View ValuationArtiza Networks 将来の成長Future 基準チェック /46Artiza Networks利益と収益がそれぞれ年間33.7%と14.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.7% 33.8%なると予測されています。主要情報33.7%収益成長率33.79%EPS成長率Communications 収益成長45.5%収益成長率14.7%将来の株主資本利益率4.70%アナリストカバレッジLow最終更新日06 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Apr 04Consensus revenue estimates increase by 24%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥2.50b to JP¥3.10b. Now expected to report a profit of JP¥18.60 instead of losses of -JP¥25.20 per share. Communications industry in Japan expected to see average net income growth of 48% next year. Consensus price target broadly unchanged at JP¥640. Share price was steady at JP¥591 over the past week.Major Estimate Revision • Jan 15Consensus revenue estimates fall by 22%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥3.20b to JP¥2.50b. Forecast loss of -JP¥25.20, down from profit of JP¥18.60 per share profit previously. Communications industry in Japan expected to see average net income growth of 55% next year. Consensus price target down from JP¥680 to JP¥630. Share price was steady at JP¥547 over the past week.Price Target Changed • Oct 09Price target decreased by 9.3% to JP¥680Down from JP¥750, the current price target is provided by 1 analyst. New target price is 21% above last closing price of JP¥562. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥18.60 next year compared to a net loss per share of JP¥15.66 last year.Major Estimate Revision • Dec 27Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥5.00b to JP¥4.30b. EPS estimate fell from JP¥87.60 to JP¥27.40 per share. Net income forecast to grow 526% next year vs 50% growth forecast for Communications industry in Japan. Consensus price target down from JP¥1,500 to JP¥830. Share price fell 3.1% to JP¥660 over the past week.Price Target Changed • Jul 11Price target decreased by 27% to JP¥1,500Down from JP¥2,050, the current price target is provided by 1 analyst. New target price is 55% above last closing price of JP¥968. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥71.20 for next year compared to JP¥118 last year.Major Estimate Revision • Jun 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥132 to JP¥97.10. Revenue forecast unchanged from JP¥4.50b at last update. Net income forecast to shrink 22% next year vs 46% growth forecast for Communications industry in Japan . Consensus price target of JP¥2,000 unchanged from last update. Share price fell 2.2% to JP¥1,114 over the past week.すべての更新を表示Recent updatesReported Earnings • Mar 13Second quarter 2026 earnings released: EPS: JP¥28.02 (vs JP¥27.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥28.02. Revenue: JP¥807.0m (down 4.5% from 2Q 2025). Net income: JP¥246.0m (down 2.8% from 2Q 2025). Profit margin: 31% (in line with 2Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Communications industry in Asia.Buy Or Sell Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock has risen 3.8% to JP¥621. The fair value is estimated to be JP¥779, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.Buy Or Sell Opportunity • Dec 19Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.9% to JP¥561. The fair value is estimated to be JP¥718, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.Reported Earnings • Dec 16First quarter 2026 earnings released: JP¥17.09 loss per share (vs JP¥22.34 loss in 1Q 2025)First quarter 2026 results: JP¥17.09 loss per share (improved from JP¥22.34 loss in 1Q 2025). Revenue: JP¥315.0m (up 2.9% from 1Q 2025). Net loss: JP¥150.0m (loss narrowed 27% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥14.83 (up from JP¥15.66 loss in FY 2024). Revenue: JP¥2.68b (down 4.9% from FY 2024). Net income: JP¥133.0m (up JP¥276.0m from FY 2024). Profit margin: 5.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Sep 11Artiza Networks, Inc., Annual General Meeting, Oct 24, 2025Artiza Networks, Inc., Annual General Meeting, Oct 24, 2025.Upcoming Dividend • Jul 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 28 October 2025. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (3.3%).お知らせ • Jul 20+ 3 more updatesArtiza Networks, Inc. to Report Q2, 2026 Results on Mar 12, 2026Artiza Networks, Inc. announced that they will report Q2, 2026 results on Mar 12, 2026Reported Earnings • Jun 15Third quarter 2025 earnings released: EPS: JP¥15.96 (vs JP¥5.59 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.96 (up from JP¥5.59 loss in 3Q 2024). Revenue: JP¥965.0m (up 45% from 3Q 2024). Net income: JP¥142.0m (up JP¥193.0m from 3Q 2024). Profit margin: 15% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.分析記事 • Apr 04The Artiza Networks, Inc. (TSE:6778) Analyst Just Boosted Their Forecasts By A Sizeable AmountArtiza Networks, Inc. ( TSE:6778 ) shareholders will have a reason to smile today, with the covering analyst making...Major Estimate Revision • Apr 04Consensus revenue estimates increase by 24%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥2.50b to JP¥3.10b. Now expected to report a profit of JP¥18.60 instead of losses of -JP¥25.20 per share. Communications industry in Japan expected to see average net income growth of 48% next year. Consensus price target broadly unchanged at JP¥640. Share price was steady at JP¥591 over the past week.New Risk • Mar 15New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 18x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 18x earnings per share. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (JP¥4.97b market cap, or US$33.4m).Reported Earnings • Mar 14Second quarter 2025 earnings released: EPS: JP¥27.89 (vs JP¥15.33 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥27.89 (up from JP¥15.33 loss in 2Q 2024). Revenue: JP¥845.0m (up 26% from 2Q 2024). Net income: JP¥253.0m (up JP¥393.0m from 2Q 2024). Profit margin: 30% (up from net loss in 2Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.分析記事 • Jan 16One Artiza Networks, Inc. (TSE:6778) Analyst Just Slashed Their Estimates By A Noticeable 22%The analyst covering Artiza Networks, Inc. ( TSE:6778 ) delivered a dose of negativity to shareholders today, by making...Major Estimate Revision • Jan 15Consensus revenue estimates fall by 22%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥3.20b to JP¥2.50b. Forecast loss of -JP¥25.20, down from profit of JP¥18.60 per share profit previously. Communications industry in Japan expected to see average net income growth of 55% next year. Consensus price target down from JP¥680 to JP¥630. Share price was steady at JP¥547 over the past week.Reported Earnings • Dec 16First quarter 2025 earnings released: JP¥22.34 loss per share (vs JP¥3.94 profit in 1Q 2024)First quarter 2025 results: JP¥22.34 loss per share (down from JP¥3.94 profit in 1Q 2024). Revenue: JP¥306.0m (down 65% from 1Q 2024). Net loss: JP¥204.0m (down JP¥240.0m from profit in 1Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Dec 13Artiza Networks, Inc. (TSE:6778) announces an Equity Buyback for 180,000 shares, representing 1.97% for ¥100 million.Artiza Networks, Inc. (TSE:6778) announces a share repurchase program. Under the program, the company will repurchase up to 180,000 shares, representing 1.97% of its share capital, for ¥100 million. The purpose of the program is to improve shareholder returns and capital efficiency. The program will expire on January 24, 2025. As of December 13, 2024, the company had 9,130,930 shares in issue (excluding treasury stock) and 431,070 shares in treasury.