Komori
Tamura (6768) · RiskWorsenedLatest General Meetings of Shareholders (2026-05-27): "Achieved"

Maturing and Declining Demand for Security-Related Equipment

First written in FY2017-Q1. 9 of 19 entries say "Restated". Latest entry: 2026-05-27.

19entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018WorsenedFY2019-Q2 – FY2021-Q1RestatedFY2021 – FY2023-Q3ReframedFY2024-Q12016: 220162017: 420172018: 320182019: 020192020: 320202021: 120212022: 020222023: 320232024: 020242025: 220252026: 12026
Same theme, other companies

The whole theme swung hardest in 2020: 5 of 9 companies on the "Worse" side.

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

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. 2026-05-27AchievedGeneral Meetings of ShareholdersSuggests it is closing out

    「As announced in the “Notice Regarding the Absorption-Type Company Split and Business Transfer of the Information Equipment Business” dated 8 April 2026, the business is scheduled to be transferred on 1 October 2026.」

    The planned withdrawal from the information equipment business, which was affected by deterioration in capital investment conditions in the broadcasting industry, was explicitly stated through the planned business transfer.
  2. FY2026-H1WorsenedAnnual report

    「The harsh capital investment environment continued across the broadcasting industry, resulting in sales of ¥864 million, down 41.6% year on year, and a segment loss of ¥403 million, compared with a segment loss of ¥48 million in the same interim period of the previous year.」

    Amid the continued harsh capital investment environment in the broadcasting industry, the information equipment-related business recorded a 41.6% year-on-year decline in sales and a segment loss of ¥403 million, widening the loss.
  3. FY2025WorsenedAnnual report

    「In addition to the postponement of audio equipment replacement projects for broadcasters, the harsh capital investment environment across the broadcasting industry continued」

    The postponement of equipment replacement projects was identified in addition to the previous restraint on capital investment, and weak demand for broadcasting equipment has continued.
  4. FY2024-Q1ReframedAnnual 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.」

    The factors weighing on broadcasting equipment-related demand were identified as seasonal fluctuations and the reversal of the advance deliveries made in the same period of the previous year, in addition to restrained capital investment.
  5. FY2023MitigatedAnnual report

    「In the broadcasting industry, the main market for the information equipment-related business, signs of equipment replacement gradually emerged from the period of restrained capital investment, but a full-scale recovery was not achieved.」

    In the broadcasting industry, equipment replacement gradually began, representing some improvement from the previous restraint on capital investment, but a full recovery has not been achieved.
  6. FY2023-Q3RestatedAnnual report

    「The broadcasting industry, the main market for the information equipment-related business, continued to restrain capital investment, and sales remained sluggish.」

    The continued restraint on capital investment in the broadcasting industry and sluggish sales are noted.
  7. FY2021RestatedAnnual report

    「The market environment surrounding the broadcasting industry, our main customer base, remains challenging, and compared with the past, we have been unable to consistently secure sales and profit.」

    The harsh market environment in the broadcasting industry and the continued instability of sales and profits compared with the past are repeatedly noted.
  8. FY2021-Q1WorsenedAnnual report

    「In the information equipment business, capital investment demand among broadcasters, our core customers, was weak, while most sales were scheduled for the end of the fiscal year. As a result, sales for the nine months ended 31 December did not reach the level required to secure profit.」

    Weak capital investment demand among broadcasters has actually emerged as a sales shortfall in the information equipment business.
  9. FY2020WorsenedAnnual report

    「In the information equipment business, we had expected sales of audio mixing consoles (mixers) and wireless microphone systems for broadcasters, mainly toward the end of the fiscal year, in preparation for international sporting events and broadcaster upgrade demand. However, demand did not increase amid the severe market environment, resulting in a substantial decline in sales.」

    In the information equipment business, where the end of demand had previously been noted, demand for broadcasting equipment and wireless microphones failed to increase as much as expected, and this weakness materialized in actual results.
  10. FY2020-Q3WorsenedAnnual report

    「In the information equipment business, demand for audio mixing equipment and wireless microphone systems for broadcasters did not increase as much as expected, and some capital investment projects were postponed. As a result, sales for the nine months ended 31 December did not reach the level required to secure profit.」

