Komori
Avix (7836) · FactAdvanced

Expansion of the large-format display market driven by lower product prices and Olympic demand

First written in FY2018-Q3. 15 of 26 entries say "Advanced", first in FY2019. Latest entry: 2026-08-14.

26entries
9years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q3 – FY2019-Q3RestatedFY2020-Q1 – FY2021-Q3AdvancedFY2022-Q3 – FY2026-H12018: 420182019: 420192020: 120202021: 420212022: 420222023: 420232024: 120242025: 120252026: 32026
Same theme, other companies
Expansion of the large-format display market through lower prices and digitalisationA 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. 2026-08-14AdvancedResults

    「デジタルサイネージ市場においては、AIを活用したコンテンツ最適化やプログラマティック配信基盤の普及、スマートシティ構想の進展を背景に、構造的な拡大が続いております。」

    市場拡大の要因として、AIによるコンテンツ最適化、プログラマティック配信基盤、スマートシティ構想が具体的に示されている。
  2. FY2026AdvancedAnnual report

    「In particular, the digital signage market, the principal business area of the Group, is in a phase of structural expansion. This is driven by the growing adoption of DOOH (digital out-of-home) advertising, advances toward HD/UHD displays, and the evolution of smart signage incorporating AI, IoT, facial recognition and machine learning. Its role is expanding from a simple display device to a marketing platform that contributes to revenue generation and improved customer experiences.」

    The explanation of market expansion has become more specific, moving from conventional factors such as lower prices and event demand to structural market expansion driven by DOOH, HD/UHD, AI and IoT.
  3. 2026-05-15ReframedRevision to earnings forecast

    「In particular, the digital signage market, the principal business area of the Group, is in a phase of structural expansion. This is driven by the growing adoption of DOOH (digital out-of-home) advertising, advances toward HD/UHD displays, and the evolution of smart signage incorporating AI, IoT, facial recognition and machine learning. Its role is expanding from a simple display device to a marketing platform that contributes to revenue generation and improved customer experiences.」

    市場拡大の説明が、低価格化や大型イベント需要を中心とする表現から、DOOH、表示高度化、AI・IoT等による構造的な拡大を示す表現へ広がった。
  4. FY2026-H1AdvancedAnnual report

    「The information equipment segment performed steadily, including through installations at numerous commercial facilities and the receipt of orders from a wide range of industries. The Company will continue to expand its operations. As a result, the digital signage-related business recorded revenue of ¥2,175,274 thousand, up 28.1% year on year, and segment profit of ¥75,754 thousand, up 51.2% year on year.」

    The Company reported installations at numerous commercial facilities and orders from a wide range of industries. The digital signage-related business recorded higher revenue and profit.
  5. FY2025-H1AdvancedAnnual report

    「In the information equipment segment, in addition to receiving orders for large projects at commercial facilities and office entrances, the Company was able to develop new markets and customers by strengthening cooperation with distributors. As a result, the digital signage-related business recorded revenue of ¥1,697,889 thousand, up 9.7% year on year, and segment profit of ¥50,095 thousand, up 335.0% year on year.」

    The Company received orders for large projects at commercial facilities and office entrances and developed new markets and customers through cooperation with distributors. The digital signage-related business recorded higher revenue and profit.
  6. FY2024-Q2AdvancedAnnual report

    「In the information equipment segment, despite the impact of higher procurement prices amid the continuing trend toward a weaker yen, as described above, digital marketing and stronger cooperation with distributors enabled the Company to receive orders from a wide range of industries, including retail stores, restaurants and cram schools. As a result, the digital signage-related business recorded revenue of ¥1,547,142 thousand, up 22.3% year on year, and segment profit of ¥11,516 thousand, compared with a segment loss of ¥53,805 thousand in the same period of the previous year.」

    The Company received orders from a wide range of industries, including retail stores, restaurants and cram schools. Revenue from the digital signage-related business increased 22.3% year on year, and the business turned from a segment loss to segment profit of ¥11,516 thousand.
  7. FY2024-Q1AdvancedAnnual report

