Intensifying Competition from Major Speech Synthesis Companies and Cloud Service Providers
First written in FY2018. 9 of 15 entries say "Restated". Latest entry: 2026-08-05.
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
- 2026-08-05RestatedEarnings
「In the information and communications and software services industries, the development of new services and solutions in areas such as voice, dialogue and CRM is advancing against a backdrop of the spread of generative AI. At the same time, companies are required to respond rapidly to changes in the business environment, including accelerating technological innovation, intensifying competition among domestic and overseas operators, and information security requirements.」
Continued to describe technological innovation in the voice, dialogue and CRM fields and intensifying competition with domestic and overseas operators. - FY2026WorsenedAnnual report
「With the spread of generative AI, development of new services and solutions is accelerating in software-service fields including speech, dialogue and CRM, and competition among domestic and overseas companies is intensifying further.」
The company explicitly stated that the spread of generative AI and the acceleration of new-service development are intensifying competition in fields including speech, dialogue and CRM. - 2026-05-14WorsenedEarnings
「As generative AI becomes more widespread, development of new services and solutions is accelerating in software service fields such as voice, dialogue and CRM, while competition among companies in Japan and overseas is becoming increasingly intense.」
The scope of intensifying competition expanded beyond speech synthesis to software service fields such as voice, dialogue and CRM. - FY2025ReframedAnnual report
「There are strong domestic and overseas operators competing with the group in each of its businesses and products.」
The scope of the competitive risk has expanded from the previous focus on the speech-synthesis business to all group businesses and products, including speech and CRM. The company continues to disclose competition between existing operators and new entrants. - FY2024RestatedAnnual report
「In addition, more start-ups are entering the market, further intensifying the competitive environment.」
The company continues to disclose intensifying competition from major corporations, cloud-service providers and new market entrants. - FY2024-Q3WorsenedAnnual report
「The industry environment is becoming increasingly competitive as the pace of advancement in AI-related technologies accelerates across society and the number of new market entrants increases.」
The company added that competition in the speech and AI-related markets is intensifying due to faster advances in AI technology and an increase in new market entrants. - FY2022RestatedAnnual report
「If major competitors expand their workforces and accelerate business development, this could affect the company’s business and performance. In addition, if the Japanese quality and technology of speech-synthesis engines improve in low-priced services such as “Cloud Text-to-Speech” from “Google Cloud Platform (GCP)” and “Amazon Polly” from “Amazon Web Services (AWS),” which major companies provide as part of their cloud-service platforms, this could affect the company’s business and performance.」
The company continues to face competition from major speech-synthesis companies and low-priced services such as those offered by GCP and AWS. - FY2021RestatedAnnual report
「However, because competing companies are major corporations, if they expand their workforces and accelerate business development, this could affect the company’s business and performance.」
The company continues to face competition from major speech-synthesis companies and low-priced services such as those offered by GCP and AWS. - FY2020-Q3RestatedAnnual report
「Many services and applications have been introduced into the speech-synthesis market, intensifying competition. Research and development expenses and product-development costs tend to increase as companies seek to introduce higher-quality technologies,」
The company continues to state that competition is intensifying as more services and applications enter the speech-synthesis market and that development costs tend to increase as quality improves. - FY2020-Q1RestatedAnnual report
「Many services and applications have been introduced into the speech-synthesis market, intensifying competition. Research and development expenses and product-development costs tend to increase as companies seek to introduce higher-quality technologies,」
The company continues to describe intensifying competition as more services and applications enter the speech-synthesis market, along with the trend toward higher development costs as quality improves. - FY2019RestatedAnnual report
「However, because competing companies are major corporations, if they expand their workforces and accelerate business development, this could affect the company’s business and performance.」
In addition to HOYA and Toshiba Digital Solutions, the company continues to disclose the low-priced services of GCP and AWS as competitive factors. - FY2019-Q3RestatedAnnual report
「Many services and applications have been introduced into the speech-synthesis market, intensifying competition. Research and development expenses and product-development costs tend to increase as companies seek to introduce higher-quality technologies,」
The company continues to state that competition is intensifying as more services and applications enter the market and that research and product-development costs tend to increase as quality improves. - FY2019-Q2RestatedAnnual report
「Many services and applications have been introduced into the speech-synthesis market, intensifying competition. Research and development expenses and product-development costs tend to increase as companies seek to introduce higher-quality technologies,」
The company continues to state that competition is intensifying as more services and applications enter the market and that research and product-development costs tend to increase as quality improves. - FY2019-Q1WorsenedAnnual report
「Many services and applications have been introduced into the speech-synthesis market, intensifying competition. Research and development expenses and product-development costs tend to increase as companies seek to introduce higher-quality technologies,」
The company explicitly states that competition is intensifying as more services and applications enter the market. - FY2018First statedAnnual report
「Because competing companies are major corporations, if they expand their workforces and accelerate business development, this could affect the company’s business and performance.」
The company also cites the low-priced services of Google Cloud Platform and Amazon Web Services as competitive factors.