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baudroie (4413) · FactRestated

Growing demand related to digitalization and DX

First written in FY2022-Q3. 15 of 16 entries say "Restated". Latest entry: 2026-10-15.

16entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q3 – 2026-10-152022: 420222023: 220232024: 320242025: 220252026: 52026
Same theme, other companies
Expansion of Japan's Information Services and IT MarketsA theme 29 companies write about · 0 as a headwind · 29 as a tailwind

The whole theme swung hardest in 2020: 3 of 16 companies on the "Worse" side.

13 other companies' latest entry also says "Restated".

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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15RestatedEarnings

    「In addition, business opportunities surrounding IT infrastructure are expanding, driven by the growing use of AI, the wider adoption of cloud services and increasingly sophisticated cybersecurity measures.」

    AI活用、クラウドサービス、サイバーセキュリティ対策を背景とするIT・DX関連の事業機会拡大を再確認している。
  2. FY2027-H1RestatedAnnual report

    「Against this backdrop, companies continue to invest in IT and digital transformation to improve operational efficiency and strengthen competitiveness. In addition, business opportunities surrounding IT infrastructure are expanding, driven by the growing use of AI, the wider adoption of cloud services and increasingly sophisticated cybersecurity measures.」

    Continues to describe the expansion of business opportunities driven by continued IT and digital transformation investment, the use of AI, cloud services and cybersecurity measures.
  3. 2026-07-15RestatedEarnings

    「IT and DX investment aimed at improving operational efficiency and strengthening competitiveness at companies remains firm. In addition, investment demand for IT infrastructure continues to expand against a backdrop of increased AI use, the spread of cloud services, and more sophisticated cybersecurity measures.」

    The company reconfirms the resilience of IT and DX investment and the expansion of demand for IT infrastructure investment driven by AI, cloud services, and cybersecurity.
  4. FY2026RestatedAnnual report

    「Corporate capital investment remains solid against the backdrop of the trend toward promoting digital transformation (DX), and the use of digital technology aimed at improving operating efficiency, reducing reliance on labor and strengthening competitiveness is advancing further.」

    The Company continues to describe the use of digital technology and solid IT investment demand against the backdrop of DX initiatives.
  5. 2026-04-22RestatedFinancial results presentation

    「Demand for new technology fields such as network virtualization and cloud services is growing significantly, while demand in the so-called basic, conventional IT infrastructure area appears to be declining somewhat.」

    The company reconfirms the increase in demand related to digitalization and cloud services and distinguishes demand trends between new technology fields and conventional areas.
  6. FY2026-H1RestatedAnnual report

    「Even in this environment, the development of the IT-based society is continuing, and IT and DX investment aimed at improving operating efficiency and strengthening corporate competitiveness remains solid. Demand is particularly increasing in areas such as cloud-environment development, faster and more stable networks, and stronger security measures.」

    The Company reiterates the strength of IT and DX investment and specifically describes increasing demand for cloud, network and security services.
  7. FY2025RestatedAnnual report

    「IT and DX investment aimed at strengthening corporate competitiveness, improving operating efficiency, addressing cybersecurity and achieving sustainable growth remains at a high level.」

    The Company states that IT and DX investment remains high, driven by the need to strengthen competitiveness, improve operating efficiency and address cybersecurity.
  8. FY2025-Q1RestatedAnnual report

    「As the use and adoption of digital technology advances, demand for IT and DX-related services aimed at improving corporate productivity and strengthening competitiveness remains high, and demand for IT investment remains solid.」

    The Company continues to describe demand for IT and DX-related services and solid IT investment demand, driven by the spread of digital technology, as features of its business environment.
  9. FY2024RestatedAnnual report

    「As the use and adoption of digital technology advances, demand for IT and DX-related services aimed at improving corporate productivity and strengthening competitiveness remains high, and demand for IT investment remains solid.」

    The Company continues to describe growing demand for IT and DX-related services and solid IT investment demand as features of its business environment.
  10. FY2024-Q3RestatedAnnual report

    「As the use and adoption of digital technology advances, demand for IT and DX-related services aimed at improving corporate productivity and strengthening competitiveness remains high, and demand for IT investment remains solid.」

    The Company reiterates that increasing use of digital technology is supporting strong demand for IT and DX-related services and investment.
  11. FY2023RestatedAnnual report

    「Companies developing systems targeting entire IT systems also operate in this field, but social needs are diversifying, including the promotion of DX (Note 3), use of IoT (Note 4), server virtualization technology (Note 5), increased use of cloud services in place of on-premises systems, expansion of wireless LAN infrastructure and the introduction of private 5G (Note 6),」

    The Company continues to identify DX, IoT, virtualization, cloud services, wireless LAN and private 5G as drivers of demand for IT infrastructure.
  12. FY2023-Q3RestatedAnnual report

    「Demand related to DX aimed at improving productivity and strengthening competitiveness remains high, while social change is accelerating, including the emergence of new lifestyles and new ways of working based on remote work. The trend toward digitalization therefore remains strong in a wide range of settings.」

    The Company states that DX demand aimed at improving productivity and strengthening competitiveness, together with society-wide digitalization, remains strong.
  13. FY2023-Q2RestatedAnnual report

    「Strong demand related to DX aimed at improving productivity and strengthening competitiveness」

    The Company states that demand related to DX aimed at improving productivity and strengthening competitiveness remains high.
  14. FY2023-Q1RestatedAnnual report

    「In addition, social change has accelerated, including the emergence of new lifestyles and new ways of working based on remote work, following the onset of COVID-19, and the trend toward digitalization remains strong in a wide range of settings.」

    The Company reiterates that the trend toward digitalization, driven partly by remote work, remains strong.
  15. FY2022RestatedAnnual report

    「In addition, social change has accelerated, including the emergence of new lifestyles and new ways of working based on remote work, following the onset of COVID-19, and the trend toward digitalization remains strong in a wide range of settings.」

    The Company states that the trend toward digitalization remains strong, driven partly by remote work and related changes.
  16. FY2022-Q3First statedAnnual report

    「In the IT services market surrounding the Company, demand is increasing for digitalization of services and DX (digital transformation) aimed at strengthening or transforming businesses through digital technology, although investment varies by content and industry.」

    The Company describes growing demand related to digitalization and DX in the IT services market as a structural feature of its business environment.
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
baudroie's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings of 2026-10-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growing demand related to digitalization and DX | baudroie,inc. (4413) | Komori