    「In the information equipment segment, as described above, digital marketing and stronger cooperation with distributors enabled the Company to receive orders for large projects at sports facilities such as stadiums and arenas, as well as develop new markets and customers. As a result, the digital signage-related business recorded revenue of ¥755,958 thousand, up 85.6% year on year, and segment profit of ¥10,514 thousand, compared with a segment loss of ¥71,129 thousand in the same period of the previous year.」

    The development of new markets and customers and orders for large projects at sports facilities progressed, and revenue from the digital signage-related business increased 85.6% year on year, with segment profit of ¥10,514 thousand.
  8. FY2023AdvancedAnnual report

    「In the information equipment segment, digital marketing, stronger collaboration with distributors and the absorption-type company split described above enabled us to secure large orders from sports facilities such as stadiums and arenas, a key industry focus, and to develop new markets and new customers.」

    The Company reported full-year results including orders for large projects at sports facilities and the development of new markets and customers. Revenue from the digital signage-related business increased 89.1% year on year.
  9. FY2023-Q3AdvancedAnnual report

    「In addition to the effects of these initiatives, the results of stronger collaboration with distributors and new-market development leveraging comprehensive production capabilities became evident, and the number of projects in the second half involving sports facilities such as stadiums, large chain stores in the retail sector and other industries, and large commercial facilities increased.」

    The number of projects increased at sports facilities, large chain stores and large commercial facilities, and revenue from the digital signage-related business increased 85.3% year on year.
  10. FY2023-Q2AdvancedAnnual report

    「In addition to the effects of these initiatives, stronger cooperation with distributors and the development of new markets leveraging the Company's comprehensive production capabilities began to bear fruit. From the second quarter, revenue increased substantially through expansion into sports facilities such as stadiums, large chain stores in the food service and retail industries, and large commercial facilities. As a result, the digital signage-related business recorded revenue of ¥1,265,530 thousand, up 173.2% year on year, and a segment loss of ¥53,805 thousand, compared with a segment loss of ¥4,448 thousand in the same period of the previous year.」

    Expansion into new markets, including sports facilities, large chain stores and large commercial facilities, progressed, and revenue from the digital signage-related business increased 173.2% year on year.
  11. FY2023-Q1AdvancedAnnual report

    「In addition to these initiatives, the number of business discussions and projects under development has increased through stronger collaboration with distributors and the development of new markets by leveraging our integrated production capabilities combining digital signage, lighting, music and video.」

    The number of business negotiations and projects increased through stronger cooperation with distributors and the development of new markets leveraging the Company's comprehensive production capabilities. Revenue from the digital signage-related business was ¥407,251 thousand, up 20.2% year on year, while a segment loss of ¥71,129 thousand was recorded.
  12. FY2022AdvancedAnnual report

    「In the information equipment segment, through digital marketing, stronger cooperation with distributors and the absorption-type company split described above, the Company was able to develop new markets and customers in addition to sports facilities such as stadiums and arenas, which it is targeting as a core industry.」

    The Company reported results from developing new markets and customers in addition to sports facilities through digital marketing, distributor cooperation and the absorption-type company split. Revenue from the digital signage-related business increased 50.9% year on year.
  13. FY2022-Q3AdvancedAnnual report

    「In the information equipment business, in addition to digital marketing, stronger collaboration with distributors and the absorption-type company split described above enabled us to develop new markets and customers, as well as sports facilities such as stadiums and arenas, which we are targeting as core industries.」

    The disclosure describes a track record of developing new markets and new customers, in addition to sports facilities, through digital marketing, strengthened collaboration with distributors and an absorption-type company split.
  14. FY2022-Q2RestatedAnnual report

    「In the information equipment business, inquiries and projects from new markets have increased through the digital marketing and stronger distributor collaboration described above, and are expected to contribute to results in the fourth quarter.」

    The explanation that inquiries and projects from new markets have increased, together with the measures of digital marketing and strengthened collaboration with distributors, has been reconfirmed.
  15. FY2022-Q1AdvancedAnnual report

    「In the Information Equipment Division, inquiries and projects from new markets increased through the digital marketing and strengthened collaboration with distributors described above, enabling us to build up a track record.」

    The disclosure states that inquiries and projects from new markets increased through digital marketing and strengthened collaboration with distributors, enabling the company to build up a track record.
  16. FY2021AdvancedAnnual report

