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ULS Group (3798) · FactAdvanced

Continued Growth in IT Investment

First written in FY2017-Q1. 21 of 36 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-08-12.

36entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorse2016: 220162017: 420172018: 320182019: 420192020: 420202021: 320212022: 420222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Continued IT investment aimed at corporate growth and stronger competitivenessA theme 35 companies write about · 0 as a headwind · 35 as a tailwind

The whole theme swung hardest in 2020: 4 of 19 companies on the "Worse" side.

1 other company's latest entry also says "Advanced".

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 35 companies compared. The sentences above are computed from all 35.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-12AdvancedEarnings

    「In fiscal 2026, IT investment is expected to remain on an expansionary trend, particularly among companies advancing DX and AX (AI transformation).」

    The company stated that IT investment is expected to continue expanding among companies advancing AX in addition to DX.
  2. FY2026AdvancedAnnual report

    「The shift towards the digitalisation of overall socioeconomic activity is expected to accelerate further against a backdrop of advances in digital innovation, including AI, and a declining working population. IT investment is expected to continue expanding, particularly among companies promoting DX and, increasingly, AX (AI transformation).」

    It broadened the explanation of expanding IT investment from DX to AX and indicated that growth is expected to continue, driven by digital innovation such as AI.
  3. 2026-05-13AdvancedEarnings

    「IT investment is expected to remain on an expansionary trend, particularly among companies advancing DX and AX (AI transformation).」

    The outlook for expanding IT investment was presented as including AX (AI transformation) in addition to DX.
  4. FY2026-H1AdvancedAnnual report

    「In the DX (digital transformation) consulting market, the Group's business domain, IT investment is expected to continue expanding, particularly among companies promoting DX. This is reflected in the 10.7% year-on-year increase in software investment planned by large companies across all industries in the September BOJ Tankan survey's fiscal 2025 capital investment plans.」

    It explained that software investment by large companies across all industries increased 10.7% year on year in fiscal 2025, and that IT investment is expected to continue expanding, particularly among companies promoting DX.
  5. FY2025RestatedAnnual report

    「Demand has remained very strong in the digital transformation consulting market, the Group's business domain, as the broader digitalization of socioeconomic activity has coincided with growing demand for advanced IT technologies such as AI.」

    It explained that strong demand for the DX consulting market continues, driven by the digitalisation of society as a whole and demand for advanced IT technologies such as AI.
  6. FY2025-H1AdvancedAnnual report

    「In the digital transformation consulting market, the Group's business domain, software investment by large enterprises across all industries in the September Bank of Japan Tankan survey's FY2024 capital investment plan and other indicators increased 14.8% year on year, and IT investment is expected to continue expanding, particularly among companies pursuing digital transformation.」

    The Company explained that software investment by large enterprises across all industries in FY2024 increased 14.8% year on year, and that IT investment is expected to continue expanding, particularly among companies pursuing digital transformation.
  7. FY2024RestatedAnnual report

    「Demand has remained strong in the digital transformation consulting market, the Group's business domain, against a backdrop of the broader digitalization of socioeconomic activity and growing momentum behind the adoption of advanced technologies such as generative AI.」

    The Company explained that demand for digital transformation consulting remained strong against a backdrop of the digitalization of socioeconomic activity and the adoption of advanced technologies such as generative AI.
  8. FY2024-Q3SoftenedAnnual report

    「In the information services industry to which the Group belongs, the software investment amount for large enterprises across all industries in the FY2023 capital investment plan and other indicators (the same Tankan survey) declined from a 13.6% year-on-year increase in the previous September survey to 12.3%, but IT investment continued to expand at a high level, particularly among companies pursuing digital transformation.」

    The outlook for growth in FY2023 software investment was revised downward from 13.6% to 12.3%. Meanwhile, IT investment continued to expand at a high level, particularly among companies pursuing digital transformation.
  9. FY2024-Q2AdvancedAnnual report

    「The software investment amount for large enterprises across all industries in the FY2023 capital investment plan and other indicators (the same Tankan survey) increased from a 12.5% year-on-year increase in the previous survey to 13.6%, and the trend toward increased IT investment is expected to continue, particularly among companies pursuing digital transformation.」

    The outlook for growth in FY2023 software investment increased from 12.5% to 13.6%, and the trend toward increased IT investment is expected to continue, particularly among companies pursuing digital transformation.
  10. FY2024-Q1AdvancedAnnual report

    「The software investment amount for large enterprises across all industries in the FY2023 capital investment plan and other indicators (the same Tankan survey) was set to surge from a 6.0% year-on-year increase in the previous survey to a 12.4% increase. Companies pursuing digital transformation have maintained their proactive stance toward IT investment, and the trend toward increased IT investment is expected to continue in FY2023.」

