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Nextgen (3842) · FactAdvanced

Structural Changes in ICT Demand Driven by DX, AI and Telework

First written in FY2020. 14 of 16 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2026.

16entries
7years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q1 – FY2023-Q1AdvancedFY2024-Q1 – FY20262020: 320202021: 320212022: 120222023: 320232024: 320242025: 220252026: 12026
Same theme, other companies
Expanding Demand for Information Services Driven by Productivity Gains, Remote Work, and Cloud ComputingA theme 36 companies write about · 0 as a headwind · 36 as a tailwind

3 other companies' 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 36 companies compared. The sentences above are computed from all 36.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「An overview of sales by business segment for the consolidated fiscal year is provided below.」

    Demand related to DX was reflected in the cloud DX business's sales of ¥1,718.467 million, up 17.7% year on year, and sales increased in both the cloud DX and voice communications businesses.
  2. FY2026-H1AdvancedAnnual report

    「The information and communications sector in which the Group operates is undergoing major changes as DX advances across society and the use of AI spreads rapidly. Further growth is expected as the Group capitalizes on this wave of change.」

    The company has reconfirmed the continued progress of digital transformation (DX) and the rapid adoption of AI as changes in the market environment, positioning them as growth opportunities for its voice communications and cloud DX businesses.
  3. FY2025AdvancedAnnual report

    「In the Communication DX business, sales of subscription-based services launched for MVNO operators at the end of the preceding consolidated fiscal year accumulated. The Group also carried out upgrade work to strengthen the security and simplify the operation of installed mobile core systems, while ongoing system development projects related to corporate DX increased. As a result, revenue was ¥829.417 million, up 96.4% from the preceding consolidated fiscal year.」

    Accumulated subscription-based services, mobile core upgrades and corporate DX development projects drove a 96.4% year-on-year increase in revenue from the Communication DX business.
  4. FY2025-H1AdvancedAnnual report

    「As a result, revenue for the interim consolidated accounting period was ¥511.939 million, an increase of 17.1% from the same interim period of the previous fiscal year.」

    Revenue from the Communication DX business increased 17.1% from the same interim period of the previous fiscal year, reflecting demand for subscription-based services, corporate DX projects, and mobile control and security projects.
  5. FY2024AdvancedAnnual report

    「In the Communication DX business, sales of subscription-based services launched for MVNO operators at the end of the preceding consolidated fiscal year accumulated. The Group also carried out upgrade work to strengthen the security and simplify the operation of installed mobile core systems, while ongoing system development projects related to corporate DX increased. As a result, revenue was ¥829.417 million, up 96.4% from the preceding consolidated fiscal year.」

    Accumulated subscription sales, mobile core upgrades and corporate DX development projects drove a 96.4% year-on-year increase in revenue from the Communication DX business.
  6. FY2024-Q3AdvancedAnnual report

    「In the Communication DX business, sales of subscription-based services launched for MVNO operators at the end of the previous fiscal year accumulated. The Group also carried out upgrade work to strengthen the security and simplify the operation of installed mobile core systems, while system development projects related to corporate DX increased. As a result, revenue was ¥2.382207 billion, up 33.9% year on year.」

    Accumulated sales of subscription-based services, mobile core upgrades and corporate DX system development brought revenue from the Communication DX business to ¥602.879 million, up 291.1% year on year.
  7. FY2024-Q2AdvancedAnnual report

    「As a result, revenue for the six months ended the second quarter was ¥437.362 million, an increase of 307.9% year on year.」

    Revenue from the Communication DX business was ¥437.362 million, up 307.9% year on year, reflecting demand for subscription-based services, mobile core upgrades and corporate DX-related system development.
  8. FY2024-Q1AdvancedAnnual report

    「Through the group's U-cube connect and U-cube cogni services, the company provides ways to use data after speech recognition. It also launched a multichannel IVR service by adding SMS transmission and fax sending and receiving functions to U-cube connect, which it believes can contribute to companies' adoption of digital transformation.」

    Demand for speech recognition, call center support and multichannel IVR associated with companies' digital transformation of business operations is being developed into concrete service offerings.
  9. FY2023-Q3RestatedAnnual report

