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Acmos (6888) · InitiativeBPO recovery; third-party maintenance turns loss-making

Revitalizing the IT services business through reviewing outsourcing, bringing work in-house and expanding business with existing customers

First written in FY2021-Q1. 11 of 19 entries say "Advanced", first in FY2021. Latest entry: FY2026.

19entries
7years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021-Q1 – FY2021-Q2AdvancedFY2021 – FY2023AdvancedFY2025-H1 – FY20252020: 12021: 320212022: 420222023: 320232024: 220242025: 220252026: 42026
Same theme, other companies
Margin Improvement through Service Revenue Growth and In-House OperationsA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

Acmos moved to the "Worse" side of this theme in 2026.

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

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. FY2026BPO recovery; third-party maintenance turns loss-makingAnnual report

    「In BPO services, the Group worked on web questionnaire and survey-related tender projects, returning to revenue growth for the first time in 3 fiscal years. Hospital information system maintenance and support remained solid as operations began at a new hospital. Third-party maintenance services provide maintenance for IT equipment whose manufacturer support has ended, but growth was sluggish due to delays in order timing and the impact of cancellations, and the business posted an operating loss for the first time since joining the Group.」

    In the IT Services business, BPO returned to revenue growth for the first time in 3 fiscal years and hospital operations remained solid, while third-party maintenance services posted an operating loss for the first time since joining the Group due to order delays and cancellations. Field One has overhauled its management structure and is working to restore profitability.
  2. FY2026-H1Order intake stagnated due to insufficient sales resources, resulting in lower revenue and lower profit.Annual report

    「In third-party maintenance services, a shortage of sales resources hindered efforts to develop new customers. Orders for maintenance, rental, and sales of IT equipment whose manufacturers had discontinued their core maintenance services remained sluggish, although there was some spot revenue from system construction services. Revenue continued to fall below plan.」

    In third-party maintenance services, a shortage of sales resources caused new-customer development and orders for maintenance, rental, and sales to remain sluggish. Across the IT services business, revenue fell 4.1% year on year and operating profit declined 71.1%.
  3. FY2025AdvancedAnnual report

    「In third-party maintenance services, sales of the Charon emulator for legacy virtualization increased, and parts sales were also showing signs of recovery from the impact of customer inventory adjustments. However, some maintenance contracts were cancelled, and costs increased due to the procurement of emulators and external outsourcing.」

    In efforts to rebuild the IT services business, Charon sales increased and parts sales showed signs of recovery, while some maintenance contracts were cancelled and costs increased.
  4. FY2025-H1AdvancedAnnual report

    「Revenue in IT services for the interim period was ¥693 million (¥668 million in the same period of the previous year, up 3.7% year on year), and operating profit was ¥53 million (¥44 million in the same period of the previous year, up 20.6%).」

    The IT services business recorded higher revenue and profit year on year, with revenue up 3.7% and operating profit up 20.6%.
  5. FY2024WorsenedAnnual report

    「Due to lower order intake across the IT services business, revenue for the fiscal year was ¥1,375 million (¥1,541 million in the previous fiscal year, down 10.7% year on year), and operating profit was ¥102 million (¥146 million in the previous fiscal year, down 29.9%).」

    The IT services business recorded lower revenue and profit due to the delayed recovery in demand for third-party maintenance services and the cancellation of major maintenance projects. The next measures are refurbished equipment, software emulators, and insourcing of network construction services.
  6. FY2024-Q3Delayed recovery in demand for third-party maintenance servicesAnnual report

    「The IT services business recorded lower revenue and profit than in the previous quarter. In particular, the recovery in demand for system sales and repairs under third-party maintenance services has been delayed, reflecting the impact of customer inventory adjustments caused by exchange-rate fluctuations. We are promoting system replacements using refurbished equipment and software emulators for legacy systems, while focusing sales efforts on network construction projects and other initiatives going forward.」

