Komori
and factory,inc (7035) · RiskDropped

Competitors Entering the IoT Market

First written in FY2019. 4 of 6 entries say "Restated". Latest entry: FY2025.

6entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY20252019: 12020: 120202021: 020212022: 220222023: 120232024: 020242025: 12025
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 582 companies write about · 606 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 606 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025DroppedAnnual report
    The FY2025 section on Business and Other Risks does not present the entry of competitors into the IoT market as a standalone item.
  2. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk of competitors entering the IoT market.
  3. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk of competitors entering the IoT market.
  4. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk of competitors entering the IoT market.
  5. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It explicitly states that there have been no material changes regarding the risk of competitors entering the IoT market.
  6. FY2019First statedAnnual report

    「Because the IoT-related market in which the Company's IoT business operates has expanded rapidly in recent years, numerous competitors may enter the market.」

    The Company identifies the entry of competitors accompanying the expansion of the IoT market, and the resulting impact on its competitive advantage from proprietary know-how and strategies for acquiring new customers, as risks.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
and factory,inc's next results are scheduled for 2026-10-15. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Competitors Entering the IoT Market | and factory,inc (7035) | Komori