Expansion of the IT Market for the Electricity Sales and Energy Industries
First written in FY2021-Q2. 4 of 9 entries say "Restated". Latest entry: FY2026.
Enechange moved to the "Worse" side of this theme in 2024.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「In terms of market size, the company considers approximately ¥360 billion, calculated by multiplying total electricity sales of approximately ¥18 trillion in 2025 by the market rate of 2% for recurring compensation on electricity bills after a supplier switch, to be the TAM for its Electricity Switching Support business.」
The company updated the electricity retail market to approximately ¥18 trillion, the TAM for Electricity Switching Support to approximately ¥360 billion and the TAM for SaaS and Systems Development to approximately ¥180 billion, and identified demand growth from generative AI, data centers and semiconductor plants as a market opportunity. - FY2026-H1ReframedAnnual report
「The 7th Strategic Energy Plan approved by the Cabinet in February 2025 also states that electricity demand is expected to increase over the medium to long term as generative AI technology becomes more widespread and as new and expanded data centers and semiconductor plants are built.」
In addition to electricity market liberalization, GX and the spread of EVs, the company identifies medium- to long-term increases in electricity demand from generative AI, data centers and semiconductor plants as market growth drivers. - FY2023ReframedAnnual report
「The company considers approximately ¥2.2 trillion, calculated by multiplying domestic gas station sales of approximately ¥9 trillion by a 25% utilization rate for destination charging, to be the TAM for its EV Charging Business.」
In addition to the existing electricity retailing and energy IT markets, the company presented a TAM of approximately ¥2.2 trillion for its EV Charging Business and expanded its description of the market opportunity to focus on EVs. - FY2023-Q1RestatedAnnual report
「At the Japanese government's 5th GX Implementation Council meeting on 22 December 2022, the “Basic Policy for the Realization of GX: A Roadmap for the Next 10 Years” was presented. While the government expressed its intention to provide approximately ¥20 trillion in front-loaded investment support toward achieving ¥150 trillion in GX investment through public-private efforts, electricity sales, the company's base market, had expanded to approximately ¥18 trillion since the full liberalization of electricity retailing in April 2016.」
The company reconfirmed that ¥150 trillion in GX investment, ¥20 trillion in front-loaded government investment support and approximately ¥18 trillion in electricity sales were contributing to market expansion. - FY2022-Q3RestatedAnnual report
「The plan also sets a target of raising the share of electrified vehicles in new passenger-car sales, including electric vehicles (EVs), to 100% by 2035. Accordingly, the spread of EVs and the associated demand for EV charging infrastructure are expected to increase.」
Against the backdrop of the policy target of raising the share of electrified vehicles to 100% by 2035, the company continues to describe the spread of EVs and expanding demand for EV charging infrastructure as market opportunities. - FY2022-Q1ReframedAnnual report
「In addition, sales of EVs and PHVs in domestic new-vehicle sales reached a record high, and new models are expected to be introduced successively by automakers and other companies. Accordingly, the company believes that the addressable market for its EV Charging Business will expand significantly going forward.」
In addition to the existing expansion of the electricity retailing and energy IT markets, the company incorporated the EV charging market, driven by the spread of EVs and PHVs, into its description of the addressable market. - FY2021RestatedAnnual report
「Electricity sales have expanded to approximately ¥13 trillion and are expected to grow by up to approximately 40% to around ¥18 trillion by 2050.」
The company continues to explain that expansion of the electricity retail market and increases in advertising and IT budgets are growth drivers for the markets of both businesses. - FY2021-Q3RestatedAnnual report
「In the electricity industry, which is central to the Green Growth Strategy, the electricity retail market, the company's base market, has expanded to approximately ¥13 trillion since the full liberalization of electricity retailing in April 2016. The company believes that the addressable market for its Energy Platform Business is expanding as electricity industry advertising budgets increase amid intensifying competition among electricity and gas providers and a nationwide rise in the number of electricity supplier switches. It also believes that the addressable market for its Energy Data Business is expanding as energy industry IT budgets increase, driven by demand for new systems investment to address the structural transformation of the energy industry known as the “4 Ds of Energy.”」
The company reiterated its view that advertising and IT budgets were expanding against the backdrop of approximately ¥13 trillion in electricity sales, and that the addressable markets for both businesses were expanding. - FY2021-Q2First statedAnnual report
「The company believes that the addressable market for its Energy Platform Business is expanding as electricity industry advertising budgets increase amid intensifying competition among electricity and gas providers and a nationwide rise in the number of electricity supplier switches. It also believes that the addressable market for its Energy Data Business is expanding as energy industry IT budgets increase, driven by demand for new systems investment to address the structural transformation of the energy industry known as the “4 Ds of Energy.”」
Against the backdrop of approximately ¥13 trillion in electricity sales, the company indicated that advertising budgets and energy industry IT budgets were increasing and that the addressable markets for both businesses were expanding.