    The outlook for growth in FY2023 software investment surged from 6.0% to 12.4%, and the trend toward increased IT investment is expected to continue, particularly among companies pursuing digital transformation.
  11. FY2023RestatedAnnual report

    「Demand has remained very strong in the IT market in which the Group operates, particularly in the digital transformation consulting market, which supports corporate and organizational transformation through the use of advanced digital technologies, in both the private and public sectors.」

    The Company explained that demand for digital transformation consulting remained very strong in both the private and public sectors.
  12. FY2023-Q3AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2022 software investment plan increased from a 16.9% year-on-year increase in the previous survey to a 17.0% increase (see the December Bank of Japan Tankan survey: software investment plan, large enterprises, all industries), and IT investment continued to expand at a high level, particularly among companies pursuing digital transformation.」

    The outlook for growth in the FY2022 software investment plan increased from 16.9% to 17.0%, and IT investment continued to expand at a high level, particularly among companies pursuing digital transformation.
  13. FY2023-Q2AdvancedAnnual report

    「The software investment amount for large enterprises across all industries in the FY2022 capital investment plan and other indicators (the same Tankan survey) increased from a 13.8% year-on-year increase in the previous survey to 16.9%, and the trend toward increased IT investment continued, particularly among companies pursuing digital transformation.」

    The outlook for growth in software investment in FY2022 increased from 13.8% to 16.9%, and the trend toward increased IT investment continued, particularly among companies pursuing digital transformation.
  14. FY2023-Q1AdvancedAnnual report

    「In the information services industry to which the Company belongs, the software investment amount for large enterprises across all industries in the FY2022 capital investment plan and other indicators (the same Tankan survey) was set to surge from a 5.7% year-on-year increase in the previous survey to a 13.8% increase. Companies pursuing digital transformation have maintained their proactive stance toward IT investment, and IT investment in the corporate sector is expected to continue expanding in FY2022.」

    The outlook for growth in software investment in FY2022 surged from 5.7% to 13.8%, and the trend toward increased IT investment by companies pursuing digital transformation is expected to continue.
  15. FY2022IT market buoyant on accelerated digital transformationAnnual report

    「The IT market in which the Group operates has been buoyant as digital transformation across social activities as well as corporate activities has accelerated.」

    The Company explained that the IT market was buoyant against a backdrop of accelerated digital transformation across social activities.
  16. FY2022-Q3SoftenedAnnual report

    「In the information services industry to which the Company belongs, the FY2021 software investment plan was revised downward from a 12.9% year-on-year increase in the previous survey to a 12.3% increase (see the December Bank of Japan Tankan survey: software investment plan, large enterprises, all industries), but remained at an exceptionally high level compared with typical years. Resilient corporate-sector IT investment continued as more companies pursued digital transformation to strengthen their business competitiveness by using cutting-edge IT technologies.」

    The growth rate of the FY2021 software investment plan was revised downward from 12.9% to 12.3%. Meanwhile, it remained exceptionally high compared with typical years, and resilient IT investment continued as more companies pursued digital transformation.
  17. FY2022-Q2SoftenedAnnual report

    「Although the FY2021 software investment plan was revised downward from a 14.3% year-on-year increase in the previous survey to a 12.9% increase (see the September Bank of Japan Tankan survey: software investment amount, large enterprises, all industries), it still indicated investment growth at a high level. The trend toward expansion in the IT market continued, supported by increased IT investment by companies pursuing digital transformation to strengthen their business competitiveness through cutting-edge IT technologies.」

    The growth rate of the FY2021 software investment plan was revised downward from 14.3% to 12.9%, slowing the pace of growth. Meanwhile, it remained at a high level, and the trend toward IT market expansion continued against a backdrop of companies pursuing digital transformation.
  18. FY2022-Q1AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2021 software investment plan surged from a 5.7% year-on-year increase in the previous survey to a 14.3% increase (see the June Bank of Japan Tankan survey: software investment amount, large enterprises, all industries). The trend toward increased IT investment continued as more companies pursued digital transformation to strengthen their business competitiveness by using advanced IT technologies.」

    The growth rate of the FY2021 software investment plan surged from 5.7% to 14.3%, and the trend toward increased IT investment continued against a backdrop of digital transformation.
  19. FY2021-Q3SoftenedAnnual report

    「In the information services industry to which the Company belongs, the FY2020 software investment plan was revised downward from a 6.7% year-on-year increase in the previous survey to a 3.6% increase (see the December Bank of Japan Tankan survey: software investment plan, large enterprises, all industries), but remained in positive territory. Despite worsening business sentiment, resilient IT investment by the corporate sector continued as more companies pursued digital transformation to strengthen their business competitiveness by using cutting-edge IT technologies.」

