Robust demand for systems investment driven by digitalization and labor-saving initiatives
First written in FY2024-Q2. 1 of 7 entries say "Restated". Latest entry: 2026-07-29.
The whole theme swung hardest in 2020: 4 of 19 companies on the "Worse" side.
17 other companies' latest entry also says "Restated".
- 2026-07-29RestatedEarnings
「Companies’ willingness to invest in DX (digital transformation), generative AI, and the development of data and cloud platforms remains high, driven by goals such as improving profitability and addressing labor shortages, and the market is expected to expand further.」
The company continues to recognize strong demand for investment in DX, generative AI, and data and cloud platforms. - FY2026Expected expansion in demand for AI and data infrastructure investmentAnnual report
「Companies’ appetite for investment in DX, AI adoption, and data infrastructure to improve profitability and address labor shortages has remained high, and the market is expected to expand further.」
In addition to existing demand for DX and generative AI, the Company explicitly identifies investment in AI adoption and data infrastructure as factors driving market expansion. - FY2026-H1Expected demand growth from generative AI and government IT investmentAnnual report
「Investment in DX and AI to improve corporate profitability and address labor shortages has remained at a high level in the information services industry. In addition, government IT investment and digital initiatives are continuing, and the market is expected to expand further.」
In addition to existing demand for DX and generative AI adoption, the Company indicates that the continuation of government IT investment and digital initiatives is expected to drive further market expansion. - FY2025-H1Expansion in IT investment demand driven by generative AI adoptionAnnual report
「IT investment remains robust in the information services industry, driven by digital transformation to improve corporate profitability and address labor shortages, as well as the use of generative AI, which is moving toward the social implementation stage.」
In addition to existing demand for DX and data utilization, the Company identifies the use of generative AI, which is moving toward the social implementation stage, as a driver of IT investment demand. - FY2024Continued demand driven by DX and data utilizationAnnual report
「In the information services industry, appetite for systems investment remains strong against a backdrop of a declining working-age population and demand for greater operational efficiency. The use of IT has remained steady as companies respond to digital transformation and pursue initiatives involving data utilization.」
The Company continues to recognize that demand for systems investment related to DX and data utilization remains strong, against a backdrop of labor shortages and demand for greater operational efficiency. - FY2024-Q3Emergence of specific systems investment demandAnnual report
「In the information services industry, the use of IT has remained steady, supported not only by demand for greater operational efficiency amid labor shortages, but also by demand for rebuilding existing systems and adding functions using new IT technologies.」
In addition to responding to labor shortages, the Company identifies demand for rebuilding existing systems and adding functions using new IT technologies, providing greater specificity on the sources of systems investment demand. - FY2024-Q2First statedAnnual report
「In the information services industry, interest remains high in system investment for addressing labor shortages and achieving automation, greater efficiency and labor savings through digitalization, and the trend toward greater use of IT remains firm.」
The Company recognizes that interest in systems investment in the information services industry remains high, driven by the need to address labor shortages and by digitalization, automation, efficiency improvements, and labor-saving measures.