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Neojapan (3921) · FactRestated

Expansion of the Cloud Services Market

First written in FY2017-Q1. 19 of 34 entries say "Restated". Latest entry: FY2027-H1.

34entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2025-H1 – FY2026-H12016: 320162017: 320172018: 420182019: 320192020: 420202021: 420212022: 220222023: 420232024: 320242025: 220252026: 22026
Same theme, other companies
Expansion of the Domestic Public Cloud Services MarketA theme 19 companies write about · 0 as a headwind · 19 as a tailwind

11 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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「In the IT industry in which our Group operates, software investment is on an upward trend, and IT investment is expected to remain firm against a backdrop of improving corporate earnings, labor shortages, and other factors. Meanwhile, competition among products and services has intensified further as a result of rapid advances in AI technology, placing companies in a position where their ability to respond is being tested.」

    Alongside the continued outlook for firm IT investment driven by improving corporate earnings and labor shortages, the disclosure describes intensifying competition resulting from advances in AI technology.
  2. FY2026ReframedAnnual report

    「In the IT industry in which our Group operates, software investment is on an upward trend, and IT investment is expected to remain firm against a backdrop of improving corporate earnings, labor shortages, and other factors. Meanwhile, competition among products and services has intensified further as a result of rapid advances in AI technology, placing companies in a position where their ability to respond is being tested.」

    In addition to the previous view that IT investment would remain firm, the disclosure explicitly identifies intensifying competition resulting from rapid advances in AI technology.
  3. FY2026-H1RestatedAnnual report

    「In the IT industry in which our Group operates, software investment continues to trend upward, and IT investment is expected to remain firm against a backdrop of improving corporate earnings, labor shortages, and other factors.」

    Reiterates the market outlook for firm software and IT investment against a backdrop of improving corporate earnings and labor shortages.
  4. FY2025RestatedAnnual report

    「In the IT industry in which our Group operates, software investment is on an upward trend, and IT investment is expected to remain firm against a backdrop of improving corporate earnings, labor shortages, and other factors.」

    Reiterates the outlook for firm software and IT investment against a backdrop of improving corporate earnings and labor shortages.
  5. FY2025-H1RestatedAnnual report

    「In the IT industry in which our Group operates, software investment is on an upward trend, and IT investment is expected to remain firm against a backdrop of improving corporate earnings, labor shortages, and other factors.」

    Reiterates the outlook for firm software and IT investment against a backdrop of improving corporate earnings and labor shortages.
  6. FY2025-Q1ReframedAnnual report

    「In the IT industry in which our Group operates, software investment is on an upward trend, and IT investment is expected to remain firm against a backdrop of improving corporate earnings, labor shortages, and other factors.」

    The discussion of drivers of increased IT investment now explicitly includes labor shortages in addition to improving corporate earnings, and describes software investment as being on an upward trend.
  7. FY2024RestatedAnnual report

    「In the IT industry in which our Group operates, software investment has been increasing, and IT investment is expected to remain firm against a backdrop of improving corporate earnings and other factors.」

    The annual report also reiterates the market outlook for firm IT investment against a backdrop of improving corporate earnings.
  8. FY2024-Q3RestatedAnnual report

    「In the IT industry in which our Group operates, software investment has been increasing, and IT investment is expected to remain firm against a backdrop of improving corporate earnings and other factors.」

    Reiterates the increase in software investment and the outlook for firm IT investment against a backdrop of improving corporate earnings.
  9. FY2024-Q2RestatedAnnual report

    「In the IT industry in which our Group operates, software investment has been increasing gradually, and IT investment is expected to remain firm against a backdrop of improving corporate earnings and other factors.」

    Reiterates the outlook for firm IT investment against a backdrop of improving corporate earnings and other factors.
  10. FY2024-Q1ReframedAnnual report

    「In the IT industry in which our Group operates, software investment has been increasing gradually, and IT investment is expected to remain firm against a backdrop of improving corporate earnings and other factors.」

    The drivers of increased IT investment have been reframed from government-led DX and work-style reform to rising software investment against a backdrop of improving corporate earnings.
  11. FY2023RestatedAnnual report

    「In the IT industry in which our Group operates, we believe IT investment to improve productivity will continue in connection with the government's promotion of digital transformation (DX) and ongoing efforts to advance work-style reform.」

    Reiterates the outlook for continued IT investment to improve productivity against a backdrop of government-led DX initiatives and work-style reform.
  12. FY2023-Q2RestatedAnnual report

    「In the IT industry in which our Group operates, we believe IT investment to improve productivity will continue in connection with the government's promotion of digital transformation (DX) and ongoing efforts to advance work-style reform.」

    Reiterates the outlook for continued IT investment to improve productivity against a backdrop of government-led DX initiatives and work-style reform.
  13. FY2023-Q1ReframedAnnual report

    「In the IT industry in which our Group operates, we believe IT investment to improve productivity will continue in connection with the government's promotion of digital transformation (DX) and ongoing efforts to advance work-style reform.」