お知らせ • Nov 02+ 2 more updatesArtiza Networks, Inc. to Report Q1, 2025 Results on Dec 13, 2024Artiza Networks, Inc. announced that they will report Q1, 2025 results on Dec 13, 2024Price Target Changed • Oct 09Price target decreased by 9.3% to JP¥680Down from JP¥750, the current price target is provided by 1 analyst. New target price is 21% above last closing price of JP¥562. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥18.60 next year compared to a net loss per share of JP¥15.66 last year.Reported Earnings • Sep 17Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: JP¥15.66 loss per share (down from JP¥12.90 profit in FY 2023). Revenue: JP¥2.82b (down 32% from FY 2023). Net loss: JP¥143.0m (down 220% from profit in FY 2023). Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 28%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.お知らせ • Sep 12Artiza Networks, Inc., Annual General Meeting, Oct 25, 2024Artiza Networks, Inc., Annual General Meeting, Oct 25, 2024.Buy Or Sell Opportunity • Sep 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to JP¥531. The fair value is estimated to be JP¥672, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Aug 07Is Artiza Networks (TSE:6778) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to JP¥523. The fair value is estimated to be JP¥674, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Jul 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 30 October 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (3.0%).お知らせ • Jul 04Artiza Networks, Inc. to Report Fiscal Year 2024 Results on Sep 12, 2024Artiza Networks, Inc. announced that they will report fiscal year 2024 results on Sep 12, 2024分析記事 • Jun 10What Artiza Networks, Inc.'s (TSE:6778) P/S Is Not Telling YouArtiza Networks, Inc.'s ( TSE:6778 ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing investment...Reported Earnings • Jun 10Third quarter 2024 earnings released: JP¥6.24 loss per share (vs JP¥5.20 profit in 3Q 2023)Third quarter 2024 results: JP¥6.24 loss per share (down from JP¥5.20 profit in 3Q 2023). Revenue: JP¥667.0m (down 35% from 3Q 2023). Net loss: JP¥57.0m (down 219% from profit in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 14Second quarter 2024 earnings released: JP¥15.33 loss per share (vs JP¥36.46 profit in 2Q 2023)Second quarter 2024 results: JP¥15.33 loss per share (down from JP¥36.46 profit in 2Q 2023). Revenue: JP¥672.0m (down 53% from 2Q 2023). Net loss: JP¥140.0m (down 141% from profit in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Dec 27Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥5.00b to JP¥4.30b. EPS estimate fell from JP¥87.60 to JP¥27.40 per share. Net income forecast to grow 526% next year vs 50% growth forecast for Communications industry in Japan. Consensus price target down from JP¥1,500 to JP¥830. Share price fell 3.1% to JP¥660 over the past week.Reported Earnings • Dec 12First quarter 2024 earnings released: EPS: JP¥3.94 (vs JP¥11.76 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.94 (down from JP¥11.76 in 1Q 2023). Revenue: JP¥869.0m (down 22% from 1Q 2023). Net income: JP¥36.0m (down 67% from 1Q 2023). Profit margin: 4.1% (down from 9.8% in 1Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 24% per year.Reported Earnings • Nov 03Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥12.90 (down from JP¥118 in FY 2022). Revenue: JP¥4.11b (down 9.4% from FY 2022). Net income: JP¥119.0m (down 89% from FY 2022). Profit margin: 2.9% (down from 24% in FY 2022). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 77%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 07+ 2 more updatesArtiza Networks, Inc. to Report Q2, 2024 Results on Mar 08, 2024Artiza Networks, Inc. announced that they will report Q2, 2024 results on Mar 08, 2024Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥738, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 22x in the Communications industry in Asia. Total loss to shareholders of 53% over the past three years.Reported Earnings • Sep 17Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥16.48 (down from JP¥118 in FY 2022). Revenue: JP¥4.11b (down 9.4% from FY 2022). Net income: JP¥152.0m (down 86% from FY 2022). Profit margin: 3.7% (down from 24% in FY 2022). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 77%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 15Artiza Networks, Inc., Annual General Meeting, Oct 27, 2023Artiza Networks, Inc., Annual General Meeting, Oct 27, 2023.お知らせ • Sep 07Artiza Networks, Inc. to Report Fiscal Year 2023 Results on Sep 08, 2023Artiza Networks, Inc. announced that they will report fiscal year 2023 results on Sep 08, 2023Upcoming Dividend • Jul 21Upcoming dividend of JP¥30.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (3.0%).Price Target Changed • Jul 11Price target decreased by 27% to JP¥1,500Down from JP¥2,050, the current price target is provided by 1 analyst. New target price is 55% above last closing price of JP¥968. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥71.20 for next year compared to JP¥118 last year.Reported Earnings • Jun 09Third quarter 2023 earnings released: EPS: JP¥5.20 (vs JP¥9.17 in 3Q 2022)Third quarter 2023 results: EPS: JP¥5.20 (down from JP¥9.17 in 3Q 2022). Revenue: JP¥1.02b (up 11% from 3Q 2022). Net income: JP¥48.0m (down 44% from 3Q 2022). Profit margin: 4.7% (down from 9.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 10Second quarter 2023 earnings released: EPS: JP¥36.46 (vs JP¥81.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥36.46 (down from JP¥81.01 in 2Q 2022). Revenue: JP¥1.43b (down 19% from 2Q 2022). Net income: JP¥338.0m (down 55% from 2Q 2022). Profit margin: 24% (down from 42% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jan 29Artiza Networks, Inc. to Report Q2, 2023 Results on Mar 09, 2023Artiza Networks, Inc. announced that they will report Q2, 2023 results on Mar 09, 2023Reported Earnings • Dec 11First quarter 2023 earnings released: EPS: JP¥11.76 (vs JP¥8.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥11.76 (up from JP¥8.31 in 1Q 2022). Revenue: JP¥1.11b (up 27% from 1Q 2022). Net income: JP¥109.0m (up 42% from 1Q 2022). Profit margin: 9.8% (up from 8.