Komori
Geomatec (6907) · InitiativeAdvanced

Reconfiguring the Product and Business Portfolios and Creating New Businesses

First written in FY2017. 16 of 30 entries say "Restated". Latest entry: FY2026.

30entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019-Q3RestatedFY2022-Q2 – FY2023-Q2OtherFY2024-Q1 – FY20252017: 120172018: 420182019: 420192020: 320202021: 320212022: 420222023: 320232024: 320242025: 220252026: 32026
Same theme, other companies
Transformation through Business Portfolio Renewal and Technology IntegrationA theme 21 companies write about · 0 as a headwind · 22 as a tailwind

The whole theme swung hardest in 2024: 2 of 14 companies on the "Worse" side.

12 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.
Showing 14 of the 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「As a result, net sales totaled ¥6,008 million, up 13.8% year on year. Sales comprised ¥2,855 million from displays, ¥1,876 million from semiconductors and electronic components, and ¥1,277 million from Other.」

    The company updated portfolio results for the 3 segments of Display, Semiconductors and electronic components, and Other, with total sales up 13.8%.
  2. FY2026-H1AdvancedAnnual report

    「(Display) As a result, net sales were ¥1,126 million, down 8.9% year on year. (Semiconductors and electronic components) As a result, net sales were ¥918 million, up 32.5% year on year. (Other) As a result, net sales were ¥589 million, up 31.7% year on year.」

    Regarding the reconfiguration of the product and business portfolio, Display posted lower sales while Semiconductor and Electronic Components and Other posted substantial sales increases. In addition, from the interim period, the Mobility segment was reclassified into categories based on product characteristics.
  3. FY2025Updated full-year portfolio performanceAnnual report

    「(Display) As a result, net sales were ¥1,600 million, up 10.5% year on year. (Mobility) As a result, net sales were ¥1,225 million, down 17.7% year on year. (Semiconductors and electronic components) As a result, net sales were ¥1,520 million, up 24.2% year on year. (Other) As a result, net sales were ¥934 million, up 110.6% year on year.」

    By portfolio, revenue increased in semiconductors and electronic components and Other, while mobility revenue declined. Sales in new revenue areas continue to expand.
  4. FY2025-H1Updated interim-period sales by portfolioAnnual report

    「(Display) As a result, revenue was ¥763 million, up 14.5% year on year. (Mobility) As a result, revenue was ¥669 million, down 6.6% year on year. (Semiconductors and electronic components) As a result, revenue was ¥735 million, up 25.1% year on year. (Other) As a result, revenue was ¥208 million, down 9.8% year on year.」

    Updated the interim results of the portfolio transformation. Revenue increased in displays and semiconductors and electronic components, while mobility and Other revenue declined.
  5. FY2024Updated full-year portfolio performanceAnnual report

    「(Semiconductors and electronic components) Orders for electronic components for production machinery remained sluggish, but orders for test wafers for the semiconductor sector and components for next-generation energy remained firm.」

    As a full-year result of the portfolio shift, sales of semiconductors and electronic components increased 6.9% year on year to ¥1,224 million, while sales of display, mobility and other products declined.
  6. FY2024-Q3RestatedAnnual report

    「There were no material changes to the management policies, management strategies or other matters established by the Company during the nine-month period of the fiscal year under review.」

    The company has reconfirmed that there have been no material changes to its management strategy, including the reconfiguration of its product and business portfolios and the creation of new businesses.
  7. FY2024-Q2Updated: second-quarter sales by portfolioAnnual report

    「(Display) As a result, revenue was ¥667 million, down 45.7% year on year. (Mobility) As a result, revenue was ¥716 million, down 24.4% year on year. (Semiconductors and electronic components) As a result, revenue was ¥588 million, up 4.2% year on year. (Other) As a result, revenue was ¥231 million, down 31.7% year on year.」

    By portfolio, sales of semiconductors and electronic components increased, while sales of displays, mobility and Other declined, showing the performance gap across the fields targeted for transformation.
  8. FY2024-Q1Updated first-quarter sales by portfolioAnnual report

    「(Display) As a result, sales were ¥316 million. (Mobility) As a result, sales were ¥343 million. (Semiconductors and electronic components) Orders for thin-film products for semiconductor wafers and printer components increased. As a result, sales were ¥313 million. (Other) Other thin-film products and related materials remained sluggish overall, although results varied by customer and product. As a result, sales were ¥116 million.」

    First-quarter sales by product category were updated. Sales were ¥316 million for Display, ¥343 million for Mobility, ¥313 million for Semiconductors and Electronic Components, and ¥116 million for Other, showing the performance of each area after the portfolio shift.
  9. FY2023AdvancedAnnual report

    「Although the Company achieved some results as revenue from each of the other product categories increased by double digits, offsetting a nearly 20% year-on-year decline in display revenue, total revenue was slightly below the previous fiscal year's level.」

    The company reported specific full-year results for the portfolio transition, with lower dependence on displays and increased revenue from mobility, semiconductors and electronic components, and other businesses.
  10. FY2023-Q2RestatedAnnual report

    「There were no material changes to the management policies, management strategies or other matters established by the Company during the six-month period of the fiscal year under review.」

    The company has reconfirmed that there have been no material changes to its management strategy, including the reconfiguration of its product and business portfolios and the creation of new businesses.
  11. FY2023-Q1RestatedAnnual report

    「There were no material changes during the cumulative first quarter to the management policies, management strategies or other matters established by the Group.」

    The company has reconfirmed that there have been no material changes to its management strategy, including the reconfiguration of its product and business portfolios and the creation of new businesses.
  12. FY2022RestatedAnnual report

