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Oi Electric (6822) · InitiativeSpecified generative AI, cloud computing and data centers as growth opportunitiesLatest Financial results presentation (2026-05-15): "Advanced"

Development of Businesses Related to IoT, Disaster Preparedness and Energy Management Systems

First written in FY2016. 11 of 29 entries say "Restated". Latest entry: 2026-05-15.

29entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3ReframedFY2024 – FY20252016: 120162017: 120172018: 120182019: 420192020: 420202021: 420212022: 420222023: 320232024: 320242025: 220252026: 2
Same theme, other companies
Multifaceted business opportunities arising from 5G, IoT and social infrastructure reconstructionA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

3 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. FY2026-H1Specified generative AI, cloud computing and data centers as growth opportunitiesAnnual report

    「Market trends surrounding the group are expected to include increased traffic resulting from the spread of services using fifth-generation mobile communications systems (5G) networks, accelerated corporate digital transformation (DX), greater diversity in cloud services, and the full-scale adoption of generative AI. Against this backdrop, demand for expanded network capacity is being supported by an increase in the number of data centers, efforts to accommodate greater capacity and speed in communications equipment, and the use of IT in disaster-prevention and mitigation systems.」

    In addition to traditional growth opportunities in 5G, IoT and disaster prevention, the company has identified cloud services, generative AI, data centers, and greater capacity and speed in network equipment as specific market opportunities.
  2. FY2025ReframedAnnual report

    「The company is required not only to provide communications equipment and infrastructure, but also to meet demand for faster, higher-capacity and higher-value communications, including low latency, numerous simultaneous connections, low power consumption and low cost, while pursuing higher value-added services such as data processing using AI and the provision of services and solutions combining accumulated information with cloud services.」

    In addition to its traditional business areas of optical communications, IoT and disaster prevention, the company has broadened its explanation of growth opportunities to include higher added value through AI, cloud services, and the provision of services and solutions.
  3. FY2025-H1ReframedAnnual report

    「Capital investment demand for the construction of fifth-generation mobile communications systems (5G) networks has reached a lull. Going forward, however, network capacity is expected to continue expanding moderately overall, driven by higher traffic resulting from the spread of services using 5G, greater capacity and speed associated with growing data-center demand, and demand for disaster-prevention and mitigation systems. In addition, further acceleration of corporate DX (digital transformation) investment, the reshoring of manufacturing facilities and IT-enabled capital investment, and advances in digital technologies toward achieving the SDGs by addressing issues such as global warming and the declining working-age population are expected to create opportunities for the company to enter these markets.」

    Assuming that the main phase of capital investment in 5G network construction has run its course, the company has broadened its explanation of entry opportunities to include services using 5G, data centers, disaster prevention and mitigation, DX, IT investment associated with reshoring, and initiatives addressing the SDGs.
  4. FY2024ReframedAnnual report

    「In the network construction and maintenance business, a decline is expected as the expansion of 5G base-station installations has run its course. Accordingly, the company will work to expand its entry into businesses centered on public works, including the installation and development of communications infrastructure necessary for disaster prevention, mitigation and national resilience, where it has a strong track record and expertise; develop new customers; and win construction projects that include network equipment sales.」

    In light of the completion of the main phase of base-station installations, the company has shifted its explanation of growth opportunities from the traditional focus on 5G base stations to public works for disaster prevention, mitigation and national resilience, new customers, and projects involving equipment sales.
  5. FY2024-Q3AdvancedAnnual report

    「As sales of the IoT-related equipment business, centered on communications equipment for electric power smart meters, increased, sales rose 34.4% year on year to ¥9.133 billion.」

    The company has reported increased revenue in the IoT-related equipment business, which it has positioned as a growth area, primarily from communications equipment for electric-utility smart meters.
  6. FY2024-Q2AdvancedAnnual report

    「Due to increased sales in both the IoT-related equipment business, primarily communications equipment for electric-utility smart meters, and the optical multiplexing transmission equipment business, primarily optical transmission equipment for telecom carriers, revenue was ¥5,686 million, up 53.2% year on year.」

