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Elecom (6750) · InitiativeSecurity struggled, while multiple B2B areas recoveredLatest Earnings (2026-08-13): "Advanced"

Development of industrial embedded products and information transmission products in the embedded systems field

First written in FY2017. 14 of 26 entries say "Advanced", first in FY2018-Q1. Latest entry: 2026-08-13.

26entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q3 – FY2019OtherFY2020-Q1 – FY2022AdvancedFY2023-Q1 – FY2024-Q2OtherFY2025-H1 – FY20262017: 320172018: 420182019: 320192020: 220202021: 020212022: 420222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Establishing New Business Pillars in Network Services and Embedded TechnologiesA theme 11 companies write about · 0 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2018: 1 of 8 companies on the "Worse" side.

5 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-13AdvancedEarnings

    「In addition, responding to the rapid expansion in semiconductor demand, memory for industrial equipment sold by group companies generated a substantial increase in revenue. Sales also grew significantly due to the effect of newly consolidating 日本アンテナ’s results for 3 months.」

    Memory for industrial equipment generated a substantial increase in revenue in response to rapidly expanding semiconductor demand. By contrast, the security-related business struggled to secure orders.
  2. FY2026Security struggled, while multiple B2B areas recoveredAnnual report

    「Among the categories targeted by the company, the security-related business struggled to win orders, but orders for rugged tablets bundled with maintenance services grew, and NAS also generated higher sales as corporate demand for data management increased. Memory products for industrial equipment at the group company, which had struggled with slowing investment demand in the previous fiscal year, and reception-related equipment and related construction, which had been affected by weak new housing starts and other factors, also showed signs of recovery as demand expanded and sales efforts were strengthened.」

    While order intake in the security-related business remained challenging, rugged tablets with maintenance services, NAS, memory products for industrial equipment, and reception-related equipment and construction recovered or grew, leading to greater divergence within B2B solutions.
  3. FY2026-H1Security struggles alongside growth in NAS and groxiAnnual report

    「Among the categories targeted by the company, the security-related business struggled to win orders, but sales of NAS (Network Attached Storage) expanded, particularly as corporate demand for data management increased. In addition, group company groxi, which provides network design, construction and maintenance services, recorded higher sales due to orders for projects from local governments and other factors.」

    While the security-related business struggled to win orders, NAS sales and groxi's local-government projects and other business grew, resulting in divergent performance within B2B solutions.
  4. FY2025Security expands, while memory recovers in the second halfAnnual report

    「Sales in the security-related business grew amid heightened awareness of crime prevention following thefts and robberies, and the new consolidation of groxi resulting from the previous fiscal year's M&A also contributed. However, sales of memory products for industrial equipment at group companies fell substantially as investment demand related to semiconductors slowed from the second half of the previous fiscal year.」

    The security-related business grew, while memory products for industrial equipment declined substantially due to a slowdown in semiconductor investment demand. Storage products in peripherals and accessories recovered in the second half.
  5. FY2025-H1Security growth coexisted with a slowdown in industrial memoryAnnual report

    「Although sales in the security-related business grew and the new consolidation of groxi resulting from the previous fiscal year's M&A contributed, sales of memory products for industrial equipment at group companies fell substantially as investment demand related to semiconductors continued to slow from the second half of the previous fiscal year.」

    While sales in the security-related business grew and groxi contributed following its consolidation, sales of memory products for industrial equipment declined due to a slowdown in semiconductor-related investment demand, resulting in a 7.9% year-on-year decline in B2B solutions sales.
  6. FY2024AdvancedAnnual report

    「The security-related business also expanded significantly.」

    The security-related business, which combines surveillance cameras, cloud services, peripherals, software and network construction, expanded significantly from its initial rollout stage.
  7. FY2024-Q3RestatedAnnual report

    「Memory-related products saw a substantial decline in sales, particularly storage products for industrial equipment, due to a slowdown in semiconductor-related demand and other factors, but profit improved as a result of initiatives including price revisions. The security-related business also expanded significantly.」

    Memory-related sales declined due to a slowdown in semiconductor-related demand, while profit improved following price revisions, and the significant expansion of the security-related business continued to be reported.
  8. FY2024-Q2AdvancedAnnual report

    「Memory-related products declined in volume under a policy prioritizing profitability, but profit improved. The security-related business also expanded significantly.」

