Worth reading
19Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Items stated in the management plan
FormulatedKey initiatives
01Multi-LLM strategy
02Core functions comprising VAAP
03Ecosystem strategy
04Evolution of the revenue model
05Industry-specific Voice AI Agents
06Business-specific Voice AI Agents
07Marketplace
08Partner ecosystem
09Agent development platform
10Technology Partnerships
11Sales Partnership
12Joint development
13Strategic Investment
Plan assumptionsImproved performance of large language models (LLMs), Significant decline in inference costs, Rapid spread of open-source models, Rapid commoditization of AI models themselves, Competition is shifting from owning and developing AI models to building AI Agent Platforms capable of optimally implementing multiple AI models in enterprise operations and continuously improving them
| Item | Details |
|---|---|
| Plan name | VAAP Strategy |
| Progress against the plan | Formulated |
| Plan assumptions | Improved performance of large language models (LLMs), Significant decline in inference costs, Rapid spread of open-source models, Rapid commoditization of AI models themselves, Competition is shifting from owning and developing AI models to building AI Agent Platforms capable of optimally implementing multiple AI models in enterprise operations and continuously improving them |
| Key initiatives | Multi-LLM strategy, Core functions comprising VAAP, Ecosystem strategy, Evolution of the revenue model, Industry-specific Voice AI Agents, Business-specific Voice AI Agents, Marketplace, Partner ecosystem, Agent development platform, Technology Partnerships, Sales Partnership, Joint development, Strategic Investment |
| Date of board resolution | 14 August 2026 |
| Publication date | 14 August 2026 |
Items this document does not state (19)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalSize of the Target MarketRisks identified
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.In the generative AI market, LLM performance is improving, inference costs are declining, and open-source models are becoming more widespread. As a result, AI models themselves are expected to become commoditized, with competition shifting toward AI Agent Platforms capable of implementing and operating multiple AI models in enterprise operations. Regarding the FDE business, the integration of development, operations and AI implementation capabilities has advanced through 3 M&A transactions and the expansion of the business platform, establishing the foundation required to launch the business.
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