Growth Opportunities in the Cloud and DX Markets
First written in FY2024. 2 of 5 entries say "Restated". Latest entry: 2026-07-14.
The whole theme swung hardest in 2020: 1 of 12 companies on the "Worse" side.
0 other companies' latest entry also says "Advanced".
- 2026-07-14AdvancedEarnings presentation
「The public-sector DX market is estimated at approximately ¥3.7 trillion in total, driven by expanding digital-related budgets at central government ministries and agencies and system-renewal investment by local governments.」
クラウド・DX市場の成長機会について、公共DX、帳票・文書管理ペーパーレス、サブスクリプションの各市場規模と獲得余地を具体的に示している。 - FY2026-H1RestatedAnnual report
「Against this backdrop, the cloud services market for businesses and public-sector organisations in which the Company operates continues to expand, driven by the digitalisation of business operations and responses to labour shortages.」
The Company reconfirms its view that the cloud services market for businesses and public-sector organisations is on an expansionary trend, driven by digitalisation, labour shortages and advances in AI technology. - FY2025ReframedAnnual report
「As described above, the public-sector DX market, the paperless market for forms and document management, and the subscription services market are all areas expected to achieve medium- to long-term growth and have a high degree of affinity with the Company's core solutions.」
The description has shifted from the conventional broad view of the domestic cloud and DX market to a focus on 3 specific growth markets: public-sector DX, the shift to paperless forms and document management, and subscription services. - FY2025-H1RestatedAnnual report
「Even amid these economic conditions, demand in the enterprise cloud services market in which the Company operates remains solid, driven by the digitalisation of business operations, the use of generative AI, and the adoption of new ways of working such as hybrid work. Interest among companies in improving operational efficiency and productivity remains high, and investment in cloud services has remained stable.」
The Company reiterates the market view that demand for enterprise cloud services remains solid, driven by the use of generative AI and the adoption of hybrid work. - FY2024First statedAnnual report
「The domestic third-platform market is expected to be worth ¥25.1484 trillion in 2024, with year-on-year growth of 11.7%.」
The Company cites a market forecast of ¥31.0169 trillion in 2028, with a CAGR of 6.6% from 2023 to 2028.