Komori
Wacom (6727) · InitiativeAdvanced

8 business-structure transformation initiatives in the latter half of Wacom Chapter 3 and outlook for Chapter 4

First written in FY2023. 4 of 9 entries say "Advanced", first in FY2025-H1. Latest entry: FY2026.

9entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2024AdvancedFY2025-H1 – FY2025ReframedFY2026-H12023: 320232024: 220242025: 220252026: 22026
Same theme, other companies
Earnings Stabilization Through Cross-Functional Business Structural ReformA theme 145 companies write about · 2 as a headwind · 146 as a tailwind

76 other companies' latest entry also says "Advanced".

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 145 companies compared. The sentences above are computed from all 145.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「We also worked to refresh the product portfolio, announcing “Wacom Cintiq,” a new mid-range display product designed to provide a natural drawing experience and facilitate concentration, in June 2025, followed by “Wacom MovinkPad 11,” a new portable creative product designed as an all-in-one device dedicated to drawing, with an emphasis on light weight and ease of use, and “Wacom MovinkPad Pro 14,” its professional model, in July and October 2025, respectively.」

    Under Chapter 4, the structural reforms from the latter half of Chapter 3 have been carried forward into more efficient sales operations and a refreshed product portfolio, progressing through the announcement of MovinkPad Pro 14.
  2. 2026-05-29AdvancedGeneral Meetings of Shareholders

    「株式会社リクロスエクスパンションの子会社化を通じて、DX実装力やサービス事業推進力を強化するとともに、M&Aや戦略提携も活用することで「Pen×Ink×AI」を軸とした成長機会の獲得を目指してまいります。」

    Chapter 4の新規事業領域の実装力強化について、リクロスエクスパンションの子会社化、M&A・戦略提携、「Pen×Ink×AI」を軸とする成長機会の獲得まで具体化している。
  3. FY2026-H1ReframedAnnual report

    「As a Group-wide initiative aligned with the strategic priorities of the medium-term management plan “Wacom Chapter 4,” we sought to make the structural reforms in the branded products business implemented in the previous fiscal year firmly established by improving sales-operation efficiency, including changing certain overseas regions to a direct-sales model from Japan. We also worked to refresh the product portfolio, announcing “Wacom Cintiq,” a new mid-range display product designed to provide a natural drawing experience and facilitate concentration, in June 2025, followed in July by “Wacom MovinkPad 11,” a new portable creative product designed as an all-in-one device dedicated to drawing, with an emphasis on light weight and ease of use.」

    The structural-reform initiatives from the latter half of Chapter 3 have been carried forward under Chapter 4 into more efficient sales operations and a refreshed product portfolio, progressing through the announcement of new products.
  4. FY2025AdvancedAnnual report

    「We have positioned the current consolidated fiscal year as the final year of the “business-structure transformation period” under the medium-term management policy “Wacom Chapter 3,” covering the fiscal years ending March 2024 through March 2025. In the branded products business, we pursued structural reforms including a refresh of the product portfolio, announcing “Wacom Movink 13” in April 2024 to establish a new use case, “portable creative,” followed in February 2025 by “Wacom Intuos Pro,” a flagship pen tablet redesigned to be smaller and more precise.」

    With the final year of Chapter 3’s business-structure transformation period reached, the product portfolio refresh progressed from Movink 13 to the announcement of the new Wacom Intuos Pro.
  5. FY2025-H1AdvancedAnnual report

    「As a Group-wide initiative aligned with the strategic priorities of the medium-term management policy, we have positioned the current consolidated fiscal year as the final year of the “business-structure transformation period” under the medium-term management policy “Wacom Chapter 3,” covering the fiscal years ending March 2024 through March 2025, based on our recognition that the environment surrounding the Group’s businesses has changed significantly and that its business structure needs to be transformed. In the branded products business, we pursued structural reforms including a refresh of the product portfolio and announced “Wacom Movink 13” in April 2024 to establish a new use case, “portable creative.”」

    The final year of Chapter 3’s business-structure transformation period was reached, with progress in refreshing the product portfolio culminating in the announcement of “Wacom Movink 13.”
  6. FY2024RestatedAnnual report

