{"slug":"otis-worldwide","name":"오티스 월드와이드","name_en":"Otis Worldwide Corporation","ticker":"OTIS","updated_at":"2026-09-24T04:41:19.414113+00:00","canonical":"https://valuechain.wiki/otis-worldwide","citable":"밸류체인 그래프 기준 오티스 월드와이드의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 4곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Otis Worldwide Corporation is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 4 companies within two hops; the links are backed by 8 dated sources, 2 of them primary filings (as of 2026-09-24).","kicker":"승강기 설치·서비스","kicker_en":"Elevator installation and service","lead":"오티스 월드와이드는 엘리베이터와 에스컬레이터를 설치하고 유지보수·수리·현대화하면서 돈을 번다. 제조에는 철강·전자부품과 협력업체가 필요하고, 연결형 유지관리 서비스에는 마이크로소프트와 Snowflake의 클라우드·데이터 인프라를 쓴다.","lead_en":"Otis Worldwide earns revenue by installing elevators and escalators and by maintaining, repairing and modernizing them. Manufacturing depends on steel, electronic components and subcontractors, while its connected service platform uses Microsoft and Snowflake cloud and data infrastructure.","categories":[{"key":"construction-building-products","ko":"건설·빌딩 제품","en":"Construction & Building Products","theme":"industrial-infrastructure","theme_ko":"산업 인프라·중공업","theme_en":"Industrial Infrastructure & Heavy Industry","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"신규 장비","note":"FY2025 순매출 49억8,900만달러"},{"name":"서비스","note":"FY2025 순매출 94억4,200만달러"}],"total":"FY2025 순매출 144억3,100만달러 (SEC 10-K, 2026-02-05)","track":"C"},"segments_en":{"parts":[{"name":"New Equipment","note":"FY2025 net sales of $4.989 billion"},{"name":"Service","note":"FY2025 net sales of $9.442 billion"}],"total":"FY2025 net sales of $14.431 billion (SEC Form 10-K, 2026-02-05)"},"returns_yearly":{"2021":30.4,"2022":-8.8,"2023":16,"2024":5.2,"2025":-4,"2026":-23.2},"return_asof":"2026-10-09","value_chain":{"leading":[],"benefiting":[{"slug":"snowflake","name":"Snowflake","name_en":"Snowflake","tier":1,"returns_yearly":{"2021":20.4,"2022":-57.6,"2023":38.6,"2024":-22.4,"2025":42.1,"2026":68.2}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":2,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":23.2}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":2,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":2,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":4}},{"slug":"sandisk","name":"샌디스크","name_en":"SanDisk","tier":3,"returns_yearly":{"2026":633}},{"slug":"samsung-electro-mechanics","name":"삼성전기","name_en":"Samsung Electro-Mechanics","tier":3,"returns_yearly":{"2021":-11.8,"2022":-18.5,"2023":-1.4,"2024":-2.5,"2025":110,"2026":402.2}},{"slug":"nanya-pcb","name":"난야PCB","name_en":"Nan Ya PCB","tier":3,"returns_yearly":{"2021":110.6,"2022":-46.7,"2023":-0.5,"2024":-38.3,"2025":188.2,"2026":280.5}},{"slug":"micron","name":"Micron Technology","name_en":"Micron Technology","tier":3,"returns_yearly":{"2021":24.2,"2022":-45.9,"2023":71.9,"2024":-1,"2025":240.2,"2026":256.4}},{"slug":"unimicron","name":"유니마이크론","name_en":"Unimicron","tier":3,"returns_yearly":{"2021":133.5,"2022":-30.2,"2023":35.2,"2024":-19.7,"2025":175.7,"2026":236.2}},{"slug":"seagate","name":"Seagate","name_en":"Seagate Technology","tier":3,"returns_yearly":{"2021":87.5,"2022":-51.4,"2023":69.1,"2024":4.1,"2025":225.3,"2026":209.1}},{"slug":"ase","name":"ASE테크놀로지","name_en":"ASE Technology","tier":3,"returns_yearly":{"2021":38.3,"2022":-12.8,"2023":60.9,"2024":10.1,"2025":65.6,"2026":191.3}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":3,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":183.9}},{"slug":"nebius","name":"Nebius","name_en":"Nebius