Komori
Tamura (6768) · InitiativeRestated

Leveling Sales in the Information Equipment Business

First written in FY2020-Q1. 3 of 8 entries say "Advanced", first in FY2023-Q1. Latest entry: FY2025-H1.

8entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q1RestatedFY2022-Q1AdvancedFY2023-Q1 – FY2023-Q2AdvancedFY2024-Q32019: 120192020: 020202021: 220212022: 220222023: 120232024: 22024
Same theme, other companies
Revenue Stabilization through Order Smoothing and Expansion of Recurring RevenueA theme 10 companies write about · 0 as a headwind · 10 as a tailwind

The whole theme swung hardest in 2020: 1 of 6 companies on the "Worse" side.

4 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. FY2025-H1RestatedAnnual report

    「Sales of audio mixing consoles and wireless communications equipment benefited from deliveries brought forward and other factors, rising substantially to ¥1.481 billion, up 68.7% from the same period of the previous interim fiscal year. The segment loss narrowed to ¥48 million, compared with a segment loss of ¥125 million in the same period of the previous interim fiscal year.」

    Early deliveries increased interim sales in the information equipment business and narrowed the loss as part of efforts to normalize sales.
  2. FY2024-Q3AdvancedAnnual report

    「Deliveries of the next-generation audio console scheduled for the fourth quarter were brought forward, resulting in sales and profit substantially exceeding those of the same quarter of the previous year.」

    Early delivery of the next-generation audio console, originally scheduled for delivery in the fourth quarter, resulted in cumulative third-quarter sales and profit in the information equipment business exceeding those of the same period of the previous year.
  3. FY2024-Q1SoftenedAnnual report

    「Sales declined because, in addition to seasonal fluctuations in demand for broadcasting equipment, one-off factors such as the advance delivery of wireless intercom systems in the same quarter of the previous year disappeared.」

    Although early deliveries had helped normalize sales in the same period of the previous year, that one-off factor disappeared, causing first-quarter sales to decline 51.2% year on year.
  4. FY2023-Q2AdvancedAnnual report

    「Second-quarter sales and profit increased, partly because sales of communications equipment scheduled for the second half were brought forward. As a result, sales were ¥1,102 million, up 23.1% year on year, while the segment loss was ¥18 million, compared with a segment loss of ¥374 million in the same quarter of the previous year, resulting in higher sales and a narrower loss.」

    Bringing forward communications equipment sales scheduled for the second half increased second-quarter sales by 23.1% year on year and narrowed the segment loss.
  5. FY2023-Q1AdvancedAnnual report

    「Although deliveries of broadcasting equipment are often concentrated at the ends of the second and fourth quarters, sales increased from the same quarter of the previous year due in part to the early delivery of wireless intercom systems from the second quarter. As a result, sales were ¥421 million, up 69.3% year on year, while the segment loss was ¥104 million, compared with a segment loss of ¥243 million in the same quarter of the previous year, resulting in higher sales and a narrower loss.」

    Early deliveries increased first-quarter sales in the information equipment business by 69.3% year on year and narrowed the segment loss.
  6. FY2022-Q1RestatedAnnual report

    「As deliveries of these products are scheduled mainly for the end of the fiscal year, sales during the current cumulative consolidated period were sluggish.」

    The year-end concentration of sales in the information equipment business continued, resulting in sluggish first-quarter sales.
  7. FY2021MitigatedAnnual report

    「However, by securing the sales planned for the fourth quarter, we returned to profitability for the full year.」

    Although sales in the information equipment business remain concentrated at the end of the fiscal year, the company secured its planned year-end sales and posted a full-year profit, despite the remaining challenge of normalizing sales.
  8. FY2020-Q1First statedAnnual report

    「The information equipment-related business plans to deliver broadcasting equipment, including audio mixing consoles primarily for broadcasters, for international sporting events and broadcasters’ renewal demand, as well as monitoring equipment for telecommunications carriers, mainly at the fiscal year-end. Although efforts are being made to level revenue, sales during the cumulative first quarter did not reach the level required to secure profit.」

    Efforts to normalize sales of broadcasting equipment and surveillance systems, which are concentrated at the end of the fiscal year, were identified for the first time as a standalone initiative.
Moved together

"Year-End Concentration of Information Equipment Sales" moved the same way as this thread, in the same document, in 5 of its 8 moves.

543333★123456
  1. ★This thread
  2. 1Year-End Concentration of Information Equipment Sales5×
  3. 2Continued Deliveries of the NT Series Audio Consoles to Broadcasters4×
  4. 3Restructuring the Information Equipment Business and Developing New Products and Markets3×
  5. 4Expanding Sales of Reflow Equipment for Automotive, Electronic Component Manufacturers and EMS Customers3×
  6. 5Establishing a Foshan Plant, Fitting Out the Suzhou Plant and Transferring Production to Strengthen China’s Production Structure3×
  7. 6Slowing Market for the Electronic Chemicals Business, Centered on Smartphones3×

★ 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 Tamura yet.
News
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