    Revenue from the manufacture and sale of information and communications equipment increased 53.2% year on year due to higher sales in the IoT-related equipment and optical multiplexing transmission equipment businesses.
  7. FY2024-Q1AdvancedAnnual report

    「Due to increased sales in the IoT-related equipment business, primarily communications equipment for electric-utility smart meters, revenue rose 23.5% year on year to ¥2,097 million.」

    In the IoT-related equipment business, revenue from communications equipment for electric-utility smart meters increased 23.5% year on year.
  8. FY2023-Q3WorsenedAnnual report

    「Although there continued to be a steady level of inquiries, primarily for optical wavelength-division multiplexing transmission equipment, as in the previous fiscal year, the impact on production arising from component procurement issues has persisted, and revenue was ¥6,794 million, down 21.9% year on year.」

    Inquiries for optical wavelength-division multiplexing transmission equipment, one of the growth drivers, continued, while revenue from the manufacture and sale of information and communications equipment fell 21.9% year on year as component procurement issues persisted.
  9. FY2023-Q2RestatedAnnual report

    「Regarding market trends surrounding the group, opportunities to enter businesses are expected to expand as the spread of fifth-generation mobile communications systems (5G), rising data traffic driven by stay-at-home demand and corporate DX investment, and the rapid adoption of IoT devices fuel growth.」

    The company continues to view rising data traffic driven by 5G and DX investment, along with the spread of IoT devices, as opportunities to enter businesses.
  10. FY2023-Q1RestatedAnnual report

    「Regarding market trends surrounding the group, opportunities to enter businesses are expected to expand as the spread of fifth-generation mobile communications systems (5G), rising data traffic driven by stay-at-home demand and corporate DX investment, and the rapid adoption of IoT devices fuel growth.」

    The company continues to view rising data traffic driven by 5G and DX investment, along with the spread of IoT devices, as opportunities to enter businesses.
  11. FY2022RestatedAnnual report

    「While seeking to expand the scale of its operations with three businesses as growth drivers—the Optical Multiplexing Transmission Systems Business, centered on OTN platform equipment against the backdrop of the spread of fifth-generation mobile communications systems (5G) and rising data traffic due to increased internet use; the IoT Systems Business, including LPWA businesses used for IoT applications and addressing the need for greater diversity and efficiency in today's communications infrastructure; and the Disaster Prevention and Mitigation Solutions Business, primarily for local governments—the company will actively pursue new businesses with strong social demand, including energy management systems.」

    The company continues to position optical multiplexing transmission, IoT systems, and disaster-prevention and mitigation solutions as three growth drivers.
  12. FY2022-Q3WorsenedAnnual report

    「Although there continued to be a steady level of inquiries, primarily for optical wavelength-division multiplexing transmission equipment, as in the previous fiscal year, the impact on production arising from component procurement issues has persisted, and revenue was ¥8,695 million, down 17.1% year on year.」

    Inquiries for optical wavelength-division multiplexing transmission equipment, one of the growth drivers, continued, but revenue fell 17.1% year on year as component procurement issues persisted.
  13. FY2022-Q2AdvancedAnnual report

    「Although there was a steady level of inquiries, primarily for optical transmission equipment for telecom carriers, as in the previous fiscal year, the impact on production arising from component procurement issues has become apparent. Although the business recovered from the previous fiscal year, which was heavily affected by COVID-19, revenue was limited to ¥5,958 million, up 11.4% year on year.」

    Revenue from optical transmission equipment for telecom carriers, one of the growth drivers, rose 11.4% year on year, indicating a recovery from the previous fiscal year. At the same time, the impact on production from component procurement issues has become apparent.
  14. FY2022-Q1AdvancedAnnual report

    「Due to an increase in optical transmission equipment for telecom carriers, revenue rose 39.9% year on year to ¥3,117 million.」