    Regarding wireless microphone-related products, for which the end of demand had previously been noted, demand did not increase as much as expected, and some capital investment projects were postponed.
  11. FY2019-Q2WorsenedAnnual report

    「In the information equipment business, responses to upgrades of monitoring equipment for telecommunications operators progressed ahead of schedule, mainly in the first quarter, while audio mixing consoles (mixers), mainly for broadcasters, remained solid and inquiries toward the end of the fiscal year progressed steadily. However, during the second quarter, expanded sales of wireless microphone systems were somewhat delayed.」

    It is stated that, while demand for security equipment and wireless microphone-related products continues to run its course, expanded sales of wireless microphone systems were also delayed.
  12. FY2018RestatedAnnual report

    「In the information equipment business, demand for security equipment and wireless microphones, which had continued through the previous fiscal year, ran its course. However, expanded sales of audio mixing consoles (mixers), mainly for key broadcasters upgrading their broadcasting facilities, and responses to upgrades of monitoring equipment for telecommunications operators progressed during the current fiscal year.」

    The end of demand for security equipment and wireless microphones continues to be indicated.
  13. FY2018-Q3RestatedAnnual report

    「In the information equipment business, sales have continued to decline year on year as demand for security equipment and wireless microphones has run its course, although」

    The end of demand for security equipment and wireless microphone-related products and the resulting trend of declining sales have continued.
  14. FY2018-Q2RestatedAnnual report

    「In the information equipment business, demand for security equipment and wireless microphones has run its course, and we are pursuing expanded sales of audio mixing consoles (mixers), mainly for broadcasters, while responding to upgrades of monitoring equipment for telecommunications operators.」

    The end of demand for security equipment and wireless microphone-related products continues to be cited as a factor behind lower sales.
  15. FY2018-Q1RestatedAnnual report

    「In the information equipment business, the surge in demand for security equipment and wireless microphones has run its course, and we are pursuing expanded sales of audio mixing consoles (mixers), mainly for broadcasters, while responding to upgrades of monitoring equipment for telecommunications operators.」

    The end of exceptional demand for security equipment has continued, and the end of exceptional demand related to wireless microphones was also explicitly noted this time.
  16. FY2017RestatedAnnual report

    「However, the impact of the end of exceptional demand for security-related equipment, which had expanded in the previous fiscal year, was substantial, resulting in lower sales.」

    The end of exceptional demand for security-related equipment and the resulting decline in sales continue to be cited as factors weighing on the information equipment business.
  17. FY2017-Q3RestatedAnnual report

    「However, exceptional demand for security-related equipment, which had expanded in the previous fiscal year, ran its course, resulting in lower sales.」

    The end of exceptional demand for security-related equipment and the resulting decline in sales continue to be cited as factors weighing on the information equipment business.
  18. FY2017-Q2RestatedAnnual report

    「Demand for security-related equipment, which had expanded in the previous fiscal year, ran its course and declined.」

    The end of the demand cycle and decline in demand for security-related equipment have continued.
  19. FY2017-Q1First statedAnnual report

    「Demand for security-related equipment, which had expanded in the previous consolidated fiscal year, matured and declined.」

    The maturation of demand that expanded in the previous year is identified as a factor behind lower revenue and profit in the Information Equipment business.
Moved together

"Weakness in the Electronics Market, Including Smartphones" moved the same way as this thread, in the same document, in 7 of its 19 moves.

766555★123456
  1. ★This thread
  2. 1Weakness in the Electronics Market, Including Smartphones7×
  3. 2Continued Deliveries of the NT Series Audio Consoles to Broadcasters6×
  4. 3Expanding Sales of Reflow Equipment for Automotive, Electronic Component Manufacturers and EMS Customers6×
  5. 4Steady Performance in Power-Tool and Industrial-Machinery Applications5×
  6. 5Sharp Foreign-Exchange Movements and Global Economic Instability5×
  7. 6Higher Ordinary Income and Net Income Attributable to Owners of the Parent Despite Slightly Higher Sales and Lower Operating Income5×

★ 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. It last moved in the General Meetings of Shareholders of 2026-05-27: "Achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Maturing and Declining Demand for Security-Related Equipment | TAMURA CORPORATION (6768) | Komori