Recovery in Corporate IT Investment and Demand for High-Value-Added Services
First written in FY2017-Q1. 18 of 31 entries say "Restated". Latest entry: 2026-08-13.
Image Information moved to the "Worse" side of this theme in 2024, 2 years before the typical company in this theme (2026).
The whole theme swung hardest in 2020: 4 of 19 companies on the "Worse" side.
17 other companies' latest entry also says "Restated".
- 2026-08-13RestatedEarnings
「In the information and communications industry, investment aimed at addressing labor shortages, improving productivity and increasing operational efficiency has become more active amid advances in generative AI-related technologies, and demand for system upgrades is expected to continue expanding.」
The Company reiterates its expectation of investment to address labor shortages and improve productivity and operational efficiency, together with expanding demand for system upgrades, against a backdrop of advances in generative AI-related technologies. - FY2026ReframedAnnual report
「In the information and communications industry, to which the company belongs, capital investment is expected to expand further, driven by productivity gains from reducing administrative burdens, responses to labor shortages and the expansion of AI investment as technology advances.」
The company has updated its description from demand for digital transformation and IT investment to demand for capital investment driven by labor shortages, productivity gains and expanded AI investment. - FY2026-H1ReframedAnnual report
「In the information and communications industry, to which the company belongs, further expansion of capital investment is expected, driven by the need to address labor shortages, improve productivity by reducing administrative burdens, and expand AI applications as technology advances.」
In addition to the previous expectations for digital transformation and IT investment demand, the company has updated its description of the business environment to include further expansion of capital investment driven by labor shortages, productivity gains and the expansion of AI applications. - FY2025-H1ReframedAnnual report
「Digital transformation-related investment by individual companies has continued to trend upward, particularly in the software sector. Interest in digital transformation is also high among industries and sectors where it had not previously progressed, and adoption is expected to spread further.」
The company has made its description of the business environment more specific, shifting from expectations for digital transformation demand to increased investment in the software sector and expected expansion of adoption among industries and sectors where digital transformation had not previously progressed. - FY2024ReframedAnnual report
「Investment appetite for digital transformation remains high, and demand for IT aimed at strengthening corporate competitiveness and rebuilding business processes has increased.」
The company has updated its description from expectations for investment related to digital transformation to its view of a business environment in which an actual increase in IT demand aimed at strengthening competitiveness and rebuilding business processes has occurred. - FY2024-Q2RestatedAnnual report
「Meanwhile, in the information services industry, the group's main business area, demand related to digital transformation to strengthen businesses and transform business models is increasing, and investment demand for areas essential to future growth is expected to remain strong.」
The company continues to indicate increasing demand related to digital transformation to strengthen businesses and transform business models, as well as expectations for investment demand in growth areas. - FY2024-Q1RestatedAnnual report
「Meanwhile, in the information services industry, the group's main business area, demand related to digital transformation to strengthen businesses and transform business models is increasing, and investment demand for areas essential to future growth is expected to remain strong.」
The company continues to indicate increasing demand related to digital transformation to strengthen businesses and transform business models, as well as expectations for investment demand in areas essential to growth. - FY2023-Q3ReframedAnnual report
「In the information services industry, the group's main business area, interest in digital transformation related to operational efficiency, productivity gains and business model transformation remains high, and IT demand aimed at strengthening corporate competitiveness and rebuilding business processes is expected to remain strong.」
While maintaining expectations for digital transformation demand, the company has specified this as IT demand aimed at strengthening corporate competitiveness and rebuilding business processes. - FY2023-Q2RestatedAnnual report
「In the information services industry, the group's main business area, interest in digital transformation related to operational efficiency, productivity gains and business model transformation remains high, and investment demand is expected to remain strong.」
The company indicates that investment demand related to digital transformation aimed at improving operational efficiency and productivity and transforming business models is expected to remain strong. - FY2023-Q1ReframedAnnual report
「In the information services industry, the group's main business area, demand related to digital transformation to strengthen businesses and transform business models is increasing, and investment demand for areas essential to future growth is expected to remain strong.」
The company has updated its description of the business environment from demand for building IT environments, including for teleworking, to increasing demand related to digital transformation aimed at strengthening businesses and transforming business models, as well as investment demand. - FY2022-Q3ReframedAnnual report
「In the information services industry, the group's main business area, new demand generated by digital transformation to improve corporate productivity and operational efficiency continues to gain momentum, while the industry-wide shortage of human resources has become a significant emerging challenge.」
While maintaining its previous view that digital transformation is driving demand, the company has updated its description of the business environment by also identifying the industry-wide shortage of human resources as a significant emerging challenge. - FY2022-Q2RestatedAnnual report
「Meanwhile, in the information services industry, the group's main business area, following the continued demand since last year for building IT environments for teleworking and distance learning, moves to build IT environments suited to new work styles reflecting the post-COVID-19 era have emerged, and new demand generated by digital transformation to improve corporate productivity and operational efficiency has continued to gain momentum.」
The company reiterates its view that demand for IT environments for teleworking and distance learning, new post-COVID-19 work styles and digital transformation continues to emerge and gain momentum. - FY2022-Q1ReframedAnnual report
「In the information services industry, the group's main business area, in addition to the continued demand since last year for building IT environments for teleworking and distance learning resulting from the spread of COVID-19, moves to build IT environments suited to new work styles reflecting the post-COVID-19 era are beginning to emerge. New demand generated by digital transformation to improve corporate productivity and operational efficiency has also continued to gain momentum.」
