Komori
Fuso Dentsu (7505) · FactReplacement demand ended in the first quarter

Replacement demand associated with the end of Windows 7 support

First written in FY2019-Q3. 1 of 4 entries say "Advanced", first in FY2019. Latest entry: FY2020.

4entries
2years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q3RestatedFY2020-Q1 – FY20202019: 220192020: 22020
Same theme, other companies
Demand for equipment upgrades associated with migration to Windows 11A theme 10 companies write about · 0 as a headwind · 10 as a tailwind

1 other company's 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. FY2020Replacement demand ended in the first quarterAnnual report

    「Revenue was ¥5,770 million, down 19.3% year on year, due in part to the replacement demand for PCs following the end of Windows 7 support in the previous fiscal year ending in the first quarter.」

    It was stated that, for the full fiscal year, replacement demand following the end of Windows 7 support ended in the first quarter.
  2. FY2020-Q1RestatedAnnual report

    「Revenue was ¥7,935 million, an increase of ¥1,707 million, or 27.4%, from the previous year’s corresponding quarter, due to system renewals for automobile dealerships, replacement demand following the end of Windows 7 support, and system modification projects related to the reduced tax rate.」

    Replacement demand following the end of Windows 7 support continued to be cited as a factor behind higher revenue, together with system renewals for automobile dealerships and other factors.
  3. FY2019AdvancedAnnual report

    「Revenue in the segment was ¥7,152 million, up 42.1% year on year, due in part to strong performance in PC replacement orders following the end of Windows 7 support.」

    Replacement orders following the end of Windows 7 support, which had driven higher revenue as of the third quarter, also contributed to the OA equipment segment’s 42.1% full-year revenue increase.
  4. FY2019-Q3First statedAnnual report

    「Revenue increased by ¥508 million, or 1.9%, from the previous year’s corresponding quarter, due in part to replacement demand following the end of Windows 7 support.」

    Replacement demand following the end of Windows 7 support was recorded for the first time as having contributed to a 1.9% year-on-year increase in revenue.
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
No upcoming earnings preview for Fuso Dentsu yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Replacement demand associated with the end of Windows 7 support | FUSO DENTSU CO.,LTD. (7505) | Komori