    The background to IT investment has been reframed from infectious diseases and remote work to the government's promotion of DX, ongoing work-style reform, and productivity improvement.
  14. FY2022-Q3ReframedAnnual report

    「In the IT industry in which our Group operates, forms of work different from those of the past have become more widespread, including the institutionalization and continuation of remote work that was initially introduced temporarily in response to the COVID-19 pandemic. We believe interest in IT investment that enables operations to be conducted efficiently and without disruption even in this environment will remain high.」

    Indicates that remote work is increasingly being institutionalized and continued rather than used temporarily, and that interest in IT investment remains high.
  15. FY2022-Q2RestatedAnnual report

    「In the IT industry in which our Group operates, forms of work different from those of the past have become more widespread, including the expansion and prolongation of working from home and other forms of remote work. We believe interest in IT investment that enables operations to be conducted efficiently and without disruption even in this environment will remain high.」

    Reiterates the outlook that interest in IT investment supporting operations will remain high against a backdrop of the expansion and prolongation of remote work.
  16. FY2022-Q1RestatedAnnual report

    「In the IT industry in which our Group operates, forms of work different from those of the past have become more widespread, including the rapid expansion of working from home and other forms of remote work due to the COVID-19 pandemic. We believe interest in IT investment that enables operations to be conducted efficiently and without disruption even in this environment will remain high.」

    Reiterates the outlook that interest in IT investment supporting operations will remain high against a backdrop of the expansion of remote work.
  17. FY2021ReframedAnnual report

    「We have developed products and services that facilitate workplace communication and information sharing. However, in response to the COVID-19 pandemic, we recognize the importance of continuously developing products and services that address changes such as the transformation of the workplace itself resulting from the expansion of remote work, changing attitudes toward work, and the rapid progress of digital transformation (DX), while also increasing awareness of our existing products and services.」

    The focus has broadened from demand for IT investment driven by the spread of remote work to product development addressing post-pandemic changes in the concept of the workplace and attitudes toward work, as well as the progress of DX, together with greater awareness of existing products and services.
  18. FY2021-Q3RestatedAnnual report

    「In the IT industry in which our Group operates, many companies are implementing working from home and other forms of remote work as part of a new lifestyle arising from the increase in novel coronavirus infections. We believe interest in IT investment that enables operations to be conducted efficiently and without disruption even from remote locations will remain at a high level.」

    Reiterates the outlook that interest in IT investment supporting work from remote locations will remain high against a backdrop of the spread of remote work.
  19. FY2021-Q2ReframedAnnual report

    「In the IT industry in which our Group operates, many companies are implementing working from home and other forms of remote work as part of a new lifestyle arising from the increase in novel coronavirus infections. We believe interest in IT investment that enables operations to be conducted efficiently and without disruption even from remote locations will remain high and continue to increase.」

    The background to increased IT investment has been reframed from working from home and infectious-disease responses to the establishment of remote work as part of a new lifestyle and continued interest in IT investment needed to support work from remote locations.
  20. FY2021-Q1ReframedAnnual report

    「As many companies implement working from home, or remote work, in response to the spread of the novel coronavirus, we believe interest in IT investment that enables operations to be conducted efficiently and without disruption will increase further.」

    The discussion has become more specific, shifting from increased IT investment driven by work-style reform, labor shortages, and interest in telework to growing interest in IT investment prompted by the spread of the novel coronavirus and the adoption of working from home.
  21. FY2020ReframedAnnual report

    「In the IT industry in which our Group operates, in addition to the gradual recovery of the domestic economy, corporate IT investment for the purpose of improving operational efficiency is expected to increase against a backdrop of work-style reform, labor shortages, and growing interest in telework in preparation for the Tokyo Olympics and emergencies.」

    Growing interest in telework in preparation for the Tokyo Olympics and emergencies was added to work-style reform and labor shortages as a driver of increased IT investment.
  22. FY2020-Q3RestatedAnnual report

    「In the IT industry to which the Group belongs, IT investment is expected to increase against a backdrop of efforts to strengthen competitiveness, work-style reform, and operational efficiency improvements to address labor shortages.」

    Reiterates the outlook for increased IT investment driven by competitiveness, work-style reform, and responses to labor shortages.
  23. FY2020-Q1ReframedAnnual report

    「In the software industry to which the Company belongs, IT investment is expected to increase against a backdrop of efforts to strengthen competitiveness, work-style reform, and operational efficiency improvements to address labor shortages.」

    The focus among the software industry’s growth drivers has shifted from the cloud market itself to investment in operational efficiency aimed at strengthening competitiveness and addressing work-style reform and labor shortages.
  24. FY2019RestatedAnnual report

    「In the software industry to which the Company belongs, software investment by companies aimed at improving operational efficiency is expected to increase, against a backdrop of the gradual recovery of the domestic economy, government-led work-style reform, and labor shortages.」

