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Wacom (6727) · InitiativeFull-year revenue declined for both AES and EMRLatest Earnings (2026-10-30): "Restated"

Mass production and customer expansion for active ES digital pens

First written in FY2016. 12 of 28 entries say "Restated". Latest entry: 2026-10-30.

28entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2018-Q2RestatedFY2019-Q2 – FY2020-Q32016: 320162017: 420172018: 420182019: 420192020: 120202021: 220212022: 220222023: 220232024: 220242025: 120252026: 32026
Same theme, other companies
Mass production and customer expansion for active ES digital pensA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026Full-year revenue declined for both AES and EMRAnnual report

    「Due to lower sales volume and the stronger yen, among other factors, revenue from both AES Technology Solutions and EMR Technology Solutions fell below the year-earlier level, leaving total business revenue below the year-earlier level.」

    The trend changed from higher AES revenue in the first half to lower revenue year on year for both AES and EMR for the full year.
  2. FY2026-H1AdvancedAnnual report

    「AES Technology Solutions revenue exceeded the year-earlier level due to higher sales volume, but EMR Technology Solutions revenue fell below the year-earlier level due to lower sales volume and the stronger yen, among other factors, leaving total business revenue below the year-earlier level.」

    Despite the impact of market conditions and the stronger yen, AES Technology Solutions revenue exceeded the year-earlier level due to higher sales volume. Meanwhile, total business revenue declined due to lower EMR revenue.
  3. FY2025-H1AES revenue decline due to changes in market conditionsAnnual report

    「Amid the impact of changing market conditions, total sales of AES technology solutions were below those of the same period of the previous year.」

    While continuing to roll out the Active ES method, AES Technology Solutions recorded lower revenue year on year due to changes in market conditions.
  4. FY2024-Q3AdvancedAnnual report

    「Despite the impact of changes in market conditions, total AES Technology Solutions revenue exceeded the year-earlier level.」

    Against a backdrop of changing market conditions, AES Technology Solutions revenue exceeded the year-earlier level.
  5. FY2024-Q2RestatedAnnual report

    「Amid the impact of changing market conditions, total sales of AES technology solutions were slightly below those of the same period of the previous year.」

    While continuing to roll out the Active ES method, the company is reaffirming that AES Technology Solutions recorded lower revenue year on year due to changes in market conditions.
  6. FY2024-Q1AES revenue decline due to changes in market conditionsAnnual report

    「Amid the impact of changing market conditions, total sales of AES technology solutions were below those of the same period of the previous year.」

    While the company advanced adoption and wider use of active ES, total AES technology solutions sales declined year on year as a result of changing market conditions.
  7. FY2023-Q1AdvancedAnnual report

    「The products continued to receive high praise from OEM customer manufacturers, and total sales of AES technology solutions were substantially above those of the same period of the previous year.」

    For active ES, OEM customers continued to rate the products highly, and total AES technology solutions sales were substantially above those of the same period of the previous year.
  8. FY2022-Q3RestatedAnnual report

    「Despite restrictions on production and supply chain operations, total sales of AES technology solutions were above those of the same period of the previous year. Active ES digital pen products continued to receive high praise from OEM customer manufacturers.」

    Despite production and supply chain restrictions, AES sales were above those of the same period of the previous year, and OEM customers continued to rate active ES highly.
  9. FY2022-Q1RestatedAnnual report

    「Despite restrictions on production and supply chain operations, total sales of AES technology solutions were slightly above those of the same period of the previous year. Active ES digital pen products continued to receive high praise from manufacturers supplied on an OEM basis.」

    Despite production and supply chain restrictions, AES sales were slightly above those of the same period of the previous year, and OEM customers continued to rate the products highly.
  10. FY2021-Q3AdvancedAnnual report

    「Despite restrictions on production and supply chain operations, total sales of AES technology solutions were slightly above those of the same period of the previous year. Active ES digital pen products continued to receive high praise from manufacturers supplied on an OEM basis.」

    Despite production and supply chain restrictions, AES technology solutions sales were slightly above those of the same period of the previous year, and OEM customers continued to rate active ES highly.
  11. FY2020-Q3RestatedAnnual report

    「Tablet and notebook PC manufacturers highly evaluated active ES digital pen products. Although sales to major customer groups increased, sales of the overall pen and sensor systems for tablets and notebook PCs were slightly below those of the same period of the previous year.」

    While the report continues to describe manufacturers’ favorable assessment of active ES and increased sales to major customer groups, total sales for tablets and notebook PCs were slightly below those of the same period of the previous year.
  12. FY2020-Q2RestatedAnnual report

    「Tablet and notebook PC manufacturers highly evaluated active ES digital pen products, and sales of the overall pen and sensor systems for tablets and notebook PCs were slightly above those of the same period of the previous year.」

    The report continues to describe manufacturers’ favorable assessment of active ES digital pens and sales for tablets and notebook PCs above those of the same period of the previous year.
  13. FY2020-Q1RestatedAnnual report

    「As tablet and notebook PC manufacturers highly evaluated active ES digital pen products, sales of the overall pen and sensor systems for tablets and notebook PCs were slightly above those of the same period of the previous year.」

    The report continues to describe manufacturers’ favorable assessment of active ES digital pens and sales for tablets and notebook PCs above those of the same period of the previous year.
  14. FY2019RestatedAnnual report

    「For active ES (Active Electrostatic) digital pen technology and touch technology, the company brought numerous projects to market to expand adoption in tablets and 2-in-1 systems.」

