Polarization in the ICT investment environment
First written in FY2017-Q1. 16 of 35 entries say "Reframed", first in FY2018-Q1. Latest entry: 2026-11-11.
No other company in this theme has enough history to compare yet.
- 2026-11-11ReframedResults
「特に、生成AIをはじめとするAI関連技術の活用、クラウドサービスの導入、基幹システムのモダナイゼーションなど、企業の生産性向上及び競争力強化を目的としたICT投資需要は堅調に推移しております。」
ICT投資需要の要因として、生成AI、クラウドサービス、基幹システムのモダナイゼーションを明示している。 - FY2028-H1ReframedAnnual report
「In the ICT (information and communications technology) industry, which is our business domain, demand for solutions through digital transformation remains on the rise, driven by the worsening labor shortage, the need to improve operational processes, and stronger information security measures. In particular, demand for ICT investment aimed at improving corporate productivity and strengthening competitiveness, including the use of AI-related technologies such as generative AI, the adoption of cloud services, and the modernization of core systems, remains firm.」
The explanation of the ICT investment environment has broadened from labor shortages, digital transformation and software renewal to include demand involving generative AI, cloud adoption, core system modernization and information security. - FY2026ReframedAnnual report
「In the ICT (information and communications technology) industries in which our company operates, demand for solutions delivered through DX is increasing further as a way to address corporate challenges such as the worsening labor shortage and the need to improve business-process efficiency. In particular, demand for ICT investment aimed at improving productivity and strengthening competitiveness, including new AI-enabled IT technologies and software upgrades, has remained firm.」
In addition to DX and software investment, the ICT investment environment explicitly identifies labor shortages, AI, and efforts to improve productivity and competitiveness as demand drivers. - 2026-05-13ReframedResults
「In particular, demand for ICT investment aimed at improving corporate productivity and strengthening competitiveness, including new IT technologies using AI and software upgrades, has remained solid.」
ICT投資需要の説明を、人手不足・DXに加え、AI活用、ソフトウェア刷新、生産性・競争力強化へ整理している。 - FY2027-H1ReframedAnnual report
「In the ICT (information and communications technology) industries in which our company operates, demand for solutions delivered through DX is increasing as a way to address corporate challenges such as the worsening labor shortage and the need to improve business-process efficiency. In particular, demand for ICT investment aimed at improving productivity and strengthening competitiveness, including the introduction and upgrading of new IT technologies and software using AI, has remained firm.」
In addition to the existing demand for DX and software investment, the ICT investment environment explicitly identifies responses to labor shortages, AI-enabled technologies, and efforts to improve corporate productivity and competitiveness as demand drivers. - FY2025ReframedAnnual report
「Among companies, ICT demand, including migration to cloud services, growing demand for DX, and the introduction and upgrading of software to support the digitization of business operations, has remained firm.」
The description of the ICT investment environment has been updated to identify cloud migration and responses to labor shortages as demand drivers in addition to DX and software investment. - FY2026-H1ReframedAnnual report
「In the ICT (information and communications technology) industries in which our company operates, corporate demand for IT investment has remained firm, driven by the shift to cloud services, growing demand for DX, and the introduction and upgrading of software to address the worsening labor shortage and the digitization of business operations.」
In addition to the existing demand for DX and software investment, the ICT investment environment explicitly identifies addressing labor shortages, migration to the cloud, and software implementation and upgrades as demand drivers. - FY2024RestatedAnnual report
「In the ICT (information and communications technology) industries in which our company operates, corporate demand for IT investment has remained firm, driven by the further acceleration of DX following the COVID-19 pandemic, the launch of the Invoice System, the amendments to the Electronic Books Preservation Act that took effect in January 2024, and software upgrades to support the digitization of business operations.」
The market continues to be characterized by firm IT investment demand driven by the expansion of DX, the Invoice System, amendments to the Electronic Books Preservation Act and software upgrades. - FY2024-Q4ReframedAnnual report
「In the ICT (information and communications technology) industries in which our company operates, demand for software investment accompanying the acceleration of business digitization, as well as IT investment for corporate DX (*1), remained firm, partly due to the launch of the Invoice System and the amendments to the Electronic Books Preservation Act that took effect in January 2024.」
The ICT investment environment now includes the launch of the Invoice System and amendments to the Electronic Books Preservation Act as regulatory-compliance factors in addition to the existing demand for DX and software investment. - FY2024-Q2RestatedAnnual report
