Expansion of the Cloud-First Market
First written in FY2019. 14 of 28 entries say "Restated". Latest entry: 2026-10-15.
The whole theme swung hardest in 2020: 1 of 12 companies on the "Worse" side.
0 other companies' latest entry also says "Raised".
- FY2026Emphasis on accelerating cloud demand driven by the rapid evolution of generative AI and the surge in AI-related projectsAnnual report
「In particular, the dramatic evolution of AI models, symbolized by technological advances in the generative AI field in early 2026, including what is known as the “Anthropic shock,” is fundamentally transforming society and the way businesses operate. However, because advances in AI require enormous computing resources and sophisticated data infrastructure, we recognize this change as an extremely positive tailwind for our group, which specializes in the cloud business.」
The company emphasizes its previous view that generative AI and large language models will drive market growth, linking it to the dramatic evolution of AI models in early 2026, demand for enormous computing resources and sophisticated data infrastructure, and the sharp increase in inquiries for AI-related projects. - 2026-04-14AdvancedEarnings presentation
「The cloud infrastructure market grew 30% in the fourth quarter of 2025 compared with 1 year earlier, returning to a rapid growth trajectory supported by the AI boom.」
The company newly cited external market growth of 30%, driven by the AI boom, as evidence of cloud-market expansion. - FY2026-H1Government and local-government DX policies and the entrenchment of remote work added as market growth driversAnnual report
「In addition, workplace reform and the entrenchment of remote work are supporting improvements in work environments through the cloud, while DX promotion policies pursued by the government and local authorities are also supporting market expansion.」
In addition to the previous drivers, including DX, generative AI and IoT, the company has added the entrenchment of remote work and DX promotion policies by the government and local authorities as growth drivers for Japan’s domestic cloud market. - FY2025-Q1Public-sector and social infrastructure cloud adoption addedAnnual report
「Japan’s domestic cloud market surrounding our group is growing rapidly. This is attributable to the widespread use of cloud technologies and services across a wide range of fields, including data collection, processing and analysis related to IoT and AI, alongside the promotion of digital transformation (DX) and omnichannel initiatives by private-sector companies. Cloud adoption is also expanding in the public sector through government digitalization and smart city initiatives, making the cloud indispensable as social and economic infrastructure.」
Regarding the rapid growth of the domestic cloud market, the company identifies the expansion of public-sector use through government digitalization and smart city initiatives, in addition to private-sector DX and other initiatives, as a new factor and positions the cloud as indispensable social and economic infrastructure. - FY2024AdvancedAnnual report
「In line with AWS’s announcement in January 2024 of a cloud infrastructure investment plan in Japan exceeding ¥2 trillion by 2027, our four-year strategic collaboration agreement with AWS signed in April 2023 has also got off to a strong start, generating results beyond our initial expectations.」
As a factor driving cloud market growth, the company newly presents AWS’s cloud infrastructure investment plan in Japan through 2027, with a specific amount and timeframe. - FY2024-Q3RestatedAnnual report
「Japan’s domestic cloud market surrounding our group is growing rapidly. This is attributable to the rapid increase in the use of cloud technologies and services across a wide range of fields, including data collection, processing and analysis, driven by the rapid spread of teleworking following the COVID-19 pandemic, the promotion of digital transformation (DX) and omnichannel initiatives aimed at improving operational efficiency, customer service and support, and diversifying customer touchpoints, as well as the rapid evolution of advanced technologies such as IoT, AI and, in particular, generative AI represented by large language models.」
The company reaffirms its view that the domestic cloud market is growing rapidly against the backdrop of teleworking, DX, omnichannel initiatives, IoT, AI and advanced technologies such as large language models and generative AI. - FY2024-Q2Generative AI and large language models added as market growth driversAnnual report
「Japan’s domestic cloud market surrounding our group is growing rapidly. This is attributable to the rapid increase in the use of cloud technologies and services across a wide range of fields, including data collection, processing and analysis, driven by the rapid spread of teleworking following the COVID-19 pandemic, the promotion of digital transformation (DX) and omnichannel initiatives aimed at improving operational efficiency, customer service and support, and diversifying customer touchpoints, as well as the rapid evolution of advanced technologies such as IoT, AI and, in particular, generative AI represented by large language models.」