Group","tier":3,"returns_yearly":{"2025":202.2,"2026":170.5}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":3,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":52.9,"2024":58.3,"2025":24.9,"2026":168.1}},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":3,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":163.4}},{"slug":"intel","name":"Intel","name_en":"Intel","tier":3,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":159.6}},{"slug":"kioxia","name":"키옥시아","name_en":"Kioxia","tier":3,"returns_yearly":{"2025":1082.1,"2026":155}},{"slug":"ibiden","name":"Ibiden","name_en":"Ibiden","tier":3,"returns_yearly":{"2021":30.4,"2022":-19.6,"2023":51.6,"2024":-38.6,"2025":261,"2026":149.3}},{"slug":"arm","name":"Arm Holdings","name_en":"Arm Holdings","tier":3,"returns_yearly":{"2024":64.2,"2025":-11.4,"2026":143.6}},{"slug":"lumentum","name":"Lumentum","name_en":"Lumentum","tier":3,"returns_yearly":{"2021":11.6,"2022":-50.7,"2023":0.5,"2024":60.1,"2025":339.1,"2026":139.1}},{"slug":"lg-innotek","name":"LG이노텍","name_en":"LG Innotek","tier":3,"returns_yearly":{"2021":78.2,"2022":-22,"2023":-28.8,"2024":-22.1,"2025":66.8,"2026":134.8}},{"slug":"murata","name":"Murata","name_en":"Murata Manufacturing","tier":3,"returns_yearly":{"2021":-14,"2022":-11.7,"2023":24.7,"2024":-16.5,"2025":29.9,"2026":131.5}},{"slug":"western-digital","name":"Western Digital","name_en":"Western Digital","tier":3,"returns_yearly":{"2021":17.7,"2022":-51.6,"2023":66,"2024":13.9,"2025":283.7,"2026":130.9}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera Labs","tier":3,"returns_yearly":{"2025":25.6,"2026":105.7}},{"slug":"wiwynn","name":"Wiwynn","name_en":"Wiwynn","tier":3,"returns_yearly":{"2021":24.7,"2022":-22.3,"2023":206.4,"2024":3.5,"2025":64.4,"2026":92.3}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":3,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":85.3}},{"slug":"teradyne","name":"Teradyne","name_en":"Teradyne","tier":3,"returns_yearly":{"2021":36.8,"2022":-46.3,"2023":24.8,"2024":16.5,"2025":54.4,"2026":84.6}},{"slug":"corning","name":"Corning","name_en":"Corning","tier":3,"returns_yearly":{"2021":5.9,"2022":-11.6,"2023":-1.2,"2024":60.6,"2025":87.8,"2026":77.2}},{"slug":"vertiv","name":"Vertiv","name_en":"Vertiv","tier":3,"returns_yearly":{"2021":33.8,"2022":-45.3,"2023":251.8,"2024":136.8,"2025":42.8,"2026":73.2}},{"slug":"coherent","name":"Coherent","name_en":"Coherent","tier":3,"returns_yearly":{"2021":-10,"2022":-48.6,"2023":24,"2024":117.6,"2025":94.8,"2026":69.4}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":3,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":63.8}},{"slug":"delta-electronics","name":"Delta Electronics","name_en":"Delta Electronics","tier":3,"returns_yearly":{"2021":-3.4,"2022":10.4,"2023":-0.3,"2024":59.2,"2025":183.8,"2026":61.9}},{"slug":"keysight","name":"Keysight","name_en":"Keysight Technologies","tier":3,"returns_yearly":{"2021":56.3,"2022":-17.2,"2023":-7,"2024":1,"2025":26.5,"2026":61}},{"slug":"ge-vernova","name":"GE Vernova","name_en":"GE Vernova","tier":3,"returns_yearly":{"2025":99,"2026":54}},{"slug":"monolithic-power","name":"Monolithic Power","name_en":"Monolithic Power","tier":3,"returns_yearly":{"2021":35.5,"2022":-27.8,"2023":79.8,"2024":-5.6,"2025":54.5,"2026":53.7}},{"slug":"analog-devices","name":"Analog Devices","name_en":"Analog