Komori
Tsuzuki Denki (8157) · InitiativeAdvanced

Focus on Service Businesses

First written in FY2016. 25 of 36 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

36entries
11years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2020-Q2 – FY2022AdvancedFY2023-Q3 – FY20242016: 320162017: 320172018: 420182019: 320192020: 220202021: 420212022: 420222023: 320232024: 320242025: 320252026: 42026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

65 other companies' latest entry also says "Advanced".

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 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Services: Revenue increased steadily by 0.8% year on year to ¥42,957 million, driven by the expansion of recurring-revenue businesses such as cloud solutions.」

    Service business revenue was ¥42,957 million, up 0.8% from the prior fiscal year, driven by the expansion of recurring businesses such as cloud solutions.
  2. FY2026-H1AdvancedAnnual report

    「Services: Revenue grew to ¥21,411 million, up 1.5% year on year, as the contracted value of recurring businesses, including cloud service usage fees, increased.」

    Service revenue exceeded the prior-year period as the contracted value of recurring businesses, including cloud service usage fees, increased.
  3. FY2026-H1AdvancedAnnual report

    「Services: Revenue grew to ¥21,411 million, up 1.5% year on year, as the contracted value of recurring businesses, including cloud service usage fees, increased.」

    After a slight decline in service revenue in the prior fiscal year due to the decline in the equipment business, service revenue returned to growth, increasing 1.5% year on year as the contracted value of recurring businesses, including cloud service usage fees, increased.
  4. FY2025Six growth areas expanded, but service revenue declined slightlyAnnual report

    「Although equipment maintenance fees fell below the prior fiscal year because of lower equipment business revenue, the six growth areas targeted under the medium-term management plan performed steadily, particularly security and contact center systems. Growth in monthly recurring services, including cloud usage fees, resulted in orders of ¥44,194 million, up 3.0% from the prior fiscal year, and revenue of ¥42,632 million, down 0.4%.」

    Security, contact center systems and cloud usage fees grew, but service revenue declined 0.4% from the prior fiscal year because maintenance fees fell with the decline in the equipment business.
  5. FY2025-H1Six growth areas expanded, but service revenue declined slightlyAnnual report

    「Services: The six growth areas targeted under the medium-term management plan performed steadily, primarily in security and managed services. However, equipment maintenance fees fell below the prior fiscal year as equipment business revenue declined, resulting in orders of ¥22,175 million, up 1.8% year on year, and revenue of ¥21,102 million, down 0.5%.」

    The six growth areas, particularly security and managed services, remained solid, but service revenue declined 0.5% year on year as maintenance fees fell with the decline in the equipment business. Orders increased 1.8%, and the order backlog increased 13.4%.
  6. FY2024AdvancedAnnual report

    「For services, orders declined slightly due to the expiration of large-scale operations services for certain customers in the first quarter. Revenue increased as monthly recurring services, including cloud usage fees, software maintenance fees and equipment maintenance fees, expanded in line with growth in the equipment and development and construction businesses.」

    The service business generated orders of ¥42,909 million and revenue of ¥42,811 million, with revenue up 1.6% from the prior fiscal year. Full-year results reflected the expansion of monthly recurring services, cloud-based contact centers and cloud communications, among others.
  7. FY2024-Q3AdvancedAnnual report

    「Orders declined slightly due to the expiration of some customers' operation services in the first quarter. Revenue, however, increased as cloud services overall and operation services remained solid, resulting in orders of ¥31,931 million, down 2.0% year on year, and revenue of ¥31,156 million, up 1.3%.」

    Although orders declined because operations services expired for certain customers, revenue from cloud services and operations services exceeded the prior-year period.
  8. FY2024-Q2AdvancedAnnual report

    「Orders declined, as in the first quarter, due to the reduced scale of large-scale operations service contracts and other factors. Revenue increased as cloud services, including TCV, expanded, and maintenance service contracts were secured in line with growth in equipment such as PCs and network equipment, as well as applications.」

    Orders declined due to the reduced scale of large-scale operations service contracts, while service revenue reached ¥21,201 million, driven by growth in cloud and maintenance services.
  9. FY2024-Q1AdvancedAnnual report

    「Maintenance services contributed to sales as the number of devices, including applications and PCs, increased, while cloud-based PBX services such as TCV also grew. As a result, orders were ¥11,896 million, down 1.7% year on year, and sales were ¥10,584 million, up 8.7%.」

    The services business, including cloud-based PBX, expanded, driving service revenue up 8.7% year on year. Orders declined 1.7% year on year due to the reduced scale of large-scale operations service contracts and other factors.
  10. FY2023-Q3AdvancedAnnual report

    「Despite the impact of the expiry of a large-scale service contract for certain customers in the first quarter, equipment maintenance services grew as equipment installation projects increased, while cloud services overall performed well. As a result, orders were ¥32,578 million, up 4.4% year on year, and sales were ¥30,750 million, also up 4.4%, exceeding the previous year.」

