Worth reading
28Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
63000
¥ thousands (year-on-year increase in R&D, sales promotion, human capital investment and global expansion)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Annual updateWhat happened to the previous planNot disclosed → Progress on the growth strategy for the fiscal year ending December 2025, including the official release of NEQTO.ai, progress on partnerships and projects, and the creation of intellectual property
Investment amount by sectorField Agentic AI / Amount Not disclosed, Field Establishment of IoT data control hubs / Amount Not disclosed, Field IoT engine R&D, hardware bundling and license business development / Amount Not disclosed, Field R&D for autonomous driving / Amount Not disclosed, Field R&D in regenerative medicine / Amount Not disclosed
Key initiatives
01Expansion and globalization of the data control business
02Partnerships and collaboration with key global companies
03Software (engines) leading the hardware business
04Continued investment for the future (above the previous fiscal year)
05Expansion of existing business relationships (fully recurring model)
06Launch of agentic AI services
07Acquisition and expansion of new markets
08Expansion of the business of major public cloud managed services
09IoT data AI control services
10IoT licensing (fully stock-based business)
11Integrated model for autonomous driving software
12Agentic AI
13Large-scale investment to establish IoT data control hubs
14Investment in IoT engine R&D, hardware bundling and license business development
15Investment in R&D for autonomous driving
16Continued R&D investment in regenerative medicine
17Strengthening recruitment and talent development strategies
Non-financial targetsIndicator Number of companies participating in the testing phase of North American generative AI models for IoT data processing / Target value More than 100 companies (as currently stated) / Timing As of the fiscal 2026 disclosure, Indicator NEW VISION clinical stage and clinical trials / Target value Clinical trials under consideration / clinical-stage development planned / Timing 2029, Indicator Starting salary / Target value ¥360,000 / Timing As stated in the 2026 graph
Size of the Target MarketMarket Global industrial IoT market / Dimensions From $243.69 billion in 2025 to $4.71838 trillion in 2033 / Growth rate CAGR of 27.2% / Source Straits Research, “Industrial IoT Market Size and Outlook 2025-2033”, Market Global IoT platform market / Dimensions From $11.5 billion in 2024 to $35.1 billion in 2033 / Growth rate CAGR of 13.2% / Source Emergen Research Report (17 November 2025), Market Number of IoT devices worldwide / Dimensions From 42.04 billion devices in 2024 to 58.39 billion devices in 2027 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Japan IoT device market / Dimensions From $9.22 billion in 2022 to $42.8 billion by 2031 / Growth rate CAGR of 18.6% / Source Panorama Data Insights Ltd. Report (10 September 2025), Market Japan IoT sensor market / Dimensions From $1.5 billion in 2025 to $24.8 billion in 2034 / Growth rate CAGR of 36.8% / Source IMARC, “Japan IoT Sensor Market Size 2026-2034”, Market Global edge computing market / Dimensions From $18.64 billion in 2025 to $267.42 billion by 2034 / Growth rate CAGR of 34.1% / Source Fortune Business Insights Report (19 January 2026), Market Global AI market / Dimensions From $135.9 billion in 2023 to $826.7 billion in 2030 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Global generative AI market / Dimensions From $20.5 billion in 2023 to $356.1 billion in 2030 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Japan AI systems market / Dimensions From ¥1.3412 trillion in 2024 to ¥4.1873 trillion in 2029 / Growth rate Not disclosed / Source Not disclosed, Market Global semiconductor market / Dimensions From $598.06 billion in 2025 to $1.47706 trillion in 2034 / Growth rate CAGR of 10.6% / Source Fortune Business Insights Report (19 January 2026), Market Global industrial autonomous vehicle market / Dimensions From $57.6 billion in 2023 to $250.1 billion in 2032 / Growth rate CAGR of 17.7% / Source WISE GUY REPORTS Report (23 December 2025), Market Global image recognition market / Dimensions From $58.56 billion in 2025 to $212.77 billion by 2034 / Growth rate CAGR of 15.2% / Source Fortune Business Insights Report (19 January 2026), Market Global managed services market / Dimensions From $330.4 billion in 2025 to $1.1182 trillion by 2034 / Growth rate CAGR of 14.8% / Source Fortune Business Insights Report (19 January 2026), Market Global cloud managed services market / Dimensions From $59.5 billion in 2024 to $171.2 billion in 2033 / Growth rate CAGR of 11.2% / Source IMARC, “Cloud Managed Services Market Report 2025-2033”, Market Japan managed services market / Dimensions From $17.9 billion in 2025 to $37.3 billion in 2034 / Growth rate CAGR of 8.5% / Source IMARC, “Japan Managed Services Market Report 2026-2034”, Market Global managed IT infrastructure services market / Dimensions From $128.53 billion in 2025 to $200.68 billion in 2030 / Growth rate CAGR of 9.3% / Source