Devices","tier":3,"returns_yearly":{"2021":21,"2022":-4.9,"2023":23.4,"2024":8.8,"2025":29.8,"2026":51.1}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":3,"returns_yearly":{"2021":12.1,"2022":-36.7,"2023":42.3,"2024":92.6,"2025":55.9,"2026":50.3}},{"slug":"wistron","name":"위스트론","name_en":"Wistron","tier":3,"returns_yearly":{"2021":7.9,"2022":9.7,"2023":272.7,"2024":-1.6,"2025":22.7,"2026":49.7}},{"slug":"occidental-petroleum","name":"옥시덴탈 페트롤리엄","name_en":"Occidental Petroleum","tier":3,"returns_yearly":{"2021":67.7,"2022":119.1,"2023":-4.1,"2024":-15.9,"2025":-14.9,"2026":48.2}},{"slug":"arista","name":"Arista Networks","name_en":"Arista Networks","tier":3,"returns_yearly":{"2021":97.9,"2022":-15.6,"2023":94.1,"2024":87.7,"2025":18.5,"2026":47.9}},{"slug":"sumitomo-electric","name":"Sumitomo Electric","name_en":"Sumitomo Electric","tier":3,"returns_yearly":{"2021":11.4,"2022":6.3,"2023":30.8,"2024":52.9,"2025":139,"2026":43.2}},{"slug":"super-micro","name":"Super Micro","name_en":"Super Micro","tier":3,"returns_yearly":{"2021":38.8,"2022":86.8,"2023":246.2,"2024":7.2,"2025":-4,"2026":43}},{"slug":"caterpillar","name":"Caterpillar","name_en":"Caterpillar","tier":3,"returns_yearly":{"2021":16,"2022":18.6,"2023":25.9,"2024":24.7,"2025":60.3,"2026":40.6}},{"slug":"alchip","name":"알칩","name_en":"Alchip Technologies","tier":3,"returns_yearly":{"2021":14.3,"2022":-8.7,"2023":365.1,"2024":-18.9,"2025":0.8,"2026":40.1}},{"slug":"fedex","name":"페덱스","name_en":"FedEx","tier":3,"returns_yearly":{"2021":0.7,"2022":-31.6,"2023":49.1,"2024":13.5,"2025":5.1,"2026":39.6}},{"slug":"onsemi","name":"onsemi","name_en":"onsemi","tier":3,"returns_yearly":{"2021":107.5,"2022":-8.2,"2023":33.9,"2024":-24.5,"2025":-14.1,"2026":37.4}},{"slug":"ciena","name":"Ciena","name_en":"Ciena","tier":3,"returns_yearly":{"2021":45.6,"2022":-33.8,"2023":-11.7,"2024":88.4,"2025":175.8,"2026":37.3}},{"slug":"equinix","name":"Equinix","name_en":"Equinix","tier":3,"returns_yearly":{"2021":20.3,"2022":-21.1,"2023":25.4,"2024":19.5,"2025":-16.9,"2026":37.3}},{"slug":"globalstar","name":"글로벌스타","name_en":"Globalstar","tier":3,"returns_yearly":{"2021":241.2,"2022":14.7,"2023":45.9,"2024":6.7,"2025":96.6,"2026":37.3}},{"slug":"jabil","name":"자빌","name_en":"Jabil","tier":3,"returns_yearly":{"2021":66.4,"2022":-2.5,"2023":87.4,"2024":13.3,"2025":58.7,"2026":36.3}},{"slug":"eaton","name":"Eaton","name_en":"Eaton","tier":3,"returns_yearly":{"2021":46.7,"2022":-7.2,"2023":56.2,"2024":39.5,"2025":-2.8,"2026":36}},{"slug":"pegatron","name":"페가트론","name_en":"Pegatron","tier":3,"returns_yearly":{"2021":-5.9,"2022":0.6,"2023":35.3,"2024":21.2,"2025":-23.8,"2026":34.5}},{"slug":"advantest","name":"Advantest","name_en":"Advantest","tier":3,"returns_yearly":{"2021":17,"2022":-2.3,"2023":155.7,"2024":49.5,"2025":196,"2026":29.9}},{"slug":"amphenol","name":"Amphenol","name_en":"Amphenol","tier":3,"returns_yearly":{"2021":34.9,"2022":-12,"2023":31.5,"2024":41.3,"2025":96.1,"2026":29.8}},{"slug":"eoptolink","name":"Eoptolink","name_en":"Eoptolink","tier":3,"returns_yearly":{"2021":-10.1,"2022":-27.7,"2023":136.6,"2024":197,"2025":368.8,"2026":29.1}},{"slug":"innolight","name":"InnoLight","name_en":"InnoLight","tier":3,"returns_yearly":{"2021":-30.7,"2022":-18.3,"2023":253.7,"2024":12,"2025":468.1,"2026":25.6}},{"slug":"digital-realty","name":"Digital Realty","name_en":"Digital