    Following a slight decline in service revenue in the previous quarter due to the expiration of large-scale LCM services, equipment maintenance services and cloud services grew, driving both orders and revenue above the prior-year period.
  11. FY2023-Q2Cloud services performed well, but service revenue declined slightlyAnnual report

    「Equipment maintenance services grew substantially as equipment installation projects increased, and cloud services continued to perform well. However, the expiration of large-scale LCM services for certain customers resulted in orders of ¥22,401 million, up 3.4% from the same quarter of the prior year, and revenue of ¥19,820 million, down 0.4%.」

    Equipment maintenance and cloud services performed well, but the expiration of large-scale LCM services resulted in higher service orders while service revenue declined 0.4% year on year.
  12. FY2023-Q1Cloud growth, but services overall remained flatAnnual report

    「Cloud services, including cloud-based contact centre services, grew significantly for the second consecutive period, but the expiry of a large-scale LCM service contract for certain customers had an impact. As a result, orders were ¥12,108 million, down 0.1% year on year, and sales were ¥9,734 million, down 1.5%, broadly flat compared with the previous fiscal year.」

    Although cloud services grew, service orders and revenue were broadly flat year on year because of the expiration of a large-scale LCM service contract, marking a change from the previous growth trend.
  13. FY2022AdvancedAnnual report

    「Services: Performance remained strong, supported by growth in cloud services, including cloud-based contact center services, as well as the accumulation of maintenance services for newly acquired equipment. Orders were ¥41,046 million, up 5.0% from the prior fiscal year, and revenue was ¥40,690 million, up 4.0%, both exceeding the prior-year results.」

    Growth in cloud-based contact centers, cloud services and equipment maintenance services drove service orders and revenue above the prior year.
  14. FY2022-Q3AdvancedAnnual report

    「Following the second quarter, performance remained strong, supported by the accumulation of LCM services and growth in cloud services, including cloud-based contact center services. Orders were ¥31,196 million, up 6.5% from the same quarter of the prior year, and revenue was ¥29,446 million, up 7.2%, both substantially exceeding the prior-year results.」

    Growth in cloud services, including LCM services and cloud-based contact centers, drove service orders and revenue above the prior-year period.
  15. FY2022-Q2AdvancedAnnual report

    「Services: Growth in the LCM services accumulated since orders were won in the first quarter and in cloud-based contact centre services contributed to orders of ¥21,672 million, up 12.1% year on year, and sales of ¥19,908 million, up 11.7%, both substantially above the previous year.」

    Service revenue increased 11.7% year on year, driven by the accumulation of LCM services and growth in cloud-based contact center services.
  16. FY2022-Q1AdvancedAnnual report

    「In addition to growth in LCM and cloud services, the inclusion of 株式会社コムデザイン in the scope of consolidation contributed to orders of ¥12,119 million, up 18.2% year on year, and sales of ¥9,879 million, up 17.1%, both substantially above the previous year.」

    Service business revenue increased 17.1% year on year, driven by growth in LCM and cloud services and the consolidation of Com Design.
  17. FY2021AdvancedAnnual report

    「In services, orders and revenue both exceeded the prior-year period, as maintenance and operations for newly sold equipment continued to increase, while from the third quarter the cloud-based contact center solutions of Com Design expanded on demand for new installations and additional seats resulting from the COVID-19 pandemic.」

    Supported by equipment maintenance and operations and Com Design's cloud-based contact center solutions, service revenue was ¥39,122 million, or 103.9% of the prior fiscal year.
  18. FY2021-Q3AdvancedAnnual report

    「In the services business, orders, revenue and order backlog all exceeded the prior-year levels as maintenance and operation of newly sold equipment increased and 株式会社コムデザイン's cloud-based contact center solution grew from demand for working from home during the COVID-19 pandemic, beginning in the third quarter.」

    Service revenue was ¥27,479 million, or 103.2% of the prior-year period, driven by growth in equipment maintenance and operations and the expansion of Com Design's cloud-based contact center solutions.
  19. FY2020AdvancedAnnual report

    「In the services business, large-scale infrastructure upgrades, including operation services such as multi-device support and comprehensive operation and maintenance of ICT infrastructure, as well as cloud services, remained solid in addition to equipment and application maintenance.」

    Equipment and application maintenance, operation services and large-scale infrastructure upgrades remained solid. Services business revenue was ¥42,123 million, up 7.7% year on year.
  20. FY2020-Q3AdvancedAnnual report

    「In the services business, large-scale infrastructure upgrades, including operation services such as multi-device support and comprehensive operation and maintenance of ICT infrastructure, as well as cloud services, remained solid in addition to equipment and application maintenance.」

    Equipment and application maintenance, operation services and large-scale infrastructure upgrades remained solid. Services business revenue was ¥29,369 million, up 8.2% year on year.
  21. FY2020-Q2AdvancedAnnual report

