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Tkc (9746) · FactReplacement demand driven by the end of Windows 10 support

PC Replacement Demand Driven by the End of Windows 7 Support

First written in FY2019-Q1. 1 of 19 entries say "Softened", first in 2026-11-11. Latest entry: 2026-11-11.

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ProgressHeldSoftenedWorseOtherFY2019-Q1 – FY2026-H12019: 320192020: 420202021: 120212022: 420222023: 420232024: 120242025: 020252026: 22026
Same theme, other companies
Corporate PC replacement and ICT investment demand following the end of Windows 7 supportA theme 4 companies write about · 1 as a headwind · 3 as a tailwind

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

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  1. 2026-11-11Softenedfinance.biggo.jp

    「Computer services revenue rose 6.1% year on year and consulting services revenue rose 4.5%, both remaining solid, but hardware revenue fell 5.6% due to the end of demand for the transition to Windows 11 and PC shortages.」

    PC replacement demand driven by the transition to Windows 11 came to an end, resulting in a decline in hardware revenue.
  2. FY2026-H1Replacement demand driven by the end of Windows 10 supportAnnual report

    「Hardware sales increased 13.2% from the previous fiscal year. This was due to a sharp increase in PC replacement following Microsoft's end of Windows 10 support in October last year.」

    Following replacement demand for Windows 8.1 and other systems, PC replacement driven by the end of Windows 10 support emerged, and hardware sales increased 13.2% year on year.
  3. FY2024-Q2Continued growth in hardware revenueAnnual report

    「④ Hardware sales increased 2.7% from the previous fiscal year. This was due, among other factors, to hardware purchase costs remaining eligible for subsidies under the Small and Medium Enterprise Agency's IT Introduction Subsidy program and higher average selling prices for IT equipment.」

    Hardware sales increased 2.7% year on year against the backdrop of the IT Introduction Subsidy and higher average selling prices for IT equipment.
  4. FY2023Narrowing of the full-year increase in hardware revenueAnnual report

    「Hardware sales increased 2.5% from the previous fiscal year. This was due, among other factors, to hardware purchase costs becoming eligible for subsidies under the Small and Medium Enterprise Agency's IT Introduction Subsidy program, an increase in first-time purchases of PCs and scanners following the end at the end of December 2023 of the grace measure for electronic transaction data under the amended Electronic Book Preservation Act, and higher average selling prices for IT equipment.」

    Full-year revenue increased against the backdrop of the IT Introduction Subsidy, compliance with the Electronic Book Preservation Act, and higher equipment unit prices, but the increase narrowed from 9.4% year on year in the third quarter.
  5. FY2023-Q3Higher hardware revenue, including price revisions due to rising pricesAnnual report

    「④ Hardware sales increased 9.4% from the previous fiscal year. This was due, among other factors, to revisions to hardware selling prices resulting from recent price inflation, hardware purchase costs becoming eligible for subsidies under fiscal 2022's IT Introduction Subsidy program, and an increase in companies purchasing scanners for the first time to use the receipt-storage function included as standard in the FX Cloud series, following the end in January 2024 of the grace measure for electronic transaction data under the Electronic Book Preservation Act.」

    Hardware sales increased 9.4%, down from 12.6% previously. Price revisions due to inflation, the IT Introduction Subsidy, and scanner demand for compliance with the Electronic Book Preservation Act were cited as factors driving higher revenue.
  6. FY2023-Q2Emergence of scanner demand for compliance with the Electronic Book Preservation ActAnnual report

    「④ Hardware sales increased 12.6% from the previous fiscal year. This was due, among other factors, to hardware purchase costs becoming eligible for subsidies under fiscal 2022's IT Introduction Subsidy program, and an increase in client companies purchasing scanners for the first time to use the receipt-storage function included as standard in FX Cloud, following the end in January 2024 of the grace measure for electronic transaction data under the Electronic Book Preservation Act.」

    In addition to Windows 8.1 replacement demand, the IT Introduction Subsidy and scanner demand for compliance with electronic transaction data storage contributed to higher hardware sales.
  7. FY2023-Q1Emergence of Windows 8.1 replacement demandAnnual report

    「④ Hardware sales increased 37.4% from the previous fiscal year. This was due, among other factors, to hardware purchase costs becoming eligible for subsidies under this year's IT Introduction Subsidy program and progress in replacing PCs running Windows 8.1, for which support ended at the end of 2022.」

    Following replacement demand related to Windows 7 and Windows 11 compatibility, the end of Windows 8.1 support and the IT Introduction Subsidy became new replacement drivers, and hardware sales increased 37.4% year on year.
  8. FY2022Further recovery driven by Windows 11 replacement demandAnnual report

    「Hardware sales increased 7.9% from the previous fiscal year. This was due, among other factors, to hardware purchase costs becoming eligible for subsidies under this year's IT Introduction Subsidy program and progress in replacing PCs with models running Windows 11.」

    Replacement with Windows 11-compatible models and the IT Introduction Subsidy drove hardware sales up 7.9% from the previous fiscal year.
  9. FY2022-Q3Hardware sales recovery driven by Windows 11 replacement demandAnnual report

