Declining Service Competitiveness Due to AI Innovation and Alternative Technologies
First written in FY2023. 6 of 9 entries say "Materialised", first in 2026-05-14. Latest entry: 2026-10-09.
Members moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 34 of 95 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- 2026-10-09MaterialisedRevision of earnings forecasts
「しかし生成 AI の急速な進化により、Web 運用領域に加え、当社グループの成長を牽引してきた DX の実行領域においても大規模な専門人材体制による支援への需要が、特定のスキル領域において想定を上回るペースで減少しております。」
AI技術革新によるサービス競争力低下リスクについて、Web運用だけでなくDX実行領域でも専門人材体制への需要減少が発生していると、影響範囲を具体化している。 - FY2026MaterialisedAnnual report
「The group's former core businesses, including large-scale web operations, have already been significantly affected by the advance of AI-driven automation. The company recognizes that the automation of routine tasks and similar activities in business areas will continue to advance, and that the risk of its existing business model being replaced will persist.」
Regarding the risk of declining competitiveness in existing services due to AI innovation, the company stated that large-scale web operations and similar businesses have already been significantly affected by AI-driven automation, explicitly identifying the risk as having materialized. - FY2023First statedAnnual report
「However, if technological innovation relating to AI (artificial intelligence) advances rapidly beyond the company's expectations, including the emergence of innovative new technologies and substitute technologies, the strengths of the services provided by the group may disappear, potentially affecting its business results.」
Amid the expanding use of generative AI and similar technologies, the company identified as a new key risk the possibility that its service strengths could be lost as AI and substitute technologies advance beyond expectations.