Changes in the Internet and AI-Related Industries and Delays in Responding to New Technologies
First written in FY2019. 3 of 5 entries say "Reframed", first in FY2021. Latest entry: FY2026.
DeNA 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: 9 of 32 companies on the "Worse" side.
2 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「With respect to AI technology, the reliability, accuracy, usefulness and safety of services using AI technology may generally become issues, and depending on how AI technology is used, ethical issues relating to human dignity, privacy, fairness and transparency may arise. In addition, depending on how training data, input information, generated content and other data are handled during the development, provision or use of AI technology, third-party copyrights and other intellectual property rights may be infringed, or the trade secrets and personal information of the Group, its customers or other business partners may be leaked.」
AI risks have been specified to include, in addition to reliability and ethical concerns, infringement of copyrights and other rights through training data, input information and generated content, leakage of trade secrets and personal information, service interruptions and reputational damage. - 2026-05-12ReframedRevision of earnings forecasts
「These new businesses depend on services provided by external LLMs (large language models). If an external service experiences a defect, outage, specification change or termination, the quality of the new businesses, including response accuracy, response speed and output characteristics, may change, or the development or provision of the new businesses may become impossible or difficult.」
AI-related risks have been specified to include dependence on external LLM services and the risks arising from defects, outages, specification changes or termination, in addition to delays in responding to new technologies and ethical issues. - FY2023RestatedAnnual report
「In planning and implementing services using the internet and AI, the Group has established a management structure for multifaceted business reviews, including the compliance and risk management departments, and seeks to reduce risks.」
The Group continues to address risks involving technological innovation in AI and the internet, declining competitiveness and ethical issues through multifaceted business reviews. - FY2021ReframedAnnual report
「With respect to AI technology, the reliability, accuracy and usefulness of services using AI technology may generally become issues, and depending on how AI technology is used, ethical issues relating to human dignity, privacy, fairness and transparency may arise.」
The risks associated with the internet and AI are described as extending beyond changes in market structure and delays in responding to them to include the reliability, accuracy and usefulness of AI services and ethical issues relating to human dignity, privacy, fairness and transparency. - FY2019First statedAnnual report
「The Group has particular strengths in internet services for mobile devices such as smartphones, and operates a range of services, including games. It is also working to enhance service value through the use of AI (artificial intelligence) technology. However, structural changes in the markets related to the services provided by the Group, including sharp changes in market share resulting from new entrants and the emergence of new business models, could affect the Group's business and results.」
The risks in the internet and AI-related businesses are specified as new entrants, new business models, changes in market structure, delays in responding to new technologies and the costs of such responses.