Regulatory Risk in the AIGC Business
First written in FY2024-Q2. 2 of 5 entries say "Restated". Latest entry: FY2026.
Quantum Solutions moved to the "Worse" side of this theme in 2026, 1 year after the typical company in this theme (2025).
The whole theme swung hardest in 2024: 1 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「In addition, AI-related technologies and the regulatory environment may change rapidly, potentially affecting the business model and service offerings of the group.」
The risk disclosure has been reorganized from country-specific regulatory risks unique to AIGC to the risk that rapid changes in AI-related technologies and the regulatory environment could affect the business model and service offerings as a whole. - FY2025-H1RestatedAnnual report
「Various regulations are being implemented or considered in different countries in the AI business, and depending on their content, they may affect the progress of the business. …The company will continue gathering information and responding accordingly.」
The possibility that AI-related regulations in different countries could affect business progress, and responses such as gathering information and designing the business not to collect personal information, have been reconfirmed. - FY2024WorsenedAnnual report
「In addition, government regulation of AI development is expected to become more stringent, creating a risk that it could affect business development.」
For AI-related businesses, including AIGC, the disclosure has become more specific, moving from the general possibility of regulations in different countries to the risk that tighter government regulation could affect business development. - FY2024-Q3RestatedAnnual report
「Various regulations are being implemented or considered in different countries in the AIGC business, and depending on their content, they may affect the progress of the business.」
The possibility that AIGC-related regulations in different countries could affect business progress, and responses such as designing the business not to collect personal information, have been reconfirmed. - FY2024-Q2First statedAnnual report
「Various regulations are being implemented or considered in different countries in the AIGC business, and depending on their content, they may affect the progress of the business. As this is a field in which new developments arise almost daily, it is difficult to anticipate when regulatory risks will materialize or the likelihood of their doing so. With respect to regulatory risks, based on information already publicly available, the company will proceed with development so as to avoid falling within the scope of regulation in advance, for example by not collecting personal information.」
For the AIGC business, the possibility that regulations in various countries could affect business progress has been identified as an independent risk for the first time, together with responses such as designing the business not to collect personal information and gathering information on regulations.