    「During the remaining 1 year of “Wacom Chapter 3,” designated as the business-structure transformation period, the Group will pursue the following 8 initiatives. 1. Refresh the product portfolio and improve gross profit margins 2. Build businesses in focused areas 3. Strengthen channel management 4. Improve inventory management 5. Expand customers and applications 6. Develop business in general education 7. Update capital policy and shareholder returns 8. Invest in and launch new businesses」

    With 1 year remaining in Chapter 3’s business-structure transformation period, the company has reaffirmed its policy of continuing to implement the 8 initiatives.
  7. FY2024-Q2RestatedAnnual report

    「As a Group-wide initiative aligned with the strategic priorities of the medium-term management policy, we have positioned the final 2 years of “Wacom Chapter 3,” from the fiscal year ending March 2024 through the fiscal year ending March 2025, as a “business-structure transformation period,” based on our recognition that the environment surrounding the Group’s businesses has changed significantly and that it is necessary to transform our business structure in order to achieve sustainable enhancement of corporate value over the medium to long term. We will steadily implement the 8 initiatives presented in the aforementioned “Update Report”: “1. Refresh the product portfolio and improve gross profit margins,” “2. Build businesses in focused areas,” “3. Strengthen channel management,” “4. Improve inventory management,” “5. Expand customers and applications,” “6. Develop business in general education,” “7. Update capital policy and shareholder returns,” and “8. Invest in and launch new businesses.”」

    The company has reaffirmed its policy of implementing the 8 initiatives in the Update Report during the final 2 years of Chapter 3, designated as the business-structure transformation period.
  8. FY2024-Q1RestatedAnnual report

    「As a Group-wide initiative aligned with the strategic priorities of the medium-term management policy, we have positioned the final 2 years of “Wacom Chapter 3,” from the fiscal year ending March 2024 through the fiscal year ending March 2025, as a “business-structure transformation period,” based on our recognition that the environment surrounding the Group’s businesses has changed significantly and that it is necessary to transform our business structure in order to achieve sustainable enhancement of corporate value over the medium to long term. We will steadily implement the 8 initiatives presented in the aforementioned “Update Report”: “1. Refresh the product portfolio and improve gross profit margins,” “2. Build businesses in focused areas,” “3. Strengthen channel management,” “4. Improve inventory management,” “5. Expand customers and applications,” “6. Develop business in general education,” “7. Update capital policy and shareholder returns,” and “8. Invest in and launch new businesses.”」

    The company has reaffirmed its policy of implementing the 8 initiatives in the Update Report during the final 2 years of Chapter 3, designated as the business-structure transformation period.
  9. FY2023First statedAnnual report

    「The Group has positioned the final 2 years of “Wacom Chapter 3” as a “business-structure transformation period” and will pursue the following 8 initiatives. 1. Refresh the product portfolio and improve gross profit margins 2. Build businesses in focused areas 3. Strengthen channel management 4. Improve inventory management 5. Expand customers and applications 6. Develop business in general education 7. Update capital policy and shareholder returns 8. Invest in and launch new businesses」

    The company positioned the final 2 years of Chapter 3 as a business-structure transformation period and newly identified 8 initiatives relating to gross profit margins, business areas, sales channels, inventory, customers and applications, education, capital policy and new businesses. The outlook for the subsequent Chapter 4 was also presented.
Moved together

"Using Digital Ink with Big Data, AI and VR/MR" moved the same way as this thread, in the same document, in 4 of its 9 moves.

433332★123456
  1. ★This thread
  2. 1Using Digital Ink with Big Data, AI and VR/MR4×
  3. 2Expanding the Creative Business through mobile products, 3D and emerging markets3×
  4. 3Shareholder returns through stable dividends and flexible share repurchases3×
  5. 4EMR revenue fluctuations due to changes in OEM customers' product portfolios3×
  6. 5Establishment of a Compensation Committee and Development of a Performance-Linked Compensation System3×
  7. 6Promoting Technology Adoption Through Open Partnerships2×

★ 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 It last moved in the General Meetings of Shareholders of 2026-05-29: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.