Realty","tier":3,"returns_yearly":{"2021":30.7,"2022":-41,"2023":39.9,"2024":35.9,"2025":-10.1,"2026":23.4}},{"slug":"celestica","name":"Celestica","name_en":"Celestica","tier":3,"returns_yearly":{"2021":37.9,"2022":1.3,"2023":159.8,"2024":215.2,"2025":220.3,"2026":22.5}},{"slug":"quanta","name":"Quanta","name_en":"Quanta Computer","tier":3,"returns_yearly":{"2021":22.2,"2022":-12.8,"2023":254.5,"2024":12.7,"2025":8.9,"2026":21.2}},{"slug":"credo","name":"크레도","name_en":"Credo Technology","tier":3,"returns_yearly":{"2023":46.3,"2024":245.2,"2025":114.1,"2026":18.5}},{"slug":"abb","name":"ABB","name_en":"ABB","tier":3,"returns_yearly":{"2021":23.9,"2022":7.3,"2023":18.9,"2024":39,"2025":36.1,"2026":18.4}},{"slug":"iren","name":"IREN","name_en":"IREN","tier":3,"returns_yearly":{"2022":-92.3,"2023":472,"2024":37.3,"2025":284.6,"2026":18.3}},{"slug":"church-dwight","name":"처치 앤 드와이트","name_en":"Church & Dwight Co., Inc.","tier":3,"returns_yearly":{"2021":18.9,"2022":-20.4,"2023":18.7,"2024":12,"2025":-18.9,"2026":18.1}},{"slug":"foxconn","name":"Foxconn","name_en":"Foxconn (Hon Hai)","tier":3,"returns_yearly":{"2021":-5.1,"2022":2.8,"2023":7.8,"2024":80.1,"2025":26.9,"2026":16.3}},{"slug":"norfolk-southern","name":"노퍽 서던","name_en":"Norfolk Southern","tier":3,"returns_yearly":{"2021":27.3,"2022":-15.6,"2023":-1.6,"2024":1.6,"2025":25.6,"2026":15.6}},{"slug":"coreweave","name":"CoreWeave","name_en":"CoreWeave","tier":3,"returns_yearly":{"2026":14.6}},{"slug":"colgate-palmolive","name":"콜게이트파몰리브","name_en":"Colgate-Palmolive Company","tier":3,"returns_yearly":{"2021":2.1,"2022":-5.4,"2023":3.8,"2024":16.6,"2025":-11,"2026":14.4}},{"slug":"entergy","name":"엔터지","name_en":"Entergy","tier":3,"returns_yearly":{"2021":17.1,"2022":3.6,"2023":-6.1,"2024":56,"2025":25.3,"2026":13.2}},{"slug":"cadence","name":"Cadence Design Systems","name_en":"Cadence Design Systems","tier":3,"returns_yearly":{"2021":36.6,"2022":-13.8,"2023":69.6,"2024":10.3,"2025":4,"2026":12.9}},{"slug":"schneider-electric","name":"Schneider Electric","name_en":"Schneider Electric","tier":3,"returns_yearly":{"2021":25.9,"2022":1.6,"2023":25.8,"2024":36.1,"2025":0.5,"2026":11.7}},{"slug":"cummins","name":"Cummins","name_en":"Cummins","tier":3,"returns_yearly":{"2021":-1.7,"2022":14.1,"2023":1.7,"2024":48.9,"2025":49.4,"2026":11}},{"slug":"automatic-data-processing","name":"오토매틱 데이터 프로세싱","name_en":"Automatic Data Processing, Inc.","tier":3,"returns_yearly":{"2021":42.6,"2022":-1.3,"2023":-0.2,"2024":28.4,"2025":-10.2,"2026":9.6}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":3,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":8.6}},{"slug":"kyec","name":"KYEC","name_en":"King Yuan Electronics (KYEC)","tier":3,"returns_yearly":{"2021":26.7,"2022":-7.7,"2023":132.4,"2024":38.6,"2025":171,"2026":8.4}},{"slug":"united-parcel-service","name":"유나이티드 파셀 서비스","name_en":"United Parcel Service, Inc.","tier":3,"returns_yearly":{"2021":30,"2022":-16.2,"2023":-6,"2024":-15.9,"2025":-15.9,"2026":8}},{"slug":"3m","name":"3M","name_en":"3M Company","tier":3,"returns_yearly":{"2021":4.9,"2022":-29.6,"2023":-3.3,"2024":46.1,"2025":26.4,"2026":6.8}},{"slug":"recursion","name":"Recursion Pharmaceuticals","name_en":"Recursion Pharmaceuticals","tier":3,"returns_yearly":{"2022":-55,"2023":27.9,"2024":-31.4,"2025":-39.5,"2026":6.6}},{"slug":"legrand","name":"르그랑","name_en":"Legrand","tier":3,"returns_yearly":{"2021":20.3,"2022":-7.1,"2023":12.8,"2024":11.9,"2025":39.3,"2026":6.1}},{"slug":"expedia-group","name":"익스피디아 그룹","name_en":"Expedia Group, Inc.","tier":3,"returns_yearly":{"2021":36.5,"2022":-51.5,"2023":73.3,"2024":22.8,"2025":53.3,"2026":5.8}},{"slug":"procter-gamble","name":"Procter & Gamble","name_en":"Procter & Gamble","tier":3,"returns_yearly":{"2021":20.5,"2022":-5,"2023":-0.9,"2024":17.3,"2025":-12.3,"2026":4.5}},{"slug":"ameren","name":"아메렌","name_en":"Ameren Corporation","tier":3,"returns_yearly":{"2021":17.1,"2022":2.5,"2023":-16.1,"2024":27.5,"2025":15.3,"2026":4.5}},{"slug":"omnicom-group","name":"옴니콤 그룹","name_en":"Omnicom Group Inc.","tier":3,"returns_yearly":{"2021":21.9,"2022":15.7,"2023":9.6,"2024":2.5,"2025":-2.6,"2026":4.4}},{"slug":"wec-energy-group","name":"WEC 에너지 그룹","name_en":"WEC Energy Group","tier":3,"returns_yearly":{"2021":8.7,"2022":-0.5,"2023":-7,"2024":16.1,"2025":16,"2026":3.1}},{"slug":"blackrock","name":"BlackRock","name_en":"BlackRock","tier":3,"returns_yearly":{"2021":29.4,"2022":-20.4,"2023":17.9,"2024":29.3,"2025":6.6,"2026":2.8}},{"slug":"talen-energy","name":"Talen Energy","name_en":"Talen Energy","tier":3,"returns_yearly":{"2024":214.8,"2025":86.1,"2026":1}},{"slug":"est-e-lauder-companies","name":"에스티 로더","name_en":"The Estée Lauder Companies Inc.","tier":3,"returns_yearly":{"2021":40,"2022":-32.3,"2023":-40.1,"2024":-47.6,"2025":42.1,"2026":0.2}},{"slug":"amorepacific","name":"아모레퍼시픽","name_en":"Amorepacific","tier":3,"returns_yearly":{"2021":-30.1,"2022":-5.7,"2023":-18.4,"2024":9.9,"2025":8.2,"2026":-1.2}},{"slug":"exelon","name":"엑셀론","name_en":"Exelon","tier":3,"returns_yearly":{"2021":41.5,"2022":8.3,"2023":-14,"2024":9.2,"2025":20,"2026":-1.5}},{"slug":"te-connectivity","name":"TE Connectivity","name_en":"TE Connectivity","tier":3,"returns_yearly":{"2021":35.1,"2022":-27.7,"2023":24.6,"2024":3.5,"2025":61.1,"2026":-3}},{"slug":"vistra","name":"Vistra","name_en":"Vistra","tier":3,"returns_yearly":{"2021":19.6,"2022":5.1,"2023":70.7,"2024":261.5,"2025":17.7,"2026":-7.2}},{"slug":"luxshare","name":"Luxshare","name_en":"Luxshare Precision","tier":3,"returns_yearly":{"2021":-11.9,"2022":-30.2,"2023":-21.2,"2024":58.8,"2025":29.3,"2026":-7.4}},{"slug":"brookfield","name":"Brookfield","name_en":"Brookfield Asset Management Ltd.","tier":3,"returns_yearly":{"2023":45.6,"2024":39.7,"2025":-0.2,"2026":-9.7}},{"slug":"fabrinet","name":"Fabrinet","name_en":"Fabrinet","tier":3,"returns_yearly":{"2021":52.7,"2022":8.2,"2023":48.4,"2024":15.5,"2025":107.1,"2026":-10.5}},{"slug":"ionq","name":"IonQ","name_en":"IonQ","tier":3,"returns_yearly":{"2022":-79.3,"2023":259.1,"2024":237.1,"2025":7.4,"2026":-11.9}},{"slug":"constellation-energy","name":"Constellation Energy","name_en":"Constellation Energy","tier":3,"returns_yearly":{"2023":37.2,"2024":92.7,"2025":58.8,"2026":-15.3}},{"slug":"take-two-interactive","name":"테이크투 인터랙티브","name_en":"Take-Two Interactive Software, Inc.","tier":3,"returns_yearly":{"2021":-14.5,"2022":-41.4,"2023":54.6,"2024":14.4,"2025":39.1,"2026":-16.6}},{"slug":"abbott-laboratories","name":"애보트","name_en":"Abbott Laboratories","tier":3,"returns_yearly":{"2021":30.5,"2022":-20.7,"2023":2.3,"2024":4.8,"2025":12.9,"2026":-19}},{"slug":"byd-electronics","name":"BYD일렉트로닉스","name_en":"BYD Electronics","tier":3,"returns_yearly":{"2021":-56.1,"2022":16,"2023":-0.4,"2024":60.6,"2025":-19.4,"2026":-24.1}},{"slug":"qubt","name":"Quantum Computing Inc","name_en":"Quantum Computing Inc","tier":3,"returns_yearly":{"2021":-75.8,"2022":-55.7,"2023":-39.5,"2024":1712.7,"2025":-38,"2026":-27.5}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"nike","name":"Nike","name_en":"Nike","tier":3,"returns_yearly":{"2021":18.7,"2022":-29,"2023":-6,"2024":-29.1,"2025":-13.8,"2026":-44.1}},{"slug":"d-wave","name":"D-Wave