    Revenue from optical transmission equipment, one of the growth drivers, for telecom carriers increased 39.9% year on year.
  15. FY2021RestatedAnnual report

    「While seeking to expand the scale of its operations with three businesses as growth drivers—the Optical Multiplexing Transmission Systems Business, centered on OTN platform equipment; the IoT Systems Business, including LPWA businesses used for IoT applications and addressing the need for greater diversity and efficiency in today's communications infrastructure; and the Disaster Prevention and Mitigation Solutions Business, primarily for local governments—the company will actively pursue new businesses with strong social demand, including energy management systems.」

    The company continues to pursue a policy of using optical multiplexing transmission, IoT systems, and disaster-prevention and mitigation solutions as three growth drivers, while also working on new businesses such as energy management systems.
  16. FY2021-Q3RestatedAnnual report

    「Although power utilities, our main customers, are curbing aggressive capital investment because of higher power-generation costs and sluggish electricity demand, opportunities to enter our business areas are expected to expand as the spread of fifth-generation mobile communications systems (5G), increased internet use and the rapid adoption of IoT devices drive growth in data traffic. However, the effects of extended customer plans and delays in construction projects due to the spread of COVID-19 have become apparent in the near term.」

    The company continues to describe 5G, rising data traffic and the spread of IoT devices as opportunities to enter businesses, while assuming that power utilities are restraining capital investment, and continues to report the effects of COVID-19, including extended customer plans and delays in construction projects.
  17. FY2021-Q2Growth opportunities and the impact of COVID-19 are presented together.Annual report

    「Although power utilities, our main customers, are curbing aggressive capital investment because of higher power-generation costs and sluggish electricity demand, opportunities to enter our business areas are expected to expand as the spread of fifth-generation mobile communications systems (5G), increased internet use and the rapid adoption of IoT devices drive growth in data traffic. However, the effects of extended customer plans and delays in construction projects due to the spread of COVID-19 have become apparent in the near term.」

    The company continues to identify opportunities to enter businesses arising from 5G, rising data traffic and the spread of IoT devices, while stating that the effects of COVID-19, including extended customer plans and delays in construction projects, have become apparent.
  18. FY2021-Q1RestatedAnnual report

    「Although power utilities, our main customers, are curbing aggressive capital investment because of higher power-generation costs and sluggish electricity demand, opportunities to enter our business areas are expected to expand as the spread of fifth-generation mobile communications systems (5G), increased internet use and the rapid adoption of IoT devices drive growth in data traffic.」

    The company continues to view 5G, rising data traffic and the spread of IoT devices as new opportunities to enter businesses, while assuming that power utilities are restraining capital investment.
  19. FY2020ReframedAnnual report

    「While seeking to expand the scale of its operations with three businesses as growth drivers—the Optical Multiplexing Transmission Systems Business, centered on OTN platform equipment against the backdrop of the spread of fifth-generation mobile communications systems (5G) and rising data traffic due to increased internet use; the IoT Systems Business, including LPWA businesses used for IoT applications and addressing the need for greater diversity and efficiency in today's communications infrastructure; and the Disaster Prevention and Mitigation Solutions Business, primarily for local governments—the company will actively pursue new businesses with strong social demand, including energy management systems.」

    The company has reorganized its explanation from a product- and technology-based focus on OTN, LPWA and disaster-prevention systems to a business-based focus on three growth drivers: optical multiplexing transmission, IoT systems, and disaster-prevention and mitigation solutions.
  20. FY2020-Q3RestatedAnnual report

    「Although the increase in demand for investment in smart-meter and smart-grid-related equipment associated with electricity liberalization has run its course, the spread of fifth-generation mobile communications systems (5G) and growing social interest in IoT technology are expected to create opportunities for the Company to enter new businesses.」

    The company continues to explain that the spread of 5G and interest in IoT represent opportunities to enter new businesses, while assuming that demand related to smart meters has peaked.
  21. FY2020-Q2RestatedAnnual report