    The IT services business recorded lower revenue and profit quarter on quarter, as recovery in demand for third-party maintenance services was delayed by customer inventory adjustments associated with exchange-rate fluctuations. Refurbished equipment, software emulators, and network construction projects are the next initiatives.
  7. FY2023AdvancedAnnual report

    「Revenue in IT services for the fiscal year was ¥1,541 million (¥763 million in the previous fiscal year, up 101.8% year on year), and operating profit was ¥146 million (¥71 million in the previous fiscal year, up 103.9%).」

    The company pursued web advertising, SEO, collaboration with sales partners, and expansion of existing services. The recovery trend in the IT services business translated into higher revenue and profit for the full year.
  8. FY2023-Q3AdvancedAnnual report

    「In the survey and questionnaire and BPO (note) businesses, we pursued promotional activities using web advertising and SEO, while strengthening collaboration with sales partners. As a result, both revenue and operating profit exceeded the previous quarter, and performance remained on a recovery trend. Revenue in IT services for the quarter was ¥1,213 million (¥612 million in the previous quarter, up 98.2% quarter on quarter), and operating profit was ¥159 million (¥83 million in the previous quarter, up 92.0%).」

    In the IT services business, the company pursued web advertising, SEO, and collaboration with sales partners. As a result, revenue increased 98.2% quarter on quarter, operating profit rose 92.0%, and the recovery trend continued.
  9. FY2023-Q2AdvancedAnnual report

    「In the survey and questionnaire and BPO businesses, we pursued promotional activities using web advertising and SEO, while also strengthening collaboration with sales partners. As a result, both revenue and operating profit exceeded the previous quarter, and performance was on a recovery trend. Revenue in IT services for the quarter was ¥841 million (¥405 million in the previous quarter, up 107.9% quarter on quarter), and operating profit was ¥119 million (¥50 million in the previous quarter, up 137.8%).」

    In the IT services business, the company pursued web advertising, SEO, and collaboration with sales partners. Revenue increased 107.9% quarter on quarter, while operating profit rose 137.8%, indicating a recovery trend.
  10. FY2023-Q1AdvancedAnnual report

    「In the survey and questionnaire and BPO businesses, we focused on PR activities, including web-based publicity and participation in online trade shows. As a result, both revenue and operating profit exceeded the previous quarter, and performance was on a recovery trend. Revenue in IT services for the quarter was ¥367 million (¥196 million in the previous quarter, up 87.2% quarter on quarter), and operating profit was ¥23 million (¥8 million in the previous quarter, up 159.5%).」

    In the IT services business, the company pursued web-based publicity and online trade shows. Revenue increased 87.2% quarter on quarter, while operating profit rose 159.5%, indicating a recovery trend.
  11. FY2022AdvancedAnnual report

    「Although the impact of COVID-19 continues to require close monitoring in the IT services business, revenue increased through deeper sales activities with existing customers. In addition to sales activities aligned with changes in the business environment during the pandemic, including proposals to transition paper-based surveys to the web, we actively held web seminars and exhibited at online trade shows. Profit margins also improved as a result of optimizing personnel allocation and reducing material costs through greater efficiency.」

    The company deepened relationships with existing customers, proposed the transition from paper to the web, conducted online sales, optimized personnel allocation, and reduced material costs. Revenue in the IT services business increased 6.8% year on year, while operating profit rose from ¥26 million to ¥37 million.
  12. FY2022-Q3AdvancedAnnual report

    「Although the impact of COVID-19 continues to require close monitoring in the IT services business, revenue increased as the impact eased compared with the previous quarter. In addition to sales activities aligned with changes in the business environment during the pandemic, including proposals to transition paper-based surveys to the web, we actively exhibited at online trade shows. Profit margins also improved as a result of optimizing personnel allocation and reducing material costs through greater efficiency. Revenue in the IT services business for the quarter was ¥292 million (¥274 million in the previous quarter, up 6.5% quarter on quarter), and operating profit was ¥53 million (¥32 million in the previous quarter).」

