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Sun (6736) · FactLTE migration demand has peaked, but expansion into 5G products and applications continuesLatest Financial Results Presentation (2026-08-10): "Mitigated"

Decline in M2M communications equipment sales

First written in FY2018-Q1. 6 of 25 entries say "Restated". Latest entry: 2026-08-10.

25entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019-Q1OtherFY2019-Q3 – FY2020-Q2MitigatedFY2024-Q1 – FY2024-Q2OtherFY2025-H1 – FY20262017: 220172018: 420182019: 320192020: 220202021: 220212022: 320222023: 420232024: 120242025: 120252026: 32026
Same theme, other companies
Declining sales following the peak in legacy demand for M2M communications equipmentA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026LTE migration demand has peaked, but expansion into 5G products and applications continuesAnnual report

    「Demand for the transition from 3G to LTE (4G) has run its course, and sales of Rooster, which had been adopted for beverage vending machines, have also peaked. However, demand for applications such as digital signage and digital menu boards is trending upward, and we are working to expand sales of Rooster products.」

    While demand for the transition from 3G to LTE and sales of Rooster for beverage vending machines have peaked, the company reported efforts to develop applications such as digital signage, the launch of sales of the 5G router DRX5510, and the rollout of monitoring solutions integrated with SunDMS.
  2. FY2026-H1LTE migration demand has peaked and new product launches have been delayedAnnual report

    「Migration from 3G to LTE (4G), driven by the planned phaseout of 3G networks by each telecommunications carrier by March 2026, had run its course, while shipment volumes declined due in part to delays in developing and rolling out new products centered on 5G and edge AI as alternatives.」

    Demand for migration from legacy 3G to LTE (4G) had peaked, and delays in developing and rolling out 5G and edge AI-related products as alternatives contributed to a decline in M2M business shipment volumes.
  3. FY2025-H1Over 500,000 A330 and A900 units installed, with strong Rooster salesAnnual report

    「Several major beverage operators have adopted the A330 and A900 strategic products for beverage vending machines to reduce management costs and improve operational efficiency, including product replenishment, with more than 500,000 units already installed. Rooster and other router products are differentiated from competitors through redundant connectivity and integration with the SunDMS device management service, and sales have remained solid.」

    The M2M business moved on from lower revenue caused by earlier component procurement difficulties, with more than 500,000 A330 and A900 units installed and sales of Rooster and other router products remaining solid.
  4. FY2024-Q2MitigatedAnnual report

    「In the M2M business, component procurement difficulties eased, although the impact of higher raw material prices remained, resulting in higher revenue and profit for the segment as a whole.」

    As component procurement difficulties began to ease, the new IT-related business posted a 74.0% year-on-year increase in revenue and segment profit of ¥104 million, despite the continuing impact of higher raw material prices.
  5. FY2024-Q1MitigatedAnnual report

    「In the M2M business, component procurement difficulties eased, although the impact of higher raw material prices remained, resulting in higher revenue and profit for the segment as a whole.」

    As component procurement difficulties began to ease, revenue in the new IT-related business increased 67.8% year on year and segment profit reached ¥50 million. The impact of higher raw material prices remained.
  6. FY2023Full-year decline in revenue and profit due to component procurement difficultiesAnnual report

    「In the M2M business, shipment volumes fell due to difficulties procuring components, resulting in a 7.8% decline in revenue. Segment profit declined by ¥45 million due to the lower shipment volume and the impact of higher raw material prices.」

    Supply constraints that had emerged in the cumulative quarterly results were also evident for the full fiscal year, resulting in a 7.8% decline in M2M business revenue and a ¥45 million decrease in segment profit.
  7. FY2023-Q3WorsenedAnnual report

    「In the M2M business, shipment volumes fell due to difficulties procuring components, resulting in a 24.8% decline in revenue. Segment profit declined by ¥79 million due to the lower shipment volume and the impact of higher raw material prices.」

    The M2M business posted a 24.8% year-on-year decline in revenue as shipment volumes fell due to difficulties procuring components, while higher raw material prices contributed to a ¥79 million decline in segment profit.
  8. FY2023-Q2WorsenedAnnual report

    「In the M2M business, shipment volumes fell due to difficulties procuring components, resulting in a 16.9% decline in revenue. Segment profit declined by ¥32 million due to the lower shipment volume and the impact of higher raw material prices.」

    Shipment volumes in the M2M business declined due to difficulties procuring components, resulting in a 16.9% year-on-year decline in revenue. Higher raw material prices also contributed to a ¥32 million year-on-year decline in segment profit.
  9. FY2023-Q1WorsenedAnnual report

    「In the M2M business, revenue declined as shipment volumes fell due to difficulties procuring components. In addition, profit declined due to the impact of higher raw material prices.」

    Shipment volumes in the M2M business declined due to difficulties procuring components, resulting in a 14.9% year-on-year decline in revenue and a decrease in profit from ¥39 million to ¥1 million.
  10. FY2022AdvancedAnnual report

    「In the M2M business, revenue and profit increased as sales of M2M communications equipment for vending machines and other applications remained solid.」

    Steady M2M communications equipment sales resulted in revenue of ¥2.239 billion and segment profit of ¥183 million in the new IT-related business.
  11. FY2022-Q1RestatedAnnual report

