Securing Large Windows 10 and Server Upgrade Projects Ahead of Schedule
First written in FY2019-Q2. 3 of 9 entries say "Advanced", first in FY2019-Q3. Latest entry: FY2021.
No other company in this theme has enough history to compare yet.
- FY2021DroppedAnnual report
「Meanwhile, there was some business affected by the end of special demand related to Windows 10 upgrades and IBM server upgrades following the discontinuation of maintenance, as well as by the COVID-19 pandemic, including healthcare and human resources development services.」
The company explicitly stated that the previous special demand for Windows 10 and IBM server upgrades had ended, meaning that the growth theme predicated on this demand was over. - FY2021-Q3RestatedAnnual report
「In addition to the end of special demand related to Windows 10 upgrades and IBM server replacements following the cessation of maintenance, which had continued through the previous fiscal year, the results for the nine months ended [the third quarter] were revenue of ¥44,938 million, down 11.8% year on year; operating income of ¥2,239 million, down 26.1%; ordinary income of ¥2,331 million, down 27.0%; and net income attributable to owners of the parent of ¥1,530 million, down 27.3%.」
The company continues to explain that special demand related to Windows 10 upgrades and IBM server upgrades has ended. - FY2021-Q2SoftenedAnnual report
「Meanwhile, special demand related to Windows 10 upgrades and IBM server upgrades following the discontinuation of maintenance, which had continued through the previous fiscal year, had ended. As a result, for the six months ended 30 September, revenue was ¥30,155 million, down 12.9% year on year; operating income was ¥1,561 million, down 23.4%; ordinary income was ¥1,608 million, down 24.4%; and net income attributable to owners of the parent was ¥1,065 million, down 22.6%.」
Special demand related to Windows 10 upgrades and IBM server upgrades was explicitly described as having ended, rather than being largely over as stated in the previous quarter, indicating that the demand theme had weakened further. - FY2021-Q1SoftenedAnnual report
「While the special demand that had continued through the previous fiscal year, including Windows 10 upgrades and IBM server renewals associated with the end of maintenance, had largely subsided, the high level of opening order backlog resulting from the previous fiscal year’s initiatives, together with growing demand from customers to establish telework environments amid the spread of COVID-19, led to the expansion of cloud- and security-related businesses.」
It was explained that special demand related to Windows 10 upgrades and IBM server upgrades had largely run its course, weakening the previous drivers of demand growth. Meanwhile, demand for telework infrastructure is leading to new cloud and security demand. - FY2020-Q3AdvancedAnnual report
「The systems business related to Windows 10 upgrades, which represented special demand, performed extremely strongly against the initial plan, continuing from the previous fiscal year, and contributed to the expansion of the systems products business.」
The Company explained that the Windows 10 upgrade-related business performed extremely strongly against the initial plan and contributed to the expansion of the systems products business. - FY2020-Q2AdvancedAnnual report
「In addition, services related to Windows 10 upgrades, which represented special demand, also contributed to the expansion of the business.」
The Company explicitly stated that services related to Windows 10 upgrades contributed to cumulative business expansion for the quarter, rather than merely reiterating their strong performance. - FY2020-Q1RestatedAnnual report
「The systems business, particularly Windows 10 renewal, continued to perform strongly.」
The Company explained that the Windows 10 renewal business continued to perform strongly. - FY2019-Q3AdvancedAnnual report
「The systems business remained strong, driven by server renewal and Windows 10 renewal projects.」
The Company explained that, during the quarter, the related business performed steadily under the initiative to secure large-scale Windows 10 and server renewal projects, which had been presented in the previous quarter. - FY2019-Q2First statedAnnual report
「The systems business remained strong, helped by the early acquisition of large-scale Windows 10 and server renewal projects, among other factors.」
The Company provided specific details for the first time on sales initiatives to secure large-scale Windows 10 and server renewal projects ahead of schedule.