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Nov 18Artiza Networks, Inc. to Report Q1, 2023 Results on Dec 08, 2022Artiza Networks, Inc. announced that they will report Q1, 2023 results on Dec 08, 2022Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. No independent directors (5 non-independent directors). External Director Moritaka Sugimoto was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥118 (up from JP¥91.87 in FY 2021). Revenue: JP¥4.54b (up 12% from FY 2021). Net income: JP¥1.10b (up 38% from FY 2021). Profit margin: 24% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Sep 10Artiza Networks, Inc., Annual General Meeting, Oct 28, 2022Artiza Networks, Inc., Annual General Meeting, Oct 28, 2022.Reported Earnings • Sep 10Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥118 (up from JP¥91.87 in FY 2021). Revenue: JP¥4.54b (up 12% from FY 2021). Net income: JP¥1.10b (up 38% from FY 2021). Profit margin: 24% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 09Artiza Networks, Inc. to Develop Intel(R) Agilex Fpga-Based Smartnics for COTS ServersArtiza Networks, Inc. announced that it has started development of a SmartNIC, based on the Intel SmartNIC N6000-PL platform featuring Agilex FPGA, that plugs into PCIe slots in COTS servers. The platform supports Intel® Open FPGA Stack put forward by Intel. As 5G and Beyond 5G technologies demand higher speeds and capacities, higher processing performance is also required for wireless base station equipment. Until recently, radio access network equipment has been based on dedicated hardware and software developed exclusively for RAN applications. However, technological innovation in the IT field, especially in data centers, has progressed remarkably, and virtualization technology that improves hardware performance and separates hardware and software has become widely available. In the telecommunications industry, vRAN (virtual Radio Access Network), which incorporates this virtualization technology into the RAN, has attracted a great deal of attention. vRAN is a method for executing wireless baseband processing via software. One of the main advantages of virtualizing RAN is that allows RAN functions to be executed on a general-purpose server (COTS server) without the need for dedicated hardware. The O-RAN alliance, which Artiza Networks is a member of, is currently studying the opening and standardization of RAN interface technology specifications. Artiza believes that the virtualization of RANs and the opening of RAN technology interfaces will continue to progress and have a dramatic impact on the wireless base station equipment industry, which has conventionally consisted of proprietary hardware and software. Against this backdrop, they have initiated the development of a product (codenamed Griffin) based on the Intel® FPGA SmartNIC N6000-PL platform to accelerate the advancement of vRAN and O- RAN technologies. Griffin is a high-performance, FPGA-based hardware accelerator that accelerates FEC and channel coding workloads (L1 processing) running on the CPU in 5G/4G vRAN, which are essential for wireless base stations. It is equipped with high-precision time synchronization using IEEE 1588 PTP and clock synchronization using SyncE. It also supports O-RAN LLS-C1, C2, C3 configurations. The card integrates FH connectivity, FEC acceleration, timing and clock synchronization saving PCIe server slots. It also supports Virtual Cell Site Router, 5G User Plane Function offload. This product supports Intel OFS. Intel Open FPGA Stack (Intel OFS) is an efficient, scalable, source-accessible hardware and software infrastructure that addresses the challenges associated with designing FPGA-based acceleration platform solutions in Intel Xeon processor-based servers. Intel OFS eases workload development by providing a reference infrastructure and UVM verification environment with all the necessary components that they may choose to modify or leverage as-is. They intend to market the Griffin product both domestically and internationally to network operators, network equipment manufacturers, and the 5G enterprise market, where demand is expected to increase. The expected impact of the above on their business performance for the current fiscal year is currently negligible. Artiza is currently examining the impact on its business performance for the next fiscal year and beyond and will promptly announce any matters that should be publicly announced.お知らせ • Aug 04Artiza Networks, Inc. to Report Fiscal Year 2022 Results on Sep 01, 2022Artiza Networks, Inc. announced that they will report fiscal year 2022 results on Sep 01, 2022Upcoming Dividend • Jul 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 9.8% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.0%).Major Estimate Revision • Jun 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥132 to JP¥97.10. Revenue forecast unchanged from JP¥4.50b at last update. Net income forecast to shrink 22% next year vs 46% growth forecast for Communications industry in Japan . Consensus price target of JP¥2,000 unchanged from last update. Share price fell 2.2% to JP¥1,114 over the past week.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,118, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 17% over the past three years.Reported Earnings • Jun 03Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥9.17 (down from JP¥12.32 in 3Q 2021). Revenue: JP¥922.0m (down 13% from 3Q 2021). Net income: JP¥85.0m (down 21% from 3Q 2021). Profit margin: 9.2% (in line with 3Q 2021). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Over the next year, revenue is forecast to grow 14%, compared to a 26% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target increased to JP¥2,000Up from JP¥1,530, the current price target is provided by 1 analyst. New target price is 73% above last closing price of JP¥1,156. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥132 for next year compared to JP¥91.87 last year.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. No independent directors (4 non-independent directors). External Director Moritaka Sugimoto was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Price Target Changed • Mar 29Price target increased to JP¥2,000Up from JP¥1,530, the current price target is provided by 1 analyst. New target price is 52% above last closing price of JP¥1,318. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥132 for next year compared to JP¥91.87 last year.Reported Earnings • Mar 06Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥81.01 (up from JP¥56.03 in 2Q 2021). Revenue: JP¥1.77b (flat on 2Q 2021). Net income: JP¥751.0m (up 62% from 2Q 2021). Profit margin: 42% (up from 26% in 2Q 2021). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Over the next year, revenue is forecast to grow 6.5%, compared to a 30% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Artiza Networks, Inc. to Report Q2, 2022 Results on Mar 03, 2022Artiza Networks, Inc. announced that they will report Q2, 2022 results on Mar 03, 2022Reported Earnings • Dec 05First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥8.31 (up from JP¥0.48 in 1Q 2021). Revenue: JP¥876.0m (up 71% from 1Q 2021). Net income: JP¥77.0m (up JP¥73.0m from 1Q 2021). Profit margin: 8.8% (up from 0.8% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Earnings per share (EPS) surpassed analyst estimates by 55%. Over the next year, revenue is forecast to grow 4.2%, compared to a 26% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 02Full year 2021 earnings released: EPS JP¥91.87 (vs JP¥53.61 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.05b (up 25% from FY 2020). Net income: JP¥793.0m (up 81% from FY 2020). Profit margin: 20% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Price Target Changed • Oct 14Price target decreased to JP¥1,530Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥1,257. Stock is down 27% over the past year.Reported Earnings • Sep 06Full year 2021 earnings released: EPS JP¥91.87 (vs JP¥53.61 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.05b (up 25% from FY 2020). Net income: JP¥793.0m (up 81% from FY 2020). Profit margin: 20% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 30 October 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.4%).Major Estimate Revision • Jul 07Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from JP¥3.90b to JP¥4.00b. EPS estimate fell from JP¥74.90 to JP¥59.30 per share. Net income forecast to shrink 17% next year vs 35% growth forecast for Communications industry in Japan . Consensus price target down from JP¥1,800 to JP¥1,750. Share price was steady at JP¥1,459 over the past week.Reported Earnings • Jun 05Third quarter 2021 earnings released: EPS JP¥12.32 (vs JP¥7.61 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.06b (up 43% from 3Q 2020). Net income: JP¥107.0m (up 70% from 3Q 2020). Profit margin: 10% (up from 8.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Price Target Changed • Mar 30Price target increased to JP¥1,800Up from JP¥1,230, the current price target is provided by 1 analyst. New target price is 9.3% below last closing price of JP¥1,984. Stock is up 57% over the past year.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,987, the stock is trading at a trailing P/E ratio of 21.9x, up from the previous P/E ratio of 18x. This compares to an average P/E of 25x in the Communications industry in Japan. Total returns to shareholders over the past three years are 113%.Reported Earnings • Mar 06Second quarter 2021 earnings released: EPS JP¥56.03 (vs JP¥37.29 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥1.77b (up 50% from 2Q 2020). Net income: JP¥464.0m (up 53% from 2Q 2020). Profit margin: 26% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 99%. Earnings per share (EPS) also surpassed analyst estimates by 71%. Over the next year, revenue is expected to shrink by 3.7% compared to a 34% growth forecast for the Communications industry in Japan.Is New 90 Day High Low • Feb 15New 90-day high: JP¥1,806The company is up 5.0% from its price of JP¥1,728 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 1.0% over the same period.お知らせ • Jan 28Artiza Networks, Inc. to Report Q2, 2021 Results on Mar 04, 2021Artiza Networks, Inc. announced that they will report Q2, 2021 results on Mar 04, 2021Is New 90 Day High Low • Jan 25New 90-day high: JP¥1,797The company is up 6.0% from its price of JP¥1,695 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 2.0% over the same period.Analyst Estimate Surprise Post Earnings • Dec 17Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates by 71%. Over the next year, revenue is forecast to grow 9.2%, compared to a 37% growth forecast for the Communications industry in Japan.Reported Earnings • Dec 17First quarter 2021 earnings released: EPS JP¥0.48The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥511.0m (up 55% from 1Q 2020). Net income: JP¥4.00m (up JP¥150.0m from 1Q 2020). Profit margin: 0.8% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Dec 10New 90-day low: JP¥1,552The company is down 2.0% from its price of JP¥1,576 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 8.0% over the same period.Reported Earnings • Dec 05First quarter 2021 earnings released: EPS JP¥0.48The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥511.0m (up 55% from 1Q 2020). Net income: JP¥4.00m (up JP¥150.0m from 1Q 2020). Profit margin: 0.8% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Dec 05Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates by 71%. Over the next year, revenue is forecast to grow 11%, compared to a 36% growth forecast for the Communications industry in Japan.お知らせ • Aug 03Artiza Networks, Inc. to Report Fiscal Year 2020 Results on Sep 03, 2020Artiza Networks, Inc. announced that they will report fiscal year 2020 results on Sep 03, 2020業績と収益の成長予測TSE:6778 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数7/31/20283,800400N/A50617/31/20273,500300N/A50617/31/20262,900200N/A50611/31/20262,651180416417N/A10/31/20252,689187N/AN/AN/A7/31/20252,680133398398N/A4/30/20252,727203N/AN/AN/A1/31/20252,42910-413N/A10/31/20242,256-383N/AN/AN/A7/31/20242,819-143208226N/A4/30/20242,760-531N/AN/AN/A1/31/20243,117-432-102-83N/A10/31/20233,87146N/AN/AN/A7/31/20234,113119131233N/A4/30/20234,535679N/AN/AN/A1/31/20234,433716366479N/A10/31/20224,7771,129N/AN/AN/A7/31/20224,5421,097688826N/A4/30/20224,2741,131N/AN/AN/A1/31/20224,4151,153658989N/A10/31/20214,415866N/AN/AN/A7/31/20214,0507931,2551,873N/A4/30/20214,320794N/AN/AN/A1/31/20214,0017501,3751,862N/A10/31/20203,413589N/AN/AN/A7/31/20203,231439459632N/A4/30/20203,383606N/AN/AN/A1/31/20203,380578476714N/A10/31/20192,700178N/AN/AN/A7/31/20192,630117N/A56N/A4/30/20192,005-623N/AN/AN/A1/31/20191,912-816N/A-898N/A10/31/20182,037-1,003N/AN/AN/A7/31/20182,335-856N/A-921N/A4/30/20182,540-522N/AN/AN/A1/31/20182,466-377N/A-619N/A10/31/20172,257-180N/AN/AN/A7/31/20171,991-180N/A-248N/A4/30/20171,659-259N/AN/AN/A1/31/20171,575-219N/A387N/A10/31/20162,059109N/AN/AN/A7/31/20162,249221N/A294N/A4/30/20162,495475N/AN/AN/A1/31/20162,943648N/A198N/A10/31/20152,600450N/AN/AN/A7/31/20152,814542N/A1,042N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6778の予測収益成長率 (年間33.7% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6778の収益 ( 33.7% ) はJP市場 ( 8.6% ) よりも速いペースで成長すると予測されています。高成長収益: 6778の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 6778の収益 ( 14.7% ) JP市場 ( 5.3% ) よりも速いペースで成長すると予測されています。高い収益成長: 6778の収益 ( 14.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6778の 自己資本利益率 は、3年後には低くなると予測されています ( 4.7 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 05:18終値2026/05/22 00:00収益2026/01/31年間収益2025/07/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Artiza Networks, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yasuyoshi MimuraIchiyoshi Research Institute Inc.null nullStorm Research Limited
Major Estimate Revision • Apr 04Consensus revenue estimates increase by 24%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥2.50b to JP¥3.10b. Now expected to report a profit of JP¥18.60 instead of losses of -JP¥25.20 per share. Communications industry in Japan expected to see average net income growth of 48% next year. Consensus price target broadly unchanged at JP¥640. Share price was steady at JP¥591 over the past week.