    With regard to the security-related business, the description progressed from an initial contribution in FY2024-Q1 to a statement that it had expanded significantly. In memory-related products, lower sales and improved profit occurred simultaneously.
  9. FY2024-Q1AdvancedAnnual report

    「In addition, the initial contribution from the security-related business, centered on surveillance cameras, helped lift total sales slightly year on year.」

    For the security-related business outlined for FY2023, the initial contribution centered on surveillance cameras was cited as a factor supporting sales growth.
  10. FY2023AdvancedAnnual report

    「The company will promote the rollout of IoT solutions by leveraging the respective strengths of its group companies and advancing collaboration with other companies, as in its security-related business, which combines surveillance cameras, cloud services, peripherals, software and network construction.」

    The company specifically outlined a security-related business combining surveillance cameras, cloud services, software and network construction, as well as collaboration with other companies, in addition to its conventional embedded and industrial products.
  11. FY2023-Q2AdvancedAnnual report

    「Demand for storage products for industrial equipment from group company ハギワラソリューションズ㈱ remained firm, and strategic efforts to expand sales of products such as fast chargers for smartphones through e-commerce were also evident.」

    The company stated that demand for ハギワラソリューションズ storage products for industrial equipment remained firm.
  12. FY2023-Q1AdvancedAnnual report

    「Sales benefited from a recovery in demand for storage products for industrial equipment from group company ハギワラソリューションズ㈱, as well as strategic efforts to expand sales of products such as fast chargers for smartphones through e-commerce.」

    The recovery in demand for ハギワラソリューションズ storage products for industrial equipment supported sales. Peripheral equipment sales increased 5.3% year on year.
  13. FY2022Custom PCs and rugged tablets recover, while Other declinesAnnual report

    「Although demand for custom PCs and rugged tablets from consolidated subsidiary ロジテックINAソリューションズ株式会社 showed signs of recovery, sales in the Other category for the fiscal year declined 12.6% year on year to ¥7,615 million, due to lower demand for GIGA School storage cabinets and a lull in healthcare-related demand.」

    Demand in some new areas, including custom PCs and rugged tablets, recovered, but Other sales declined 12.6% due to a slowdown in GIGA School storage cabinets and healthcare-related products.
  14. FY2022-Q3Recovery in demand in emerging areas, but continued decline in Other salesAnnual report

    「Although demand for embedded-related products was showing signs of recovery, sales in the Other category for the third quarter cumulative consolidated period amounted to ¥5,640 million, down 11.3% year on year, due to lower demand for GIGA School storage cabinets and a lull in demand for healthcare-related products.」

    Demand for embedded-related products was showing signs of recovery, but a slowdown in demand for GIGA School storage cabinets and healthcare-related products led to an 11.3% year-on-year decline in sales in the Other category.
  15. FY2020New products in emerging areas, but lower sales in OtherAnnual report

    「Although high-value-added new products were introduced in emerging product areas, sales in the Other category for the fiscal year amounted to ¥6,839 million, down 8.9% from the previous fiscal year.」

    While high-value-added new products were introduced in emerging areas, sales in the Other category decreased 8.9% year on year.
  16. FY2020-Q3New products in emerging areas, but continued decline in Other salesAnnual report

    「Although high-value-added new products were introduced in emerging product areas, sales in the Other category for the third quarter cumulative consolidated period amounted to ¥5,173 million, down 6.1% year on year.」

    While high-value-added new products were introduced in emerging areas, sales in the Other category decreased 6.1% year on year.
  17. FY2020-Q1New products in emerging areas, but lower sales in OtherAnnual report

    「Although high-value-added new products were introduced in emerging product areas, sales in the Other category for the first quarter cumulative consolidated period amounted to ¥1,590 million, down 12.2% year on year.」

    While high-value-added new products were introduced in emerging areas, sales in the Other category decreased 12.2% year on year.
  18. FY2019AdvancedAnnual report

    「We will promote the expansion of IoT solutions that combine broadcasting and communications, surveillance cameras, sensor technology, peripherals, software and other capabilities by leveraging the strengths of each Group company.」

    The integration of embedded products, sensor technology, broadcasting and communications, surveillance cameras, peripherals and software was identified as a specific initiative for expanding IoT solutions. Sales in the Other category, including embedded-related products, increased 18.5%.
  19. FY2019-Q3AdvancedAnnual report