    The company pursued proposals to transition paper-based surveys to the web, online trade shows, optimized personnel allocation, and lower material costs. Revenue in the IT services business increased 6.5% quarter on quarter, while operating profit improved from ¥32 million to ¥53 million.
  13. FY2022-Q2AdvancedAnnual report

    「Although the impact of COVID-19 continues to require close monitoring in the IT services business, it has eased compared with the previous quarter. We pursued sales activities aligned with changes in the business environment during the pandemic, including proposing the transition of paper-based surveys to the web. Profit margins also improved as a result of optimizing personnel allocation and reducing material costs through greater efficiency.」

    In the IT services business, the company proposed transitioning paper-based surveys to the web, optimized personnel allocation, and reduced material costs. Revenue increased 4.1% quarter on quarter, while operating profit improved from ¥15 million to ¥26 million.
  14. FY2022-Q1AdvancedAnnual report

    「Revenue for the quarter was ¥68 million (¥60 million in the previous quarter, up 13.8% quarter on quarter). Profit margins improved as a result of optimizing personnel allocation and reducing material costs through greater efficiency, resulting in an operating loss of ¥3 million (an operating loss of ¥19 million in the previous quarter).」

    In the IT services business, profit margins improved through optimized personnel allocation and lower material costs. Revenue increased 13.8% quarter on quarter, while the operating loss narrowed from ¥19 million to ¥3 million.
  15. FY2021AdvancedAnnual report

    「As workload declined overall, we implemented temporary shutdowns and used employment adjustment subsidies to reduce personnel expenses. We also reviewed outsourcing costs and pursued cost reductions through insourcing, while conducting deeper sales activities with existing customers. However, the impact of COVID-19 made it difficult to secure new business opportunities, and revenue was ¥320 million (¥404 million in the previous fiscal year, down 20.9% year on year). Operating profit was ¥26 million (¥19 million in the previous fiscal year, up 35.1%), reflecting the effect of cost reductions.」

    In the IT services business, the company implemented temporary shutdowns, used employment adjustment subsidies, reviewed outsourcing, pursued insourcing, and deepened relationships with existing customers. Revenue declined, but operating profit rose 35.1% year on year due to the effect of cost reductions.
  16. FY2021-Q2RestatedAnnual report

    「As workload declined overall, we reduced personnel expenses by using employment adjustment subsidies for temporary shutdowns, while reviewing outsourcing costs and pursuing cost reductions through insourcing. We also pursued deeper sales efforts with existing customers and sales activities for stress-check services to expand our share among EAP (note) operating companies.」

    To address the decline in workload, the company continues to use employment adjustment subsidies, reduce personnel and outsourcing costs, insource operations, deepen relationships with existing customers, and conduct sales activities targeting EAP operators.
  17. FY2021-Q1First statedAnnual report

    「The company worked to reduce costs by reviewing outsourcing and bringing work in-house, while also pursuing sales activities aimed at deepening relationships with existing customers and expanding its share in the EAP business.」

    For the first time, the company described as a standalone initiative a combination of measures to address the decline in workload caused by COVID-19, including a review of outsourcing costs, insourcing, deeper sales efforts with existing customers, and expansion of its share in the EAP business.
Moved together

"Winning Virtual Desktop Projects for Local Governments and Increasing Order Backlog" moved the same way as this thread, in the same document, in 9 of its 19 moves.

977666★123456
  1. ★This thread
  2. 1Winning Virtual Desktop Projects for Local Governments and Increasing Order Backlog9×
  3. 2Developing New ICT Services and Customers Through Customer Creation7×
  4. 3Restricted Stock Incentive Linked to Achievement of Performance Targets7×
  5. 4Creation of New Services and Products Aligned with Current Trends6×
  6. 5Expanding business scale and quality through securing and training high-quality personnel6×
  7. 6Mitigating seasonal concentration by securing recurring orders and strengthening sales capabilities6×

★ 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
Acmos's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings presentation of 2026-08-04: "Worsened".
News
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Revitalizing the IT services business through reviewing outsourcing, bringing work in-house and expanding business with existing customers | ACMOS INC. (6888) | Komori