Komori
Neojapan (3921) · RiskRestated

Risk of Lower Product Value and Intensifying Competition Due to Advances in AI

First written in FY2026. 1 of 4 entries say "Reframed", first in 2026-06-11. Latest entry: FY2027-H1.

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How it moved
ProgressHeldSoftenedWorseFirst statedFY2026Worsened2026-06-112026: 42026
Same theme, other companies
Product Obsolescence Due to Intensified Competition and Delays in Adapting to TechnologyA theme 143 companies write about · 146 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 16 of 49 companies on the "Worse" side.

79 other companies' latest entry also says "Restated".

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 143 companies compared. The sentences above are computed from all 143.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「On the other hand, the competitive environment for products and services brought about by the rapid advancement of AI technology has become even more intense, and companies are entering a phase in which their ability to respond is being tested.」

    Reiterated the intensification of competition among products and services due to rapid advances in AI technology and the resulting demands on companies' ability to respond.
  3. FY2026First statedAnnual report

    「In the IT industry to which the Group belongs, advances in AI technologies, including generative AI, are rapidly changing software development methods, delivered value, and the competitive environment. The entry of major IT companies and startups into AI-related services and intensifying competition could reduce the competitive advantage of the products and services provided by the Group.」

    For the first time, identifies advances in AI, entry by major IT companies and startups, and changes in development methods and delivered value as an independent risk.
Moved together

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No upcoming earnings preview for Neojapan yet. It last moved in the Results of 2026-06-11: "Worsened".
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