「In the ICT (information and communications technology) industries in which our group operates, demand for software investment accompanying the acceleration of digitization and for corporate DX (*1)-related IT investment remained firm.」
The description continues to characterize the market environment as one in which demand for IT investment associated with digitization, software investment and corporate DX remains firm. - FY2023RestatedAnnual report
「The acceleration of digitization resulting from changes in living conditions caused by the spread of infections kept demand for corporate DX (*1) and IT investment aimed at improving productivity firm.」
The description of the previous ICT investment environment states that demand for IT investment aimed at advancing DX and improving productivity remained firm. - FY2023-Q3ReframedAnnual report
「In the ICT (information and communications technology) industries in which our group operates, we have worked to meet growing demand for more efficient ways to use digital and paperless systems as interest in DX (digital transformation) (*1) and cloud services has risen further.」
The description of the ICT market has been restructured around rising interest in DX and cloud services and demand for efficient use enabled by digitization and paperless operations, rather than the previous environment in which telework and the postponement of large-scale capital investment coexisted. - FY2023-Q2ReframedAnnual report
「In the ICT (information and communications technology) industries in which our group operates, the spread of digital transformation resulting from the prolonged COVID-19 pandemic has changed information management operations, including telework activities and the migration of data to the cloud. New demand is emerging for more efficient ways to use such systems, and this demand is expected to remain firm. Meanwhile, new and large-scale capital investment remains sluggish because of concerns about the complex and unstable conditions described above.」
The ICT investment environment has been recharacterized as one in which new demand generated by DX, telework and cloud migration coexists with sluggish new and large-scale capital investment. - FY2022ReframedAnnual report
「In the ICT (information and communications technology) industries in which our group operates, capital investment remains sluggish because of concerns about the uncertain outlook. However, demand for investment, including telework and BCP measures, is gradually recovering as digital transformation becomes more deeply embedded as social infrastructure in the wake of the COVID-19 pandemic.」
The market environment has been recharacterized as one in which sluggish capital investment and caution about the outlook coexist with a gradual recovery in telework- and BCP-related investment as DX becomes more widespread. - FY2022-Q3RestatedAnnual report
「In the ICT (information and communications technology) industries in which our group operates, demand for investment in infrastructure, including telework and BCP measures resulting from the prolonged COVID-19 pandemic, has run its course. Concerns over weaker corporate earnings due to the risk of a resurgence in infections have also led to the continued postponement of large-scale capital investment.」
The ICT investment environment remains characterized by the coexistence of waning demand for telework- and BCP-related investment, concerns over weaker corporate earnings due to a resurgence of infections, and the postponement of large-scale capital investment. - FY2022-Q2WorsenedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, investment demand for infrastructure, including telework and BCP measures, had run its course as the COVID-19 pandemic persisted, while there were signs that large-scale capital investment was being postponed due to the impact of worsening corporate earnings accompanying the resurgence of infections.」
Demand for investment in telework- and BCP-related infrastructure has run its course, and the market environment is deteriorating as weaker corporate earnings due to a resurgence of infections coincide with the postponement of large-scale capital investment. - FY2022-Q1RestatedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, the prolonged COVID-19 pandemic accelerated the adoption and entrenchment of corporate digital transformation. Investment demand as a means of growth and competition, including the creation of new digital services and telework and BCP measures, increased and remained firm. On the other hand, activity remained sluggish, including the postponement of new and large-scale capital investment, due to the impact on corporate earnings of the pandemic's repeated expansion and subsidence.」
The company continues to describe ICT investment conditions in which increased investment related to DX, telework and BCP coexists with the postponement of new and large-scale capital investment. - FY2021-Q3RestatedAnnual report
「As the prolonged COVID-19 pandemic accelerated adaptation to the new normal and the adoption of digital transformation, investment demand, including for telework and BCP measures, remained firm. At the same time, activity remained sluggish, including the postponement of new and large-scale capital investment, amid caution over the uncertain timing of the pandemic's end.」
