Komori
Tsuzuki Denki (8157) · RiskReframed

Commoditization of ICT and New Entrants from Other Industries

First written in FY2016. 15 of 24 entries say "Restated". Latest entry: FY2026.

24entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q2 – FY2021-Q3RestatedFY2022-Q1 – FY2025-H12016: 320162017: 220172018: 320182019: 220192020: 120202021: 420212022: 420222023: 220232024: 220242025: 020252026: 12026
Same theme, other companies
Product Obsolescence Due to Intensified Competition and Delays in Adapting to TechnologyA theme 124 companies write about · 127 as a headwind · 0 as a tailwind

Tsuzuki Denki moved to the "Worse" side of this theme in 2016, 9 years before the typical company in this theme (2025).

The whole theme swung hardest in 2026: 28 of 57 companies on the "Worse" side.

6 other companies' latest entry also says "Reframed".

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 124 companies compared. The sentences above are computed from all 124.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「In the information and communications services industry, we are continually required to respond quickly to the accelerating evolution of information and communications technology, including the spread of generative AI, and growing security risks resulting from increasingly severe ransomware attacks.」

    Risks relating to competition and entry in ICT have been reframed to include an environment of technological advances driven by generative AI and increasingly severe ransomware attacks.
  2. FY2025-H1RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological innovation, and intensifying competition resulting from new entrants from other industries.」

    Changing customer needs accompanying technological innovation, the need to address DX and intensifying competition due to entry by companies from other industries continue to be identified as business-environment risks.
  3. FY2024-Q3RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Changes in customer needs accompanying technological advances and intensifying competition due to entry by companies from other industries continue to be identified as business-environment risks.
  4. FY2024-Q2RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Technological advances, changing customer needs and intensifying competition due to entry by companies from other industries continue to be treated as business-environment risks.
  5. FY2024-Q1RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Changes in customer needs accompanying technological advances and intensifying competition due to entry by companies from other industries continue to be treated as business-environment risks.
  6. FY2023-Q2RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Changes in customer needs accompanying technological advances and intensifying competition due to entry by companies from other industries continue to be treated as business-environment risks.
  7. FY2023-Q1RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Technological advances, changing customer needs and intensifying competition due to entry by companies from other industries continue to be treated as business-environment risks.
  8. FY2022RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Technological advances, changing customer needs and intensifying competition due to entry by companies from other industries continue to be identified as business-environment risks.
  9. FY2022-Q3RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Technological advances, changing customer needs and intensifying competition due to entry by companies from other industries continue to be treated as business-environment risks.
  10. FY2022-Q2RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Technological advances, changing customer needs and intensifying competition due to entry by companies from other industries continue to be recognized as business-environment risks.
  11. FY2022-Q1RestatedAnnual report

    「In the information services industry, we are continually required to respond quickly to changing customer needs, including the need to address DX accompanying rapid technological advances, as well as intensifying competition resulting from new entrants from other industries.」

    Technological advances, changing customer needs and intensifying competition due to entry by companies from other industries continue to be identified as business-environment risks.
  12. FY2021MitigatedAnnual report

    「To address these risks, we seek to strengthen our competitiveness by keeping abreast of the latest technologies and customer trends and focusing on growth areas. We also seek to differentiate ourselves from competitors and enhance our competitive advantage by leveraging the comprehensive capabilities of our Group to solve customer issues and prevent the solutions we provide from becoming obsolete.」

    In response to the risks of entry by companies from other industries and intensifying competition, focusing on growth areas, differentiation through comprehensive capabilities and preventing solution obsolescence were explicitly identified as measures.
  13. FY2021-Q3RestatedAnnual report

    「IT technology has evolved, and ICT has become commoditized and established as social infrastructure. As a result, leading companies in every industry have begun to ICT-enable their businesses based on customer touchpoints and other factors, creating a trend in which they are moving into and absorbing the IT and network industries.」

    The commoditization of ICT, its establishment as social infrastructure and the progress of ICT adoption by companies from other industries continue to be identified as business-environment risks.
  14. FY2020-Q3RestatedAnnual report

    「IT technology has evolved, and ICT has become commoditized and established as social infrastructure. As a result, leading companies in every industry have begun to ICT-enable their businesses based on customer touchpoints and other factors, creating a trend in which they are moving into and absorbing the IT and network industries.」

    The commoditization of ICT, its establishment as social infrastructure and the progress of ICT adoption by companies from other industries continue to be identified as business-environment risks.
  15. FY2020-Q2RestatedAnnual report