Major Estimate Revision • Jan 15Consensus revenue estimates fall by 22%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥3.20b to JP¥2.50b. Forecast loss of -JP¥25.20, down from profit of JP¥18.60 per share profit previously. Communications industry in Japan expected to see average net income growth of 55% next year. Consensus price target down from JP¥680 to JP¥630. Share price was steady at JP¥547 over the past week.
Price Target Changed • Oct 09Price target decreased by 9.3% to JP¥680Down from JP¥750, the current price target is provided by 1 analyst. New target price is 21% above last closing price of JP¥562. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥18.60 next year compared to a net loss per share of JP¥15.66 last year.
Major Estimate Revision • Dec 27Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥5.00b to JP¥4.30b. EPS estimate fell from JP¥87.60 to JP¥27.40 per share. Net income forecast to grow 526% next year vs 50% growth forecast for Communications industry in Japan. Consensus price target down from JP¥1,500 to JP¥830. Share price fell 3.1% to JP¥660 over the past week.
Price Target Changed • Jul 11Price target decreased by 27% to JP¥1,500Down from JP¥2,050, the current price target is provided by 1 analyst. New target price is 55% above last closing price of JP¥968. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥71.20 for next year compared to JP¥118 last year.
Major Estimate Revision • Jun 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥132 to JP¥97.10. Revenue forecast unchanged from JP¥4.50b at last update. Net income forecast to shrink 22% next year vs 46% growth forecast for Communications industry in Japan . Consensus price target of JP¥2,000 unchanged from last update. Share price fell 2.2% to JP¥1,114 over the past week.
Reported Earnings • Mar 13Second quarter 2026 earnings released: EPS: JP¥28.02 (vs JP¥27.89 in 2Q 2025)Second quarter 2026 results: EPS: JP¥28.02. Revenue: JP¥807.0m (down 4.5% from 2Q 2025). Net income: JP¥246.0m (down 2.8% from 2Q 2025). Profit margin: 31% (in line with 2Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 28% growth forecast for the Communications industry in Asia.
Buy Or Sell Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock has risen 3.8% to JP¥621. The fair value is estimated to be JP¥779, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.
Buy Or Sell Opportunity • Dec 19Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.9% to JP¥561. The fair value is estimated to be JP¥718, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 7.0% in the next 2 years.
Reported Earnings • Dec 16First quarter 2026 earnings released: JP¥17.09 loss per share (vs JP¥22.34 loss in 1Q 2025)First quarter 2026 results: JP¥17.09 loss per share (improved from JP¥22.34 loss in 1Q 2025). Revenue: JP¥315.0m (up 2.9% from 1Q 2025). Net loss: JP¥150.0m (loss narrowed 27% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 12Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥14.83 (up from JP¥15.66 loss in FY 2024). Revenue: JP¥2.68b (down 4.9% from FY 2024). Net income: JP¥133.0m (up JP¥276.0m from FY 2024). Profit margin: 5.0% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 11Artiza Networks, Inc., Annual General Meeting, Oct 24, 2025Artiza Networks, Inc., Annual General Meeting, Oct 24, 2025.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 July 2025. Payment date: 28 October 2025. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (3.3%).
お知らせ • Jul 20+ 3 more updatesArtiza Networks, Inc. to Report Q2, 2026 Results on Mar 12, 2026Artiza Networks, Inc. announced that they will report Q2, 2026 results on Mar 12, 2026
Reported Earnings • Jun 15Third quarter 2025 earnings released: EPS: JP¥15.96 (vs JP¥5.59 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥15.96 (up from JP¥5.59 loss in 3Q 2024). Revenue: JP¥965.0m (up 45% from 3Q 2024). Net income: JP¥142.0m (up JP¥193.0m from 3Q 2024). Profit margin: 15% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 04The Artiza Networks, Inc. (TSE:6778) Analyst Just Boosted Their Forecasts By A Sizeable AmountArtiza Networks, Inc. ( TSE:6778 ) shareholders will have a reason to smile today, with the covering analyst making...
Major Estimate Revision • Apr 04Consensus revenue estimates increase by 24%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥2.50b to JP¥3.10b. Now expected to report a profit of JP¥18.60 instead of losses of -JP¥25.20 per share. Communications industry in Japan expected to see average net income growth of 48% next year. Consensus price target broadly unchanged at JP¥640. Share price was steady at JP¥591 over the past week.
New Risk • Mar 15New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Dividend per share is over 18x earnings per share. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 18x earnings per share. Paying a dividend despite having no free cash flows. Minor Risk Market cap is less than US$100m (JP¥4.97b market cap, or US$33.4m).