Quantum","name_en":"D-Wave Quantum","tier":3,"returns_yearly":{"2022":-85.3,"2023":-38.9,"2024":854.5,"2025":211.3,"2026":-44.3}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"anthropic","name":"Anthropic","name_en":"Anthropic","tier":3,"returns_yearly":null},{"slug":"cerebras","name":"Cerebras","name_en":"Cerebras Systems","tier":3,"returns_yearly":null},{"slug":"arianegroup","name":"아리안그룹","name_en":"ArianeGroup","tier":3,"returns_yearly":null}],"analysis":"승강기 설치·서비스 기업. 2025년 -4%, 2026년 -17.1%로 약세가 이어진다. 공급단(평균 +28.9%)이 본주(-17.1%)보다 앞서 있다. 지출이 아래로 번지며 공급사 쪽 탄력이 먼저 나타나는 구도다. 연결 노드 중 가장 앞선 곳은 스노우플레이크(+53.7%), 가장 처진 곳은 마이크로소프트(+4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Otis Worldwide Corporation operates across Elevator installation and service. It remained weak at -4% in 2025 and -17.1% in 2026. The supply side (avg +28.9%) leads the stock (-17.1%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Snowflake (+53.7%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Manufacturing depends on steel, electronic components and subcontractors, while its connected service platform uses Microsoft and Snowflake cloud and data infrastructure.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"WeMaintain","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-07-23","basis":"WeMaintain 과반 지분 인수 대가","value":170000000,"period":"April 2026 acquisition","basis_en":"Consideration for the acquisition of majority ownership of WeMaintain","qualifier":null},"note":"오티스는 2026년 4월 프랑스 승강기 유지보수·수리·현대화·디지털 서비스 회사 WeMaintain의 과반 지분을 1억7,000만달러에 인수했다. 양사는 별도 법인으로 운영하며 WeMaintain은 독립적인 멀티브랜드 서비스를 계속 제공한다.","note_en":"In April 2026, Otis acquired majority ownership of WeMaintain, a French provider of elevator maintenance, repair, modernization and digital services, for $170 million. The companies continue to operate as separate entities, and WeMaintain continues to offer its independent multibrand service.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-07-23","url":"https://www.sec.gov/Archives/edgar/data/1781335/000178133526000113/otis-20260630.htm","title":"Otis Worldwide Corp 2026년 2분기 Form 10-Q","title_en":"Otis Worldwide Corp Quarterly Report on Form 10-Q for Q2 2026","excerpt":"오티스는 2026년 4월 승강기 유지보수·수리·현대화·디지털 서비스를 제공하는 프랑스 회사의 과반 지분을 1억7,000만달러에 인수했다고 공시했다.","excerpt_en":"In April 2026, we acquired the majority ownership of a French company, a provider of elevator maintenance, repair, modernization and digital services for $170 million funded by cash on hand and commercial paper borrowings."},{"stance":"confirms","publisher":"오티스 월드와이드","publisher_en":"Otis Worldwide","kind":"ir","lang":"en","published_at":"2026-04-13","url":"https://otisinvestors.com/news/news-details/2026/Otis-Takes-Majority-Stake-in-WeMaintain-Supporting-Growth-and-Innovation-in-Service-Technology/default.aspx","title":"오티스, WeMaintain 과반 지분 인수로 서비스 기술 성장과 혁신 지원","title_en":"Otis Takes Majority Stake in WeMaintain, Supporting Growth and Innovation in Service Technology","excerpt":"오티스와 WeMaintain은 오티스가 WeMaintain의 과반 지분을 취득하는 계약을 종결했다고 발표했다. 양사는 별도 법인으로 운영된다.","excerpt_en":"Otis will acquire a majority stake in WeMaintain, a fast-growing, technology-enabled service company for the elevator and escalator industry."