Decline in Customer IT Investment Due to Worsening Economic Conditions
First written in FY2021. 6 of 11 entries say "Restated". Latest entry: 2026-10-13.
The whole theme swung hardest in 2020: 16 of 36 companies on the "Worse" side.
9 other companies' latest entry also says "Worsened".
- 2026-10-13WorsenedEarnings
「コスト上昇や経済環境の不確実性を背景として、顧客企業による投資案件の選別と投資対効果の検証が一層重視される状況となっております。」
顧客IT投資について、投資案件の選別と投資対効果の検証が一層重視される環境へ変化したと記載している。 - FY2026RestatedAnnual report
「In the IT and information services market in which the Group’s DX Solutions and Techwise Consulting businesses operate, investment demand for DX, generative AI, cloud services, data utilisation and business automation remains firm.」
The company continues to take the view that customer investment demand for DX, AI and cloud services remains firm. - FY2026-H1Shift in customer IT investment from quantitative expansion to qualitative selectionAnnual report
「Companies’ approach to IT investment is shifting from quantitative expansion to qualitative selection. In the DX field, the market is increasingly demanding end-to-end support covering the implementation, establishment and improvement of business transformation, rather than one-off tool implementation.」
The company indicates that the environment for customer IT investment has changed from quantitative expansion to selecting projects based on quality. At the same time, it views demand for DX implementation, establishment and improvement as a new opportunity. - FY2024RestatedAnnual report
「In the IT services market in which the Group’s IT Solutions and Business Products businesses operate, demand for digital transformation (DX) remains strong, and we view the use of advanced technologies such as AI and generative AI, as well as advances in IT development exemplified by no-code and low-code solutions, as business opportunities.」
The company has reiterated its view that customer IT investment and DX demand remain strong. - FY2024-Q3RestatedAnnual report
「In the information services industry in which the Group operates, opportunities to enter and expand businesses continue to increase against a backdrop of faster DX implementation through the use of AI, migration of existing systems to the cloud, and the adoption and broader use of low-code/no-code solutions.」
Regarding IT investment and DX demand, the company indicates that business opportunities continue to expand against a backdrop of AI, cloud migration and low-code/no-code solutions. - FY2024-Q2RestatedAnnual report
「In the IT Solutions business, companies’ appetite for investment in DX and related areas remained firm. Although the number of large-scale orders won remained sluggish, revenue growth from consolidated subsidiaries that joined the Group in the previous consolidated fiscal year contributed to results.」
The company states that customers’ appetite for DX investment remained firm, while the number of large-scale orders won remained sluggish. - FY2024-Q1RestatedAnnual report
「In the IT services market in which the Group’s IT Solutions and Business Products businesses operate, demand for IT investment driven by DX initiatives aimed at improving productivity and operational efficiency and enabling new ways of working remains strong.」
The company indicates that customer demand for IT investment aimed at promoting DX, improving productivity and operational efficiency, and enabling new ways of working remains strong. - FY2023-Q3RestatedAnnual report
「In the IT services market in which the Group’s IT Solutions and Business Products businesses operate, demand for IT investment driven by the renewal of existing systems and the promotion of digital transformation (DX) remains strong.」
Customer demand for IT investment driven by the renewal of existing systems and the promotion of DX remains strong, and the company continues to take a positive view of the market regarding the risk of declining IT investment. - FY2023-Q2MitigatedAnnual report
「Demand for IT investment driven by the renewal of existing systems and the promotion of digital transformation (DX) remains strong.」
Regarding the risk of a decline in customer IT investment due to worsening economic conditions, the company states that demand for IT investment remained strong during the quarter. It also notes the continuing uncertainty in the external environment. - FY2022WorsenedAnnual report
「The outlook remains uncertain, with concerns about a future deterioration in the business environment, including the COVID-19 pandemic and the situation in Ukraine, and a resulting decline in appetite for IT investment.」
In addition to conventional economic downturn risks, the company explicitly identified concerns about the situation in Ukraine and a decline in appetite for IT investment due to a deteriorating business environment. - FY2021First statedAnnual report
「If worsening economic conditions or an economic slowdown causes customer companies to lose their appetite for IT investment, the Group’s performance may be affected by a decline in orders and cancellations of maintenance and operations contracts.」
This indicates the risk that demand for IT Solutions and Business Products depends on customer companies’ IT investment.