View ValuationArtiza Networks 향후 성장Future 기준 점검 4/6Artiza Networks (는) 각각 연간 33.7% 및 14.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.7% 로 예상됩니다.핵심 정보33.7%이익 성장률33.79%EPS 성장률Communications 이익 성장44.4%매출 성장률14.7%향후 자기자본이익률4.70%애널리스트 커버리지Low마지막 업데이트06 Apr 2026최근 향후 성장 업데이트Major 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.모든 업데이트 보기Recent 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.공시 • 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%).공시 • 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.분석 기사 • 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.분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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%).공시 • 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, 2024분석 기사 • 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.공시 • 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.공시 • Sep 15Artiza Networks, Inc., Annual General Meeting, Oct 27, 2023Artiza Networks, Inc., Annual General Meeting, Oct 27, 2023.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2020이익 및 매출 성장 예측TSE:6778 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수7/31/20283,800400N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 6778 의 연간 예상 수익 증가율(33.7%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 6778 의 연간 수익(33.7%)이 JP 시장(9.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 6778 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 6778 의 수익(연간 14.7%)이 JP 시장(연간 6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 6778 의 수익(연간 14.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 6778의 자본 수익률은 3년 후 4.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/09 04:08종가2026/06/09 00:00수익2026/01/31연간 수익2025/07/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Artiza Networks, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yasuyoshi 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.
공시 • 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%).
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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%).
공시 • 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
분석 기사 • 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.
공시 • 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.
공시 • Sep 15Artiza Networks, Inc., Annual General Meeting, Oct 27, 2023Artiza Networks, Inc., Annual General Meeting, Oct 27, 2023.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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