Komori
Bcc (7376) · RiskDropped

Delays in supplying customers due to the global semiconductor shortage

First written in FY2022-Q1. 7 of 10 entries say "Restated". Latest entry: FY2024.

10entries
3years
0from disclosures
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ProgressHeldSoftenedWorseRestatedFY2022-Q2 – FY2022-Q3RestatedFY2023-Q1 – FY20242022: 420222023: 420232024: 22024
Same theme, other companies
Delays in Customer System Implementations Due to Semiconductor ShortagesA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

1 other company's latest entry also says "Dropped".

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. FY2024DroppedAnnual report

    「Regarding the environment surrounding our business, in the IT industry, demand from major IT companies for staffing services in the core IT sales outsourcing business remains strong, supported by the use of IT to improve operations on the assumption that they would be conducted online, including stronger information security and paperless operations, as well as the advancement of digital transformation, and the market has remained broadly firm.」

    The current year's description of the business environment and risks does not mention the delivery delays and delays in project progress caused by the global semiconductor shortage that had continued previously.
  2. FY2024-Q1RestatedAnnual report

    「In the IT industry, although the global semiconductor shortage caused delivery delays and delays in project progress, the market has generally remained firm, supported by demand for stronger information security and paperless operations, as well as the progress of digital transformation.」

    Delivery delays and delays in project progress caused by the global semiconductor shortage continue to be described as an impact on the business environment.
  3. FY2023RestatedAnnual report

    「In the IT industry, although the global semiconductor shortage caused delivery delays and delays in project progress, the market has continued to remain generally firm, supported by the use of IT to improve operations based on online working, including stronger information security and paperless operations, as well as the progress of digital transformation.」

    Delivery delays and delays in project progress caused by the global semiconductor shortage have continued.
  4. FY2023-Q3RestatedAnnual report

    「In the IT industry, although the global semiconductor shortage caused delivery delays and delays in project progress, the market has continued to remain generally firm, supported by the use of IT to improve operations based on online working, including stronger information security and paperless operations, as well as the progress of digital transformation.」

    Delivery delays and delays in project progress caused by the global semiconductor shortage have continued.
  5. FY2023-Q2RestatedAnnual report

    「Regarding the environment surrounding our business, although the IT industry has been affected by the global semiconductor shortage, including delays in delivery schedules and project progress, the market has remained broadly firm, supported by the use of IT to improve operations on the assumption that they would be conducted online, including stronger information security and paperless operations, as well as the advancement of digital transformation.」

    Delivery delays and delays in project progress caused by the global semiconductor shortage have continued.
  6. FY2023-Q1RestatedAnnual report

    「In the IT industry, although the global semiconductor shortage has caused delays in delivery schedules and project progress, the market has remained broadly firm, supported by demand for building remote-work environments, including stronger information security and paperless operations, as well as the advancement of digital transformation.」

    Delivery delays and delays in project progress caused by the global semiconductor shortage have continued.
  7. FY2022MaterialisedAnnual report

    「Although the global semiconductor shortage caused delivery delays and delays in project progress, the market has generally remained firm, supported by demand for the development of remote-work environments, including stronger information security and paperless operations, as well as the progress of digital transformation.」

    Delivery delays and delays in project progress caused by the semiconductor shortage have actually affected the full-year business environment.
  8. FY2022-Q3RestatedAnnual report

    「In the solutions business, customer IT investment has continued and we have recorded revenue from network-related sales. However, the global semiconductor shortage and other factors have persisted, resulting in continued delays in deliveries to customers.」

    Although continued customer IT investment has generated network-related sales, delivery delays caused by the global semiconductor shortage and other factors have continued.
  9. FY2022-Q2RestatedAnnual report

    「In the solutions business, we recorded revenue from network-related sales as customers increased their IT investment, including in response to the impact of COVID-19. However, customer deliveries have been delayed due to the global semiconductor shortage and other factors.」

    Although sales have been recorded as a result of increased customer IT investment, delivery delays caused by the global semiconductor shortage and other factors have continued.
  10. FY2022-Q1MaterialisedAnnual report

    「In the solutions business, we recorded revenue from network-related sales as customers increased their IT investment, including in response to the impact of COVID-19. However, customer deliveries have been delayed due to the global semiconductor shortage and other factors.」

    It is stated that customer delivery delays have actually occurred in the solutions business due to the global semiconductor shortage and other factors.
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