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Globalway (3936) · FactUpdate to DX market forecasts and challenge indicators

Expansion in cloud demand driven by mobile support and IT cost reductions

First written in FY2017-Q1. 14 of 26 entries say "Restated". Latest entry: FY2026.

26entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2020-Q3OtherFY2022-Q1 – FY20262016: 220162017: 220172018: 220182019: 320192020: 320202021: 320212022: 320222023: 320232024: 220242025: 120252026: 22026
Same theme, other companies
Expansion of the Domestic Public Cloud Services MarketA theme 17 companies write about · 0 as a headwind · 17 as a tailwind

The whole theme swung hardest in 2020: 1 of 12 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2026Update to DX market forecasts and challenge indicatorsAnnual report

    「In the technology sector, system investment related to the digitalization of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, has remained firm to strengthen long-term competitiveness. The domestic digital transformation (DX) market in fiscal 2030 is forecast to reach approximately ¥9.2 trillion in terms of investment.」

    The company maintains the market view that DX-related system investment using cloud services, big data, IoT and AI remains firm, while updating the market-size forecast to approximately ¥9.2 trillion.
  2. 2026-05-14OtherEarnings presentation

    「Domestic investment in digital transformation (DX) is expected to reach approximately ¥9.2 trillion by 2030.」

    Updated the 2030 outlook for DX-related investment to approximately ¥9.2 trillion.
  3. FY2026-H1RestatedAnnual report

    「System investment related to the digitalization of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, has remained firm. The domestic digital transformation (DX) market in fiscal 2030 is forecast to reach approximately ¥8.0 trillion in terms of investment, according to Fuji Keizai, while 41.7% of companies identify a "shortage of talent" and 30.7% identify a "shortage of knowledge" as issues in promoting DX, according to the Ministry of Internal Affairs and Communications.」

    The company continues to recognize the strength of DX-related investment and market expansion driven by cloud services, big data, IoT and AI, and presents the breakdown of issues in promoting DX as a 41.7% talent shortage and a 30.7% knowledge shortage.
  4. FY2025-H1Disclosure of the breakdown of DX challenge indicatorsAnnual report

    「The environment surrounding the company group includes steady investment in systems related to the digitalisation of businesses through the use of cloud computing, big data, and new technologies such as IoT and AI, aimed at strengthening competitiveness over the long term. The domestic digital transformation (DX) market, measured by investment, is forecast to reach approximately ¥8.0 trillion in fiscal 2030 (Fuji Chimera Research Institute), while labour shortages account for 41.7% and insufficient knowledge for 30.7% of the challenges companies face in advancing DX (Ministry of Internal Affairs and Communications). Corporate recruitment demand is showing signs of recovery, and demand continues to grow for sharing businesses conducted online, including side jobs, as work-style reform progresses.」

    The company continues to see DX-related investment and the market-size forecast as remaining firm, and presented the breakdown of companies' DX challenges into talent shortages and knowledge shortages.
  5. FY2024Update to the cloud and DX market forecastsAnnual report

    「System investment related to the digitalization of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, has remained firm. The domestic digital transformation (DX) market in fiscal 2030 is forecast to reach approximately ¥8.0 trillion in terms of investment, according to Fuji Keizai, while 72.4% of companies identify either a "shortage of talent" or a "shortage of knowledge" as an issue in promoting DX, according to the Ministry of Internal Affairs and Communications.」

    The company continues to see DX-related investment using cloud services, big data, IoT and AI as remaining firm, while updating the market-size forecast and the percentage of companies citing issues.
  6. FY2024-Q1RestatedAnnual report

    「The environment surrounding the Group remains favorable, with system investment related to the digitalization of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, continuing firmly to strengthen companies' long-term competitiveness. The domestic digital transformation (DX) market in fiscal 2030 is forecast to reach approximately ¥6.5 trillion in terms of investment, according to Fuji Keizai, while 67.6% of companies identify a "shortage of talent" as an issue in promoting DX, according to the Ministry of Internal Affairs and Communications.」

    DX-related system investment using cloud services, big data, IoT and AI remains firm, and the company continues to hold its previous view of the DX market size and talent shortage.
  7. FY2023Upward revision to the DX market size forecastAnnual report

    「The domestic digital transformation (DX) market, measured by investment, is forecast to reach approximately ¥6.5 trillion in fiscal 2030 (Fuji Chimera Research Institute). Labour shortages account for 67.6% of the challenges companies face in advancing DX (Ministry of Internal Affairs and Communications).」