    「IT technology has evolved, and ICT has become commoditized and established as social infrastructure. As a result, leading companies in every industry have begun to ICT-enable their businesses based on customer touchpoints and other factors, creating a trend in which they are moving into and absorbing the IT and network industries.」

    The commoditization of ICT, its establishment as social infrastructure and the progress of ICT adoption by companies from other industries continue to be identified as business-environment risks.
  16. FY2019WorsenedAnnual report

    「Against this backdrop, the role of information systems departments within customer companies is also beginning to change significantly. If we cannot respond flexibly and appropriately to these trends and changes, they may affect our Group's future earnings.」

    In addition to ICT adoption by companies from other industries, changes in information systems departments within customer companies were explicitly identified as a new risk factor.
  17. FY2019-Q2RestatedAnnual report

    「IT technology has evolved, and ICT has become commoditized and established as social infrastructure. As a result, leading companies in every industry have begun to ICT-enable their businesses based on customer touchpoints and other factors, creating a trend in which they are moving into and absorbing the IT and network industries.」

    The commoditization of ICT, its establishment as social infrastructure and the progress of ICT adoption by companies from other industries continue to be identified as business-environment risks.
  18. FY2019-Q1MaterialisedAnnual report

    「In the contact center business, on-premises projects declined sharply, while cloud-based project opportunities became more active.」

    Structural changes, including ICT commoditization and the shift to cloud services, continue to appear in results as a sharp decline in on-premises contact center projects and increased activity in cloud-based projects.
  19. FY2018-Q3MaterialisedAnnual report

    「In network integration, we worked on system construction businesses for network infrastructure (LAN/WAN), call centers and other applications. However, the shift to centralized servers and mobile systems had an impact, while the timing of revenue recognition for infrastructure construction projects was also pushed back, and the business ended weakly.」

    The shift to centralized servers and mobile systems, together with delays in the timing of revenue recognition for projects, continues to appear in results as weak network integration performance.
  20. FY2018-Q2MaterialisedAnnual report

    「In network integration, we worked on system construction businesses for network infrastructure (LAN/WAN), call centers and other applications. However, the shift to centralized servers and mobile systems had an impact, while the timing of revenue recognition for infrastructure construction projects was also pushed back, and the business ended weakly.」

    The impact of ICT commoditization and structural change emerged in results as weak network integration performance due to the shift to centralized servers and mobile systems.
  21. FY2017-Q3RestatedAnnual report

    「As IT technology has evolved and ICT has become commoditized and established as social infrastructure, leading companies in every industry have begun to ICT-enable their businesses based on customer touchpoints and other factors, creating a trend in which they are moving into and absorbing the IT and network industries. This trend may continue for an extended period.」

    The possibility that ICT commoditization and continued entry by companies from other industries will persist remains identified as a business-environment risk.
  22. FY2017-Q2MaterialisedAnnual report

    「In system construction opportunities for servers, PCs and other products, both revenue and profit were below the year-earlier period due to market commoditization, although」

    Market commoditization also emerged this quarter as a year-on-year decline in revenue and profit from system construction opportunities for servers, PCs and other products.
  23. FY2017-Q1MaterialisedAnnual report

    「In system construction opportunities for servers, PCs and other products, both revenue and profit were below the year-earlier period due to market commoditization, although」

    Market commoditization was described as having actually resulted in lower revenue and profit from system construction opportunities for servers, PCs and other products.
  24. FY2016First statedAnnual report

    「As IT technology has evolved and ICT has become commoditized and established as social infrastructure, leading companies in every industry have begun to ICT-enable their businesses based on customer touchpoints and other factors, creating a trend in which they are moving into and absorbing the IT and network industries. This trend may continue for an extended period.」

    The potential impact on future earnings if the Group cannot respond to ICT commoditization and entry by companies from other industries is identified as a risk.
Moved together

"Obsolescence of Existing Products and Services Due to Technological Innovation" moved the same way as this thread, in the same document, in 6 of its 24 moves.

6332★1234
  1. ★This thread
  2. 1Obsolescence of Existing Products and Services Due to Technological Innovation6×
  3. 2Significant Fluctuations in the Semiconductor and Product Markets3×
  4. 3Difficulty Securing Profits Amid Intensifying Competition and Price Competition3×
  5. 4Changes in Accounting Standards, Tax Rules and Other Regulations2×

★ 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
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Commoditization of ICT and New Entrants from Other Industries | TSUZUKI DENKI CO.,LTD. (8157) | Komori