The explanation of the business environment has expanded from demand for teleworking and distance learning to demand related to new post-COVID-19 work styles and digital transformation. - FY2021-Q3RestatedAnnual report
「In the information services industry, the group's main business area, new demand generated by digital transformation to improve corporate productivity and operational efficiency has continued to gain momentum. At the same time, demand for building IT environments for teleworking, telemedicine, distance learning and other applications in response to the spread of COVID-19 has also become significant.」
The company reiterates its view that demand for digital transformation and demand for building IT environments in response to COVID-19, including teleworking, telemedicine and distance learning, have emerged. - FY2021-Q1ReframedAnnual report
「In the information services industry, the group's main business area, new demand generated by digital transformation to improve corporate productivity and operational efficiency has continued to gain momentum. At the same time, demand for building IT environments for teleworking, telemedicine, distance learning and other applications in response to the spread of COVID-19 has also become significant.」
The explanation has expanded from the previous view of recovering and firm IT demand to include emerging demand for building IT environments in response to COVID-19, including digital transformation, teleworking, telemedicine and distance learning. - FY2020ReframedAnnual report
「In the information services industry, the group's main business area during the fiscal year, employment conditions and the personal income environment in Japan improved, and corporate IT investment remained firm. Meanwhile, the spread of COVID-19 has had a serious impact on the business activities of domestic companies, casting a major shadow over the economy.」
While maintaining its view that corporate IT investment is firm, the company also notes the serious impact of the spread of COVID-19 on domestic corporate activity. - FY2020-Q3ReframedAnnual report
「Corporate IT investment remains firm as employment conditions and the environment for personal income in Japan show signs of improvement.」
While maintaining its view that the information services industry is on a recovery trend, the company explains the firmness of IT investment as being driven by employment conditions and the personal income environment, rather than corporate earnings. - FY2020-Q2ReframedAnnual report
「In the information services industry, the group's main business area, a gradual recovery has continued, driven by improved corporate earnings.」
The company maintains its view that the information services industry is on a recovery trend, but the explanation has shifted from a recovery in corporate IT investment to one driven by improved corporate earnings. - FY2020-Q1RestatedAnnual report
「In the information services industry, the group's main business area, corporate IT investment is on a recovery trend, but improving margins remains an ongoing challenge.」
The company continues to describe a business environment in which corporate IT investment is on a recovery trend while improving margins remains a challenge. - FY2019RestatedAnnual report
「In the information services industry, the group's main business area, companies in all industries are actively investing in IT, but weak margins persist.」
The company maintains its view of a business environment in which corporate IT investment is active while weak margins continue. - FY2019-Q3RestatedAnnual report
「Corporate IT investment remains firm, but weak margins persist.」
The company maintains its view of a business environment in which corporate IT investment is firm while weak margins continue. - FY2019-Q2RestatedAnnual report
「In the information services industry, the group's main business area during the cumulative second quarter, corporate IT investment is on a recovery trend, but weak margins persist.」
The company maintains its view of a business environment in which corporate IT investment is on a recovery trend while weak margins continue. - FY2019-Q1RestatedAnnual report
「In the information services industry, the group's main business area during the cumulative first quarter, corporate IT investment is on a recovery trend, but improving margins remains an ongoing challenge.」
The company continues to describe a business environment in which corporate IT investment is on a recovery trend while improving margins remains a challenge. - FY2018RestatedAnnual report
「In the information services industry, the group's main business area, companies are actively investing in IT to secure and expand their earnings, but weak margins continue.」
The company maintains its view of a business environment in which corporate IT investment is active while weak margins continue. - FY2018-Q3RestatedAnnual report
「Corporate IT investment remains firm as employment conditions and the environment for personal income in Japan show signs of improvement, but weak margins persist.」
The company maintains its view of a business environment in which corporate IT investment is firm while weak margins continue. - FY2018-Q2RestatedAnnual report
「In the information services industry, the group's main business area during the cumulative second quarter, corporate IT investment is on a recovery trend, but weak margins persist.」
The company maintains its view of a business environment in which corporate IT investment is on a recovery trend while weak margins continue. - FY2018-Q1RestatedAnnual report
「In the information services industry, the group's main business area during the cumulative first quarter, corporate IT investment is on a recovery trend, but improving margins remains an ongoing challenge.」
The company maintains its view of a business environment in which corporate IT investment is on a recovery trend while improving margins remains a challenge. - FY2017RestatedAnnual report
「In the information services industry, the group's main business area, companies are actively investing in IT to secure and expand their earnings, but weak margins continue.」
The company maintains its view that corporate IT investment is active, while continuing to note weak margins. - FY2017-Q3RestatedAnnual report
「In the information services industry, the group's main business area, corporate IT investment remains firm, but weak margins continue.」
The company maintains its view that corporate IT investment remains firm. It also states that demand for high-value-added services is increasing. - FY2017-Q2RestatedAnnual report
「Corporate IT investment is on a recovery trend and order volumes are increasing, but weak margins persist.」
The company maintains its view of a business environment featuring a recovery in corporate IT investment, while explicitly noting this time that order volumes have increased. At the same time, it states that weak margins persist. - FY2017-Q1First statedAnnual report
「Corporate IT investment is on a recovery trend. Although securing margins remains a challenge, the company is expected to expand its business by focusing on further strengthening its operational foundations.」
The company indicates that the business environment is one in which corporate IT investment is on a recovery trend and business expansion is expected through stronger operational foundations.