    The market-size forecast for DX-related investment using cloud services, big data, IoT and AI was updated to approximately ¥6.5 trillion.
  8. FY2023-Q3Increase in the proportion citing a shortage of DX personnelAnnual report

    「The domestic digital transformation (DX) market, measured by investment, is forecast to reach approximately ¥5 trillion in fiscal 2030, 3.8 times the fiscal 2020 level (Fuji Chimera Research Institute). Labour shortages account for 67.6% of the challenges companies face in advancing DX (Ministry of Internal Affairs and Communications).」

    The company continued to recognize the expansion of the DX-related market, including cloud services, big data, IoT and AI, and reported that 67.6% of companies cite a shortage of DX talent as an issue.
  9. FY2023-Q2RestatedAnnual report

    「The environment surrounding the Group remains favorable, with system investment related to the digitalization of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, continuing firmly to strengthen companies' long-term competitiveness. The domestic digital transformation (DX) market in fiscal 2030 is forecast to reach approximately ¥5 trillion, 3.8 times the fiscal 2020 level, in terms of investment, according to Fuji Keizai, while 53.1% of companies identify a "shortage of talent" as an issue in promoting DX, according to the Ministry of Internal Affairs and Communications.」

    The company continues to recognize the strength of DX-related investment using cloud services, big data, IoT and AI, the fiscal 2030 DX market forecast, and the 53.1% figure for the talent shortage.
  10. FY2023-Q1Quantifying the DX market size and talent shortageAnnual report

    「The domestic digital transformation (DX) market in fiscal 2030 is forecast to reach approximately ¥5 trillion, 3.8 times the fiscal 2020 level, in terms of investment, according to Fuji Keizai. In addition, 53.1% of companies identified a "shortage of talent" as an issue in promoting DX, according to the Ministry of Internal Affairs and Communications.」

    The company disclosed a forecast that the DX market using cloud services, big data, IoT and AI will reach approximately ¥5 trillion in fiscal 2030, 3.8 times the fiscal 2020 level, and that 53.1% of companies cite a talent shortage as an issue.
  11. FY2022RestatedAnnual report

    「System investment related to the digital transformation of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, has remained firm, and demand for our services continues to increase.」

    The company continues to see demand expanding as a result of DX investment using cloud services, big data, IoT and AI in preparation for the post-pandemic period.
  12. FY2022-Q2RestatedAnnual report

    「Against this backdrop, the environment surrounding the cloud market in which the Group's platform and Salesforce businesses operate remains favorable, as system investment related to the digital transformation of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, has remained firm, particularly among companies preparing for the post-pandemic period to strengthen their long-term competitiveness, and demand for our services continues to increase.」

    The company continues to explain the increase in service demand and DX-related investment by companies preparing for the post-pandemic period, using cloud services, big data, IoT and AI.
  13. FY2022-Q1RestatedAnnual report

    「The environment surrounding the cloud market in which the Group's platform and Salesforce businesses operate remains favorable, as system investment related to the digital transformation of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, has remained firm, particularly among companies preparing for the post-pandemic period to strengthen their long-term competitiveness, and demand for our services continues to increase.」

    The company continues to explain the increase in service demand and DX investment by companies preparing for the post-pandemic period, using cloud services, big data, IoT and AI.
  14. FY2021ReframedAnnual report

    「According to MM Research Institute, Inc.'s "Domestic Cloud Services Market Size: Actual and Forecast," the domestic cloud market is expected to exceed ¥3 trillion in fiscal 2021.」

    The forecast for when the domestic cloud market would exceed ¥3 trillion was changed from fiscal 2020 to fiscal 2021.
  15. FY2021-Q2ReframedAnnual report

    「In addition, the environment surrounding the cloud market in which the Group's business application business operates remains favorable, as system investment related to the digital transformation of businesses through the use of cloud services and big data, as well as new technologies such as IoT and AI, has remained firm, particularly among companies preparing for the post-pandemic period to strengthen their long-term competitiveness, and demand for our services continues to increase.」

    The company has organized the drivers of cloud demand as DX-related investment by companies preparing for the post-pandemic period, using cloud services, big data, IoT and AI.
  16. FY2021-Q1ReframedAnnual report

    「In addition, the environment surrounding the cloud market in which the Group's business application business operates remains favorable, and demand for our services continues to increase further, driven by companies' ongoing work-style reforms, the urgent development of remote-work environments during the COVID-19 pandemic, and recent IT investment in digital transformation, including AI and omnichannel.」

    The urgent development of remote-work environments during the COVID-19 pandemic was added as a driver of cloud demand.
  17. FY2020-Q3RestatedAnnual report

