solutions exceeded the year-earlier period due to increased demand. - FY2024-Q2MitigatedAnnual report
「Total sales of EMR technology solutions exceeded the year-earlier period due to increased demand from OEM customers.」
Amid continued fluctuations in EMR sales caused by OEM customers' product portfolios and ordering schedules, EMR sales exceeded the year-earlier period due to increased demand from OEM customers. - FY2024-Q1MaterialisedAnnual report
「While expanding the use of ePaper (electronic paper) displays in eNotes (electronic notebooks), total sales of EMR technology solutions fell slightly below the year-earlier period, partly due to the impact of customer ordering schedules.」
While expanding the use of eNotes, sales of EMR technology solutions declined slightly year on year due to the impact of customer ordering schedules. - FY2023-Q1MitigatedAnnual report
「Changes in OEM customers' product portfolios proved effective, and total sales of EMR technology solutions and other businesses significantly exceeded the year-earlier period.」
Changes in OEM customers' product portfolios proved effective, and sales of EMR technology solutions and other businesses significantly exceeded the year-earlier period. - FY2022MitigatedAnnual report
「Although OEM customers' product portfolios changed and their production and supply chain operations were constrained, sales to manufacturers served by our OEM customers increased.」
Sales to manufacturers increased year on year despite continued changes in OEM customers' portfolios and supply chain constraints. - FY2022-Q3MaterialisedAnnual report
「Sales to manufacturers served by our OEM customers declined due to changes in their product portfolios and constraints on production and supply chain operations.」
Changes in OEM customers' product portfolios and supply chain constraints were reflected in an actual decline in sales to manufacturers on a cumulative basis for the current quarter. - FY2022-Q2First statedAnnual report
「Sales to manufacturers served by our OEM customers declined due to changes in their product portfolios and constraints on production and supply chain operations.」
For EMR technology solutions and other businesses, changes in OEM customers' product portfolios were identified for the first time as a factor behind the decline in sales to manufacturers.