Reported Earnings • Mar 14Second quarter 2025 earnings released: EPS: JP¥27.89 (vs JP¥15.33 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥27.89 (up from JP¥15.33 loss in 2Q 2024). Revenue: JP¥845.0m (up 26% from 2Q 2024). Net income: JP¥253.0m (up JP¥393.0m from 2Q 2024). Profit margin: 30% (up from net loss in 2Q 2024). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 16One Artiza Networks, Inc. (TSE:6778) Analyst Just Slashed Their Estimates By A Noticeable 22%The analyst covering Artiza Networks, Inc. ( TSE:6778 ) delivered a dose of negativity to shareholders today, by making...
Major Estimate Revision • Jan 15Consensus revenue estimates fall by 22%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥3.20b to JP¥2.50b. Forecast loss of -JP¥25.20, down from profit of JP¥18.60 per share profit previously. Communications industry in Japan expected to see average net income growth of 55% next year. Consensus price target down from JP¥680 to JP¥630. Share price was steady at JP¥547 over the past week.
Reported Earnings • Dec 16First quarter 2025 earnings released: JP¥22.34 loss per share (vs JP¥3.94 profit in 1Q 2024)First quarter 2025 results: JP¥22.34 loss per share (down from JP¥3.94 profit in 1Q 2024). Revenue: JP¥306.0m (down 65% from 1Q 2024). Net loss: JP¥204.0m (down JP¥240.0m from profit in 1Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 13Artiza Networks, Inc. (TSE:6778) announces an Equity Buyback for 180,000 shares, representing 1.97% for ¥100 million.Artiza Networks, Inc. (TSE:6778) announces a share repurchase program. Under the program, the company will repurchase up to 180,000 shares, representing 1.97% of its share capital, for ¥100 million. The purpose of the program is to improve shareholder returns and capital efficiency. The program will expire on January 24, 2025. As of December 13, 2024, the company had 9,130,930 shares in issue (excluding treasury stock) and 431,070 shares in treasury.
お知らせ • Nov 02+ 2 more updatesArtiza Networks, Inc. to Report Q1, 2025 Results on Dec 13, 2024Artiza Networks, Inc. announced that they will report Q1, 2025 results on Dec 13, 2024
Price Target Changed • Oct 09Price target decreased by 9.3% to JP¥680Down from JP¥750, the current price target is provided by 1 analyst. New target price is 21% above last closing price of JP¥562. Stock is down 21% over the past year. The company is forecast to post earnings per share of JP¥18.60 next year compared to a net loss per share of JP¥15.66 last year.
Reported Earnings • Sep 17Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: JP¥15.66 loss per share (down from JP¥12.90 profit in FY 2023). Revenue: JP¥2.82b (down 32% from FY 2023). Net loss: JP¥143.0m (down 220% from profit in FY 2023). Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates by 28%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 12Artiza Networks, Inc., Annual General Meeting, Oct 25, 2024Artiza Networks, Inc., Annual General Meeting, Oct 25, 2024.
Buy Or Sell Opportunity • Sep 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.0% to JP¥531. The fair value is estimated to be JP¥672, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Aug 07Is Artiza Networks (TSE:6778) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to JP¥523. The fair value is estimated to be JP¥674, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Jul 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 July 2024. Payment date: 30 October 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (3.0%).
お知らせ • Jul 04Artiza Networks, Inc. to Report Fiscal Year 2024 Results on Sep 12, 2024Artiza Networks, Inc. announced that they will report fiscal year 2024 results on Sep 12, 2024
分析記事 • Jun 10What Artiza Networks, Inc.'s (TSE:6778) P/S Is Not Telling YouArtiza Networks, Inc.'s ( TSE:6778 ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing investment...
Reported Earnings • Jun 10Third quarter 2024 earnings released: JP¥6.24 loss per share (vs JP¥5.20 profit in 3Q 2023)Third quarter 2024 results: JP¥6.24 loss per share (down from JP¥5.20 profit in 3Q 2023). Revenue: JP¥667.0m (down 35% from 3Q 2023). Net loss: JP¥57.0m (down 219% from profit in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 14Second quarter 2024 earnings released: JP¥15.33 loss per share (vs JP¥36.46 profit in 2Q 2023)Second quarter 2024 results: JP¥15.33 loss per share (down from JP¥36.46 profit in 2Q 2023). Revenue: JP¥672.0m (down 53% from 2Q 2023). Net loss: JP¥140.0m (down 141% from profit in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Dec 27Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥5.00b to JP¥4.30b. EPS estimate fell from JP¥87.60 to JP¥27.40 per share. Net income forecast to grow 526% next year vs 50% growth forecast for Communications industry in Japan. Consensus price target down from JP¥1,500 to JP¥830. Share price fell 3.1% to JP¥660 over the past week.
Reported Earnings • Dec 12First quarter 2024 earnings released: EPS: JP¥3.94 (vs JP¥11.76 in 1Q 2023)First quarter 2024 results: EPS: JP¥3.94 (down from JP¥11.76 in 1Q 2023). Revenue: JP¥869.0m (down 22% from 1Q 2023). Net income: JP¥36.0m (down 67% from 1Q 2023). Profit margin: 4.1% (down from 9.8% in 1Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 24% per year.
Reported Earnings • Nov 03Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥12.90 (down from JP¥118 in FY 2022). Revenue: JP¥4.11b (down 9.4% from FY 2022). Net income: JP¥119.0m (down 89% from FY 2022). Profit margin: 2.9% (down from 24% in FY 2022). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 77%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 07+ 2 more updatesArtiza Networks, Inc. to Report Q2, 2024 Results on Mar 08, 2024Artiza Networks, Inc. announced that they will report Q2, 2024 results on Mar 08, 2024
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥738, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 22x in the Communications industry in Asia. Total loss to shareholders of 53% over the past three years.
Reported Earnings • Sep 17Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥16.48 (down from JP¥118 in FY 2022). Revenue: JP¥4.11b (down 9.4% from FY 2022). Net income: JP¥152.0m (down 86% from FY 2022). Profit margin: 3.7% (down from 24% in FY 2022). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 77%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 15Artiza Networks, Inc., Annual General Meeting, Oct 27, 2023Artiza Networks, Inc., Annual General Meeting, Oct 27, 2023.