The company continues to describe market conditions in which robust demand for adapting to the new normal and digital transformation, and for telework and BCP investment, coexists with the postponement of new and large-scale capital investment. - FY2021-Q2ReframedAnnual report
「As the COVID-19 pandemic persisted, demand for investment in telework, BCP measures and other infrastructure to balance infection control with economic activity accelerated. On the other hand, corporate activity continued to stagnate due to infection-control measures, and there were signs that large-scale capital investment was being postponed.」
ICT investment conditions have been reorganized as a situation in which accelerating investment in telework and BCP measures coexists with stagnation in corporate activity and postponement of large-scale capital investment due to infection-control measures. - FY2021-Q1ReframedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, corporate activity stagnated due to infection-control measures, and there were signs that recently planned capital investment was being postponed. On the other hand, initiatives to adopt new working arrangements, such as telework systems, progressed as measures against COVID-19. Investment related to telework also began to accelerate, supported by expanded IT-related promotional subsidies from government agencies and related organizations.」
The description of the ICT market has been reorganized into two directions: stagnation in corporate activity and postponement of capital investment due to infection-control measures, alongside accelerating telework investment, in addition to the previously described institutional support and productivity improvement. - FY2020-Q3RestatedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, the maximum amount available under the Ministry of Economy, Trade and Industry's “IT Introduction Subsidy” increased substantially. As ICT use helps address labor shortages by reducing the labor required for operations and improving the efficiency of business processes, momentum is also accelerating to pursue both economic development through higher value-added existing services and products and the creation of new services and products.」
The company continues to address ICT market conditions involving expanded IT Introduction Subsidies, responses to labor shortages, higher value added for existing products and the creation of new services. - FY2020-Q2RestatedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, the maximum amount available under the Ministry of Economy, Trade and Industry's “IT Introduction Subsidy” increased substantially. As ICT use helps address labor shortages by reducing the labor required for operations and improving the efficiency of business processes, momentum is also accelerating to pursue both economic development through higher value-added existing services and products and the creation of new services and products.」
The company continues to describe ICT market conditions involving expanded IT Introduction Subsidies, responses to labor shortages, higher value added for existing products and the creation of new services. - FY2020-Q1ReframedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, the maximum amount available under the Ministry of Economy, Trade and Industry's “IT Introduction Subsidy” increased substantially. As ICT use helps address labor shortages by reducing the labor required for operations and improving the efficiency of business processes, momentum is also accelerating to pursue both economic development through higher value-added existing services and products and the creation of new services and products.」
The description of the ICT market has been reorganized from government support and collaboration to the expansion of IT Introduction Subsidies, responses to labor shortages, higher value added for existing products and the creation of new services. - FY2019RestatedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, the need to improve labor productivity and enable flexible working arrangements increased, and the market focused on the keywords “business process improvement” and “work-style reform” expanded.」
The company describes the expansion of the ICT market centered on higher labor productivity, flexible working arrangements, business process improvement and work-style reform. - FY2019-Q3RestatedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, the need to improve labor productivity and enable flexible working arrangements is increasing, and the market focused on the keywords “business process improvement” and “work-style reform” is tending to expand.」
The company continues to describe the expansion trend in the ICT market centered on higher labor productivity, flexible working arrangements, business process improvement and work-style reform. - FY2019-Q2RestatedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, the need to improve labor productivity and enable flexible working arrangements is increasing, and the market focused on the keywords “business process improvement” and “work-style reform” is tending to expand.」
