User Local (3984) · FactFirst stated
Increase in Telecommunications Expenses as AI Services Expand
First written in FY2026. . Latest entry: FY2026.
2entries
1years
1from disclosures
How it moved
Same theme, other companies
Expansion of Generative AI Use and Related InvestmentA theme 2 companies write about · 1 as a headwind · 1 as a tailwind
0 other companies' latest entry also says "First stated".
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.
Not enough years or companies yet to draw the terrain. The sentences above are computed from what exists.
Full recordFilings, disclosures and news, newest first
- FY2026First statedAnnual report
「As the provision of AI services expanded, costs including communications costs increased.」
The Company stated for the first time specifically that higher communications costs were a factor contributing to the increase in costs accompanying the expansion of AI service provision. - 2026-08-06First statedFinancial results presentation materials
「Against a backdrop of rapidly expanding global demand for AI, AI-related costs are rising sharply.」
The company specifically identified increased service usage, higher system development costs and yen depreciation as factors driving higher AI-related costs.