お知らせ • Sep 07Artiza Networks, Inc. to Report Fiscal Year 2023 Results on Sep 08, 2023Artiza Networks, Inc. announced that they will report fiscal year 2023 results on Sep 08, 2023
Upcoming Dividend • Jul 21Upcoming dividend of JP¥30.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 July 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (3.0%).
Price Target Changed • Jul 11Price target decreased by 27% to JP¥1,500Down from JP¥2,050, the current price target is provided by 1 analyst. New target price is 55% above last closing price of JP¥968. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥71.20 for next year compared to JP¥118 last year.
Reported Earnings • Jun 09Third quarter 2023 earnings released: EPS: JP¥5.20 (vs JP¥9.17 in 3Q 2022)Third quarter 2023 results: EPS: JP¥5.20 (down from JP¥9.17 in 3Q 2022). Revenue: JP¥1.02b (up 11% from 3Q 2022). Net income: JP¥48.0m (down 44% from 3Q 2022). Profit margin: 4.7% (down from 9.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 10Second quarter 2023 earnings released: EPS: JP¥36.46 (vs JP¥81.01 in 2Q 2022)Second quarter 2023 results: EPS: JP¥36.46 (down from JP¥81.01 in 2Q 2022). Revenue: JP¥1.43b (down 19% from 2Q 2022). Net income: JP¥338.0m (down 55% from 2Q 2022). Profit margin: 24% (down from 42% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jan 29Artiza Networks, Inc. to Report Q2, 2023 Results on Mar 09, 2023Artiza Networks, Inc. announced that they will report Q2, 2023 results on Mar 09, 2023
Reported Earnings • Dec 11First quarter 2023 earnings released: EPS: JP¥11.76 (vs JP¥8.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥11.76 (up from JP¥8.31 in 1Q 2022). Revenue: JP¥1.11b (up 27% from 1Q 2022). Net income: JP¥109.0m (up 42% from 1Q 2022). Profit margin: 9.8% (up from 8.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Nov 18Artiza Networks, Inc. to Report Q1, 2023 Results on Dec 08, 2022Artiza Networks, Inc. announced that they will report Q1, 2023 results on Dec 08, 2022
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. No independent directors (5 non-independent directors). External Director Moritaka Sugimoto was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥118 (up from JP¥91.87 in FY 2021). Revenue: JP¥4.54b (up 12% from FY 2021). Net income: JP¥1.10b (up 38% from FY 2021). Profit margin: 24% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Sep 10Artiza Networks, Inc., Annual General Meeting, Oct 28, 2022Artiza Networks, Inc., Annual General Meeting, Oct 28, 2022.
Reported Earnings • Sep 10Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥118 (up from JP¥91.87 in FY 2021). Revenue: JP¥4.54b (up 12% from FY 2021). Net income: JP¥1.10b (up 38% from FY 2021). Profit margin: 24% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 22%. Revenue is forecast to grow 9.5% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 09Artiza Networks, Inc. to Develop Intel(R) Agilex Fpga-Based Smartnics for COTS ServersArtiza Networks, Inc. announced that it has started development of a SmartNIC, based on the Intel SmartNIC N6000-PL platform featuring Agilex FPGA, that plugs into PCIe slots in COTS servers. The platform supports Intel® Open FPGA Stack put forward by Intel. As 5G and Beyond 5G technologies demand higher speeds and capacities, higher processing performance is also required for wireless base station equipment. Until recently, radio access network equipment has been based on dedicated hardware and software developed exclusively for RAN applications. However, technological innovation in the IT field, especially in data centers, has progressed remarkably, and virtualization technology that improves hardware performance and separates hardware and software has become widely available. In the telecommunications industry, vRAN (virtual Radio Access Network), which incorporates this virtualization technology into the RAN, has attracted a great deal of attention. vRAN is a method for executing wireless baseband processing via software. One of the main advantages of virtualizing RAN is that allows RAN functions to be executed on a general-purpose server (COTS server) without the need for dedicated hardware. The O-RAN alliance, which Artiza Networks is a member of, is currently studying the opening and standardization of RAN interface technology specifications. Artiza believes that the virtualization of RANs and the opening of RAN technology interfaces will continue to progress and have a dramatic impact on the wireless base station equipment industry, which has conventionally consisted of proprietary hardware and software. Against this backdrop, they have initiated the development of a product (codenamed Griffin) based on the Intel® FPGA SmartNIC N6000-PL platform to accelerate the advancement of vRAN and O- RAN technologies. Griffin is a high-performance, FPGA-based hardware accelerator that accelerates FEC and channel coding workloads (L1 processing) running on the CPU in 5G/4G vRAN, which are essential for wireless base stations. It is equipped with high-precision time synchronization using IEEE 1588 PTP and clock synchronization using SyncE. It also supports O-RAN LLS-C1, C2, C3 configurations. The card integrates FH connectivity, FEC acceleration, timing and clock synchronization saving PCIe server slots. It also supports Virtual Cell Site Router, 5G User Plane Function offload. This product supports Intel OFS. Intel Open FPGA Stack (Intel OFS) is an efficient, scalable, source-accessible hardware and software infrastructure that addresses the challenges associated with designing FPGA-based acceleration platform solutions in Intel Xeon processor-based servers. Intel OFS eases workload development by providing a reference infrastructure and UVM verification environment with all the necessary components that they may choose to modify or leverage as-is. They intend to market the Griffin product both domestically and internationally to network operators, network equipment manufacturers, and the 5G enterprise market, where demand is expected to increase. The expected impact of the above on their business performance for the current fiscal year is currently negligible. Artiza is currently examining the impact on its business performance for the next fiscal year and beyond and will promptly announce any matters that should be publicly announced.
お知らせ • Aug 04Artiza Networks, Inc. to Report Fiscal Year 2022 Results on Sep 01, 2022Artiza Networks, Inc. announced that they will report fiscal year 2022 results on Sep 01, 2022
Upcoming Dividend • Jul 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 9.8% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.0%).
