Risks Associated with Technological Innovation and Intensifying Competition in the Cloud/DX Market
First written in FY2025. 1 of 4 entries say "Raised", first in 2026-05-25. Latest entry: 2026-08-13.
The whole theme swung hardest in 2026: 36 of 97 companies on the "Worse" side.
15 other companies' latest entry also says "Reframed".
- 2026-08-13ReframedEarnings presentation
「“SaaS is dead”—the era of the AI ice age」
The company's assessment of competitive risks in the cloud and DX markets has expanded from conventional explanations of technological innovation and service obsolescence to include the displacement by AI of existing business models and talent businesses and slower growth in BPO and SES. - FY2026RestatedAnnual report
「In addition to continuously gathering and analysing information on market trends and the latest technologies, we will strengthen our research and development capabilities and work to develop services that anticipate customer needs. We also aim to respond rapidly to change by utilising agile development methods and other approaches.」
The company continues to describe the risks of service obsolescence and development delays arising from technological innovation in the cloud and DX markets, the emergence of AI and IoT and other technologies, and increasingly sophisticated customer needs, and specifies measures including research and development, agile development and the adoption of external technologies. - 2026-05-25RaisedEarnings presentation
「“SaaS is dead”—the era of the AI ice age」
The company's risk assessment of the cloud and DX markets includes the displacement by AI of existing business models and talent businesses, as well as slowing growth in the BPO and SES markets. - FY2025First statedAnnual report
「The cloud services and DX (digital transformation) markets in which we operate are changing extremely rapidly. New technologies, including AI (artificial intelligence), IoT and big data analytics, are emerging one after another, while customer needs are becoming more sophisticated and diverse at a rapid pace. If we are unable to respond to these changes quickly and accurately, the competitiveness of our existing services may decline or they may become obsolete, and the development of new services may be delayed, potentially affecting our business operations.」
Separately from the competitive risks in the conventional mobile communications and SMS markets, the company newly identifies risks in the cloud and DX markets relating to technological innovation, increasingly sophisticated customer needs, service obsolescence and development delays.