Komori
coconala (4176) · RiskFirst statedLatest Financial results presentation (2026-07-10): "Worsened"

Risk of stagnation in generative AI adoption and service substitution

First written in FY2025. 1 of 3 entries say "Materialised", first in 2026-04-13. Latest entry: 2026-07-10.

3entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Materialised2026-04-13 – 2026-07-102025: 120252026: 22026
Same theme, other companies
Risk of existing services becoming obsolete, losing competitiveness and incurring investment burdens due to delays in responding to rapid technological innovationA theme 459 companies write about · 471 as a headwind · 0 as a tailwind

coconala moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 34 of 95 companies on the "Worse" side.

19 other companies' latest entry also says "Worsened".

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 194 companies compared. The sentences above are computed from all 194.Comparing 200 of the theme's 471 threads.
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  2. FY2025First statedAnnual report

    「If the effective use or development of AI does not progress as expected, our group's business opportunities and service competitiveness may be lost, adversely affecting our business. Furthermore, as generative AI technology becomes more advanced and less expensive, some of the services provided by our group may be directly replaced by generative AI, or services with similar functionality may be offered at lower cost.」

    This is the first separate disclosure of the risks that in-house use and development of generative AI may fail to progress, and that services may be replaced by generative AI or face lower-cost competition with similar functionality.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
coconala's next results are scheduled for 2026-10-13. Read the earnings preview It last moved in the Financial results presentation of 2026-07-10: "Worsened".
News
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