    「④ Hardware sales increased 1.0% from the previous fiscal year. This was due, among other factors, to hardware purchase costs becoming eligible for subsidies under this year's IT Introduction Subsidy program and progress in replacing PCs with models running Windows 11.」

    Hardware sales recovered to a 1.0% increase from the previous fiscal year, driven by hardware becoming eligible for subsidies and replacement with Windows 11 PCs, following restraint on replacement due to the lack of Windows 11 compatibility and delays pending IT Introduction Subsidy applications.
  10. FY2022-Q2Additional factor delaying replacement purchasesAnnual report

    「④ Hardware sales decreased 4.6% from the previous fiscal year. This was due to many companies deferring PC replacement because the internet banking systems of financial institutions were not compatible with Windows 11. In addition, under this year's IT Introduction Subsidy program, information that hardware purchase costs would also be eligible for subsidies led companies to defer PC purchases until after applications opened in April, resulting in lower PC unit sales.」

    In addition to restraint on replacement due to the lack of Windows 11 compatibility, purchase delays pending the opening of applications for the IT Introduction Subsidy were cited as a new factor.
  11. FY2022-Q1Replacement restraint due to delays in Windows 11 compatibilityAnnual report

    「④ Hardware sales decreased 20.5% from the previous fiscal year. This was because companies began to defer replacement with the latest models, as the internet banking systems of financial institutions were not compatible with Windows 11, resulting in lower PC unit sales.」

    After replacement demand following the end of Windows 7 support had run its course, restraint on replacement with the latest models due to financial institutions' internet banking systems not supporting Windows 11 was cited as a new factor.
  12. FY2021-Q1Windows 7 replacement demand reaches maturityAnnual report

    「③ Hardware sales decreased 31.4% from the previous fiscal year. This was because demand for PC replacement following Microsoft's end of Windows 7 support had run its course, leaving PC unit sales at normal levels.」

    Replacement demand driven by the end of Windows 7 support had run its course, and hardware sales decreased 31.4% from the previous fiscal year.
  13. FY2020Continued Windows 7 replacement demand and the addition of new demandAnnual report

    「Hardware sales increased 6.4% from the previous fiscal year. This was due to demand for PC replacement following Microsoft's end of Windows 7 support in January 2020, as well as increased demand for notebook PCs with webcams and portable monitors as more accounting firms adopted remote working because of the coronavirus pandemic.」

    Demand for replacement PCs following the end of Windows 7 support continued, but the growth rate narrowed from 42.7% previously to 6.4%. Demand for notebook PCs with webcams and portable monitors associated with remote working was added as a new factor.
  14. FY2020-Q3Higher revenue driven by continued replacement demandAnnual report

    「③ Hardware sales increased 27.7% from the previous fiscal year. This was due to continued demand for PC replacement following Microsoft's end of Windows 7 support in January 2020, as well as increased demand for notebook PCs with webcams as more accounting firms adopted remote working.」

    Replacement demand continued after the end of Windows 7 support, while demand for notebook PCs with webcams increased with the spread of remote working. Hardware sales increased 27.7% year on year.
  15. FY2020-Q2Replacement demand continued after the end of Windows 7 supportAnnual report

    「③ Hardware sales increased 42.7% from the previous fiscal year. This was because demand for PC replacement continued after Microsoft ended Windows 7 support in January 2020.」

    Replacement demand driven by the end of Windows 7 support continued, and hardware sales increased 42.7% year on year.
  16. FY2020-Q1Expansion of higher revenue driven by replacement demand ahead of the end of Windows 7 supportAnnual report

    「③ Hardware sales increased 72.3% from the previous fiscal year. This was due to increased demand for PC replacement after Microsoft ended Windows 7 support in January 2020.」

    Demand for PC replacement driven by the end of Windows 7 support continued, and the increase in hardware sales widened from 6.7% previously to 72.3%.
  17. FY2019-Q3Expansion of higher hardware revenue driven by Windows 7 replacement demandAnnual report

    「④ Hardware sales increased 6.7% from the previous fiscal year. This was due to rising demand for PC replacement ahead of the scheduled end of Windows 7 support in January 2020.」

    Replacement demand driven by the end of Windows 7 support continued, and the increase in hardware sales widened from 1.4% previously to 6.7%.
  18. FY2019-Q2Higher hardware revenue driven by Windows 7 replacement demandAnnual report

    「④ Hardware sales increased 1.4% from the previous fiscal year. This was due to rising demand for PC replacement ahead of the scheduled end of Windows 7 support in 2020.」

    Demand for PC replacement driven by the scheduled end of Windows 7 support in 2020 continued, and hardware sales increased 1.4% year on year.
  19. FY2019-Q1First statedAnnual report

    「This is due to rising demand for PC replacement ahead of the scheduled end of Windows 7 support in 2020.」

    Hardware sales in the accounting firm business increased 3.7% year on year against the backdrop of the scheduled end of Windows 7 support in 2020.
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Tkc's next results are scheduled for 2026-11-11. Read the earnings preview
PC Replacement Demand Driven by the End of Windows 7 Support | TKC Corporation (9746) | Komori