Global Information,Inc., “Market Share Analysis, Industry Trends and Statistics, Growth Forecast 2025-2030”, Market Global public cloud services market / Dimensions From $631.9 billion in 2023 to $1.806 trillion in 2029 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Japan public cloud services market / Dimensions From ¥4.1423 trillion in 2024 to ¥8.8164 trillion in 2029 / Growth rate Not disclosed / Source Not disclosed, Market Global predictive maintenance market / Dimensions From $7.5 billion in 2023 to $88.8 billion in 2032 / Growth rate CAGR of 31.6% / Source Straits Research Report (July 2024), Market Global computerized maintenance management system market / Dimensions From $1.32 billion in 2024 to $2.24 billion in 2029 / Growth rate CAGR of 11.7% / Source Global Information,Inc., “Global CMMS (Computerized Maintenance Management System) Market Report 2025”, Market Global data center market / Dimensions From $372.8 billion in 2023 to $624.1 billion in 2029 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Japan data center services market / Dimensions From ¥2.7361 trillion in 2023 to ¥5.0812 trillion in 2028 / Growth rate Not disclosed / Source Not disclosed, Market Global cybersecurity market / Dimensions From $218.98 billion in 2025 to $699.39 billion by 2034 / Growth rate CAGR of 13.8% / Source Fortune Business Insights Report (19 January 2026), Market Japan cybersecurity market / Dimensions From ¥1.03 trillion in 2025 to ¥2.5 trillion by 2030 / Growth rate CAGR of 19.4% / Source xenodata lab., “AI Report on the Cybersecurity Industry in 2030” (25 September 2025)
Risks identified by the company
Market trend risks, including a sharp slowdown in the pace of market expansion, reduced outsourcing and increased in-house management of system maintenance and operations by customer companies, and changing needs (likelihood: low; timing: medium to long term; impact: high)
Risks including natural disasters, accidents, major outbreaks and infectious diseases, system troubles, network failures, unauthorized access, computer viruses, power outages and shortages, and shortages or delays in procuring semiconductors and electronic components (likelihood: low; timing: unknown; impact: high)
For other risks, see “Business and Other Risks” in the annual securities report
| Item | Details |
|---|---|
| Plan name | 2026 Management Policy and Specific Growth Strategy Summary |
| Progress against the plan | Annual update |
| Investment amount by sector | Field Agentic AI / Amount Not disclosed, Field Establishment of IoT data control hubs / Amount Not disclosed, Field IoT engine R&D, hardware bundling and license business development / Amount Not disclosed, Field R&D for autonomous driving / Amount Not disclosed, Field R&D in regenerative medicine / Amount Not disclosed |
| Non-financial targets | Indicator Number of companies participating in the testing phase of North American generative AI models for IoT data processing / Target value More than 100 companies (as currently stated) / Timing As of the fiscal 2026 disclosure, Indicator NEW VISION clinical stage and clinical trials / Target value Clinical trials under consideration / clinical-stage development planned / Timing 2029, Indicator Starting salary / Target value ¥360,000 / Timing As stated in the 2026 graph |
| Key initiatives | Expansion and globalization of the data control business, Partnerships and collaboration with key global companies, Software (engines) leading the hardware business, Continued investment for the future (above the previous fiscal year), Expansion of existing business relationships (fully recurring model), Launch of agentic AI services, Acquisition and expansion of new markets, Expansion of the business of major public cloud managed services, IoT data AI control services, IoT licensing (fully stock-based business), Integrated model for autonomous driving software, Agentic AI, Large-scale investment to establish IoT data control hubs, Investment in IoT engine R&D, hardware bundling and license business development, Investment in R&D for autonomous driving, Continued R&D investment in regenerative medicine, Strengthening recruitment and talent development strategies |
| Results under the previous plan | Not disclosed → Progress on the growth strategy for the fiscal year ending December 2025, including the official release of NEQTO.ai, progress on partnerships and projects, and the creation of intellectual property |
