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geechs (7060) · PolicyReframed

Portfolio management centered on the IT and internet sectors

First written in FY2019. 12 of 24 entries say "Restated". Latest entry: FY2026.

24entries
8years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2020-Q3ReframedFY2024 – FY20262019: 320192020: 320202021: 420212022: 320222023: 420232024: 320242025: 220252026: 22026
Same theme, other companies
Specialisation of the business portfolio in the IT and internet sectorsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The Group is developing its business through a portfolio focused on IT, DX and AI human resources, where it can make maximum use of its expertise in utilizing freelance IT professionals and employee engineers in Japan and overseas.」

    Following the transfer of the x-Tech Business, the Group has shifted its strategic focus from its former multi-business portfolio to a 3-business structure specializing in IT, DX and AI human resources.
  2. 2026-05-15ReframedRevision to earnings forecast

    「そのため、翌会計年度より株式会社アライヴが行っていた事業がIT人材事業(国内)からSeed Tech事業に変更となります。」

    アライヴの事業区分を翌会計年度から国内IT人材事業からSeed Tech事業へ変更する再編を明示している。
  3. FY2026-H1ReframedAnnual report

    「The Group’s business segments comprise 3 businesses: the IT Human Resources Business (Japan), IT Human Resources Business (Overseas) and Seed Tech Business.」

    Following the transfer of the x-Tech Business, the Other category was eliminated and the reporting segments were reorganized into 3 businesses: the domestic and overseas IT Human Resources Businesses and the Seed Tech Business.
  4. FY2025ReframedAnnual report

    「The Group consists of 4 businesses, including 6 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business (Japan), IT Human Resources Business (Overseas), Seed Tech Business and Other. The reporting segment classification was changed from the current consolidated fiscal year.」

    The 4-business structure has been maintained, but following the exclusion of the G2 Studios Business from consolidation, the x-Tech Business is included in Other, and 株式会社アライヴ has been incorporated into the domestic IT Human Resources Business.
  5. FY2025-H1ReframedAnnual report

    「The Group consists of 4 businesses, including 5 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business (Japan), IT Human Resources Business (Overseas), Seed Tech Business and Other. The reporting segment classification was changed during the current interim consolidated accounting period.」

    Following the sale of G2 Studios shares and its exclusion from consolidation, the reporting segments were reorganized from the former 5-business structure into a 4-business structure excluding the G2 Studios Business.
  6. FY2024ReframedAnnual report

    「The Group has reviewed its group strategy, focusing mainly on optimizing its business portfolio, to make the most of its expertise in utilizing freelance IT professionals and offshore IT professionals developed over the years. As part of this initiative, on 29 March 2024 it transferred all shares of G2 Studios株式会社, which plans, develops and operates smartphone game applications.」

    The Group has shifted the focus of its portfolio management strategy combining multiple businesses toward portfolio optimization and a review of its group strategy, including the transfer of G2 Studios.
  7. FY2024-Q3RestatedAnnual report

    「The Group consists of 5 businesses, including 6 subsidiaries. Its business segments are classified into 5 categories: the IT Human Resources Business (Japan), IT Human Resources Business (Overseas), G2 Studios Business, Seed Tech Business and Other.」

    The Group continues its 5-business structure comprising domestic and overseas IT professionals, G2 Studios, Seed Tech and Other.
  8. FY2024-Q2RestatedAnnual report

    「The Group consists of 5 businesses, including 6 subsidiaries. Its business segments are classified into 5 categories: the IT Human Resources Business (Japan), IT Human Resources Business (Overseas), G2 Studios Business, Seed Tech Business and Other.」

    The Group continues its 5-business structure comprising domestic and overseas IT professionals, G2 Studios, Seed Tech and Other.
  9. FY2024-Q1ReframedAnnual report

    「The Group consists of 5 businesses, including 6 subsidiaries. Its business segments are classified into 5 categories: the IT Human Resources Business (Japan), IT Human Resources Business (Overseas), G2 Studios Business, Seed Tech Business and Other. From the current first quarter of the consolidated fiscal year, the segment classification was changed, and the figures for the same quarter of the previous year were reclassified under the revised segment classification for comparison.」

    Following the consolidation of the Australian subsidiary, the IT Human Resources Business was divided into domestic and overseas segments, the Game Business was renamed the G2 Studios Business, and the x-Tech Business was classified as Other, reorganizing the Group into a 5-business structure.
  10. FY2023ReframedAnnual report

    「The Group consists of 4 businesses, including 6 subsidiaries. Its business segments are classified into the IT Human Resources Business, Game Business, Seed Tech Business and x-Tech Business. The reporting segment classification was changed from the current consolidated fiscal year.」

    The 4-business structure has been maintained, but from the consolidated fiscal year following the acquisition of an Australian subsidiary, the Group plans to reorganize the IT Human Resources Business into domestic and overseas segments.
  11. FY2023-Q3RestatedAnnual report

    「The Group consists of 4 businesses, including 4 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, Game Business, Seed Tech Business and x-Tech Business. From the first quarter of the consolidated fiscal year, the segment classification was changed, and the figures for the same quarter of the previous year were reclassified under the revised segment classification for comparison.」

    The Group continues its 4-business portfolio structure. The number of subsidiaries has increased to 4, while the business segments remain classified into 4 categories: IT professionals, games, Seed Tech and x-Tech.
  12. FY2023-Q1ReframedAnnual report

