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Nextgen (3842) · FactAdvanced

Structural Changes in the Communications Market Driven by 5G and IoT

First written in FY2018. 4 of 8 entries say "Advanced", first in FY2019. Latest entry: FY2022.

8entries
5years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018 – FY2019-Q3RestatedFY2020-Q2 – FY2020AdvancedFY2021 – FY20222018: 120182019: 420192020: 120202021: 120212022: 12022
Same theme, other companies
Changes in Telecommunications Business Models Driven by Broadcasting Law Development and 5G AdoptionA theme 4 companies write about · 2 as a headwind · 1 as a tailwind

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.
Full recordFilings, disclosures and news, newest first
  1. FY2022AdvancedAnnual report

    「Technological innovation is advancing in communication technologies for virtual spaces such as the metaverse, in 5G infrastructure enabling large-scale, low-latency, high-speed communications, and further in 6G communications infrastructure. We recognize that this will expand our group’s business opportunities.」

    In addition to 5G and IoT, new communications technology fields such as the metaverse, 6G, and large-scale, low-latency, high-speed communications have been explicitly identified as changes in the business environment.
  2. FY2021AdvancedAnnual report

    「In addition to 5G provided by mobile telecommunications carriers, a market for local 5G, which companies and local governments can use privately in closed environments, began to emerge in 2020. The Ministry of Internal Affairs and Communications also began proof-of-concept testing to address regional issues using local 5G and other technologies.」

    The emergence of the local 5G market and the start of field trials by the Ministry of Internal Affairs and Communications are described, indicating further market changes related to 5G and IoT.
  3. FY2020RestatedAnnual report

    「Separate from the 5G services provided by mobile network operators, the market for “local 5G,” which companies and local governments can use privately in closed environments, is also expected to emerge from 2020.」

    The emergence of the 5G and local 5G markets has been reconfirmed as part of the business environment.
  4. FY2020-Q2RestatedAnnual report

    「Participated in Japan’s first indoor and outdoor field trial using local 5G, conducted by SUMITOMO CORPORATION (SUMITOMO SHOJI KAISHA,LTD.) after obtaining an experimental 5G radio license from the Ministry of Internal Affairs and Communications.」

    This reconfirms market developments toward the practical deployment of 5G and local 5G, and describes participation in Japan’s first indoor and outdoor field trial.
  5. FY2020-Q1AdvancedAnnual report

    「The Company sold a mobile network virtualization solution to a major mobile telecommunications carrier in preparation for full-scale 5G operations.」

    Amid market changes surrounding 5G and IoT, concrete projects have progressed involving the sale of virtualization solutions to major mobile network operators ahead of full-scale 5G operations.
  6. FY2019AdvancedAnnual report

    「For the fifth-generation mobile communications system (5G), the Ministry of Internal Affairs and Communications allocated radio frequencies to four domestic telecommunications companies in April 2019, and the four companies plan to invest ¥1.6 trillion by fiscal 2024. Initiatives such as research and development and the development of an environment for use are also under way to meet growing demand for new radio applications, including IoT, which connects all kinds of “things” to networks.」

    The allocation of radio frequencies to four domestic telecommunications companies for 5G and their planned ¥1.6 trillion investment by fiscal 2024 have been disclosed, giving concrete form to developments in the 5G and IoT markets.
  7. FY2019-Q3RestatedAnnual report

    「As MNOs and MVNOs continue to invest in equipment for service differentiation, virtualization and other purposes, the company received an order to implement a mobile connectivity gateway. It aims to expand orders for mobile solutions as the industry moves toward 5G.」

    This reconfirms continued capital investment by MNOs and MVNOs and developments in the mobile communications market toward 5G, and describes the connection with orders for mobile connectivity gateways.
  8. FY2018First statedAnnual report

    「The Ministry of Internal Affairs and Communications is advancing initiatives such as research and development and the development of an environment for use, aimed at meeting growing demand for new radio applications, including the fifth-generation mobile communications system (5G), targeted for practical deployment around 2020, and IoT, which connects all kinds of “things” to networks. Expectations are rising for businesses that use these new technologies.」

    This is the first explicit indication that the practical deployment of 5G around 2020 and the spread of IoT represent structural changes in the telecommunications market that will create new business opportunities.
Moved together

"Expansion of Enterprise Office Solutions, Cloud Services, and IP Radio" moved the same way as this thread, in the same document, in 4 of its 8 moves.

444444★123456
  1. ★This thread
  2. 1Expansion of Enterprise Office Solutions, Cloud Services, and IP Radio4×
  3. 2Software-based call recording products and an expanded product lineup4×
  4. 3Use of Call Recording Data for Speech Recognition and Sentiment Analysis4×
  5. 4Optimizing the business portfolio centered on telecommunications infrastructure4×
  6. 5Planning and Development of New Products and Services in Response to Market Changes4×
  7. 6Expanding business areas and customer segments and reducing customer concentration4×

★ 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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