| Size of the Target Market | Market Global industrial IoT market / Dimensions From $243.69 billion in 2025 to $4.71838 trillion in 2033 / Growth rate CAGR of 27.2% / Source Straits Research, “Industrial IoT Market Size and Outlook 2025-2033”, Market Global IoT platform market / Dimensions From $11.5 billion in 2024 to $35.1 billion in 2033 / Growth rate CAGR of 13.2% / Source Emergen Research Report (17 November 2025), Market Number of IoT devices worldwide / Dimensions From 42.04 billion devices in 2024 to 58.39 billion devices in 2027 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Japan IoT device market / Dimensions From $9.22 billion in 2022 to $42.8 billion by 2031 / Growth rate CAGR of 18.6% / Source Panorama Data Insights Ltd. Report (10 September 2025), Market Japan IoT sensor market / Dimensions From $1.5 billion in 2025 to $24.8 billion in 2034 / Growth rate CAGR of 36.8% / Source IMARC, “Japan IoT Sensor Market Size 2026-2034”, Market Global edge computing market / Dimensions From $18.64 billion in 2025 to $267.42 billion by 2034 / Growth rate CAGR of 34.1% / Source Fortune Business Insights Report (19 January 2026), Market Global AI market / Dimensions From $135.9 billion in 2023 to $826.7 billion in 2030 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Global generative AI market / Dimensions From $20.5 billion in 2023 to $356.1 billion in 2030 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Japan AI systems market / Dimensions From ¥1.3412 trillion in 2024 to ¥4.1873 trillion in 2029 / Growth rate Not disclosed / Source Not disclosed, Market Global semiconductor market / Dimensions From $598.06 billion in 2025 to $1.47706 trillion in 2034 / Growth rate CAGR of 10.6% / Source Fortune Business Insights Report (19 January 2026), Market Global industrial autonomous vehicle market / Dimensions From $57.6 billion in 2023 to $250.1 billion in 2032 / Growth rate CAGR of 17.7% / Source WISE GUY REPORTS Report (23 December 2025), Market Global image recognition market / Dimensions From $58.56 billion in 2025 to $212.77 billion by 2034 / Growth rate CAGR of 15.2% / Source Fortune Business Insights Report (19 January 2026), Market Global managed services market / Dimensions From $330.4 billion in 2025 to $1.1182 trillion by 2034 / Growth rate CAGR of 14.8% / Source Fortune Business Insights Report (19 January 2026), Market Global cloud managed services market / Dimensions From $59.5 billion in 2024 to $171.2 billion in 2033 / Growth rate CAGR of 11.2% / Source IMARC, “Cloud Managed Services Market Report 2025-2033”, Market Japan managed services market / Dimensions From $17.9 billion in 2025 to $37.3 billion in 2034 / Growth rate CAGR of 8.5% / Source IMARC, “Japan Managed Services Market Report 2026-2034”, Market Global managed IT infrastructure services market / Dimensions From $128.53 billion in 2025 to $200.68 billion in 2030 / Growth rate CAGR of 9.3% / Source Global Information,Inc., “Market Share Analysis, Industry Trends and Statistics, Growth Forecast 2025-2030”, Market Global public cloud services market / Dimensions From $631.9 billion in 2023 to $1.806 trillion in 2029 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Japan public cloud services market / Dimensions From ¥4.1423 trillion in 2024 to ¥8.8164 trillion in 2029 / Growth rate Not disclosed / Source Not disclosed, Market Global predictive maintenance market / Dimensions From $7.5 billion in 2023 to $88.8 billion in 2032 / Growth rate CAGR of 31.6% / Source Straits Research Report (July 2024), Market Global computerized maintenance management system market / Dimensions From $1.32 billion in 2024 to $2.24 billion in 2029 / Growth rate CAGR of 11.7% / Source Global Information,Inc., “Global CMMS (Computerized Maintenance Management System) Market Report 2025”, Market Global data center market / Dimensions From $372.8 billion in 2023 to $624.1 billion in 2029 / Growth rate Not disclosed / Source Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”, Market Japan data center services market / Dimensions From ¥2.7361 trillion in 2023 to ¥5.0812 trillion in 2028 / Growth rate Not disclosed / Source Not disclosed, Market Global cybersecurity market / Dimensions From $218.98 billion in 2025 to $699.39 billion by 2034 / Growth rate CAGR of 13.8% / Source Fortune Business Insights Report (19 January 2026), Market Japan cybersecurity market / Dimensions From ¥1.03 trillion in 2025 to ¥2.5 trillion by 2030 / Growth rate CAGR of 19.4% / Source xenodata lab., “AI Report on the Cybersecurity Industry in 2030” (25 September 2025) |
| Risks identified | Market trend risks, including a sharp slowdown in the pace of market expansion, reduced outsourcing and increased in-house management of system maintenance and operations by customer companies, and changing needs (likelihood: low; timing: medium to long term; impact: high), Risks including natural disasters, accidents, major outbreaks and infectious diseases, system troubles, network failures, unauthorized access, computer viruses, power outages and shortages, and shortages or delays in procuring semiconductors and electronic components (likelihood: low; timing: unknown; impact: high), For other risks, see “Business and Other Risks” in the annual securities report |
| Publication date | 24 March 2026 |
Items this document does not state (16)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planSegment targetPlan assumptionsReason for revision or withdrawalDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To secure recurring and steady operating profits generated by the existing business each fiscal year and use them as a source of investment, while steadily pursuing high growth in preparation for the coming era of large-scale IoT adoption and data control driven by generative AI models.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.