    The growth rate of the FY2020 software investment plan was revised downward from 6.7% in the previous survey to 3.6%, slowing the pace of growth. Meanwhile, it remained in positive territory, and resilient IT investment continued as more companies pursued digital transformation.
  20. FY2021-Q2AdvancedAnnual report

    「In the information services industry to which the Group belongs, the FY2020 software investment plan was revised upward from a 3.0% year-on-year increase in the previous survey to a 6.7% increase (see the September Bank of Japan Tankan survey: software investment amount, large enterprises, all industries). Although business sentiment continued to deteriorate, the recovery in IT investment was pronounced as more companies pursued digital transformation to strengthen their business competitiveness by using cutting-edge IT technologies.」

    The growth rate of the FY2020 software investment plan was revised upward from 3.0% to 6.7%, and the recovery in IT investment was pronounced as more companies pursued digital transformation.
  21. FY2021-Q1AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2020 software investment plan showed a solid outlook, rising from a 0.9% year-on-year increase in the previous survey to a 3.0% increase (see the June Bank of Japan Tankan survey: software investment amount, large enterprises, all industries), in contrast to the sharp deterioration in business sentiment, indicating that corporate IT investment remains resilient.」

    The FY2020 software investment plan was revised upward from a 0.9% increase in the previous survey to 3.0%, indicating that corporate IT investment remained resilient despite the sharp deterioration in business sentiment.
  22. FY2020ReframedAnnual report

    「The strategic IT investment sector, the consulting business's domain and one that supports the competitive advantages of customer companies, is expected to continue expanding steadily over the medium to long term as strategic IT investment becomes increasingly important to corporate management and many companies step up their initiatives in the area commonly referred to as digital transformation.」

    The focus shifted from an explanation centered on survey figures for conventional software investment plans to the medium- to long-term expansion of the strategic IT investment sector against a backdrop of companies stepping up their digital transformation efforts.
  23. FY2020-Q3SoftenedAnnual report

    「In the information services industry to which the Company belongs, the FY2019 software investment plan was revised downward from a 9.6% year-on-year increase in the previous survey to a 6.6% increase (see the December Bank of Japan Tankan survey: software investment plan, large enterprises, all industries), but remained at a high level. Despite worsening business sentiment, the trend toward increased IT investment continued as more companies pursued digital transformation to strengthen their business competitiveness by using cutting-edge IT technologies.」

    The FY2019 software investment plan was revised downward from a 9.6% increase to 6.6%, slowing the pace of growth. Meanwhile, the plan remained at a high level, and the trend toward increased IT investment continued as more companies pursued digital transformation.
  24. FY2020-Q2SoftenedAnnual report

    「In the information services industry to which the Group belongs, the FY2019 software investment plan was revised downward from a 10.6% year-on-year increase in the previous survey to a 9.6% increase (see the September Bank of Japan Tankan survey: software investment amount, large enterprises, all industries), although the revision was small. Despite worsening business sentiment, the trend toward increased IT investment has become more pronounced as more companies pursue digital transformation to strengthen their business competitiveness by using cutting-edge IT technologies.」

    The growth rate of the FY2019 software investment plan was revised downward from 10.6% to 9.6%, but the revision was small. The trend toward increased IT investment remained pronounced as more companies pursued digital transformation.
  25. FY2020-Q1AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2019 software investment plan was substantially revised upward from a 3.3% year-on-year increase in the previous survey to a 10.6% increase (see the June Bank of Japan Tankan survey: software investment amount, large enterprises, all industries), making the trend toward increased IT investment highly pronounced.」

    The growth rate of the FY2019 software investment plan was substantially revised upward from 3.3% to 10.6%, making the trend toward increased IT investment highly pronounced.
  26. FY2019AdvancedAnnual report

    「Against a backdrop of more customer companies investing in rationalization and labor-saving measures and adopting new IT technologies to strengthen their competitiveness, demand remained very strong throughout the year for consulting on information systems investments that support the competitive advantages of customer companies, the Group's area of expertise, in the strategic IT investment sector, and business performance remained stronger than in an average year.」

    The Company explained that the number of customer companies investing in rationalization and labor-saving measures and adopting new IT technologies had increased, resulting in very strong demand throughout the year for consulting in the strategic IT investment sector.
  27. FY2019-Q3AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2018 software investment plan was revised upward from a 7.3% year-on-year increase in the previous survey to a 9.0% increase (see the Bank of Japan Tankan survey: software investment plan, large enterprises, all industries), and the trend toward increased corporate IT investment continued, supported by improvements in corporate finances in recent years.」

    The growth rate of the FY2018 software investment plan was revised upward from 7.3% in the previous survey to 9.0%, and the trend toward increased corporate IT investment continued.
  28. FY2019-Q2SoftenedAnnual report