}]},{"direction":"revenue","counterparty":"Shanghai Metro","counterparty_slug":null,"confidence":"mid","metric":{"type":"count","unit":"escalators","as_of":"2026-01-28","basis":"상하이 지하철 19호선 공급 계약의 중부하 공공용 에스컬레이터 최소 대수","value":490,"period":"Shanghai Metro Line 19 contract announced Q4 2025","basis_en":"Minimum number of heavy-duty public escalators in the Shanghai Metro Line 19 supply contract","qualifier":"more_than"},"note":"Shanghai Metro는 19호선에 투입할 중부하 공공용 에스컬레이터 490대 이상을 오티스에 발주했다. 오티스는 이미 상하이 지하철 13개 노선에서 약 2,700대의 승강기와 에스컬레이터를 지원하고 있다.","note_en":"Shanghai Metro selected Otis to supply more than 490 heavy-duty public escalators for Line 19. Otis already supports about 2,700 elevators and escalators across 13 Shanghai Metro lines.","sources":[{"stance":"confirms","publisher":"오티스 월드와이드·팩트셋","publisher_en":"Otis Worldwide and FactSet","kind":"ir","lang":"en","published_at":"2026-01-28","url":"https://s203.q4cdn.com/227649559/files/doc_financials/2025/q4/4Q25-Otis-Worldwide-Corp-Earnings-Call-Transcript.pdf","title":"Otis Worldwide Corp. Q4 2025 Earnings Call Corrected Transcript","title_en":"Otis Worldwide Corp. Q4 2025 Earnings Call Corrected Transcript","excerpt":"오티스 경영진은 상하이 지하철 19호선에 중부하 공공용 에스컬레이터 490대 이상을 공급하도록 선정됐다고 밝혔다.","excerpt_en":"Otis was selected to supply more than 490 heavy-duty public escalators for Shanghai Metro Line 19."}]},{"direction":"revenue","counterparty":"Emaar Properties","counterparty_slug":null,"confidence":"mid","metric":{"type":"count","unit":"equipment_units","as_of":"2024-03-06","basis":"부르즈 할리파 현대화 계약 대상 엘리베이터 34대와 에스컬레이터 8대 합계","value":42,"period":"2024 modernization contract","basis_en":"Combined 34 elevators and eight escalators covered by the Burj Khalifa modernization contract","qualifier":null},"note":"Emaar Properties는 부르즈 할리파의 오티스 승강기 34대와 에스컬레이터 8대를 현대화하고 전체 설비 유지보수를 10년 연장하는 계약을 맡겼다. 계약 금액은 공개되지 않았다.","note_en":"Emaar Properties selected Otis to modernize 34 elevators and eight escalators at Burj Khalifa and extended service for all units by 10 years. Financial terms were not disclosed.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-05","url":"https://www.sec.gov/Archives/edgar/data/1781335/000178133526000011/otis-20251231.htm","title":"Otis Worldwide Corp 2025 Annual Report on Form 10-K","title_en":"Otis Worldwide Corp 2025 Annual Report on Form 10-K","excerpt":"오티스는 고객 기반이 넓어 회사 전체에 중대한 단일 고객 계약은 없다고 공시했다. Emaar 계약도 상대별 금액을 공개하지 않았다.","excerpt_en":"We are not dependent on any single customer and do not have any contracts material to Otis as a whole with any single customer."},{"stance":"confirms","publisher":"오티스 월드와이드","publisher_en":"Otis Worldwide","kind":"ir","lang":"en","published_at":"2024-03-06","url":"https://otisinvestors.com/news/news-details/2024/Otis-Wins-Modernization-Project-and-10-Year-Service-Contract-Extension-for-Burj-Khalifa/default.aspx","title":"Otis Wins Modernization Project and 10-Year Service Contract Extension for Burj Khalifa","title_en":"Otis Wins Modernization Project and 10-Year Service Contract Extension for Burj Khalifa","excerpt":"Emaar Properties는 오티스를 선정해 엘리베이터 34대와 에스컬레이터 8대를 현대화하고 전체 설비를 10년 더 유지보수하게 했다.","excerpt_en":"The contract includes servicing of all the units for an additional 10 years."}]},{"direction":"cost","counterparty":"Snowflake","counterparty_slug":"snowflake","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-06-20","basis":"Snowflake 데이터 레이크 사용 대가","value":null,"period":"Otis ONE operating relationship as of 2022-06-20","basis_en":"Consideration for use of the Snowflake data lake","qualifier":"confirmed_no_disclosed_value"},"note":"오티스는 Otis ONE이 수집한 승강기 데이터를 Snowflake 데이터 레이크에 저장하고 분석한다. 