The company continues to describe the expansion trend in the ICT market centered on higher labor productivity, flexible working arrangements, business process improvement and work-style reform. - FY2019-Q1ReframedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, the need to improve labor productivity and enable flexible working arrangements is increasing, and the market focused on the keywords “business process improvement” and “work-style reform” is tending to expand.」
The description of the ICT market has been reorganized from government investment and cross-sector collaboration to market expansion centered on labor productivity, flexible working arrangements and business process improvement. - FY2018RestatedAnnual report
「In response to companies' diversifying innovation needs amid government promotion and support for ICT investment, cross-sector collaboration and alliances spanning hardware, software, system development, communications and consulting became more active, and efforts to develop new technologies and services by combining the knowledge, expertise and business platforms of the respective parties accelerated. In addition, particularly among large and mid-sized companies, momentum increased to invest actively in new technologies and services to strengthen competitiveness, rather than focusing solely on containing costs.」
The company continues to describe cross-sector collaboration and alliances against a backdrop of government support for ICT investment, together with corporate investment to strengthen competitiveness, as market conditions. - FY2018-Q3RestatedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, cross-sector collaboration and alliances spanning hardware, software, system development, communications and consulting are becoming more active in response to companies' diversifying innovation needs amid government promotion and support for ICT investment. Efforts to develop new technologies and services by combining the knowledge, expertise and business platforms of the respective parties are accelerating. In addition, particularly among large and mid-sized companies, there is growing momentum to invest actively in new technologies and services to strengthen competitiveness, rather than focusing solely on containing costs.」
The company continues to describe cross-sector collaboration and alliances against a backdrop of government support for ICT investment, together with corporate investment to strengthen competitiveness, as market conditions. - FY2018-Q2Added corporate investment to strengthen competitivenessAnnual report
「In addition, particularly among large and mid-sized companies, there is growing momentum to invest actively in new technologies and services to strengthen competitiveness, rather than focusing solely on containing costs.」
In addition to the previously described cross-sector collaboration and alliances, the company has added the market trend of companies investing in new technologies and services to strengthen competitiveness. - FY2018-Q1ReframedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, cross-sector collaboration and alliances spanning hardware, software, system development, communications and consulting are becoming more active in response to companies' diversifying innovation needs amid government promotion and support for ICT investment. Efforts to develop new technologies and services by combining the knowledge, expertise and business platforms of the respective parties are accelerating.」
The description of ICT investment conditions has been reorganized from polarization between government and corporate investment to corporate demand for innovation against a backdrop of government support, and cross-sector collaboration and alliances. - FY2017SoftenedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the Group, government efforts to promote and support ICT investment intensified, while interest in the use of IoT (*1) and security measures increased.」
This disclosure focuses on government support for ICT investment and demand for IoT and security, and does not mention the cautious stance on corporate capital investment described previously. - FY2017-Q3RestatedAnnual report
「While government agencies are stepping up efforts to promote ICT investment and interest in security measures is rising, companies are taking a cautious approach to capital investment overall amid concerns about the economic outlook.」
The company continues to describe government ICT investment and security demand, together with companies' cautious stance on capital investment, as market conditions. - FY2017-Q2RestatedAnnual report
「In the ICT (information and communications technology) industry, which is the business domain of the company, government agencies are stepping up efforts to promote ICT investment and interest in security measures is rising, while companies are taking a cautious approach to capital investment overall amid concerns about the economic outlook.」
The company continues to describe government ICT investment and security demand, together with companies' cautious stance on capital investment, as market conditions. - FY2017-Q1First statedAnnual report
「While government agencies are stepping up efforts to promote ICT investment and interest in security measures is rising, companies are taking a cautious approach to capital investment overall amid concerns about the economic outlook.」
The statement presents ICT investment and security demand from government agencies alongside companies' cautious stance on capital investment.