    「Although the increase in demand for investment in smart-meter and smart-grid-related equipment associated with electricity liberalization has run its course, the spread of fifth-generation mobile communications systems (5G) and growing social interest in IoT technology are expected to create opportunities for the Company to enter new businesses.」

    The company continues to view the spread of 5G and interest in IoT as opportunities to enter new businesses, while assuming that demand related to smart meters has peaked.
  22. FY2020-Q1RestatedAnnual report

    「Although the increase in demand for investment in smart-meter and smart-grid-related equipment associated with electricity liberalization has run its course, the spread of fifth-generation mobile communications systems (5G) and growing social interest in IoT technology are expected to create opportunities for the Company to enter new businesses.」

    The company continues to view the spread of 5G and interest in IoT as opportunities to enter new businesses, while assuming that demand related to smart meters has peaked.
  23. FY2019AdvancedAnnual report

    「In addition to the power-sector communications equipment business that has traditionally been our mainstay, we aim to expand sales by focusing on three principal growth drivers: (1) optical wavelength-division multiplexing transmission equipment, (2) LPWA-related equipment such as LoRa, primarily for IoT applications, and (3) equipment related to 280 MHz disaster-prevention systems.」

    The company has given specific shape to its new-business strategy in areas such as IoT and disaster prevention by identifying OTN and optical wavelength-division multiplexing transmission, LPWA such as LoRa, and disaster-prevention systems as its specific growth pillars.
  24. FY2019-Q3Expanded the scope of new market-entry opportunities to 5G and IoTAnnual report

    「Although the increase in demand for investment in smart-meter and smart-grid-related equipment associated with electricity liberalization has run its course, moves toward multiple vendors to achieve further cost reductions in smart-meter-related equipment, together with the spread of fifth-generation mobile communications systems (5G) and growing social interest in IoT technology, are expected to create opportunities for the Company to enter new businesses.」

    While assuming that investment in smart-meter-related equipment has reached a plateau, the Company indicated that the use of multiple vendors, together with the spread of 5G and growing interest in IoT, presents opportunities to enter new businesses.
  25. FY2018RestatedAnnual report

    「In the information and communications equipment manufacturing and sales segment, the Company will seek to expand market share and develop new customers through major development investments, including ① developing information transmission equipment to meet growing demand for higher speed and capacity, ② developing communications equipment, including LPWA, suited to growing IoT demand, ③ developing distinctive products tailored to market needs, and ④ developing smart-meter and smart-grid-related equipment.」

    The Company continues its initiatives in new and growth areas, including IoT, smart meters and smart grids, supported by specific development-investment projects and measures to expand market share and develop new customers.
  26. FY2017RestatedAnnual report

    「The Company will actively pursue new businesses with strong social demand, including IoT, disaster prevention and energy-management systems.」

    The Company continues to pursue a policy of developing IoT, disaster prevention and energy-management systems as new business areas.
  27. FY2016First statedAnnual report

    「The Company will actively pursue new businesses with strong social demand, including IoT, disaster prevention and energy-management systems.」

    The Company lists new businesses with strong social demand as growth areas.
Moved together

"Strengthening Pricing Responsiveness and Cost Competitiveness" moved the same way as this thread, in the same document, in 7 of its 29 moves.

766555★123456
  1. ★This thread
  2. 1Strengthening Pricing Responsiveness and Cost Competitiveness7×
  3. 2Declining profitability and impairment in the network construction and maintenance business6×
  4. 3First-Half Consolidated Results: Lower Revenue and Shift to an Operating Loss6×
  5. 4Component Procurement Risk Due to Global Semiconductor Shortages and Other Factors5×
  6. 5Expansion of the Network Construction and Maintenance Business and Profit Growth5×
  7. 6Financing Risk from Financial Institutions5×

★ 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
Oi Electric's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Financial results presentation of 2026-05-15: "Advanced".
News
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Development of Businesses Related to IoT, Disaster Preparedness and Energy Management Systems | Oi Electric Co.,Ltd. (6822) | Komori