    「As sales of embedded-related and heated tobacco-related products grew steadily, sales in the Other category for the third quarter cumulative consolidated period amounted to ¥5,511 million, up 16.5% year on year.」

    Sales growth for embedded-related and heated tobacco-related products led to a 16.5% year-on-year increase in sales in the Other category.
  20. FY2019-Q2AdvancedAnnual report

    「As sales of embedded-related, heated tobacco-related and healthcare-related products grew steadily, sales in the Other category for the second quarter cumulative consolidated period amounted to ¥3,666 million, up 32.3% year on year.」

    In addition to embedded and healthcare-related products, sales of heated tobacco-related products also grew, with sales in the Other category increasing 32.3% year on year.
  21. FY2019-Q1AdvancedAnnual report

    「As sales of embedded-related and healthcare-related products grew steadily, sales in the Other category for the first quarter cumulative consolidated period amounted to ¥1,811 million, up 35.2% year on year.」

    Sales growth was confirmed for embedded and healthcare-related products, with sales in the Other category increasing 35.2% year on year.
  22. FY2018AdvancedAnnual report

    「As sales of embedded-related and healthcare-related products grew steadily, sales in the Other category for the fiscal year amounted to ¥6,339 million, up 31.6% from the previous fiscal year.」

    Sales growth was confirmed for embedded and healthcare-related products, with sales in the Other category increasing 31.6%.
  23. FY2018-Q3AdvancedAnnual report

    「We expanded our product offerings beyond conventional computer and digital-related products to include new areas such as embedded, healthcare and medical products, and VR. We established a structure in which sales, procurement and logistics worked together to supply products to the market quickly, and worked to provide a broad range of solutions, from IT for everyday life to social infrastructure.」

    In addition to embedded products, healthcare and medical products and VR were identified as new areas, and efforts were made to expand products and provide solutions ranging from IT for everyday life to social infrastructure.
  24. FY2018-Q2RestatedAnnual report

    「ディー・クルー・テクノロジーズ株式会社 (the former company) engaged in contract development of sensing network systems, LSI and other products. In particular, it had the technological development capabilities and analog, digital and firmware engineers needed to meet growing IoT demand, and was expected to make a significant contribution to the development of products and expansion of businesses in our Group’s healthcare, embedded and network sectors.」

    The policy of continuing to leverage the sensing network, LSI, analog, digital and firmware technologies and personnel of ディー・クルー・テクノロジーズ for product development and business expansion in the healthcare, embedded, network and other sectors remains in place.
  25. FY2018-Q1AdvancedAnnual report

    「ディー・クルー・テクノロジーズ株式会社 (the former company) engaged in contract development of sensing network systems, LSI and other products. In particular, it had the technological development capabilities and analog, digital and firmware engineers needed to meet growing IoT demand, and was expected to make a significant contribution to the development of products and expansion of businesses in our Group’s healthcare, embedded and network sectors.」

    The business entered the concrete rollout phase for leveraging the sensing network, LSI, analog, digital and firmware technologies and personnel of ディー・クルー・テクノロジーズ in the expansion of its embedded, network and other businesses.
  26. FY2017First statedAnnual report

    「By market, in Japan, we will strengthen our product lineup across a broad range of categories, including computer-related products, smartphone and tablet-related products, and peripherals. We will also promote the expansion of embedded (industrial embedded) products and data transmission and security system-related products by leveraging the technical and development capabilities of our subsidiaries.」

    The embedded sector was positioned under the independent slogan “Supporting Japan’s manufacturing industry,” with a policy established to promote the expansion of related products by leveraging the technical and development capabilities of subsidiaries.
Moved together

"Improving Profit Margins" moved the same way as this thread, in the same document, in 10 of its 26 moves.

1099766★123456
  1. ★This thread
  2. 1Improving Profit Margins10×
  3. 2Operating Cash Flow Turns Positive9×
  4. 3Capital Policy through Share Repurchases and Cancellations9×
  5. 4Revenue and profit reach new record highs7×
  6. 5Stimulating demand through the continued launch of high value-added new products6×
  7. 6Expansion of Business Scale through M&A and Capital and Business Alliances6×

★ 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
No upcoming earnings preview for Elecom yet. It last moved in the Earnings of 2026-08-13: "Advanced".
News
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Development of industrial embedded products and information transmission products in the embedded systems field | ELECOM CO.,LTD. (6750) | Komori