데이터 플랫폼 사용 대가는 공개하지 않았다.","note_en":"Otis stores and analyzes elevator data collected by Otis ONE in a Snowflake data lake. It does not disclose its data-platform spending.","sources":[{"stance":"confirms","publisher":"ITWorld 코리아","publisher_en":"ITWorld Korea","kind":"news","lang":"ko","published_at":"2022-06-24","url":"https://www.itworld.co.kr/article/3556447/%EC%97%98%EB%A6%AC%EB%B2%A0%EC%9D%B4%ED%84%B0%EA%B0%80-%EB%8B%AC%EB%9D%BC%EC%A1%8C%EC%96%B4%EC%9A%94-%EC%98%A4%ED%8B%B0%EC%8A%A4-ai%EC%99%80-%EC%84%BC%EC%84%9C%EB%A1%9C-%EB%94%94.html","title":"“엘리베이터가 달라졌어요” 오티스, AI와 센서로 디지털 서비스 강화","title_en":"Otis Strengthens Digital Services with AI and Sensors","excerpt":"오티스 원은 스노우플레이크의 데이터 레이크를 이용한다.","excerpt_en":"Otis ONE uses Snowflake's data lake."},{"stance":"confirms","publisher":"CIO","publisher_en":"CIO","kind":"news","lang":"en","published_at":"2022-06-20","url":"https://www.cio.com/article/401381/otis-takes-the-smart-elevator-to-new-heights.html","title":"오티스, 스마트 엘리베이터를 새로운 단계로 끌어올리다","title_en":"Otis takes the smart elevator to new heights","excerpt":"Otis ONE 플랫폼은 Snowflake 데이터 레이크를 사용해 승강기 데이터를 분석한다.","excerpt_en":"Otis ONE’s cloud-native platform is built on Microsoft Azure and taps into a Snowflake data lake."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-06-20","basis":"Microsoft Azure 클라우드와 관련 소프트웨어 사용 대가","value":null,"period":"Otis ONE operating relationship as of 2022-06-20","basis_en":"Consideration for Microsoft Azure cloud and related software services","qualifier":"confirmed_no_disclosed_value"},"note":"오티스는 Otis ONE의 클라우드 네이티브 플랫폼을 Microsoft Azure 위에서 운영한다. 클라우드와 관련 소프트웨어에 지급하는 금액은 공개하지 않았다.","note_en":"Otis runs the cloud-native Otis ONE platform on Microsoft Azure. It does not disclose the amount paid for cloud and related software services.","sources":[{"stance":"confirms","publisher":"ITWorld 코리아","publisher_en":"ITWorld Korea","kind":"news","lang":"ko","published_at":"2022-06-24","url":"https://www.itworld.co.kr/article/3556447/%EC%97%98%EB%A6%AC%EB%B2%A0%EC%9D%B4%ED%84%B0%EA%B0%80-%EB%8B%AC%EB%9D%BC%EC%A1%8C%EC%96%B4%EC%9A%94-%EC%98%A4%ED%8B%B0%EC%8A%A4-ai%EC%99%80-%EC%84%BC%EC%84%9C%EB%A1%9C-%EB%94%94.html","title":"“엘리베이터가 달라졌어요” 오티스, AI와 센서로 디지털 서비스 강화","title_en":"Otis Strengthens Digital Services with AI and Sensors","excerpt":"오티스 원의 클라우드 네이티브 플랫폼은 마이크로소프트 애저를 기반으로 한다.","excerpt_en":"The Otis ONE cloud-native platform is built on Microsoft Azure."},{"stance":"confirms","publisher":"CIO","publisher_en":"CIO","kind":"news","lang":"en","published_at":"2022-06-20","url":"https://www.cio.com/article/401381/otis-takes-the-smart-elevator-to-new-heights.html","title":"오티스, 스마트 엘리베이터를 새로운 단계로 끌어올리다","title_en":"Otis takes the smart elevator to new heights","excerpt":"Otis ONE의 클라우드 네이티브 플랫폼은 Microsoft Azure를 기반으로 구축됐다.","excerpt_en":"Otis ONE’s cloud-native platform is built on Microsoft Azure and taps into a Snowflake data lake."},{"stance":"confirms","publisher":"하버드 비즈니스 스쿨 디지털 이니셔티브","publisher_en":"Harvard Business School Digital Initiative","kind":"analysis","lang":"en","published_at":"2016-11-16","url":"https://d3.harvard.edu/platform-rctom/submission/otis-from-mechanical-to-digital-innovation/","title":"오티스: 기계에서 디지털 혁신으로","title_en":"Otis: From Mechanical to Digital Innovation","excerpt":"분석은 오티스가 마이크로소프트와 협력해 원격 승강기 모니터링을 구축하고 유지보수 효율을 높였다고 설명한다.","excerpt_en":"Otis, in tying up with Microsoft and AT&T, has installed Remote Elevator Monitoring in 300,000 of its 2 million elevators."}]}]}