    「In the services business, operation services, including multi-device support and comprehensive operation and maintenance of ICT infrastructure, grew steadily in addition to equipment and application maintenance.」

    Operation services, including multi-device support and comprehensive operation and maintenance of ICT infrastructure, grew alongside equipment and application maintenance. Services business revenue was ¥20,048 million, up 11.1% year on year.
  22. FY2020-Q1RestatedAnnual report

    「In the services business, operation services, including equipment maintenance, application maintenance, multi-device support and comprehensive operation and maintenance of ICT infrastructure, also performed well.」

    In addition to equipment and application maintenance, operation services including multi-device support and comprehensive operation and maintenance of ICT infrastructure performed well.
  23. FY2019AdvancedAnnual report

    「In addition to LCM, network maintenance services and cloud services, the services business performed well and exceeded the prior-year level through expanded offerings including multi-device support addressing customers' needs to reduce workloads at retail stores, system operation services providing comprehensive operation and maintenance of ICT infrastructure, and signage-related services such as menu boards.」

    In addition to LCM, network maintenance and cloud services, the Company expanded into multi-device support, comprehensive operation and maintenance, and signage-related services. Services business revenue was ¥39,129 million, up 3.5% year on year.
  24. FY2019-Q2AdvancedAnnual report

    「The services business, including system operation services and LCM services, performed solidly and exceeded the prior-year level, albeit by a slight margin.」

    From flat performance in the previous quarter, system operation services and LCM services increased slightly, resulting in the services business as a whole exceeding the prior-year level.
  25. FY2019-Q1Change to flatAnnual report

    「The services business remained flat. System operation services and LCM services performed solidly, but network construction declined as the use of mobile devices progressed.」

    The Company explains that while system operation services and LCM services were solid, the services business as a whole remained flat due to a decline in network construction accompanying the wider use of mobile devices.
  26. FY2018AdvancedAnnual report

    「The services business also remained solid as businesses including system operation services, LCM services, and data center services centered on cloud migration performed well.」

    The Company explained that data center services centered on system operations, LCM and cloud migration performed well throughout the year, further strengthening the results of its focus on the services business.
  27. FY2018-Q3RestatedAnnual report

    「The services business also remained solid as we expanded businesses including system operation services, LCM services, and data center services centered on cloud migration.」

    The policy of expanding the services business through system operations, LCM and data center services centered on cloud migration continued.
  28. FY2018-Q2RestatedAnnual report

    「The services business also remained solid as we expanded businesses including system operation services, LCM services, and data center services centered on cloud migration.」

    The policy of expanding the services business through system operations, LCM and data center services centered on cloud migration continued.
  29. FY2018-Q1AdvancedAnnual report

    「The services business remained solid as we expanded businesses including system operation services, LCM services, and data center services centered on cloud migration and other areas.」

    The Company explains that the services business remained solid as initiatives took concrete shape in system operations, LCM and data center services centered on cloud migration and related areas.
  30. FY2017-Q3RestatedAnnual report

    「In the services business, we expanded our business domain by developing various solutions using system operation services, LCM services and cloud services, resulting in growth in both revenue and profit.」

    The expansion of the services business and growth in revenue and profit through system operations, LCM and cloud-based solutions continued.
  31. FY2017-Q2RestatedAnnual report

    「In the services business, we expanded our business domain by providing system operation services, LCM services and work-style transformation solutions using cloud services, resulting in growth in both revenue and profit.」

    The Company again describes the expansion of the services business and growth in revenue and profit through system operations, LCM and cloud-based solutions.
  32. FY2017-Q1AdvancedAnnual report

    「In the systems support business, sales and profits both increased as the company expanded its business areas through contact centre system development, LCM services for the services sector, and work-style transformation solutions using cloud services.」

    The Company describes growth in revenue and profit in the services business through contact centers, LCM, and cloud-based work-style transformation solutions.
  33. FY2016First statedAnnual report

    「Although some system development projects incurred losses, our focus on the services business proved effective, enabling revenue, operating profit and ordinary profit to all exceed the prior-year results.」

    The Company itself explains its focus on the services business as a factor behind the upward performance for the period.
Moved together

"Improving Core Business Profitability" moved the same way as this thread, in the same document, in 18 of its 35 moves.

1817131287★123456
  1. ★This thread
  2. 1Improving Core Business Profitability18×
  3. 2Taking on New Growth Areas such as IoT and Cloud17×
  4. 3Transforming the business structure through servitization13×
  5. 4Development of Market-Competitive Systems with High Quality and Low Costs12×
  6. 5Structural Transformation of the Electronic Devices Business8×
  7. 6Medium-Term Management Plan "Transformation 2026"7×

★ 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
Tsuzuki Denki's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings presentation of 2026-05-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Focus on Service Businesses | TSUZUKI DENKI CO.,LTD. (8157) | Komori