    「Demand for smartphones for corporate telephony, driven by the promotion of telework and the shift to free-address offices, remained high from the previous fiscal year. As workplaces have diversified, sales of the "smartphone extension solution," which enables smartphones to substitute for fixed-line telephones, remained strong.」

    The Group is reaffirming demand for smartphones for corporate telephony, driven by telework and the shift to free-address offices, and strong sales of the smartphone extension solution.
  10. FY2023-Q1AdvancedAnnual report

    「During the first quarter, demand for smartphones for corporate telephony, driven by the promotion of telework and the shift to free-address offices, remained high from the previous fiscal year. As workplaces have diversified, sales of the "smartphone extension solution," which enables smartphones to substitute for fixed-line telephones while providing equivalent functionality, remained strong this fiscal year.」

    Continued demand for smartphones for corporate telephony, driven by telework and the shift to free-address offices, has materialized in strong sales of the smartphone extension solution.
  11. FY2022-Q2AdvancedAnnual report

    「In DX-related operations, sales of licenses for the software IP-PBX "NX-C1000" and software SBC "NX-B5000" remained strong from the previous fiscal year, partly due to the broader move toward remote work. The software was provided for use in corporate IP telephone solutions offered by major telecommunications operators and in cloud-based extension telephone services using smartphones, generating continued orders for additional licenses.」

    Against the backdrop of continued promotion of remote work, demand for IP telephony for businesses and cloud-based extension telephony using smartphones remained firm, leading to continued orders for additional licenses for IP-PBX and SBC products.
  12. FY2022-Q1AdvancedAnnual report

    「In DX-related operations, sales of licenses for the software IP-PBX "NX-C1000" and software SBC "NX-B5000" remained strong from the previous fiscal year, partly due to the broader move toward remote work. The software was provided for use in corporate IP telephone solutions offered by major telecommunications operators and in cloud-based extension telephone services using smartphones.」

    Against the backdrop of continued promotion of remote work, demand for IP telephony for businesses and smartphone-connected cloud extension telephony remained firm, and sales continued to perform well.
  13. FY2021AdvancedAnnual report

    「The promotion of telework has also accelerated the shift to cloud PBX systems, and the introduction of new ICT solutions has become more active as companies implement telework to enable employees to work beyond constraints on time and place.」

    The shift to cloud PBX systems and the increased adoption of new ICT solutions driven by telework are taking shape as structural changes in demand.
  14. FY2021-Q2AdvancedAnnual report

    「The rollout by telecommunications carriers of cloud PBX services for corporate customers has accelerated, while concerns about the spread of COVID-19 have accelerated remote work at general companies. As use of cloud telephone services provided by regional electric utility-affiliated telecommunications carriers increased, we won a large number of orders for new installations and additional licenses for web directory services, call-recording systems, and terminals.」

    Against the backdrop of accelerated remote work, use of cloud telephone services increased, with the change in demand materializing in large orders for web directories, call recording, and new installations and additional licenses for devices.
  15. FY2021-Q1AdvancedAnnual report

    「Although demand for cloud services has increased as the spread of COVID-19 prompted the development of remote-work environments,」

    The market is changing as the spread of COVID-19 has accelerated the development of remote-work environments and increased demand for cloud services.
  16. FY2020First statedAnnual report

    「Digital transformation is advancing globally, making people's lives more convenient by analyzing and utilizing data generated through information and communications technology and moving society in a better direction by transforming business models.」

    The global advance of DX through data analysis and utilization is described as a new market environment shaping demand for communications, AI, cloud services and telework.
Moved together

"Expansion of Enterprise Office Solutions, Cloud Services, and IP Radio" moved the same way as this thread, in the same document, in 14 of its 16 moves.

141313121212★123456
  1. ★This thread
  2. 1Expansion of Enterprise Office Solutions, Cloud Services, and IP Radio14×
  3. 2Optimizing the business portfolio centered on telecommunications infrastructure13×
  4. 3Expansion of SBC product sales13×
  5. 4Software-based call recording products and an expanded product lineup12×
  6. 5Use of Call Recording Data for Speech Recognition and Sentiment Analysis12×
  7. 6Improving Earnings Power and Profit Margins12×

★ 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.

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