    「In the Information Equipment Division, as described above, we have implemented measures through collaboration with distributors and web-based initiatives, resulting in an increase in inquiries and projects from new markets. We also built up a track record by receiving large orders in the sports market, which is a focus area.」

    The disclosure describes specific progress, including an increase in inquiries and projects from new markets and the receipt of large orders in the sports market.
  17. FY2021-Q3RestatedAnnual report

    「With lower product prices, digital signage is spreading across a wide range of industries, and the market is tending to expand.」

    The recognition that digital signage is spreading across a wide range of industries against a backdrop of lower product prices and that the market is tending to expand has been reconfirmed.
  18. FY2020-Q3RestatedAnnual report

    「With lower product prices, digital signage is spreading across a wide range of industries, and the market is tending to expand.」

    The recognition that digital signage is spreading across a wide range of industries against a backdrop of lower product prices and that the market is tending to expand has been reconfirmed.
  19. FY2020-Q2RestatedAnnual report

    「With lower product prices, digital signage is spreading across a wide range of industries, and the market is tending to expand.」

    The recognition that digital signage is spreading across a wide range of industries against a backdrop of lower product prices and that the market is tending to expand has been reconfirmed.
  20. FY2020-Q1RestatedAnnual report

    「With lower product prices, digital signage is spreading across a wide range of industries, and the market is tending to expand.」

    The recognition that digital signage is spreading across a wide range of industries against a backdrop of lower product prices and that the market is tending to expand has been reconfirmed.
  21. FY2019AdvancedAnnual report

    「Investment restraint has continued in the pachinko hall industry, our traditional market for information equipment, but the development of new markets has proceeded smoothly, supported by lower product prices and demand related to the Olympics. Overall performance remained subdued but stable.」

    The company explained that new market development progressed steadily against a backdrop of lower product prices and Olympic demand, and revenue from the Digital Signage-Related Business increased 10.7% year on year to ¥961.541 million.
  22. FY2019-Q3RestatedAnnual report

    「The information equipment market is tending to expand due to lower product prices and Olympic demand, and the number of projects has increased through collaboration with external companies, which has been a focus since the current period.」

    The trend toward expansion of the information equipment market against a backdrop of lower product prices and Olympic demand, together with the increase in projects through collaboration with external companies, has been reconfirmed.
  23. FY2019-Q2RestatedAnnual report

    「The information equipment market is tending to expand due to lower product prices and Olympic demand, and the number of projects has increased through collaboration with external companies, which has been a focus since the current period.」

    The trend toward expansion of the information equipment market against a backdrop of lower product prices and Olympic demand, together with the increase in projects through collaboration with external companies, has been reconfirmed.
  24. FY2019-Q1RestatedAnnual report

    「The market for information equipment is expanding, driven by lower product prices and Olympic-related demand. The number of projects has also increased through collaboration with external companies, an area on which we have focused since the current fiscal year.」

    The trend toward expansion of the information equipment market against a backdrop of lower product prices and Olympic demand has been reconfirmed.
  25. FY2018RestatedAnnual report

    「With the market expanding on the back of lower product prices and Olympic demand, the information equipment business continued to make steady progress in developing new markets.」

    The expansion of the information equipment market against a backdrop of lower product prices and Olympic demand, as well as steady progress in developing new markets, has been reconfirmed.
  26. FY2018-Q3First statedAnnual report

    「The information equipment market is trending upward due to lower product prices and Olympic-related demand, while large projects are performing steadily.」

    The market environment, in which the information equipment market, including large-format displays, is tending to expand against a backdrop of lower product prices and Olympic demand, is explicitly described for the first time.
Moved together

"Expansion Beyond the Pachinko Hall Market" moved the same way as this thread, in the same document, in 13 of its 26 moves.

131312977★123456
  1. ★This thread
  2. 1Expansion Beyond the Pachinko Hall Market13×
  3. 2Product development centered on communications networks and collaboration with external companies13×
  4. 3Developing the Value creating business into a future core business12×
  5. 4Synergies among the equipment, operations and information equipment businesses9×
  6. 5Develop the equipment leasing business into a core source of stable earnings7×
  7. 6Going-Concern Risk Due to Operating Losses and Negative Operating Cash Flow7×

★ 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
Avix's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.