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EXEO Group (1951) · FactAdds digital twins and AI adoption as drivers of investment demandLatest Earnings (2026-08-07): "Advanced"

Expected Expansion of Infrastructure, ICT and IoT-Related Systems Investment

First written in FY2016. 14 of 31 entries say "Restated". Latest entry: 2026-08-07.

31entries
11years
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ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q1OtherFY2022 – FY20262016: 320162017: 320172018: 320182019: 320192020: 320202021: 420212022: 320222023: 320232024: 320242025: 120252026: 22026
Same theme, other companies
Multifaceted business opportunities arising from 5G, IoT and social infrastructure reconstructionA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

3 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07AdvancedEarnings

    「As technological change and advances in AI accelerate, customer needs have become more diverse. To respond to these needs quickly and flexibly, we are focusing on expanding the areas we cover and introducing the latest technologies.」

    In response to data center demand driven by advances in AI technology, the company expanded the areas it serves and introduced the latest technologies.
  2. FY2026Adds digital twins and AI adoption as drivers of investment demandAnnual report

    「In the information and communications sector, 5G services are expanding, technologies such as digital twins are advancing rapidly, and the analysis and use of various types of data are progressing. Improvements in convenience and efficiency are expected to accelerate further with the spread and advancement of AI.」

    Adds the expansion of 5G services, digital twins, and data analysis and utilization as new technological developments to the previous explanation of demand for data centers, cloud services, and AI.
  3. FY2026-H1Explicitly identifies technological transformation in AI as a driver of investment demand.Annual report

    「With rapid technological transformation and advances in the AI field, the importance of data centers and cloud services that store and process large volumes of data is growing further.」

    In addition to the previous explanation of data center demand driven by generative AI and cloud services, explicitly identifies rapid technological transformation in the AI field as a driver of expanding demand.
  4. FY2025-H1Makes investment demand, including demand related to generative AI and cloud services, more specific.Annual report

    「As new technologies centered on generative AI become more widespread, the importance of data centers and cloud services that store and process large volumes of data is growing further. In addition, in the energy-related business, investment in battery storage, power transmission and distribution infrastructure, and related areas is expected to accelerate further as part of efforts to realize a decarbonized society.」

    Adds generative AI and cloud services as drivers of expanding demand for data centers and ICT investment, and strengthens expectations for investment in battery storage and power transmission and distribution infrastructure accompanying the expansion of renewable energy.
  5. FY2024RestatedAnnual report

    「In the information and communications sector, the company’s business domain, the progress of digitalization across society has made advanced and resilient communications networks essential infrastructure supporting all socioeconomic activity. Such networks are required to withstand major natural disasters, cyber-security threats, and growing data traffic, while the importance of data centers that store and process large volumes of data is also increasing further.」

    Continues to indicate growing demand for communications networks and data centers, driven by digitalization, rising data traffic, and the need to address cyber-security threats.
  6. FY2024-Q3Adds the recovery in semiconductor and software investment.Annual report

    「In the construction sector, although the impact of soaring energy prices continues, private-sector capital investment is showing signs of recovery, including increased investment in semiconductor-related industries and software aimed at further improving productivity. In recent years, the volume of data in circulation has been increasing, further raising the importance of data centers that store and process large volumes of data.」

    In addition to existing expectations for data centers and digital investment, identifies the recovery in investment in semiconductor-related industries and software aimed at improving productivity as new investment drivers.
  7. FY2024-Q2RestatedAnnual report

    「In recent years, the volume of data in circulation has been increasing, further raising the importance of data centers that store and process large volumes of data.」

    Continues to identify the increase in data volumes accompanying digitalization and the growing importance of data centers as business opportunities.
  8. FY2024-Q1RestatedAnnual report

    「While the volume of data in circulation is increasing as digitalization advances to address social and economic issues, the importance of data centers that store and process large volumes of data is growing further.」

    Continues to identify the increase in data volumes accompanying digitalization and the growing importance of data centers as investment and business opportunities.
  9. FY2023-Q3RestatedAnnual report

    「Data demand is continuing to increase, partly due to the promotion of digitalization in government administration, and the importance of data centers that store and process large volumes of data is also growing. In addition, in the energy-related business, investment in battery storage, power transmission and distribution infrastructure, and related areas is expected to accelerate going forward as renewable energy expands toward the realization of a decarbonized society.」