Major Estimate Revision • Jun 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥132 to JP¥97.10. Revenue forecast unchanged from JP¥4.50b at last update. Net income forecast to shrink 22% next year vs 46% growth forecast for Communications industry in Japan . Consensus price target of JP¥2,000 unchanged from last update. Share price fell 2.2% to JP¥1,114 over the past week.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥1,118, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Communications industry in Asia. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Jun 03Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥9.17 (down from JP¥12.32 in 3Q 2021). Revenue: JP¥922.0m (down 13% from 3Q 2021). Net income: JP¥85.0m (down 21% from 3Q 2021). Profit margin: 9.2% (in line with 3Q 2021). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Over the next year, revenue is forecast to grow 14%, compared to a 26% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target increased to JP¥2,000Up from JP¥1,530, the current price target is provided by 1 analyst. New target price is 73% above last closing price of JP¥1,156. Stock is down 38% over the past year. The company is forecast to post earnings per share of JP¥132 for next year compared to JP¥91.87 last year.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. No independent directors (4 non-independent directors). External Director Moritaka Sugimoto was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Price Target Changed • Mar 29Price target increased to JP¥2,000Up from JP¥1,530, the current price target is provided by 1 analyst. New target price is 52% above last closing price of JP¥1,318. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥132 for next year compared to JP¥91.87 last year.
Reported Earnings • Mar 06Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥81.01 (up from JP¥56.03 in 2Q 2021). Revenue: JP¥1.77b (flat on 2Q 2021). Net income: JP¥751.0m (up 62% from 2Q 2021). Profit margin: 42% (up from 26% in 2Q 2021). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Over the next year, revenue is forecast to grow 6.5%, compared to a 30% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Artiza Networks, Inc. to Report Q2, 2022 Results on Mar 03, 2022Artiza Networks, Inc. announced that they will report Q2, 2022 results on Mar 03, 2022
Reported Earnings • Dec 05First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥8.31 (up from JP¥0.48 in 1Q 2021). Revenue: JP¥876.0m (up 71% from 1Q 2021). Net income: JP¥77.0m (up JP¥73.0m from 1Q 2021). Profit margin: 8.8% (up from 0.8% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Earnings per share (EPS) surpassed analyst estimates by 55%. Over the next year, revenue is forecast to grow 4.2%, compared to a 26% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 02Full year 2021 earnings released: EPS JP¥91.87 (vs JP¥53.61 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.05b (up 25% from FY 2020). Net income: JP¥793.0m (up 81% from FY 2020). Profit margin: 20% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Oct 14Price target decreased to JP¥1,530Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 22% above last closing price of JP¥1,257. Stock is down 27% over the past year.
Reported Earnings • Sep 06Full year 2021 earnings released: EPS JP¥91.87 (vs JP¥53.61 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.05b (up 25% from FY 2020). Net income: JP¥793.0m (up 81% from FY 2020). Profit margin: 20% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 30 October 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.4%).
Major Estimate Revision • Jul 07Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from JP¥3.90b to JP¥4.00b. EPS estimate fell from JP¥74.90 to JP¥59.30 per share. Net income forecast to shrink 17% next year vs 35% growth forecast for Communications industry in Japan . Consensus price target down from JP¥1,800 to JP¥1,750. Share price was steady at JP¥1,459 over the past week.
Reported Earnings • Jun 05Third quarter 2021 earnings released: EPS JP¥12.32 (vs JP¥7.61 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.06b (up 43% from 3Q 2020). Net income: JP¥107.0m (up 70% from 3Q 2020). Profit margin: 10% (up from 8.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Mar 30Price target increased to JP¥1,800Up from JP¥1,230, the current price target is provided by 1 analyst. New target price is 9.3% below last closing price of JP¥1,984. Stock is up 57% over the past year.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 22% share price gain to JP¥1,987, the stock is trading at a trailing P/E ratio of 21.9x, up from the previous P/E ratio of 18x. This compares to an average P/E of 25x in the Communications industry in Japan. Total returns to shareholders over the past three years are 113%.
Reported Earnings • Mar 06Second quarter 2021 earnings released: EPS JP¥56.03 (vs JP¥37.29 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: JP¥1.77b (up 50% from 2Q 2020). Net income: JP¥464.0m (up 53% from 2Q 2020). Profit margin: 26% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 99%. Earnings per share (EPS) also surpassed analyst estimates by 71%. Over the next year, revenue is expected to shrink by 3.7% compared to a 34% growth forecast for the Communications industry in Japan.
Is New 90 Day High Low • Feb 15New 90-day high: JP¥1,806The company is up 5.0% from its price of JP¥1,728 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 1.0% over the same period.
お知らせ • Jan 28Artiza Networks, Inc. to Report Q2, 2021 Results on Mar 04, 2021Artiza Networks, Inc. announced that they will report Q2, 2021 results on Mar 04, 2021
Is New 90 Day High Low • Jan 25New 90-day high: JP¥1,797The company is up 6.0% from its price of JP¥1,695 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 2.0% over the same period.
Analyst Estimate Surprise Post Earnings • Dec 17Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates by 71%. Over the next year, revenue is forecast to grow 9.2%, compared to a 37% growth forecast for the Communications industry in Japan.
Reported Earnings • Dec 17First quarter 2021 earnings released: EPS JP¥0.48The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥511.0m (up 55% from 1Q 2020). Net income: JP¥4.00m (up JP¥150.0m from 1Q 2020). Profit margin: 0.8% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Dec 10New 90-day low: JP¥1,552The company is down 2.0% from its price of JP¥1,576 on 11 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 8.0% over the same period.
Reported Earnings • Dec 05First quarter 2021 earnings released: EPS JP¥0.48The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥511.0m (up 55% from 1Q 2020). Net income: JP¥4.00m (up JP¥150.0m from 1Q 2020). Profit margin: 0.8% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Dec 05Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates by 71%. Over the next year, revenue is forecast to grow 11%, compared to a 36% growth forecast for the Communications industry in Japan.
お知らせ • Aug 03Artiza Networks, Inc. to Report Fiscal Year 2020 Results on Sep 03, 2020Artiza Networks, Inc. announced that they will report fiscal year 2020 results on Sep 03, 2020