Forside (2330) · RiskMaterialised
Risk of Higher Development Costs and Uncertain Demand for the DX System for Transport Operations
First written in FY2025-H1. 2 of 2 entries say "Materialised", first in FY2025-H1. Latest entry: 2026-03-04.
2entries
2years
1from disclosures
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Same theme, other companies
Risk of Higher Development Costs and Uncertain Demand for the DX System for Transport OperationsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind
No other company in this theme has enough history to compare yet.
Full recordFilings, disclosures and news, newest first
- 2026-03-04MaterialisedGeneral Meetings of Shareholders
「In the AI-related business, although successful promotional initiatives for GPU servers resulted in the acquisition of multiple large-scale projects, orders were not stable throughout the year because several competitors entered the GPU server sales market.」
The Company stated that the entry of competitors into the GPU server sales market prevented stable orders. - FY2025-H1MaterialisedAnnual report
「運送業務DX化システム開発資金については、システム開発に向けて詳細な市場調査と要件定義を進めて参りましたが、昨今のシステム開発者人件費の高騰の影響により開発費が当初計画を大幅に上回る見込みとなり、また、複数の運送事業者へヒアリングを行った結果、当初想定していたほどの需要が見込めず、本システムの開発を進めることが当社の企業価値の向上に資するか否かが不透明な状況となりました。」
運送業務DX化システムについて、開発者人件費の高騰により開発費が計画を大幅に上回る見込みとなり、運送事業者へのヒアリングでも想定ほどの需要が見込めず、開発継続の企業価値への寄与が不透明となった。