    「In the information services industry to which the Group belongs, the FY2018 software investment plan was revised downward from an 8.4% year-on-year increase in the previous survey to a 7.3% increase (see the Bank of Japan Tankan survey: software investment amount, large enterprises, all industries), although the revision was small. Despite the previously mentioned deterioration in business sentiment, the trend toward increased IT investment has continued, supported by growing interest in large-scale IT infrastructure upgrades and increased investment in labor-saving measures following improvements in companies' finances in recent years.」

    The growth rate of the FY2018 software investment plan was revised downward from 8.4% to 7.3%, slowing the pace of IT investment growth. The overall trend toward increased investment continued, supported by large-scale IT infrastructure upgrades and labor-saving investment.
  29. FY2019-Q1AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2018 software investment plan was substantially revised upward from a 5.4% year-on-year increase in the previous survey to an 8.4% increase (see the June Bank of Japan Tankan survey: software investment amount, large enterprises, all industries), making the trend toward increased IT investment even more pronounced.」

    The growth rate of the FY2018 software investment plan was substantially revised upward from 5.4% in the previous survey to 8.4%, making the trend toward increased IT investment even more pronounced.
  30. FY2018-Q3AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2017 software investment plan was revised upward from a 5.3% year-on-year increase in the previous survey to a 6.4% increase (see the Bank of Japan Tankan survey: software investment plan, large enterprises, all industries), and strong corporate IT investment continued.」

    The growth rate of the FY2017 software investment plan was revised upward from 5.3% in the previous survey to 6.4%, and corporate IT investment remained strong.
  31. FY2018-Q2AdvancedAnnual report

    「In the information services industry to which the Group belongs, the FY2017 software investment plan was revised upward from a 5.0% year-on-year increase in the previous survey to a 5.3% increase (see the Bank of Japan Tankan survey: software investment amount, large enterprises, all industries), and the trend toward increased IT investment continued.」

    The FY2017 software investment plan was revised upward from a 5.0% increase in the previous survey to 5.3%, and the trend toward increased IT investment continued.
  32. FY2018-Q1AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2017 software investment plan was revised upward from a 1.8% year-on-year increase in the previous survey to a 5.0% increase (see the June Bank of Japan Tankan survey: software investment amount, all industries), making the trend toward increased IT investment more pronounced.」

    The growth rate of the FY2017 software investment plan was revised upward from 1.8% to 5.0%, making the trend toward increased IT investment more pronounced.
  33. FY2017DroppedAnnual report
    The securities report does not contain the specific reference to the growth rate of the software investment plan in the Bank of Japan Tankan survey that was included in the quarterly report.
  34. FY2017-Q3AdvancedAnnual report

    「In the information services industry to which the Company belongs, the FY2016 software investment plan was revised upward from a 4.0% year-on-year increase in the previous survey to a 4.7% increase (see the Bank of Japan Tankan survey: software investment plan, large enterprises, all industries), indicating that corporate IT investment is also recovering.」

    The Company explained that the growth rate was revised upward from 4.0% in the previous quarter to 4.7%, indicating that customer companies' IT investment had shifted from a cautious, slowing phase toward recovery.
  35. FY2017-Q2SoftenedAnnual report

    「In the information services industry to which the Group belongs, the pace of growth in the FY2016 software investment plan slowed from a 5.3% year-on-year increase in the previous survey to a 4.0% increase (see the Bank of Japan Tankan survey: software investment amount, large enterprises, all industries), with some signs of more cautious investment by customer companies.」

    The growth rate of the FY2016 software investment plan fell from 5.3% in the previous survey to 4.0%. Although the trend toward increased IT investment remained intact, its pace slowed.
  36. FY2017-Q1First statedAnnual report

    「In the information services industry to which the Company belongs, the trend toward increased IT investment has continued broadly, with the software investment plan for FY2016 revised upward from a 1.5% year-on-year increase in the previous survey to a 4.4% increase (see the June Bank of Japan Tankan survey: software investment amount, all industries).」

    The Company explained that the FY2016 software investment plan was revised upward from a 1.5% year-on-year increase to 4.4% in the information services industry, and that the trend toward increased IT investment continues.
Moved together

"Strengthening consultant hiring and development" moved the same way as this thread, in the same document, in 14 of its 36 moves.

141411865★123456
  1. ★This thread
  2. 1Strengthening consultant hiring and development14×
  3. 2Continuous Improvement of Quality Management Methods14×
  4. 3Repeat Orders from Existing Customers and New Customer Development11×
  5. 4Greater uncertainty in the external environment stemming from an economic slowdown, yen appreciation and other factors8×
  6. 5Streamlining and Improving the Efficiency of Management Operations6×
  7. 6Capital investment associated with expanding a subsidiary's office space5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
ULS Group's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings of 2026-08-12: "Advanced".
News
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Continued Growth in IT Investment | ULS Group,Inc. (3798) | Komori