    「The Group consists of 4 businesses, including 3 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, Game Business, Seed Tech Business and x-Tech Business. From the current first quarter of the consolidated fiscal year, the segment classification was changed, and the figures for the same quarter of the previous year were reclassified under the revised segment classification for comparison.」

    The 4-business structure has been maintained, but the segment classification was changed from the first quarter, and the previous year’s figures were also reclassified for comparison. The app and video production business using AR and other technologies was moved from the x-Tech Business to the Game Business.
  13. FY2022RestatedAnnual report

    「The Group consists of 4 businesses, including 3 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, Game Business, x-Tech Business and Seed Tech Business.」

    The Group continues its 4-business portfolio comprising IT professionals, games, x-Tech and Seed Tech.
  14. FY2022-Q3RestatedAnnual report

    「The Group consists of 4 businesses, including 3 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, Game Business, x-Tech Business and Seed Tech Business.」

    The Group continues its 4-business portfolio comprising IT professionals, games, x-Tech and Seed Tech.
  15. FY2022-Q2RestatedAnnual report

    「The Group consists of 4 businesses, including 3 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, Game Business, x-Tech Business and Seed Tech Business.」

    The Group continues its 4-business portfolio structure and reporting segment classification, including the Seed Tech Business.
  16. FY2022-Q1ReframedAnnual report

    「The Group consists of 4 businesses, including 3 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, Game Business, x-Tech Business and Seed Tech Business. From the current first quarter of the consolidated fiscal year, the segment name was changed from the former IT Human Resources Development Business to the Seed Tech Business.」

    The 4-business structure has been maintained, while the former IT Human Resources Development Business has been renamed the Seed Tech Business and the number of subsidiaries has increased to 3.
  17. FY2021RestatedAnnual report

    「Through the creation and advancement of its services, the Group operates a portfolio management strategy centered on the IT and internet sectors and aims to achieve sustained enhancement of corporate value.」

    The Group continues its portfolio management strategy combining 4 businesses: IT professionals, IT professional development, games and x-Tech.
  18. FY2021-Q3RestatedAnnual report

    「The Group consists of 4 businesses, including 2 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, IT Human Resources Development Business, Game Business and x-Tech Business. From the first quarter of the consolidated fiscal year, the method of classifying business segments was reviewed, and the former reporting segments, the Video Business and Internet Business, were combined and changed to the x-Tech Business.」

    The Group continues to operate 4 reporting segments following the combination of the Video Business and Internet Business.
  19. FY2021-Q2RestatedAnnual report

    「The Group consists of 4 businesses, including 2 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, IT Human Resources Development Business, Game Business and x-Tech Business. From the first quarter of the consolidated fiscal year, the method of classifying business segments was reviewed, and the former reporting segments, the Video Business and Internet Business, were combined and changed to the x-Tech Business.」

    The Group continues to operate 4 reporting segments following the combination of the Video Business and Internet Business.
  20. FY2021-Q1ReframedAnnual report

    「The Group consists of 4 businesses, including 2 subsidiaries. Its business segments are classified into 4 categories: the IT Human Resources Business, IT Human Resources Development Business, Game Business and x-Tech Business. From the current first quarter of the consolidated fiscal year, the method of classifying business segments was reviewed, and the former reporting segments, the Video Business and Internet Business, were combined and changed to the x-Tech Business.」

    The former Video Business and Internet Business have been combined, reorganizing the reporting segments from 5 businesses into 4.
  21. FY2020-Q3RestatedAnnual report

    「The Group consists of 5 businesses, including 2 subsidiaries. Its business segments are classified into 5 categories: the IT Human Resources Business, IT Human Resources Development Business, Game Business, Video Business and Internet Business.」

    The Group has reaffirmed that there have been no material changes to its 5-business portfolio or its classification.
  22. FY2020-Q2RestatedAnnual report

    「The Group consists of 5 businesses, including 2 subsidiaries. Its business segments are classified into 5 categories: the IT Human Resources Business, IT Human Resources Development Business, Game Business, Video Business and Internet Business.」

    The Group has reaffirmed its business portfolio comprising 5 businesses.
  23. FY2020-Q1RestatedAnnual report

    「The Group consists of 5 businesses, including 2 subsidiaries. Its business segments are classified into 5 categories: the IT Human Resources Business, IT Human Resources Development Business, Game Business, Video Business and Internet Business.」

    The Group has confirmed its structure of multiple businesses combining IT professionals with professional development, games, video and internet services.
  24. FY2019First statedAnnual report

    「The Group operates a portfolio management strategy centered on the IT and internet sectors and aims to achieve sustained enhancement of corporate value.」

    The Group has adopted a policy of combining multiple businesses, including IT professionals, professional development, games, video and internet services.
Moved together

"APAC cross-border expansion through the acquisition of an Australian IT talent services business" moved the same way as this thread, in the same document, in 3 of its 24 moves.

332222★123456
  1. ★This thread
  2. 1APAC cross-border expansion through the acquisition of an Australian IT talent services business3×
  3. 2Outlook uncertainty from global trade friction, financial-market volatility and the consumption-tax rate increase3×
  4. 3Dilution of Shareholder Value from the Exercise of Stock Options2×
  5. 4Establishing a portfolio centered on the x-Tech and Seed Tech businesses as revenue pillars2×
  6. 5Risk of unrealized M&A synergies and impairment losses2×
  7. 6Video content production using new technologies including VR, AR and MR2×

★ 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
geechs's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-05-15: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Portfolio management centered on the IT and internet sectors | geechs inc. (7060) | Komori