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Himacs (4299) · RiskMaterialised

Shortage of Development Personnel in the Information Services Industry

First written in FY2016. 13 of 23 entries say "Restated". Latest entry: FY2026.

23entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020 – FY2023RestatedFY20242016: 320162017: 420172018: 420182019: 420192020: 220202021: 120212022: 120222023: 120232024: 120242025: 020252026: 22026
Same theme, other companies
Talent acquisition, development and retention, and labor compliance risksA theme 720 companies write about · 738 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 27 of 104 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 738 threads.
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  1. FY2026MaterialisedAnnual report

    「The company states that costs are rising and are already affecting earnings due to intensifying competition to secure personnel against a backdrop of a chronic shortage of engineers.」

    It states that the shortage of engineers and intensifying competition to secure personnel are already affecting earnings through higher costs. Securing and training personnel skilled in AI use and PLs are also identified as continuing challenges.
  2. 2026-05-13WorsenedEarnings

    「Meanwhile, costs are rising and their impact on earnings is growing because of intensifying competition to secure talent against the backdrop of a chronic shortage of engineers and other factors.」

    Added intensifying competition to secure talent, rising costs and a growing impact on earnings to the existing disclosure concerning the shortage of engineers.
  3. FY2024RestatedAnnual report

    「The company continues to recognize that, in addition to the chronic shortage of engineers, there is an increasing need to secure and train project leaders (PLs). Although it is difficult to estimate the impact of this risk materializing on business performance, it recognizes that a non-negligible loss of order opportunities has occurred.」

    It continues to cite the chronic shortage of engineers, the need to secure and train PLs, and the recognition that order opportunities have been lost.
  4. FY2023WorsenedAnnual report

    「The information services market is expected to remain strong, supported by the growing importance of digitalization as user companies use IT to reform business processes and business models. Meanwhile, intensifying competition to secure engineers and growing wage-increase pressures may affect earnings. The company continues to recognize that, in addition to the chronic shortage of engineers, there is an increasing need to secure and train project leaders (PLs).」

    While continuing to cite the shortage of engineers and the need to secure and train PLs, it explicitly identified intensifying competition to secure engineers and growing wage-increase pressures as concerns for earnings.
  5. FY2022WorsenedAnnual report

    「Meanwhile, the shortage of IT engineers continues to worsen.」

    Regarding the shortage of IT engineers, the wording has strengthened from a chronic shortage to a worsening shortage. Under business and other risks, it continues to recognize that a non-negligible loss of order opportunities has occurred.
  6. FY2021MaterialisedAnnual report

    「The company continues to recognize that, in addition to the chronic shortage of engineers, there is an increasing need to secure and train project leaders (PLs). Although it is difficult to estimate the impact of this risk materializing on business performance, it recognizes that a non-negligible loss of order opportunities has occurred.」

    It explicitly recognizes that, amid the continuing shortage of engineers and need to secure and train PLs, order opportunities have actually been lost.
  7. FY2020MaterialisedAnnual report

    「Based on its medium-term management plan, the Group is recruiting talented new graduates and experienced engineers who can contribute immediately. It is also systematically strengthening its operations by developing PLs, enhancing quality-control capabilities and reinforcing development capabilities, while strengthening employee education and training through measures such as enhancing training curricula and supporting the acquisition of various qualifications in order to respond to technological innovation.」

    It explicitly states that, amid the continuing shortage of engineers and need to secure and train PLs, a non-negligible loss of order opportunities has occurred as the risk has materialized.
  8. FY2020-Q3RestatedAnnual report

    「In the information services industry, more companies are pursuing digital transformation (DX) using new digital technologies to strengthen competitiveness and achieve future growth. Meanwhile, in addition to the chronic shortage of engineers, the winding down of large-scale projects and increase in small- and medium-scale projects have made it necessary to secure and train more project leaders (PLs) than before.」

    It continues to cite the chronic shortage of engineers, the winding down of large-scale projects and increase in small- and medium-scale projects, and the need to secure and train PLs.
  9. FY2020-Q2RestatedAnnual report

    「Meanwhile, in addition to the chronic shortage of engineers, the winding down of large-scale projects and increase in small- and medium-scale projects have made it necessary to secure and train more project leaders (PLs) than before.」

    It continues to cite the chronic shortage of engineers, the winding down of large-scale projects and increase in small- and medium-scale projects, and the need to secure and train PLs.
  10. FY2020-Q1RestatedAnnual report

    「Meanwhile, in addition to the chronic shortage of engineers, the winding down of large-scale projects and increase in small- and medium-scale projects have made it necessary to secure and train more project leaders (PLs) than before in order to win new projects, creating difficulties in securing an adequate development structure.」

    It continues to cite the chronic shortage of engineers, the winding down of large-scale projects and increase in small- and medium-scale projects, the need to secure and train PLs, and difficulties in securing an adequate development structure.
  11. FY2019WorsenedAnnual report

    「Meanwhile, in addition to the chronic shortage of engineers, the winding down of large-scale projects and increase in small- and medium-scale projects have made it necessary to secure and train more project leaders (PLs) than before in order to win new projects, creating difficulties in securing an adequate development structure.」

    In addition to the chronic shortage of engineers, changes in the project mix have made it more necessary than before to secure and train PLs, making the difficulty of securing an adequate development structure more apparent.
  12. FY2019-Q3RestatedAnnual report