    Continues to indicate expectations for data center demand driven by the digitalization of government administration, and for investment in battery storage and power transmission and distribution infrastructure accompanying the expansion of renewable energy.
  10. FY2023-Q2Investment opportunities, including data centers and battery storage, becoming more concrete.Annual report

    「Data demand is expected to continue increasing, partly due to the promotion of digitalization in government administration, and the importance of data centers that store and process large volumes of data is also expected to grow further.」

    In addition to the previous expectations for digital society and information infrastructure investment, explicitly identifies rising data demand and the growing importance of data centers. It also anticipates accelerated investment in power transmission and distribution infrastructure, including large-scale battery storage, in connection with decarbonization.
  11. FY2023-Q1Expansion into smart cities and power transmission and distribution investment.Annual report

    「The Basic Policy on the Vision for a Digital Garden City Nation was approved by the Cabinet, accelerating the development of digital infrastructure nationwide toward creating “a society where everyone can live conveniently and comfortably anywhere in the country.” Investment is also expected in the energy sector supporting this initiative, including the reinforcement of power transmission and distribution infrastructure and the sophistication of its operation.」

    Adds to the previous expectations for digital society and infrastructure investment the nationwide development of digital infrastructure under the Vision for a Digital Garden City Nation, as well as investment in reinforcing and upgrading the operation of power transmission and distribution infrastructure.
  12. FY2022RestatedAnnual report

    「Development of information infrastructure serving as the foundation of a digital society is accelerating, and investment to close the digital divide is also expected to continue. In the construction sector, private-sector capital investment is showing signs of recovery, while public investment is expected to remain steady, including maintenance and renewal work to address the aging of roads and other social infrastructure.」

    Reaffirms the business environment outlook that investment in information infrastructure to support a digital society and close the digital divide, as well as public investment including measures to address aging social infrastructure, will continue.
  13. FY2022-Q2AdvancedAnnual report

    「The launch of the Digital Agency in September is expected to lead to active investment in the digitalization of administrative systems.」

    Regarding the Digital Agency, which had been scheduled in previous periods, notes that the milestone of its September launch has been reached and identifies expectations for investment in the digitalization of administrative systems.
  14. FY2022-Q1Expectations for the formation of a digital society following the launch of the Digital Agency.Annual report

    「The launch of the Digital Agency, scheduled for September 2021, is expected to advance various initiatives aimed at creating a digital society. In the construction sector, while private-sector capital investment is expected to continue declining, partly due to the impact of COVID-19, government construction investment is expected to remain steady as efforts to address disaster prevention and mitigation, aging infrastructure, and national resilience accelerate.」

    The investment environment indicates that the scheduled launch of the Digital Agency in September 2021 is expected to advance the formation of a digital society. In the construction sector, it continues to contrast declining private-sector capital investment with resilient government construction investment.
  15. FY2021Declining private-sector capital investment coexisting with public investment and DX investment.Annual report

    「In the construction sector, private-sector capital investment is trending downward, partly due to the impact of COVID-19, while government construction investment, centered on public works, remains steady for national resilience and measures to address aging infrastructure.」

    The investment environment contrasts the downward trend in private-sector capital investment with the resilience of government construction investment, supported by national resilience and measures to address aging infrastructure. In the information and communications sector, it also indicates an acceleration in new IT investment associated with 5G, telework, and DX.
  16. FY2021-Q3Continued investment in 5G, rural wireless networks, and public infrastructure.Annual report

    「However, in the information and communications sector, which is the company’s business domain, investment is continuing as digital transformation advances, mainly among private-sector companies, through the launch of commercial 5G services, expected to support IoT, the rollout of projects to develop advanced wireless environments in rural areas, and initiatives to reform working practices amid the COVID-19 pandemic. In the construction sector, although private-sector capital investment is trending downward after Olympic-related demand ran its course, public investment related to the maintenance and repair of critical infrastructure nationwide remains steady.」

    The investment environment is described as supported by the continued commercialization of 5G, development of advanced wireless environments in rural areas, and DX investment by private-sector companies. Although private-sector capital investment is trending downward after Olympic-related demand ran its course, public investment related to the maintenance and repair of critical infrastructure remains steady.
  17. FY2021-Q2Government and local government DX investment expected to expand.Annual report

