Komori
Wacom (6727) · RiskMitigated

Sales impact from delays in launching new products

First written in FY2017-Q3. 4 of 10 entries say "Mitigated", first in FY2018-Q1. Latest entry: FY2024-Q2.

10entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2018-Q1RestatedFY2019-Q3 – FY2019MitigatedFY2021-Q2 – FY2024-Q22017: 320172018: 220182019: 220192020: 120202021: 120212022: 020222023: 12023
Same theme, other companies
New Product Development and Launch Delay RiskA theme 27 companies write about · 27 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 4 of 7 companies on the "Worse" side.

5 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 27 companies compared. The sentences above are computed from all 27.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2MitigatedAnnual report

    「“Wacom One” strengthened its lineup by announcing a new pen display in August 2023, and sales substantially exceeded those of the same period of the previous year.」

    While challenges remained regarding market penetration and sales of new products, the disclosure states that Wacom One was supported by the announcement of a new product and sales substantially above the year-earlier period, indicating progress in addressing product launches.
  2. FY2021MitigatedAnnual report

    「Both the Wacom Intuos and One by Wacom substantially outperformed the year-earlier period in sales, driven by increased demand accompanying the spread of online education and telework.」

    Regarding market penetration and sales challenges for mid- and low-priced products, sales of the Intuos and One by Wacom substantially exceeded the year-earlier period against a backdrop of demand for online education and telework.
  3. FY2021-Q2MitigatedAnnual report

    「Meanwhile, the Company worked to expand sales, focusing on the entry-level “Wacom Cintiq 22” and “Wacom One 13 pen display,” both announced in the previous fiscal year. As a result, total display-product sales substantially exceeded those of the same period of the previous year.」

    Although challenges remained regarding market penetration and sales of new products, increased sales of entry-level models resulted in display product sales overall being substantially higher than in the year-earlier period.
  4. FY2019RestatedAnnual report

    「Sales of the Wacom Intuos declined because market penetration of the product announced in March 2018 did not progress and because of the impact of the competitive environment.」

    The delayed market penetration following the launch of the new product continues to be reflected in actual results as lower Wacom Intuos sales.
  5. FY2019-Q3RestatedAnnual report

    「Sales of the Wacom Intuos declined because market penetration of the new product announced in March 2018 did not progress and because of the impact of the competitive environment.」

    The delayed market penetration of the new product continues to be reflected in actual results as lower Wacom Intuos sales.
  6. FY2019-Q2MaterialisedAnnual report

    「Sales of the Wacom Intuos declined, partly because market penetration of the new product announced in March did not progress as a result of changes in the competitive environment.」

    The delayed market penetration of the new product continued to be reflected in actual results as lower Wacom Intuos sales.
  7. FY2019-Q1MaterialisedAnnual report

    「Sales of the Brand Products business overall fell below the year-earlier period, partly because market penetration of new pen tablet products was slower than expected.」

    The delayed market penetration following the launch of new products was reflected in the Brand Products business as a year-on-year decline in revenue.
  8. FY2018-Q1MitigatedAnnual report

    「Both models of the Wacom Cintiq Pro, the 13-inch and 16-inch liquid crystal pen displays supporting next-generation digital pen technology, which were announced in the previous fiscal year and launched sequentially, contributed to sales. As a result, sales of display products overall remained strong compared with the year-earlier period.」

    Both models, including the Wacom Cintiq Pro 16-inch, whose sales launch was delayed, contributed to sales, indicating that the impact of the delayed market launch was mitigated.
  9. FY2017MaterialisedAnnual report

    「The number of display products shipped increased only slightly from the year-earlier period, partly because sales of the Wacom Cintiq Pro 16-inch were delayed until April 2017.」

    The delay in launching some new products actually occurred as a postponement of the Wacom Cintiq Pro 16-inch sales start.
  10. FY2017-Q3First statedAnnual report

    「During the nine-month period ended 31 December of the current fiscal year, sales of all product lines fell below the year-earlier period because of the stronger yen, changes in the competitive environment, lower demand resulting from the transition between product cycles, and delays in launching some new products.」

    For the first time, delays in launching some new products were explicitly identified as a factor behind the decline in sales, alongside the stronger yen, the competitive environment and the transition between product cycles.
Moved together

"Expanding the Creative Business through mobile products, 3D and emerging markets" moved the same way as this thread, in the same document, in 4 of its 10 moves.

432222★123456
  1. ★This thread
  2. 1Expanding the Creative Business through mobile products, 3D and emerging markets4×
  3. 2Intensifying Competition and Obsolescence of Input Technologies3×
  4. 3Returns through stable dividends and flexible share repurchases2×
  5. 4Dependence on sales to Samsung Group2×
  6. 5Creating a market through digital stationery and cloud integration2×
  7. 6SBP-2019 financial targets2×

★ 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
Wacom's next results are scheduled for 2026-10-30. Read the earnings preview
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