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System Research (3771) · RiskFirst stated

Risk of In-House Development and Lower Contract Development Rates Driven by Generative AI

First written in FY2026. . Latest entry: FY2026.

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Same theme, other companies
Declining demand for outsourced development due to RPA and customer insourcingA theme 9 companies write about · 10 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 1 of 6 companies on the "Worse" side.

0 other companies' latest entry also says "First stated".

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  1. FY2026First statedAnnual report

    「As the use of AI is expected to improve development productivity going forward, in the traditional contract development business, which generates revenue by providing development teams on a person-month basis, the trend toward in-house development among client companies and pressure to reduce development unit prices may intensify, potentially affecting the company's business performance and other aspects of its operations.」

    The company identified as a new risk the possibility that advances in generative AI will accelerate in-house development by client companies and reduce contract development unit prices, affecting revenue from its traditional person-month-based contract development business.
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System Research's next results are scheduled for 2026-10-28. Read the earnings preview
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