Komori
Wacom (6727) · RiskWorsenedLatest Earnings (2026-10-30): "Restated"

Risk of losses on long-term purchase commitments due to weak demand

First written in FY2023. 3 of 9 entries say "Worsened", first in FY2024-Q1. Latest entry: 2026-10-30.

9entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2024-Q2 – FY2024-Q3MaterialisedFY2024MitigatedFY20252023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Inventory and Advance-Payment Burden from Long-Term Polysilicon Purchase ContractsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Wacom moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Provision for purchase contract valuation 1,754 1,853」

    The provision reflecting estimated losses on long-term purchase contracts due to weak demand and other factors increased from ¥1,754.296 million at the end of the previous fiscal year to ¥1,853 million.
  2. FY2025MitigatedAnnual report

    「Provision for purchase contract valuation 2,007,172 1,754,296」

    The provision for purchase contract valuation, which reflects estimated losses on long-term purchase contracts due to weak demand and other factors, decreased from ¥2,071.72 million at the end of the previous fiscal year to ¥1,754.296 million.
  3. FY2024MaterialisedAnnual report

    「In the branded products business, the Company recognised as an extraordinary loss the amount it decided to pay following discussions regarding settlements with certain suppliers, for the purpose of disposing of excess materials held by those suppliers.」

    The risk associated with excess materials and long-term purchase contracts due to weak demand and other factors materialised as an extraordinary loss of ¥2,528,558 thousand for settlement payments to suppliers. Meanwhile, the provision for purchase contract valuation decreased from ¥2,047,696 thousand to ¥2,007,172 thousand.
  4. FY2024-Q3MitigatedAnnual report

    「Provision for purchase contract valuation 2,047,696 1,432,210」

    The provision for purchase contract valuation, which reflects estimated losses on long-term purchase contracts due to weak demand and other factors, decreased from ¥2,047,696 thousand at the end of the previous fiscal year to ¥1,432,210 thousand.
  5. FY2024-Q2MitigatedAnnual report

    「Provision for purchase contract valuation 2,047,696 1,920,568」

    The provision for purchase contract valuation, which reflects estimated losses on long-term purchase contracts due to weak demand and other factors, decreased from ¥2,047,696 thousand at the end of the previous consolidated fiscal year to ¥1,920,568 thousand.
  6. FY2024-Q1WorsenedAnnual report

    「Provision for purchase contract valuation 2,047,696 2,223,436」

    The provision for purchase contract valuation increased from ¥2,047,696 thousand at the end of the previous consolidated fiscal year to ¥2,223,436 thousand. The estimated losses on long-term purchase contracts due to weak demand and other factors continue to be reflected in the financial statements.
  7. FY2023MaterialisedAnnual report

    「Provision for purchase contract valuation: An amount equal to the estimated future losses has been recognised to provide for potential losses arising from the performance of contracts to purchase raw materials over extended periods, due to a sharp downturn in demand in the product sales market and other factors.」

    The risk of losses associated with weak demand and long-term raw material purchase contracts was newly specified and reflected in the financial statements through recognition of a ¥2,047.696 billion provision for purchase contract valuation.
Moved together

"EMR revenue fluctuations due to changes in OEM customers' product portfolios" moved the same way as this thread, in the same document, in 4 of its 9 moves.

433322★123456
  1. ★This thread
  2. 1EMR revenue fluctuations due to changes in OEM customers' product portfolios4×
  3. 2Expanding the Creative Business through mobile products, 3D and emerging markets3×
  4. 3Maintaining a Consolidated Payout Ratio of 40% or More3×
  5. 4Shareholder returns through stable dividends and flexible share repurchases3×
  6. 5Mass production and customer expansion for active ES digital pens2×
  7. 6Using Digital Ink with Big Data, AI and VR/MR2×

★ 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 Earnings of 2026-10-30: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.