    「In addition, the environment surrounding the cloud market in which the Group's business application business operates remains favorable, and demand for our services continues to increase, driven by companies' IT investment in work-style reforms and digital transformation, including AI, omnichannel and blockchain.」

    The company reconfirms the increase in cloud demand driven by IT investment in digital transformation, including work-style reforms, AI, omnichannel and blockchain.
  18. FY2020-Q2RestatedAnnual report

    「The environment surrounding the cloud market in which the company group’s business application business operates continues to see growing demand for the company’s services as a result of IT investment associated with companies’ work-style reforms and digital transformation, including AI and omnichannel initiatives.」

    The company continues to explain the increase in cloud demand driven by IT investment in digital transformation, including work-style reforms, AI and omnichannel.
  19. FY2020-Q1RestatedAnnual report

    「In addition, the environment surrounding the cloud market in which the Group's business application business operates remains favorable, and demand for our services continues to increase, driven by companies' IT investment in work-style reforms and digital transformation, including AI, omnichannel and blockchain.」

    The company continues to explain that cloud demand is increasing due to work-style reforms and IT investment in digital transformation, including AI, omnichannel and blockchain.
  20. FY2019-Q3RestatedAnnual report

    「The environment surrounding the cloud market in which the company group’s business application business operates continues to see growing demand for the company’s services as a result of IT investment associated with companies’ work-style reforms and digital transformation, including AI and omnichannel initiatives.」

    The company reconfirms the increase in cloud demand associated with work-style reform and digital transformation, including AI and omnichannel initiatives.
  21. FY2019-Q2RestatedAnnual report

    「The environment surrounding the cloud market in which the company group’s business application business operates continues to see growing demand for the company’s services as a result of IT investment associated with companies’ work-style reforms and digital transformation, including AI and omnichannel initiatives.」

    The company reconfirms the increase in cloud demand associated with work-style reform and digital transformation, including AI and omnichannel initiatives.
  22. FY2019-Q1RestatedAnnual report

    「The environment surrounding the cloud market in which the company group’s business application business operates continues to see growing demand for the company’s services as a result of IT investment associated with companies’ work-style reforms and digital transformation, including AI and omnichannel initiatives.」

    The company continues to explain the increase in cloud demand associated with work-style reform and digital transformation, including AI and omnichannel initiatives.
  23. FY2018-Q1ReframedAnnual report

    「The environment surrounding the cloud market in which the company’s business and web application business operates continues to see growing demand for the company’s services as a result of IT investment associated with companies’ work-style reforms and digital transformation, including omnichannel initiatives.」

    The focus of the explanation of the drivers of cloud demand has shifted from mobile-enabled business systems and IT cost reduction to IT investment associated with work-style reform and digital transformation, including omnichannel initiatives.
  24. FY2017RestatedAnnual report

    「According to the “Domestic Cloud Services Market Size: Actual Results and Forecast” published by MM Research Institute, the domestic cloud market is said to have exceeded ¥3 trillion in fiscal 2020.」

    The explanation of growing cloud demand now includes the potential for the domestic market to exceed ¥3 trillion in fiscal 2020, adding a specific figure and timeframe.
  25. FY2017-Q2RestatedAnnual report

    「The environment surrounding the cloud market in which the company’s business and web application business operates continues to benefit from demand for cloud services as companies make business systems mobile-enabled and seek to reduce IT costs, and demand for the company’s services continues to increase.」

    The company reiterates the expansion of cloud demand against the backdrop of mobile-enabled business systems and IT cost reduction.
  26. FY2017-Q1First statedAnnual report

    「The environment surrounding the cloud market in which the company’s business and web application business operates continues to benefit from demand for cloud services as companies make business systems mobile-enabled and seek to reduce IT costs, and demand for the company’s services continues to increase.」

    The company explains that demand for cloud services is increasing against the backdrop of mobile-enabled business systems and IT cost reduction.
Moved together

"Significant Increases in Revenue and Profit" moved the same way as this thread, in the same document, in 4 of its 26 moves.

433222★123456
  1. ★This thread
  2. 1Significant Increases in Revenue and Profit4×
  3. 2Revenue decline and segment loss in the Social Web Media business3×
  4. 3Focus on the CRM, ERP and DMP sectors3×
  5. 4Growth in the Internet User Population and Corporate Demand for Information Gathering Driven by the Widespread Adoption of Smartphones and Tablets2×
  6. 5Dilution of Share Value from the Exercise of Stock Acquisition Rights2×
  7. 6Significant decline in cash flow from operating activities2×

★ 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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Expansion in cloud demand driven by mobile support and IT cost reductions | Globalway,Inc. (3936) | Komori