In addition to its previous view of rapid growth in the domestic cloud market, the company newly identifies the rapid evolution of advanced technologies such as large language models and generative AI as a factor behind market expansion. - FY2024-Q1RestatedAnnual report
「Japan’s domestic cloud market surrounding our group is growing rapidly. This is attributable to the rapid increase in the use of cloud technologies and services across a wide range of fields, including data collection, processing and analysis, driven by the rapid spread of teleworking following the COVID-19 pandemic, the promotion of digital transformation (DX) and omnichannel initiatives aimed at improving operational efficiency, customer service and support, and diversifying customer touchpoints, as well as advances in technologies such as IoT and AI.」
The company reaffirms its view that the domestic cloud market is growing rapidly against the backdrop of teleworking, DX, omnichannel initiatives, IoT and AI. - FY2023RestatedAnnual report
「We recognize that the cloud market in which our group operates has expanded, centered on large enterprise users seeking to strengthen their businesses through hybrid and multicloud environments that use multiple cloud services according to their respective applications, and has entered a full-scale adoption phase.」
The company reaffirms its market view that the hybrid and multicloud market, centered on large users, is expanding and has entered a full-scale adoption phase. - FY2023-Q3RestatedAnnual report
「Globally, Amazon Web Services (AWS), which leads the public cloud market, continues to expand the market steadily while maintaining a high growth rate.」
The company reaffirms the outlook for the emergence and adoption of new cloud demand driven by DX and teleworking, and the expansion of the public cloud market, including AWS. - FY2023-Q2RestatedAnnual report
「In Japan’s domestic IT services market surrounding our group, system investment related to digital transformation (DX), including IoT and AI, had been becoming increasingly significant. However, the spread of COVID-19 has created an urgent need to rapidly establish flexible working environments that make effective use of time and place. As a new way of working in the with-/post-COVID era, new cloud demand, including the introduction of teleworking environments, has emerged and is spreading rapidly.」
The company reaffirms its view that the cloud market will expand through DX investment, the introduction of teleworking environments and the emergence and adoption of new cloud demand. - FY2023-Q1RestatedAnnual report
「In Japan’s domestic IT services market surrounding our company, system investment related to digital transformation (DX), including IoT and AI, had been becoming increasingly significant. However, the spread of COVID-19 has created an urgent need to rapidly establish flexible working environments that make effective use of time and place. As a new way of working in the with-/post-COVID era, new cloud demand, including the introduction of teleworking environments, has emerged and is spreading rapidly.」
The company reaffirms its view that the cloud market will expand through DX investment, the introduction of teleworking and the emergence and adoption of new cloud demand. - FY2022RestatedAnnual report
「We recognize that the cloud market in which our group operates has expanded, centered on large enterprise users seeking to strengthen their businesses through hybrid and multicloud environments that use multiple cloud services according to their respective applications, and has entered a full-scale adoption phase.」
The company reaffirms its market view that the cloud market is expanding, centered on large users, and has entered a full-scale adoption phase. - FY2022-Q2RestatedAnnual report
「Globally, Amazon Web Services, which drives the public cloud market, recorded revenue of $45.0 billion for the year ended December 2020, up 30% year on year, and continues to expand the market while maintaining a high growth rate.」
The Company reconfirms the emergence of new cloud demand driven by telework and other factors and the growth outlook for the public cloud market, including AWS. - FY2021AdvancedAnnual report
「Globally, Amazon Web Services, which drives the public cloud market, recorded revenue of $45.0 billion for the year ended December 2020, up 30% year on year, and continues to expand the market while maintaining a high growth rate.」
The Company states that the cloud market has entered a full-scale adoption phase, led by large enterprise users, and updates AWS revenue for the year ended December 2020 to $45.0 billion, up 30% year on year. - FY2021-Q3RestatedAnnual report
