Development of Similar Services and Changes in the Competitive Environment Driven by Advances in Generative AI and Other Technologies
First written in FY2025. 1 of 4 entries say "Restated". Latest entry: 2026-08-13.
The whole theme swung hardest in 2026: 34 of 95 companies on the "Worse" side.
11 other companies' latest entry also says "Mitigated".
- 2026-08-13MitigatedEarnings presentation
「It cannot be reproduced using only the web and text data on which general-purpose AI is trained.」
The Company identifies the acquisition of real-world conversational data, centralised management of customer interaction information and hardware control as elements that are difficult for AI to replicate. - FY2026-H1MaterialisedAnnual report
「To respond to the release of AI-related services by other companies and maintain KAIKURA’s competitive advantage, it is necessary to consider and promote services such as generative-AI-related services, including AI telephony and AI chat, making development speed an important factor.」
States that releases of AI-related services by other companies are now an actual competitive premise. Highlights the importance of deploying AI telephony and AI chat and accelerating development. - 2026-03-27RestatedBusiness Alliances
「In particular, to respond to the release of AI-related services by other companies and maintain Kaikura’s competitive advantage, it has become necessary to consider and promote the rollout of generative AI-related services, such as AI phone and AI chat services, making development speed an important factor.」
The Company again describes the need to respond to competing AI-related services and roll out generative AI-related services, reaffirming the theme of changes in the competitive environment driven by generative AI and other technologies. - FY2025First statedAnnual report
「In recent years, advances in technologies such as generative AI have substantially changed the software and application development environment, making it relatively easy to develop services with a certain level of functionality using low-code and no-code tools.」
Newly discloses as an independent risk that generative AI and low-code/no-code tools may enable the development of services with similar functions and cause competition to change beyond expectations.