    「While digital transformation initiatives had previously centered on private-sector companies, related investment by the national and local governments is expected to expand going forward, prompted by the COVID-19 pandemic.」

    Recognizes that the main drivers of DX investment will broaden from the previous focus on private-sector companies to the national and local governments, prompted by the COVID-19 pandemic.
  18. FY2021-Q1Accelerating DX investmentAnnual report

    「In the information and communications sector, commercial 5G services have begun as the ICT infrastructure for the rapidly evolving IoT era, and the Ministry of Internal Affairs and Communications and various telecommunications carriers have announced plans to bring forward the installation of 5G base stations, indicating steady investment trends. In addition, business reforms using digital technologies are advancing in response to changes in working practices and lifestyles, accelerating companies’ digital transformation initiatives.」

    Recognizes that corporate digital transformation is accelerating, against the backdrop of plans to bring forward investment in 5G base stations and changes in working practices and lifestyles amid the COVID-19 pandemic.
  19. FY2020-Q3Explicitly identifies the progress of digital transformation.Annual report

    「ICT investment is robust, with digital transformation advancing as IoT, AI, big data analytics, and other technologies become more widespread.」

    In addition to the previous recognition of expanding ICT investment, explicitly identifies the progress of digital transformation driven by the spread of IoT, AI, and big data analytics technologies as a business condition.
  20. FY2020-Q2Explicitly identifies the upward trend in ICT investment.Annual report

    「In the information and communications sector, ICT investment is on an upward trend, supported by the spread of IoT and the expansion of advanced technologies such as AI, with businesses that collect and analyze big data growing rapidly.」

    Explicitly recognizes the upward trend in ICT investment, against the backdrop of the spread of IoT and AI and the rapid growth of the big data business.
  21. FY2019Explicitly identifies the shift in ICT investment toward software and services.Annual report

    「In addition, as AI and cloud technologies began to penetrate business operations, markets leveraging big data expanded rapidly, and ICT investment has been shifting from hardware to software and then to services.」

    Notes the expected expansion of ICT investment, as well as the structural shift in its composition from hardware to software and then to services.
  22. FY2019-Q3RestatedAnnual report

    「In the urban infrastructure business, ahead of the 2020 Tokyo Olympics and Paralympics, redevelopment projects in the Tokyo metropolitan area were actively pursued, while construction investment by local governments nationwide remained at high levels, driven by disaster mitigation, disaster prevention, and regional revitalization. Against this backdrop, the company pursued large-scale projects, including 700 MHz-band TV reception countermeasure work, electrical equipment work, and utility-pole removal work.」

    Continues to identify infrastructure investment opportunities driven by the Tokyo Olympics and Paralympics, redevelopment in the Tokyo metropolitan area, and local government construction investment, and indicates its pursuit of large-scale projects.
  23. FY2019-Q2RestatedAnnual report

    「また、国や自治体等の各種投資や首都圏における再開発事業が積極的に展開される中、700MHz周波数帯TV受信対策工事及び太陽光発電施設建設工事などに取り組んだほか、ごみ処理施設建設工事やバイオマス発電施設建設工事などの環境分野における大型案件を受注しました。」

    Continues to identify investment opportunities in infrastructure for the national and local governments, redevelopment in the Tokyo metropolitan area, and the communications and environmental sectors as business conditions.
  24. FY2019-Q1RestatedAnnual report

    「In the urban infrastructure business, as infrastructure development began ahead of the 2020 Tokyo Olympics and Paralympics, the company carried out LED conversion work for lighting equipment at competition venues. Amid active investment by the national and local governments and the vigorous rollout of redevelopment projects in the Tokyo metropolitan area, it pursued large-scale projects, including electrical equipment work for data centers, development work for disaster-prevention administrative radio systems, and communications equipment work for expressways. Orders for 700 MHz-band TV reception countermeasure work also began in earnest in the Tokyo metropolitan area.」

    Continues to identify infrastructure investment opportunities driven by the Tokyo Olympics and Paralympics, national and local government investment, and redevelopment in the Tokyo metropolitan area.
  25. FY2018RestatedAnnual report

    「In the urban infrastructure business, as infrastructure development began ahead of the 2020 Tokyo Olympics and Paralympics, the company won orders for electrical and other equipment work associated with road improvements around competition venues. Amid active investment by the national and local governments and the vigorous rollout of redevelopment projects in the Tokyo metropolitan area, it also pursued large-scale projects, including solar power facility construction, electrical equipment work for large buildings, and communications equipment work for expressways.」

