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Japan Data Science Consortium (4418) · RiskWorsened

Declining competitiveness as more companies enter AI-related fields

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

3entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022SoftenedFY20232022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
AI product and service competition and investment recovery riskA theme 14 companies write about · 17 as a headwind · 0 as a tailwind

Japan Data Science Consortium moved to the "Worse" side of this theme in 2023, 3 years before the typical company in this theme (2026).

The whole theme swung hardest in 2026: 4 of 9 companies on the "Worse" side.

2 other companies' latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「As the market expands in the AI-related fields where the group operates, major IT companies and global companies that provide foundation models are making full-scale entries into the field of deploying AI in actual operations.」

    The increase in entrants to AI-related fields is taking concrete form through major IT companies and global companies that provide foundation models making full-scale entries into the deployment of AI in actual operations.
  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. It also differentiates itself through its focus on creating quantitative improvements using expertise in both technology and business, and on addressing SDG themes across entire industries rather than solving issues for individual companies.」

    Regarding the risk of declining competitiveness due to the entry of AI-related companies, the company states that the likelihood of materialisation is low and describes differentiation through expertise in both technology and business, among other factors.
  3. FY2022First statedAnnual report

    「This field has attracted attention because of its growth potential, and many companies are entering it. As a result, our competitiveness may decline.」

    The company identifies the entry of many companies into AI-related fields as a competitive risk and cites the use of algorithms trained on accumulated expertise and data as a mitigating measure.
Moved together

"Dilution of equity value through stock options" moved the same way as this thread, in the same document, in 2 of its 3 moves.

22★12
  1. ★This thread
  2. 1Dilution of equity value through stock options2×
  3. 2Increased Development Costs and Effort Resulting from Rapid Technological Innovation2×

★ 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
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Declining competitiveness as more companies enter AI-related fields | Japan Data Science Consortium Co.Ltd. (4418) | Komori