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Tokyo Electron Limited (8035) · RiskRestated

Order Volatility Driven by Customer Capital Investment Trends and the Limitations of Quarterly Orders as a Forecasting Indicator

First written in FY2018-Q2. 19 of 20 entries say "Restated". Latest entry: FY2024-Q1.

20entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2024-Q12017: 12018: 420182019: 420192020: 320202021: 320212022: 320222023: 22023
Same theme, other companies
Order Volatility Driven by Customer Capital Investment TrendsA theme 31 companies write about · 32 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 13 of 26 companies on the "Worse" side.

7 other companies' latest entry also says "Restated".

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 31 companies compared. The sentences above are computed from all 31.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming the fluctuations in short-term orders driven by customer investment trends and the limitations of using order performance as an indicator for medium- to long-term results.
  2. FY2023-Q3RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming the fluctuations in short-term orders driven by customer investment trends and the limitations of using order performance as an indicator for medium- to long-term results.
  3. FY2023-Q2RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming our policy of not disclosing order performance as an indicator for forecasting medium- to long-term results, given the significant fluctuations in short-term orders driven by customer investment trends.
  4. FY2023-Q1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in customer-driven short-term orders and the limitations of using short-term orders as an indicator for forecasting medium- to long-term results.
  5. FY2022-Q3RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming the fluctuations in short-term orders driven by customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  6. FY2022-Q2RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming the fluctuations in short-term orders driven by customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  7. FY2022-Q1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in short-term orders resulting from customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  8. FY2021-Q3RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming the fluctuations in short-term orders driven by customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  9. FY2021-Q2RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming our policy of not disclosing order performance as an indicator for forecasting medium- to long-term results, given the significant fluctuations in short-term orders driven by customer investment trends.
  10. FY2021-Q1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming our policy of not disclosing order performance as an indicator for forecasting medium- to long-term results, given the significant fluctuations in short-term orders driven by customer investment trends.
  11. FY2020-Q3RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    We are reconfirming the fluctuations in short-term orders driven by customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  12. FY2020-Q2RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in short-term orders resulting from customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  13. FY2020-Q1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in short-term orders resulting from customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  14. FY2019RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in orders caused by customer investment trends and the limitations of using short-term orders as an indicator for forecasting medium- to long-term results.
  15. FY2019-Q3RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in short-term orders resulting from customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  16. FY2019-Q2RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in short-term orders resulting from customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  17. FY2019-Q1RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in short-term orders resulting from customer investment trends and the limitations of using order performance as an indicator for forecasting medium- to long-term results.
  18. FY2018RestatedAnnual report

    「We do not disclose order performance because short-term order trends tend to fluctuate significantly depending on customers’ investment trends and are therefore not necessarily an appropriate indicator for forecasting the company’s medium- to long-term performance.」

    The company is reaffirming the fluctuations in customer-driven short-term orders and the limitations of using short-term orders as an indicator for forecasting medium- to long-term results.
  19. FY2018-Q3RestatedAnnual report

    「The Group’s order levels tend to fluctuate significantly depending on customers’ investment trends, and quarterly order trends are not necessarily an appropriate indicator for forecasting the company’s results for the current fiscal year; accordingly, they are not disclosed.」

    The company is reaffirming the fluctuations in orders caused by customer investment trends and the limitations of using quarterly orders as an indicator for forecasting current-year results.
  20. FY2018-Q2First statedAnnual report

    「The Group’s order levels tend to fluctuate significantly depending on customers’ investment trends, and quarterly order trends are not necessarily an appropriate indicator for forecasting the company’s results for the current fiscal year; accordingly, they are not disclosed.」

    For the first time, the fluctuations in orders resulting from customers’ capital investment trends and the limitations of using quarterly orders to forecast current-year results were extracted as a standalone explanation.
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Order Volatility Driven by Customer Capital Investment Trends and the Limitations of Quarterly Orders as a Forecasting Indicator | Tokyo Electron Limited (8035) | Komori