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Pca (9629) · RiskWorsened

Customer losses due to cloud service outages and price competition

First written in FY2016. 3 of 5 entries say "Restated". Latest entry: FY2023.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20212016: 120162017: 120172018: 120182019: 020192020: 020202021: 120212022: 020222023: 12023
Same theme, other companies
Cloud Demand Volatility and Competitive Risks from AI Substitute ServicesA theme 8 companies write about · 8 as a headwind · 0 as a tailwind

Pca moved to the "Worse" side of this theme in 2023, 3 years before the typical company in this theme (2026).

The whole theme swung hardest in 2026: 3 of 6 companies on the "Worse" side.

2 other companies' latest entry also says "Worsened".

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. FY2023WorsenedAnnual report

    「There is also a risk of losing customers if competitors or other businesses use new technologies, M&A-driven business expansion or new business models to provide cloud services with functionality equivalent to PCA Cloud's core business software at substantially lower prices.」

    Regarding the risk of customer losses in the cloud business, the company explicitly identifies competitive scenarios involving new technologies, M&A and new business models, in addition to price competition.
  2. FY2021RestatedAnnual report

    「There is also a risk of losing customers if new entrants use new technologies or new business models to provide cloud services with functionality equivalent to PCA Cloud at substantially lower prices.」

    The company continues to disclose the risk of customer losses due to cloud service outages and price competition.
  3. FY2018RestatedAnnual report

    「In the company's SaaS cloud business, service disruptions, such as prolonged outages caused by technical problems, could result in a loss of user trust.」

    The company continues to disclose the risks of declining trust due to cloud service outages and customer losses due to low-priced services.
  4. FY2017RestatedAnnual report

    「In the company's SaaS cloud business, service disruptions, such as prolonged outages caused by technical problems, could result in a loss of user trust. There is also a risk of losing customers if new entrants provide cloud services with equivalent functionality at substantially lower prices.」

    The company continues to disclose the risks of customer losses due to cloud service outages and low-priced services.
  5. FY2016First statedAnnual report

    「Service disruptions, such as prolonged outages caused by technical problems, could result in a loss of user trust. There is also a risk of losing customers if new entrants provide services with equivalent functionality at substantially lower prices.」

    Service continuity and price competition are identified as risks specific to the cloud business.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Pca's next results are scheduled for 2026-10-27. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Customer losses due to cloud service outages and price competition | PCA CORPORATION (9629) | Komori