    The company continues to expand adoption of active ES digital pens in tablets and 2-in-1 systems.
  15. FY2019-Q3RestatedAnnual report

    「As demand for active ES digital pen products increased following high praise from manufacturers, sales of the overall pen and sensor systems for tablets and notebook PCs exceeded those of the same period of the previous year.」

    The report continues to describe manufacturers’ high regard for active ES digital pens, increasing demand and sales for tablets and notebook PCs above those of the same period of the previous year.
  16. FY2019-Q2RestatedAnnual report

    「Demand for active ES digital pen products accelerated, and demand expanded as the products received high praise from manufacturers, resulting in sales of the overall pen and sensor systems for tablets and notebook PCs above those of the same period of the previous year.」

    The report continues to describe manufacturers’ favorable assessment of active ES digital pens, expanding demand and higher sales for tablets and notebook PCs.
  17. FY2019-Q1AdvancedAnnual report

    「Active ES digital pen products received high praise from manufacturers, and demand expanded, resulting in sales substantially above those of the same period of the previous year.」

    The report noted increasing demand for active ES digital pens among manufacturers and sales above those of the same period of the previous year.
  18. FY2018RestatedAnnual report

    「Active ES digital pen products received high praise from manufacturers, leading to broader adoption. In particular, strong shipments to HP, Lenovo, Dell and Fujitsu expanded sales. EMR digital pen products also expanded sales in the education market, including through adoption in Google Chromebooks.」

    The report continues to describe broader adoption of active ES, increased shipments to major customers, and EMR’s expansion in the education market.
  19. FY2018-Q3RestatedAnnual report

    「Active ES digital pen products received high praise from tablet manufacturers, leading to broader adoption. In particular, strong shipments to HP, Lenovo, Fujitsu and Dell resulted in sales substantially above those of the same period of the previous year. EMR digital pen products also expanded sales in the education market, including through adoption in Google Chromebooks.」

    The report continues to describe broader adoption of active ES, increased shipments to major customers, and expansion into the education market through EMR adoption in Chromebooks.
  20. FY2018-Q2AdvancedAnnual report

    「Active ES digital pen products received high praise from tablet manufacturers, leading to broader adoption. In particular, strong shipments to Lenovo, Hewlett-Packard, Dell, Toshiba and Fujitsu resulted in sales substantially above those of the same period of the previous year. EMR digital pen products also expanded sales in the education market, including through adoption in Google Chromebooks.」

    Adoption of active ES and shipments to major customers expanded, while EMR also expanded education-market sales through adoption in Chromebooks.
  21. FY2018-Q1AdvancedAnnual report

    「Active ES digital pen products received high praise from tablet manufacturers, leading to broader adoption. In particular, strong shipments to Lenovo, Hewlett-Packard, Dell and Toshiba resulted in sales substantially above those of the same period of the previous year. EMR digital pen products also expanded sales in the education market, including through adoption in Google Chromebooks.」

    Adoption of active ES and shipments to major customers expanded, while EMR also expanded education-market sales through adoption in Chromebooks.
  22. FY2017AdvancedAnnual report

    「Active ES digital pen technology received high praise from tablet manufacturers, leading to broader adoption. In particular, strong shipments to Lenovo, Hewlett-Packard, Toshiba and Dell resulted in sales substantially above those of the same period of the previous year.」

    The report noted broader adoption of active ES and increased shipments to several major customers.
  23. FY2017-Q3AdvancedAnnual report

    「The active ES digital pen technology received high praise from tablet manufacturers, leading to a substantial increase in sales. Shipments to Lenovo, Hewlett-Packard, Dell and Huawei also remained strong, offsetting the decline following the prior year’s sales to the Turkish government for education tablets, lower sales of EMR pen products and the impact of the stronger yen, and sales exceeded those of the same period of the previous year at a healthy pace.」

    Sales of active ES products increased substantially, while shipments to Lenovo, Hewlett-Packard, Dell and Huawei also remained strong.
  24. FY2017-Q2AdvancedAnnual report

    「In the technology solutions business, the company expanded mass production of active ES (Active Electrostatic) digital pens and worked to increase the number of new customers beyond Samsung, Lenovo and Huawei. It is also developing a standard pen compatible across Microsoft Windows 10 tablet devices and working to miniaturize digital pens with small ink cartridges and automate their production.」

    In addition to expanding active ES mass production, the company continues to increase the number of new customers beyond its existing major customers and develop standard pens.
  25. FY2017-Q1AdvancedAnnual report

    「In the technology solutions business, the company expanded mass production of active ES (Active Electrostatic) digital pens and worked to increase the number of new customers beyond Samsung, Lenovo and Huawei.」

    The report describes concrete progress in expanding active ES mass production and increasing the number of new customers beyond the 3 existing customers.
  26. FY2016First statedAnnual report

    「In the technology solutions business, active ES digital pens, whose mass production began in the fiscal year ended April 2015, have attracted strong customer interest, and the number of adopted models has increased substantially.」

    The company’s policy is to offer active ES in addition to EMR, thereby expanding customers’ adoption options.
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 9 of its 28 moves.

976544★123456
  1. ★This thread
  2. 1Expanding the Creative Business through mobile products, 3D and emerging markets9×
  3. 2Digital Ink Standardization through WILL7×
  4. 3Creating a Market through the Integration of Digital Stationery and the Cloud6×
  5. 4Shareholder returns through stable dividends and flexible share repurchases5×
  6. 5Promoting Technology Adoption Through Open Partnerships4×
  7. 6Integration with Microsoft Pen Technology4×

★ 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
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