    Reiterates in the annual report the outlook for increased corporate software investment driven by work-style reform and labor shortages.
  25. FY2019-Q3RestatedAnnual report

    「In the software industry to which the Company belongs, software investment by companies aimed at improving operational efficiency is expected to increase, against a backdrop of the gradual recovery of the domestic economy, government-led work-style reform, and labor shortages.」

    Reiterates the outlook for increased corporate software investment driven by work-style reform and labor shortages.
  26. FY2019-Q2RestatedAnnual report

    「In the software industry to which the Company belongs, software investment by companies aimed at improving operational efficiency is expected to increase, against a backdrop of the gradual recovery of the domestic economy, government-led work-style reform, and labor shortages.」

    Reiterates the outlook for increased corporate software investment driven by work-style reform and labor shortages.
  27. FY2019-Q1ReframedAnnual report

    「In the software industry to which the Company belongs, software investment by companies aimed at improving operational efficiency is expected to increase, against a backdrop of the gradual recovery of the domestic economy, government-led work-style reform, and labor shortages.」

    The market discussion has broadened from the previous outlook for cloud services market growth to increased corporate software investment driven by work-style reform and labor shortages.
  28. FY2018RestatedAnnual report

    「In the software industry to which the Company belongs, more companies have begun considering cloud services as their first choice, and the role of cloud services has become more prominent than ever. In addition, awareness of groupware products has grown as a means of addressing Japan’s ongoing work-style reform. Demand for cloud services that can be used regardless of where or when people work is expanding, and the market is expected to grow at an annual rate of approximately 11%.」

    Reiterates in the annual report the increase in companies considering cloud services as their first choice, demand growth driven by work-style reform, and the expected annual market growth rate of approximately 11%.
  29. FY2018-Q3RestatedAnnual report

    「In the software industry to which the Company belongs, more companies have begun considering cloud services as their first choice, and the role of cloud services has become more prominent than ever. In addition, awareness of groupware products has grown as a means of addressing Japan’s ongoing work-style reform. Demand for cloud services that can be used regardless of where or when people work is expanding, and the market is expected to grow at an annual rate of approximately 11%.」

    Reiterates the increase in companies considering cloud services as their first choice, demand growth driven by work-style reform, and the expected annual market growth rate of approximately 11%.
  30. FY2018-Q2ReframedAnnual report

    「In the software industry to which the Company belongs, more companies have begun considering cloud services as their first choice, and the role of cloud services has become more prominent than ever. In addition, awareness of groupware products has grown as a means of addressing Japan’s ongoing work-style reform. Demand for cloud services that can be used regardless of where or when people work is expanding, and the market is expected to grow at an annual rate of approximately 11% going forward. (Software Business New Market 2017, Fuji Keizai Co., Ltd.)」

    The disclosure identifies the growing number of companies considering cloud services as their first choice, demand growth driven by work-style reform, and an expected annual market growth rate of approximately 11%, bringing renewed specificity to the focus on the cloud market.
  31. FY2018-Q1ReframedAnnual report

    「In the software industry to which the Company belongs, software investment has followed a gradual upward trend against a backdrop of the gradual recovery of the domestic economy.」

    The focus has shifted from the previous outlook for cloud services market growth to gradual growth in overall software investment against a backdrop of domestic economic recovery.
  32. FY2017-Q3RestatedAnnual report

    「In the software industry to which the Company belongs, use of cloud services has expanded markedly. In the groupware market, the package market is expected to contract going forward, while the cloud services market is expected to grow, resulting in anticipated growth for the groupware market as a whole」

    Reiterates the expansion of cloud service usage, the contraction of the package market, and the expected growth of both the cloud market and the groupware market as a whole.
  33. FY2017-Q2ReframedAnnual report

    「In the software industry to which the Company belongs, use of cloud services has expanded markedly. In the groupware market, the package market is expected to contract going forward, while the cloud services market is expected to grow, resulting in anticipated growth for the groupware market as a whole.」

    The outlook for cloud market growth was reiterated, while the outlook for the package market changed from maintaining a certain scale to contracting going forward.
  34. FY2017-Q1First statedAnnual report

    「Use of cloud services has expanded markedly. In the groupware market, the package market is expected to maintain a certain scale, while the cloud services market is expected to continue growing.」

    Describes the expansion of cloud usage and the expected shift in the center of market growth from packages to cloud services.
Moved together

"Economic Instability, Yen Appreciation and Share Price Volatility" moved the same way as this thread, in the same document, in 9 of its 34 moves.

942222★123456
  1. ★This thread
  2. 1Economic Instability, Yen Appreciation and Share Price Volatility9×
  3. 2No Subsidiaries; Single Software Business Segment4×
  4. 3Fluctuations in the Value of Securities and Investment Securities2×
  5. 4Concentration of Trade Receivables among Large Customers2×
  6. 5Difficulty Securing Engineering Talent Due to the Declining Birthrate and Aging Population2×
  7. 6Delay in Launching the Overseas Business Due to the Spread of COVID-192×

★ 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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