    「In the information services industry, demand for IT investment using new technologies has expanded amid rapid advances in IoT, big data, AI and RPA. The industry was generally firm, while the shortage of development personnel continued to tighten supply and demand as the shortage became more acute, and outsourcing rates trended upward.」

    It continues to cite tight supply and demand and an upward trend in outsourcing rates related to the shortage of development personnel, as in the previous quarter.
  13. FY2019-Q2RestatedAnnual report

    「In the information services industry, demand for IT investment using new technologies has expanded amid rapid advances in IoT, big data, AI and RPA. The industry was generally firm, while the shortage of development personnel continued to tighten supply and demand as the shortage became more acute, and outsourcing rates trended upward.」

    It continues to cite tight supply and demand and an upward trend in outsourcing rates related to the shortage of development personnel, as in the previous quarter.
  14. FY2019-Q1WorsenedAnnual report

    「In the information services industry, demand for IT investment using new technologies has expanded amid rapid advances in IoT, big data, AI and RPA. The industry was generally firm, while the shortage of development personnel continued to tighten supply and demand as the shortage became more acute, and outsourcing rates trended upward.」

    Regarding the shortage of development personnel, the wording has strengthened from a continuing shortage to a growing sense of scarcity and tight supply and demand. The upward trend in outsourcing rates has also continued.
  15. FY2018RestatedAnnual report

    「In the information services industry, the importance of strategic IT use looking to the future has increased amid advances in technological innovation, including IoT, big data, AI and cloud computing. The industry was generally firm. Meanwhile, the shortage of development personnel continued and outsourcing rates trended upward.」

    It also cites the continuing shortage of development personnel and the upward trend in outsourcing rates for the full fiscal year.
  16. FY2018-Q3RestatedAnnual report

    「In the information services industry, the importance of strategic IT use looking to the future has increased amid advances in technological innovation, including IoT, big data, AI and cloud computing. The industry was generally firm, while the shortage of development personnel continued and outsourcing rates trended upward.」

    It continues to cite the shortage of development personnel and the upward trend in outsourcing rates, as in the previous quarter.
  17. FY2018-Q2RestatedAnnual report

    「In the information services industry, the importance of strategic IT use looking to the future has increased amid advances in technological innovation, including IoT, big data, AI and cloud computing. The industry was generally firm, while the shortage of development personnel continued and outsourcing rates trended upward.」

    It continues to cite the shortage of development personnel and the upward trend in outsourcing rates, as in the previous quarter.
  18. FY2018-Q1WorsenedAnnual report

    「In the information services industry, the importance of strategic IT use looking to the future has increased amid advances in technological innovation, including IoT, big data, AI and cloud computing. The industry was generally firm, while the shortage of development personnel continued and outsourcing rates trended upward.」

    It explains that, in addition to the continuing shortage of development personnel, outsourcing rates are trending upward, explicitly identifying worsening cost conditions associated with securing personnel.
  19. FY2017RestatedAnnual report

    「As technological innovation progresses in areas such as IoT, cloud computing and big data, the importance of strategic IT investment looking to the future has increased, while the shortage of development personnel continued.」

    It maintains the view that demand for IT investment is expanding while the shortage of development personnel continues.
  20. FY2017-Q3RestatedAnnual report

    「The Bank of Japan's Tankan Short-Term Economic Survey of Enterprises also shows that, although software investment plans are trending upward, particularly among large non-manufacturers, the shortage of development personnel continues.」

    It continues to recognize that software investment plans are trending upward while the shortage of development personnel persists.
  21. FY2017-Q2RestatedAnnual report

    「The Bank of Japan's Tankan Short-Term Economic Survey of Enterprises also shows that, although software investment plans are trending upward, particularly among non-manufacturers, the shortage of development personnel continues.」

    It continues to recognize that software investment plans are trending upward while the shortage of development personnel persists.
  22. FY2017-Q1RestatedAnnual report

    「The Bank of Japan's Tankan Short-Term Economic Survey of Enterprises also shows that, although software investment plans are trending upward, particularly among non-manufacturers, the shortage of development personnel continues.」

    It explains that software investment plans are trending upward, while the shortage of development personnel continues.
  23. FY2016First statedAnnual report

    「In the information services industry, the importance of corporate IT strategies has increased amid improving corporate earnings and technological innovation in areas such as cloud computing and big data, while the shortage of development personnel continued.」

    It indicates that the shortage of development personnel is continuing.
Moved together

"Building a Foundation for Growth with a View to the Next 5 to 10 Years and Achieving the Medium- to Long-Term Management Plan" moved the same way as this thread, in the same document, in 5 of its 23 moves.

542222★123456
  1. ★This thread
  2. 1Building a Foundation for Growth with a View to the Next 5 to 10 Years and Achieving the Medium- to Long-Term Management Plan5×
  3. 2Business Environment Risks from China’s Economic Slowdown, Falling Crude Oil Prices and Financial Market Volatility4×
  4. 3Accelerating decision-making and execution and rebuilding the Group's management platform2×
  5. 4Development cost pressure from rising outsourcing rates2×
  6. 5Separation of Board of Directors oversight from business execution by executive officers2×
  7. 6Risk of unprofitability due to increased development effort, functional improvements and defect repairs2×

★ 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 Himacs yet. It last moved in the Earnings of 2026-05-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Shortage of Development Personnel in the Information Services Industry | HIMACS,Ltd. (4299) | Komori