ULS Group (3798) · RiskDropped
Corporate Customers' Increasingly Cautious Stance on IT Investment
First written in FY2017-Q2. 1 of 2 entries say "Dropped", first in FY2017. Latest entry: FY2017.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Fluctuations in Information Technology Investment Trends Due to Uncertainty About Customers’ Future OutlookA theme 16 companies write about · 13 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2020: 6 of 13 companies on the "Worse" side.
2 other companies' latest entry also says "Dropped".
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.
Showing 14 of the 16 companies compared. The sentences above are computed from all 16.Full recordFilings, disclosures and news, newest first
- FY2017DroppedAnnual reportThe annual securities report contains no specific description of customer companies taking a more cautious approach to IT investment, as indicated in the quarterly report.
- FY2017-Q2First statedAnnual report
「There are signs of a somewhat more cautious investment trend among customer companies, including a slowdown in the growth rate of their software investment plans for FY2016, from the 5.3% year-on-year increase in the previous survey to a 4.0% increase (see the Bank of Japan Tankan: Software investment amount, all industries, large enterprises).」
Described the slowdown in the growth rate of customer companies' software investment plans and their cautious investment trend as a new risk in the demand environment. Although the slowdown in investment plans has been quantified, no direct impact on the company's results has been described.