Komori
Grcs (9250) · TargetRestatedLatest Earnings presentation (2026-10-15): "Raised"

Transition to a Higher-Profitability Model Through AI Implementation in Their Own Products

First written in FY2025. 8 of 21 entries say "Restated". Latest entry: 2026-10-16.

21entries
1years
18from disclosures
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How it moved
ProgressHeldSoftenedWorseRestated2026-04-24 – 2026-07-15Advanced2026-07-23 – 2026-08-052026: 212026
Same theme, other companies
Transition to a Recurring-Revenue Model Through Vertical AIA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

0 other companies' latest entry also says "Softened".

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. 2026-10-16Softenednews.livedoor.com

    「GRCSが続急落、26年11月期業績予想を営業赤字に下方修正」

    2026年11月期の営業利益黒字化見通しが、営業赤字予想へ下方修正されたと報じられた。
  2. FY2026-H1RestatedAnnual report

    「For the consolidated results for the fiscal year ending November 2026, the company plans to invest in implementing AI functions in its proprietary products and transition to a high-margin business model. It also plans to strengthen its recurring-revenue model, which generates continuing revenue from existing customers, to establish a stable earnings base, and expects to achieve operating profitability. It also stated that there are no concerns regarding short-term cash management.」

    The company continues to target AI implementation, strengthening its recurring-revenue model and achieving operating profitability in the fiscal year ending November 2026. It posted an operating loss in the current interim period, and did not state that the target had already been achieved.
  3. FY2025First statedAnnual report

    「For the consolidated results for the fiscal year ending November 2026, we expect to achieve operating profitability by investing in the implementation of AI functions in our proprietary products, seeking to transition to a high-margin business model, and strengthening the recurring-revenue model that generates ongoing revenue from existing customers, thereby establishing a stable earnings base.」

    The company indicated that it expects to implement AI functions, strengthen its recurring-revenue model and achieve operating profitability in the fiscal year ending November 2026, thereby transitioning to a high-margin business model.
Moved together

"Establishment of GRCS Technologies and Consolidation of the Specialist Talent Business" moved the same way as this thread, in the same document, in 5 of its 15 moves.

544333★123456
  1. ★This thread
  2. 1Establishment of GRCS Technologies and Consolidation of the Specialist Talent Business5×
  3. 2Expansion of New Solution Products and Specialized Expertise4×
  4. 3Development of New AI Products Through a Capital and Business Alliance with Fixstars4×
  5. 4Risk Visualization and Digital Transformation of Governance3×
  6. 5Recruiting, Developing and Retaining Specialized Talent3×
  7. 6Investment in Financial Technology and Development of End-to-End Delivery Capabilities3×

★ 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
No upcoming earnings preview for Grcs yet. It last moved in the Earnings presentation of 2026-10-15: "Raised".