    「In the M2M business, revenue increased as sales of M2M communications equipment for vending machines and other applications remained solid. In addition, the business returned to profitability through expense efficiency measures.」

    The company reconfirms that the business returned to profitability as a result of higher M2M communications equipment sales and expense efficiency measures.
  12. FY2021AdvancedAnnual report

    「In the M2M business, revenue increased as sales of M2M communications equipment remained strong. In addition, the business returned to profitability through expense efficiency measures.」

    Strong communications equipment sales and expense efficiency measures enabled the M2M business to return to profitability, with revenue in the new IT-related business increasing 14.6% year on year and segment profit reaching ¥98.99 million.
  13. FY2021-Q2RestatedAnnual report

    「In the M2M business, revenue increased as sales of M2M communications equipment remained strong. In addition, the business returned to profitability through expense efficiency measures.」

    The company reconfirms that the business returned to profitability as a result of strong M2M communications equipment sales and expense efficiency measures.
  14. FY2020AdvancedAnnual report

    「In the M2M business, revenue increased as contract development revenue was recognized and sales of M2M communications equipment for vending machines and other applications remained strong. In addition, the loss narrowed substantially through expense efficiency measures.」

    Higher contract development revenue and sales for vending machines and other applications, together with expense efficiency measures, increased full-year revenue in the M2M business and narrowed the segment loss in the new IT-related business from ¥827 million to ¥343 million.
  15. FY2020-Q2RestatedAnnual report

    「In the M2M business, revenue exceeded the previous-year period as sales of M2M communications equipment for vending machines and other applications increased, while the loss narrowed substantially through expense efficiency measures.」

    The company reconfirms that the loss narrowed as M2M communications equipment sales exceeded the previous-year period and expense efficiency measures progressed.
  16. FY2020-Q1Higher sales and a narrower lossAnnual report

    「In the M2M business, revenue exceeded the previous-year period as sales of M2M communications equipment for vending machines and other applications increased, while the loss narrowed substantially through expense efficiency measures.」

    M2M communications equipment sales exceeded the previous-year period and expense efficiency measures progressed, narrowing the loss in the new IT-related business from ¥195 million to ¥149 million.
  17. FY2019-Q3Loss narrowed despite lower revenueAnnual report

    「In the M2M business, revenue fell below the previous-year period as sales of M2M communications equipment for vending machines and other applications remained sluggish, but the loss narrowed as efficiency measures reduced expenses.」

    Revenue continued to decline due to sluggish M2M communications equipment sales, but expense reductions narrowed the loss in the M2M business within the new IT-related business.
  18. FY2019-Q2WorsenedAnnual report

    「In the M2M business, sales of M2M communications equipment for vending machines and other applications remained sluggish, resulting in lower revenue year on year and a slight increase in the loss.」

    Sluggish M2M communications equipment sales continued, with revenue down 26.0% year on year to ¥450 million and the segment loss increasing slightly to ¥480 million.
  19. FY2019-Q1RestatedAnnual report

    「In the M2M business, sales of M2M communications equipment for vending machines and other applications remained sluggish, resulting in lower revenue year on year.」

    Sales of M2M communications equipment in the new IT-related business remained sluggish, resulting in lower revenue year on year.
  20. FY2018Sales turned upward for the full fiscal yearAnnual report

    「The M2M business exceeded the previous fiscal year and posted higher revenue, while the loss narrowed, as sales of M2M/IoT communications equipment for industrial applications, including vending machines and surveillance cameras, remained strong.」

    The decline in M2M communications equipment sales reported in the quarterly report gave way to strong industrial sales for the full fiscal year, resulting in higher revenue and a narrower loss.
  21. FY2018-Q3RestatedAnnual report

    「Revenue fell below the previous-year period due to lower sales of M2M communications equipment.」

    The decline in M2M communications equipment sales in the Other business is reiterated.
  22. FY2018-Q2RestatedAnnual report

    「Revenue fell below the previous-year period due to lower sales of M2M communications equipment.」

    The decline in M2M communications equipment sales in the Other business is reiterated.
  23. FY2018-Q1First statedAnnual report

    「Revenue fell below the previous-year period due to lower sales of M2M communications equipment.」

    The company stated that revenue in the Other business fell below the previous-year period due to lower sales of M2M communications equipment.
Moved together

"Losses from Upfront Development Investment in a New Business" moved the same way as this thread, in the same document, in 7 of its 25 moves.

765555★123456
  1. ★This thread
  2. 1Losses from Upfront Development Investment in a New Business7×
  3. 2Increase in fixed-cost burden in the mobile data solutions business6×
  4. 3Companywide results turned loss-making5×
  5. 4Accelerating the Expansion of a Recurring-Revenue Business in the Information and Communications Sector5×
  6. 5Profit pressure from increased goodwill amortization5×
  7. 6Impact of semiconductor and electronic component shortages on product supply5×

★ 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.

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No upcoming earnings preview for Sun yet. It last moved in the Financial Results Presentation of 2026-08-10: "Mitigated".
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Decline in M2M communications equipment sales | SUNCORPORATION (6736) | Komori