Appirits (4174) · RiskRestated
Reduction and postponement of IT investment due to deteriorating corporate performance
First written in FY2022-Q2. 1 of 2 entries say "Restated". Latest entry: FY2023-Q1.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Reduced IT investment and declines in contracts and purchases due to deteriorating business performance and economic conditions among corporate customersA theme 82 companies write about · 85 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2020: 16 of 36 companies on the "Worse" side.
50 other companies' latest entry also says "Restated".
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 82 companies compared. The sentences above are computed from all 82.Full recordFilings, disclosures and news, newest first
- FY2023-Q1RestatedAnnual report
「Some companies have reduced or postponed IT investment as their performance has deteriorated, so the situation cannot be viewed with optimism.」
It reiterates the risk that customers are reducing or postponing IT investment despite demand for DX. - FY2022-Q2First statedAnnual report
「However, some companies have reduced or postponed IT investment as their performance has deteriorated, so the situation cannot be viewed with optimism.」
While there is IT demand related to DX and remote work, it states that customers are in fact reducing or postponing IT investment because of deteriorating business performance.