Customers’ Production and Development Investment Curbed by Economic Stagnation
First written in FY2025. 1 of 3 entries say "Worsened", first in 2026-05-20. Latest entry: FY2026.
Ubiquitous AI moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2026: 4 of 6 companies on the "Worse" side.
7 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「A downturn in economic conditions could lead to lower production volumes for customers’ equipment, potentially affecting manufacturing royalty revenue. In addition, reduced investment in new development due to cost-cutting amid concerns over lower earnings could affect software development support tools, SDKs and related contract development services.」
The company continues to disclose the risk that economic stagnation could affect customers’ production volumes, manufacturing royalties, new development investment, development support tools, SDKs and contract development services. - 2026-05-20WorsenedEarnings
「Growing geopolitical risks, represented by developments in U.S. tariff measures and the situation in Iran, have increased uncertainty about the economic outlook. In Japan, rising prices are intensifying upward pressure on various costs, including energy and procurement costs.」
The Company cited tariffs, geopolitical risks, and rising prices and procurement costs as external factors, in addition to the risks of economic stagnation and restrained customer investment. - FY2025First statedAnnual report
「A downturn in economic conditions could lead to lower production volumes for customers’ equipment, potentially affecting manufacturing royalty revenue. In addition, reduced investment in new development due to cost-cutting amid concerns over lower earnings could affect software development support tools, SDKs and related contract development services.」
The company has identified as a new risk the possibility that a downturn in economic conditions could affect customers’ equipment production volumes, manufacturing royalties, new development investment, development support tools, SDKs and contract development services.