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Fabrica Holdings (4193) · FactAdvanced

Demand for DX investment and expectations for growth in the information and communications market

First written in FY2022-Q1. 9 of 14 entries say "Restated". Latest entry: FY2026.

14entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2025-H1AdvancedFY2026-H1 – FY20262021: 220212022: 420222023: 320232024: 220242025: 120252026: 22026
Same theme, other companies
Outlook for High Growth and Expansion in the SMS Delivery MarketA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

0 other companies' latest entry also says "Advanced".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Domestic SMS delivery volumes handled by aggregators are expected to grow at a CAGR of 24.5% from fiscal 2025 to fiscal 2030.」

    A new market forecast was presented for expected growth in the SMS market, covering the period from fiscal 2025 to fiscal 2030 and projecting a 24.5% CAGR.
  2. 2026-05-14AdvancedFinancial results briefing materials

    「As the digitalization of customer touchpoints accelerates their shift to multiple channels, demand is expected to expand across the messaging sector, including SMS.」

    Specific growth expectations through 2030 for messaging volumes and the high growth rate of independent aggregators were presented for the messaging market, including SMS.
  3. FY2026-H1AdvancedAnnual report

    「In particular, the use of generative AI is moving from the trial stage to full-scale implementation, and initiatives aimed at improving operational efficiency and creating new value are spreading. Against this backdrop, demand for digital services remains solid, and the market is expected to expand over the medium to long term.」

    While expectations for growth in demand for DX and digital services continue, a new development was indicated in the use of generative AI, namely its transition from the trial stage to full-scale implementation.
  4. FY2025-H1RestatedAnnual report

    「In the information and communications industry, demand for digital services remains high as DX (digital transformation) advances, and solid demand is expected over the medium to long term.」

    Strong demand for digital services driven by the advancement of DX and the medium- to long-term demand outlook continue to be indicated.
  5. FY2024-Q3RestatedAnnual report

    「Meanwhile, in the information and communications sector to which the Group belongs, although there are concerns about a temporary economic downturn caused by external factors, the market for investment in DX (digital transformation) of existing operations to support society’s digitalization is expected to expand over the medium to long term.」

    Demand for DX investment and expectations for medium- to long-term market growth continue to be stated.
  6. FY2024-Q1RestatedAnnual report

    「In the information and communications sector to which the Group belongs, demand for investment in DX is increasing as companies deepen their use of IT and transform their business models, and the market is expected to grow going forward.」

    Rising demand for DX investment and expectations for growth in the information and communications market continue to be stated as external factors.
  7. FY2023AdvancedAnnual report

    「There is still substantial room for growth in Japan. According to “Mick IT Report, October 2022” published by Deloitte Tohmatsu MIC Research Institute Co., Ltd., domestic SMS delivery volumes handled by aggregators are expected to grow at a CAGR of 42.3% from fiscal 2022 to fiscal 2026.」

    New market forecasts were presented for expectations of growth in DX and the information and communications market, including a 42.3% CAGR in SMS delivery volumes from fiscal 2022 to fiscal 2026.
  8. FY2023-Q3RestatedAnnual report

    「Meanwhile, in the information and communications sector to which the Group belongs, demand for investment in DX (digital transformation) is increasing as companies deepen their use of IT and transform their business models, and the market is expected to grow going forward.」

    Rising demand for DX investment and expectations for growth in the information and communications market continue to be stated as external factors.
  9. FY2023-Q2RestatedAnnual report

    「Meanwhile, in the information and communications sector to which the Group belongs, demand for investment in DX (digital transformation) is increasing as companies deepen their use of IT and transform their business models, and the market is expected to grow going forward.」

    Rising demand for DX investment and expectations for growth in the information and communications market continue to be stated as external factors.
  10. FY2023-Q1RestatedAnnual report

    「As companies deepen their use of IT and transform their business models, demand for investment in DX (digital transformation) is increasing, and the market is expected to grow going forward.」

    Rising demand for DX investment and expectations for growth in the information and communications market continue to be stated as external factors.
  11. FY2022RestatedAnnual report

    「As companies deepen their use of IT and transform their business models, demand for investment in DX is increasing, and the market is expected to grow going forward.」

    Demand for DX investment and expectations for growth in the information and communications market continue to be stated, along with a forecast of a 41.5% CAGR in domestic SMS delivery volumes from fiscal 2020 to fiscal 2025.
  12. FY2022-Q3RestatedAnnual report

    「As companies deepen their use of IT and transform their business models, demand for investment in DX (digital transformation) is increasing, and the market is expected to grow going forward.」

    Rising demand for DX investment and expectations for growth in the information and communications market continue to be stated as external factors.
  13. FY2022-Q2RestatedAnnual report

    「As companies deepen their use of IT and transform their business models, demand for investment in DX (digital transformation) is increasing, and the market is expected to grow going forward.」

    Demand for DX investment and expectations for growth in the information and communications market continue to be stated as external factors.
  14. FY2022-Q1First statedAnnual report

    「As companies deepen their use of IT and transform their business models, demand for investment in DX (digital transformation) is increasing, and the market is expected to grow going forward.」

    Rising demand for DX investment and expectations for market growth are stated as external factors.
Moved together

"Rollout and Expansion of Adoption of the “Media SMS” SMS Delivery Service" moved the same way as this thread, in the same document, in 4 of its 14 moves.

444443★123456
  1. ★This thread
  2. 1Rollout and Expansion of Adoption of the “Media SMS” SMS Delivery Service4×
  3. 2Expansion of symphony, a Cloud Service Supporting Used-Car Sales Operations4×
  4. 3First-quarter revenue growth and operating profit secured4×
  5. 4Strengthening the Development Structure and Cutting-Edge Product Development4×
  6. 5Stable, Ongoing Dividends and a Payout Ratio Target of 20%4×
  7. 6One-stop service for accident-damaged vehicle repairs, replacement vehicles and towing3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Fabrica Holdings yet. It last moved in the Financial results briefing materials of 2026-05-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Demand for DX investment and expectations for growth in the information and communications market | Fabrica Holdings Co.,Ltd. (4193) | Komori