「New cloud demand has emerged and adoption is progressing rapidly. New business areas that require flexibility and speed in responding to change are expanding on the basis of new digital technologies supported by public cloud, and the market is expected to continue growing steadily over the medium to long term. However, many companies face challenges as the transformation and strengthening of their culture, organization, and personnel and skills become important to cloud adoption. In the short term, IT investment restraint and the cancellation or delay of implementation projects have been observed, and growth in Japan’s public cloud services market slowed in 2020.」
The Company highlights the rapid adoption of new cloud demand associated with remote work and reiterates the medium- to long-term market growth outlook, while also reconfirming short-term growth deceleration due to restrained IT investment and canceled or delayed implementation projects. - FY2021-Q2Short-term slowdown alongside a medium- to long-term growth outlookAnnual report
「Although the market is expected to grow steadily over the medium to long term, many companies face challenges as cloud adoption requires changes and enhancements to their culture, organization, and human resources and skills. In the short term, IT investment restraint and the cancellation or delay of implementation projects have also been observed, and growth in Japan’s public cloud services market slowed in 2020.」
The company maintains its medium- to long-term growth outlook for the public cloud market while explaining that growth slowed in the short term in 2020 because of restrained IT investment and canceled or delayed implementation projects. - FY2021-Q1RestatedAnnual report
「The spread of COVID-19 has created an urgent need to rapidly establish flexible working environments that make effective use of time and location, and the introduction of remote-work and telework environments is advancing rapidly as a new way of working in the post-/with-COVID era. New business areas that require flexibility and rapid responses to change are expanding on the basis of new digital technologies supported by the public cloud, and this market is expected to continue growing steadily.」
The company reconfirms its view that the public cloud market will continue to grow, against the backdrop of the rapid adoption of remote work and telework. - FY2020AdvancedAnnual report
「Amazon Web Services, which drives the public cloud market and is hereinafter referred to as “AWS (Note 3),” reached worldwide revenue of $35.0 billion for the fiscal year ended December 2019, up 36% year on year, and continues to expand the market steadily while maintaining a high growth rate.」
In addition to the outlook for continued cloud market expansion, the company specifies AWS worldwide revenue for the fiscal year ended December 2019 as $35.0 billion, up 36% year on year. - FY2020-Q3RestatedAnnual report
「New business areas that require flexibility and rapid responses to change are expanding on the basis of new digital technologies supported by the public cloud, and this market is expected to continue growing steadily. Amazon Web Services, which drives the public cloud market and is hereinafter referred to as “AWS (Note 3),” reached worldwide revenue of $25.7 billion for the fiscal year ended December 2018, up 47% year on year, and operating profit of $7.3 billion, up 68%, and continues to expand the market steadily while maintaining a high growth rate.」
The company reconfirms the outlook for expansion in the public cloud and AWS markets, together with the specific growth figures reported through the preceding quarter. - FY2020-Q2RestatedAnnual report
「System investment related to digital transformation (DX), including IoT and AI, is becoming increasingly prominent. New business areas that require flexibility and rapid responses to change are expanding on the basis of new digital technologies supported by the public cloud, and this market is expected to continue growing steadily.」
The company reiterates its existing view of growth in DX-related investment and the public cloud market. - FY2020-Q1AdvancedAnnual report
「Amazon Web Services, which drives the public cloud market and is hereinafter referred to as “AWS (Note 3),” reached worldwide revenue of $25.7 billion for the fiscal year ended December 2018, up 47% year on year, and operating profit of $7.3 billion, up 68%, and continues to expand the market steadily while maintaining a high growth rate.」
The company presents the growth of the public cloud market and AWS using specific revenue and operating profit figures. - FY2019First statedAnnual report
「We recognize that the “cloud-first” approach, which places the cloud as the first choice for IT infrastructure, is becoming the norm.」
The company views a market environment in which the cloud is the first choice for infrastructure as the foundation for its business development.