Worth reading
27Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Items stated in the management plan
FormulatedKey initiatives
01Conversion and enhancement of existing businesses as SaaS offerings
02Creation of new SaaS products
03Expansion of stock-based businesses
Plan assumptionsAs of 2024, the cloud services utilization rate among companies in Japan was 80.6%, including both company-wide and partial use, The domestic public cloud services market is forecast to grow to ¥8.8164 trillion in 2029, Demand is expected to expand for cloud-based services, including SaaS, particularly in areas supporting business operations and customer touchpoints
Size of the Target MarketMarket Size ¥8.8164 trillion in 2029 / Growth rate Not disclosed / Source 2025 White Paper on Information and Communications in Japan | Ministry of Internal Affairs and Communications
Risks identified by the company
The role of conventional Internet advertising and media is being called into question
Flow businesses centered on advertising operations have a high degree of uncertainty and dependence on external conditions
The proliferation of single-function tools and increasing commoditization in the SaaS market are making it more difficult to provide continuous value
| Item | Details |
|---|---|
| Plan name | Business Policy Shift for the AI Era |
| Progress against the plan | Formulated |
| Plan assumptions | As of 2024, the cloud services utilization rate among companies in Japan was 80.6%, including both company-wide and partial use, The domestic public cloud services market is forecast to grow to ¥8.8164 trillion in 2029, Demand is expected to expand for cloud-based services, including SaaS, particularly in areas supporting business operations and customer touchpoints |
| Key initiatives | Conversion and enhancement of existing businesses as SaaS offerings, Creation of new SaaS products, Expansion of stock-based businesses |
| Size of the Target Market | Market Size ¥8.8164 trillion in 2029 / Growth rate Not disclosed / Source 2025 White Paper on Information and Communications in Japan | Ministry of Internal Affairs and Communications |
| Risks identified | The role of conventional Internet advertising and media is being called into question, Flow businesses centered on advertising operations have a high degree of uncertainty and dependence on external conditions, The proliferation of single-function tools and increasing commoditization in the SaaS market are making it more difficult to provide continuous value |
| Publication date | 14 May 2026 |
Items this document does not state (18)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To establish a sustainable competitive advantage in the AI era in light of changes in the market environment driven by the rapid spread of generative AI. While flow businesses centered on advertising operations have a high degree of uncertainty and dependence on external conditions, and their challenges are becoming more apparent, the domestic cloud services market continues to expand.
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