Expansion of the IT-related services market driven by rising smartphone adoption
First written in FY2017-Q1. 6 of 15 entries say "Restated". Latest entry: 2026-06-12.
The whole theme swung hardest in 2020: 3 of 16 companies on the "Worse" side.
13 other companies' latest entry also says "Restated".
- 2026-06-12RestatedEarnings
「In the core information and communications industry, demand for services related to DX, particularly AI, aimed at improving corporate productivity and strengthening competitiveness has continued to rise with the advancement and spread of digital technologies, creating what can be described as a favorable market environment.」
The company reconfirms its view that demand for DX-related services, increasingly centered on AI, is a market tailwind. - FY2026-H1Explicitly identifies AI-driven DX demandAnnual report
「In the core information and communications industry, demand for services related to DX, particularly AI, aimed at improving corporate productivity and strengthening competitiveness has continued to rise with the advancement and spread of digital technologies, creating what can be described as a favorable market environment.」
The company identifies increasing demand for DX-related services, particularly AI-based services, in addition to traditional DX and IT investment demand. - 2026-03-13RestatedEarnings
「In the core information and communications industry, demand for IT and DX-related services aimed at improving corporate productivity and strengthening competitiveness has continued to rise with the advancement and spread of digital technologies, creating what can be described as a favorable market environment.」
The company reconfirms its view that demand for IT and DX-related services is a tailwind. - FY2025-H1RestatedAnnual report
「In the information and communications industry, which includes our core business, demand for IT and DX-related services aimed at improving corporate productivity and strengthening competitiveness is increasing further as digital technologies advance and become more widespread. Market conditions therefore remain favorable.」
The company reconfirms its view that demand for IT and DX-related services, driven by advances in digital technologies and the goal of improving corporate productivity and strengthening competitiveness, remains a favorable market factor. - FY2024-Q2RestatedAnnual report
「In the information and communications industry, which includes our core business, DX, promoted as a national policy, accelerated during the COVID-19 pandemic. Web-based customer acquisition, the digitization of administrative work and data security are receiving greater attention, and corporate IT investment is expected to continue increasing to enhance competitiveness and improve operational efficiency.」
The company continues to view corporate IT investment as likely to increase, driven by DX, web-based customer acquisition, the digitization of administrative work and data security. - FY2024-Q1RestatedAnnual report
「In the information and communications industry, which includes our core business, DX, promoted as a national policy, accelerated during the COVID-19 pandemic. Web-based customer acquisition, the digitization of administrative work and data security are receiving greater attention, and corporate IT investment is expected to continue increasing to enhance competitiveness and improve operational efficiency.」
The company continues to view corporate IT investment as likely to increase, driven by DX, web-based customer acquisition, the digitization of administrative work and data security. - FY2023-Q2Coexistence of delivery delays caused by the semiconductor shortage and expectations for increased DX investmentAnnual report
「In the information and communications industry, which includes our core business, the global semiconductor shortage caused delivery delays and other impacts. Meanwhile, against the backdrop of DX, promoted as a national policy, corporate IT investment is expected to trend upward over the medium to long term as companies use IT to strengthen competitiveness and information security and improve operations on an online basis.」
The company notes that delivery delays caused by the semiconductor shortage have actually occurred in the IT market, while also citing expectations for increased IT investment over the medium to long term driven by DX, information security and online operational improvements. - FY2022RestatedAnnual report
「As corporate DX (digital transformation) becomes more widespread, data security is receiving greater attention alongside changes in customer acquisition methods and work styles. Corporate IT-related investment is also expected to increase further in response to the Electronic Books Preservation Act and the invoice system.」
DX, data security, and compliance with the Electronic Books Preservation Act and the invoice system continue to support the expansion of IT investment. - FY2022-Q2Expansion in IT demand driven by DX certification, subsidies and the qualified invoice systemAnnual report
「Products and content services offered by our core business, the ICT business for beauty salons, qualify for IT introduction subsidies, enabling us to meet users' demand for DX. In addition, market conditions remain favorable, including growing expected demand for sales management systems that support qualified invoices under the invoice system introduced in October 2023.」
In addition to the expansion of corporate DX and IT investment, products and content became eligible for IT introduction subsidies, while demand for systems supporting the invoice system scheduled for introduction in October 2023 was identified as a growth driver. - FY2022-Q1Expectations for increased IT investment driven by digital transformationAnnual report
「In the information and communications industry, which includes our core business, corporate digital transformation (DX), promoted as a national policy, is progressing. Planned software investment across all industries increased 13.5% year on year (Bank of Japan Tankan survey, December 2021), and corporate IT investment is expected to continue increasing over the medium to long term to enhance competitiveness and improve operational efficiency.」
The company identifies the progress of corporate DX and the 13.5% year-on-year increase in planned software investment as market conditions supporting increased IT investment, in addition to the traditional smartphone and online reservations markets. - FY2019-Q3Recovery in orders, including from small-scale users, driven by compliance requirementsAnnual report
「Orders from previously inactive small-scale users have also turned strong, benefiting from IT introduction subsidies for the consumption tax increase scheduled for October this year, including the multiple tax rates, and the approaching end of Windows 7 support. Orders from medium- and large-scale users have remained strong.」
Orders from small-scale users turned strong against the backdrop of IT introduction subsidies for the consumption tax increase and the end of Windows 7 support, while orders from medium- and large-scale users remained strong. - FY2019-Q2Growth in orders and order backlog driven by regulatory changes and other factorsAnnual report
「The consumption tax increase subsidies and the end of Windows 7 support provided a tailwind not only for new business discussions but also for delayed medium- and large-scale replacement projects. Together with the synergistic effect of launching the Rakuten Points service in April, this resulted in strong orders. However, demand for subsidies when replacing equipment has been high, and business discussions are tending to take longer.」
Orders for new and medium-to-large replacement projects were strong, driven by the combined effects of consumption tax subsidy programs, the end of Windows 7 support and the launch of Rakuten Point acceptance. - FY2019-Q1Tailwinds for POS replacement demand from regulatory changes and the end of Windows 7 supportAnnual report
「In addition to the consumption tax increase scheduled for October this year, including multiple tax rates, subsidies for cashless-payment points and grant programs, the end of Windows 7 support as a security measure is expected to provide a major tailwind for POS system replacements.」
In addition to the expansion of the smartphone and IT markets, the consumption tax increase, cashless-payment-related programs and the end of Windows 7 support were identified as factors driving demand for POS system replacements. - FY2017Expansion of the online booking market for hair and beauty servicesAnnual report
「According to the Ministry of Economy, Trade and Industry's FY2016 Market Survey on Electronic Commerce, the market size for hair and beauty services booked online and through other forms of e-commerce increased substantially from ¥242.0 billion in FY2015 to ¥326.1 billion in FY2016, representing year-on-year growth of 34.7%.」
In addition to the continued spread of smartphones, the expansion of the market for online bookings of hair and beauty services from ¥242.0 billion to ¥326.1 billion is cited as a growth driver. - FY2017-Q1First statedAnnual report
「According to the Ministry of Internal Affairs and Communications' Information and Communications White Paper 2016, the household smartphone penetration rate was 72.0%, up 7.8 percentage points year on year. As smartphone adoption continues, the market for IT-related services, centered on the smartphone market, is expected to expand further.」
The 72.0% household smartphone penetration rate, up 7.8 percentage points year on year, is cited as a backdrop to market expansion.