Komori
Globe-ing (277A) · FactRestated

Strong Consulting Demand Driven by AI and DX

First written in FY2025-H1. 6 of 8 entries say "Restated". Latest entry: 2026-10-15.

8entries
2years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2025-H1 – 2026-04-14Restated2026-07-15 – 2026-10-152025: 220252026: 62026
Same theme, other companies
Expansion of the Domestic Consulting and DX MarketA theme 13 companies write about · 0 as a headwind · 13 as a tailwind

The whole theme swung hardest in 2025: 1 of 10 companies on the "Worse" side.

6 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15RestatedEarnings

    「このような環境下において、当社グループの事業領域では、DX(デジタルトランスフォーメーション)支援に対する需要が引き続き堅調に推移しました。特に国内企業においては、デジタル化の遅れを背景に、業務変革支援のニーズが根強く、また、デジタルビジネスの運営段階に入った企業からは、運用最適化や生成AIを活用したAIの業務実装支援などのコンサルティング需要が拡大しています。」

    DX、業務変革、運用最適化および生成AIの業務実装支援に関するコンサルティング需要の堅調・拡大を再確認している。
  2. FY2026RestatedAnnual report

    「Demand for DX (digital transformation) support remains strong, particularly among domestic companies, where needs for transformation support remain robust due to delays in digitization. Consulting demand is also expanding among companies that have moved ahead into the operational phase of digital businesses, including demand for operational optimization, data utilization, and AI utilization and implementation support.」

    The continued and expanding consulting demand related to DX, data utilization, and AI utilization and implementation support is reaffirmed.
  3. FY2026-H1RestatedAnnual report

    「Domestic companies in particular continue to have strong needs for business transformation support due to delays in digitization, while companies that have entered the operational phase of digital businesses generated growing demand for consulting services, including support for optimizing operations and implementing AI.」

    The market view that consulting demand related to business transformation, operational optimization, and AI implementation support at domestic companies remains firm and is expanding continues to be expressed.
  4. FY2025RestatedAnnual report

    「Demand for DX (digital transformation) support remained firm. Domestic companies in particular continue to have strong needs for business transformation support due to delays in digitization, while companies that have entered the operational phase of digital businesses are generating growing demand for consulting services, including support for optimizing operations and implementing AI.」

    The market view that demand for DX support remains firm and that consulting demand, including AI implementation support, is expanding continues to be expressed.
  5. FY2025-H1First statedAnnual report

    「Japanese companies are actively pursuing initiatives to create new business opportunities and enhance corporate value in order to strengthen their competitiveness. They are positioning the use of AI and digital transformation at the center of their corporate strategies, and demand for the consulting industry is expected to remain high.」

    The market view is that demand for consulting services remains high, driven by companies' use of AI and DX.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Globe-ing yet. It last moved in the Earnings of 2026-10-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.