    Reaffirms infrastructure investment opportunities driven by the Tokyo Olympics and Paralympics, local government investment, and redevelopment in the Tokyo metropolitan area.
  26. FY2018-Q2RestatedAnnual report

    「In the public and private sectors, various investments by local governments and others and redevelopment projects have been actively undertaken as a result of national resilience initiatives and regional revitalization plans led by the national government and public authorities, as well as the 2020 Tokyo Olympic and Paralympic Games. ICT investment has also become increasingly robust, including enhanced information-network security and the expansion of cloud services accompanying the arrival of the full-scale IoT era.」

    Reaffirms national resilience, regional revitalization, the 2020 Tokyo Olympics and Paralympics, redevelopment, enhanced security, and cloud expansion as the investment environment.
  27. FY2018-Q1RestatedAnnual report

    「In the public and private sectors, various investments by local governments and others and redevelopment projects have been actively undertaken as a result of national resilience initiatives and regional revitalization plans led by the national government and public authorities, as well as the 2020 Tokyo Olympic and Paralympic Games. ICT investment has also become increasingly robust, including enhanced information-network security and the expansion of cloud services accompanying the arrival of the full-scale IoT era.」

    Continues to identify national resilience, regional revitalization, the Tokyo Olympics and Paralympics, redevelopment, enhanced security, and cloud expansion as the investment environment for ICT and infrastructure.
  28. FY2017-Q3RestatedAnnual report

    「In the public and private sectors, infrastructure investment is expected to accelerate, including ICT investment by local governments and others prompted by national resilience and regional revitalization, electrical equipment construction and utility-pole removal projects in Tokyo metropolitan redevelopment projects related to the 2020 Tokyo Olympic and Paralympic Games, and the renewal of aging social infrastructure. Systems investment to respond swiftly to the IoT era is also expected to increase, including security enhancements and migration to cloud services.」

    Reconfirms investment opportunities in municipal ICT, redevelopment, utility-pole removal, renewal of aging infrastructure, security enhancements and migration to the cloud.
  29. FY2017-Q2RestatedAnnual report

    「In the public and private sectors, infrastructure investment is expected to accelerate, including ICT investment by local governments and others prompted by national resilience and regional revitalization, electrical equipment construction and utility-pole removal projects in Tokyo metropolitan redevelopment projects related to the 2020 Tokyo Olympic and Paralympic Games, and the renewal of aging social infrastructure. Systems investment to respond swiftly to the IoT era is also expected to increase, including security enhancements and the introduction of the My Number system.」

    Reconfirms investment opportunities in municipal ICT, redevelopment, utility-pole removal, renewal of aging infrastructure, security enhancements and the introduction of the My Number system.
  30. FY2017-Q1RestatedAnnual report

    「In the public and private sectors, infrastructure investment is expected to accelerate, including ICT investment by local governments and others prompted by national resilience and regional revitalization, electrical equipment construction and utility-pole removal projects in Tokyo metropolitan redevelopment projects related to the 2020 Tokyo Olympic and Paralympic Games, and the renewal of aging social infrastructure. Systems investment to respond swiftly to the IoT era is also expected to increase, including security enhancements and the introduction of the My Number system.」

    Restates expectations for systems investment including municipal ICT, redevelopment, utility-pole removal, renewal of aging infrastructure, security enhancements and the introduction of the My Number system.
  31. FY2016First statedAnnual report

    「Infrastructure investment is expected to remain firm, including ICT investment by local governments prompted by national resilience and regional revitalization initiatives, electrical-equipment and utility-undergrounding work associated with redevelopment projects in the Tokyo metropolitan area ahead of the 2020 Tokyo Olympic and Paralympic Games, and the renewal of aging social infrastructure. Systems investment to respond rapidly to the IoT era is also expected to expand steadily.」

    Investment opportunities cited include local-government ICT, metropolitan redevelopment, utility undergrounding, renewal of aging infrastructure, and IoT-related systems investment.
Moved together

"Developing the System Solutions Business into a Second Core Business" moved the same way as this thread, in the same document, in 2 of its 31 moves.

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EXEO Group's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings of 2026-08-07: "Advanced".
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