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Japan Data Science Consortium (4418) · RiskRestated

Slowing Growth and Market Fluctuations in the AI Solutions Market

First written in FY2022. 1 of 3 entries say "Softened", first in FY2023. Latest entry: FY2026.

3entries
5years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2022SoftenedFY20232022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Uncertainty Over Growth in the AI SaaS MarketA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

4 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.
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  1. FY2026RestatedAnnual report

    「The domestic AI business market is forecast to expand from ¥2.4 trillion to ¥6.9 trillion between 2025 and 2029. However, because the market is immature, sharp fluctuations in market conditions and a slowdown in the pace of expansion could cause the company's growth to diverge from market growth if its competitive advantages are not realized.」

    While presenting forecasts for expansion of the AI market, the company identifies volatility in an immature market, slower growth and divergence from its own growth as risks, and states that it will respond by expanding its solutions and the industries it serves.
  2. FY2023SoftenedAnnual report

    「The company does not expect this risk to materialise in the foreseeable future and considers the likelihood of its materialisation to be low. To address the risk, it is expanding its AI Solutions lineup and the industries represented by its customers so that it does not depend on a single industry or customer.」

    Regarding the risk of slower growth and volatility in the AI market, the company assesses the likelihood of near-term materialisation as low and has added measures involving expansion of its solutions and industry coverage.
  3. FY2022First statedAnnual report

    「If the pace of market expansion slows sharply or a scenario arises in which the competitive advantages of the company's AI Solutions are not realised, the company's growth may not correlate with market expansion even if the market grows. In addition, because the AI Solutions market has a short history and is not yet mature, market trends may fluctuate significantly.」

    Although market expansion is expected, the company identifies slower growth, market volatility and a lack of correlation with its own growth as risks.
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Slowing Growth and Market Fluctuations in the AI Solutions Market | Japan Data Science Consortium Co.Ltd. (4418) | Komori