    「The company has identified three target markets with growth potential: displays, mobility, and semiconductors and electronic components. It is working to transform its business and product portfolio by gradually implementing measures for each field and reorganising its organisational structure.」

    The company is continuing to expand its target markets into 3 fields and shift its business and product portfolio through field-specific measures and organizational restructuring.
  13. FY2022-Q3RestatedAnnual report

    「There were no material changes during the cumulative third quarter to the management policies, management strategies or other matters established by the Group.」

    The company is reaffirming that there have been no significant changes to its management strategy, including restructuring its product and business portfolio and creating new businesses.
  14. FY2022-Q2RestatedAnnual report

    「There were no material changes to the management policies, management strategies or other matters established by our Group during the cumulative second-quarter period.」

    The company is reaffirming that there have been no significant changes to its management strategy, including restructuring its product and business portfolio and creating new businesses.
  15. FY2021ReframedAnnual report

    「The company has identified three target markets with growth potential: displays, mobility, and semiconductors and electronic components. It is working to transform its business and product portfolio by gradually implementing measures for each field and reorganising its organisational structure.」

    The company has organized its portfolio reform around the establishment of 3 growth fields, measures tailored to each field and the phased implementation of organizational restructuring.
  16. FY2021-Q3RestatedAnnual report

    「There were no material changes during the cumulative third quarter to the management policies, management strategies or other matters established by the Group.」

    The company has reconfirmed that there have been no material changes to its management strategy, including the reconfiguration of its product and business portfolios and the creation of new businesses.
  17. FY2021-Q1RestatedAnnual report

    「The company has expanded its target business areas from macro trends to 3 fields with expected growth, namely electronics, mobility, and industry, and is working to transform its business and product portfolio by implementing measures for each field in stages.」

    The reconfiguration of the product and business portfolio continues through expansion into 3 business areas and the phased execution of measures tailored to each area.
  18. FY2020RaisedAnnual report

    「The company has expanded its target business areas from macro trends to 3 fields with expected growth, namely electronics, mobility, and industry, and is working to transform its business and product portfolio by implementing measures for each field in stages.」

    The reconfiguration of the product and business portfolio is being implemented through expansion into 3 business areas and the phased execution of measures tailored to each area.
  19. FY2020-Q3RestatedAnnual report

    「There were no material changes during the cumulative third quarter to the management policies, management strategies or other matters established by the Group.」

    The company has reconfirmed that there have been no material changes to its management strategy, including the reconfiguration of its product and business portfolios and the creation of new businesses.
  20. FY2020-Q2RestatedAnnual report

    「There were no material changes to the management policies, management strategies or other matters established by our Group during the cumulative second-quarter period.」

    The company has reconfirmed that there have been no material changes to its management strategy, including the reconfiguration of its product and business portfolios and the creation of new businesses.
  21. FY2020-Q1RestatedAnnual report

    「There were no material changes during the cumulative first quarter to the management policies, management strategies or other matters established by the Group.」

    The company states that there have been no significant changes in its management strategy, including the reconfiguration of its product and business portfolio and the creation of new businesses.
  22. FY2019RaisedAnnual report

    「① Expansion of business areas through product and market portfolio reform ・Reduce excessive dependence on the smartphone market ・Expand into markets outside displays and mobile, including the automotive and industrial markets」

    The wording has become more specific, shifting from reconfiguring the existing product and business portfolios to expanding business domains through product and market portfolio reform, with explicit plans to develop automotive, industrial and other fields.
  23. FY2019-Q3RestatedAnnual report

    「There were no material changes during the cumulative third quarter to the management policies, management strategies or other matters established by the Group.」

    The company has reconfirmed that there have been no material changes to its management strategy, including the reconfiguration of its product and business portfolios and the creation of new businesses.
  24. FY2019-Q2RestatedAnnual report

    「There were no material changes to the management policies, management strategies or other matters established by our Group during the cumulative second-quarter period.」

    The company states that there have been no significant changes in its management strategy, including the reconfiguration of its product and business portfolio and the creation of new businesses.
  25. FY2019-Q1RestatedAnnual report

    「There were no material changes during the cumulative first quarter to the management policies, management strategies or other matters established by the Group.」

    The company states that there have been no significant changes in its management strategy, including the reconfiguration of its product and business portfolio and the creation of new businesses.
  26. FY2018RestatedAnnual report

    「② Creation of new businesses to reconfigure the product and business portfolios」

    The Company has reconfirmed the reconfiguration of its product and business portfolio and the creation of new businesses as medium-term measures.
  27. FY2018-Q3RestatedAnnual report

    「There were no material changes during the cumulative third quarter to the management policies, management strategies or other matters established by the Group.」

    The company states that there have been no significant changes in its management strategy, including the reconfiguration of its product and business portfolio and the creation of new businesses.
  28. FY2017First statedAnnual report

    「② Creation of new businesses to reconfigure the product and business portfolios」

    The company has identified the restructuring of its product and business portfolios and the creation of new businesses as medium-term initiatives.
Moved together

"Reducing the Relative Exposure to the Mobile Device Market" moved the same way as this thread, in the same document, in 7 of its 30 moves.

764443★123456
  1. ★This thread
  2. 1Reducing the Relative Exposure to the Mobile Device Market7×
  3. 2Expansion into Automotive, In-Vehicle, Medical and Infrastructure Markets and Prototype Development6×
  4. 3Quality Stabilization and Cost Reduction Through Production-Line Automation4×
  5. 4Building a New Business Model Centered on Customer Solutions4×
  6. 5Transition to a Business Structure That Generates Stable Operating Cash Flow4×
  7. 6Capital Expenditure at the Kanenari No. 2 Plant, Ako Plant and R&D Center3×

★ 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 Geomatec yet. It last moved in the Earnings of 2026-05-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.