Recovery in Information Systems Investment Driven by Big Data, AI and IoT
First written in FY2017-Q2. 15 of 33 entries say "Restated". Latest entry: 2026-08-07.
Focus Systems moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2020: 3 of 19 companies on the "Worse" side.
3 other companies' latest entry also says "Reframed".
- 2026-08-07ReframedEarnings
「In the information services industry, software investment is trending upward, and the use of AI, including generative AI, is spreading rapidly. Cloud adoption and in-house development are also advancing across industries, further increasing the importance of using IT, including AI, robotics and IoT, and of information security.」
The industry outlook now includes the rapid spread of generative AI and the upward trend in software investment, in addition to the previously described use of AI, cloud adoption and in-house development. - FY2026ReframedAnnual report
「As software investment increases in the information services industry, companies across industries are shifting toward cloud adoption, virtualization and in-house development. The importance of using IT, including AI, robotics and IoT, and of information security is increasing by the day.」
The description of industry conditions now includes a shift toward in-house development, in addition to the previous references to cloud computing and virtualization, alongside the importance of AI, robotics, IoT and information security. - 2026-05-15ReframedEarnings
「As software investment increases in the information services industry, companies across industries are shifting toward cloud adoption, virtualization and in-house development. The importance of using IT, including AI, robotics and IoT, and of information security is increasing by the day.」
The industry outlook now incorporates a cross-industry shift toward in-house development in addition to the previously described trends toward cloud adoption and virtualization. - FY2026-H1ReframedAnnual report
「In the information services industry, all industries are gradually shifting toward cloud computing, virtualization and in-house development, while the use of IT including robotics, IoT and AI and the importance of information security are increasing by the day.」
The description of industry conditions now includes a shift toward in-house IT development, alongside cloud computing, virtualization, robotics, IoT, AI and the increasing importance of information security. - FY2025RestatedAnnual report
「In the information services industry, all industries are gradually shifting toward cloud computing and virtualization, while the use of IT including robotics, IoT and AI and the importance of information security are increasing by the day.」
The industry conditions of growing use of cloud computing and virtualization, robotics, IoT and AI, and increasing importance of information security have been reaffirmed. - FY2025-H1RestatedAnnual report
「In the information services industry, all industries are gradually shifting toward cloud computing and virtualization, while the use of IT including robotics, IoT and AI and the importance of information security are increasing by the day.」
The industry conditions of growing use of cloud computing and virtualization, robotics, IoT and AI, and increasing importance of information security have been reaffirmed. - FY2024-Q3RestatedAnnual report
「In the information services industry, as all industries gradually shift toward cloud computing and virtualization on the premise of digitalization and remote operations, demand for IT use and information security measures continues to show no sign of weakening. In addition, while the use of digital technologies including automation through robotics and low-code and no-code development, as well as IoT, AI, the metaverse and 6G, is expected to accelerate further, shortages of personnel capable of working with various advanced technologies have become the norm.」
The continued acceleration of the use of cloud computing, virtualization, information security measures, robotics, low-code and no-code development, and IoT, AI, the metaverse and 6G, as well as sustained demand, has been reaffirmed. - FY2024-Q2RestatedAnnual report
「In the information services industry, as all industries gradually shift toward cloud computing and virtualization on the premise of digitalization and remote operations, demand for IT use and information security measures continues to show no sign of weakening. In addition, while the use of digital technologies including automation through robotics and low-code and no-code development, as well as IoT, AI, the metaverse and 6G, is expected to accelerate further, shortages of personnel capable of working with various advanced technologies have become the norm.」
The continued acceleration of the use of cloud computing, virtualization, information security measures, robotics, low-code and no-code development, and IoT, AI, the metaverse and 6G, as well as sustained demand, has been reaffirmed. - FY2024-Q1RestatedAnnual report
「In the information services industry, as all industries gradually shift toward cloud computing and virtualization on the premise of digitalization and remote operations, demand for IT use and information security measures continues to show no sign of weakening. In addition, while the use of digital technologies including automation through robotics and low-code and no-code development, as well as IoT, AI, the metaverse and 6G, is expected to accelerate further, shortages of personnel capable of working with various advanced technologies have become the norm.」
The continued acceleration of the use of cloud computing, virtualization, information security measures, robotics, low-code and no-code development, and IoT, AI, the metaverse and 6G, as well as sustained demand, has been reaffirmed. - FY2023ReframedAnnual report
「In addition, the use of digital technologies including automation through robotics and low-code and no-code development processes, as well as IoT, AI, the metaverse and 6G, is expected to accelerate further. At the same time, the shortage of people capable of working with various advanced technologies has become entrenched.」
The description of industry conditions now includes 6G, alongside accelerating use of technologies including robotics, low-code and no-code development, and the metaverse, and the continuing shortage of personnel. - FY2023-Q3RestatedAnnual report
「In the information services industry, as all industries gradually shift toward cloud computing, virtualization and remote operations on the premise of digitalization, demand for IT use and information security measures is increasing more than ever. In addition, while the use of digital technologies including automation through robotics and low-code and no-code development, as well as IoT, big data, AI and the metaverse, is expected to accelerate further, shortages of personnel capable of working with various advanced technologies remain a serious issue.」
It is stated that accelerating use of cloud computing, virtualization, robotics, low-code and no-code development, and IoT, big data, AI and the metaverse continues to coexist with a shortage of personnel capable of working with advanced technologies. - FY2023-Q1RestatedAnnual report
「In the information services industry, as all industries gradually shift toward cloud computing, virtualization and remote operations on the premise of digitalization, demand for IT use and information security measures is increasing more than ever. In addition, while the use of digital technologies including automation through robotics and low-code and no-code development, as well as IoT, big data, AI and the metaverse, is expected to accelerate further, shortages of personnel capable of working with various advanced technologies remain a serious issue.」
The acceleration of technology adoption, including cloud computing, virtualization, robotics, low-code and no-code development, and IoT, AI and the metaverse, together with the continuing shortage of capable personnel, has been reaffirmed. - FY2022ReframedAnnual report
「In the information services industry, as all industries gradually shift toward cloud computing, virtualization and remote operations on the premise of digitalization, demand for IT use and information security measures is increasing more than ever. In addition, while the use of digital technologies including automation through robotics and low-code and no-code development, as well as IoT, big data, AI and the metaverse, is expected to accelerate further, shortages of personnel capable of working with various advanced technologies remain a serious issue.」
The description of industry conditions has been updated from a focus on DX and remote operations during the pandemic to accelerating use of technologies including cloud computing, virtualization, robotics, low-code and no-code development, and the metaverse. - FY2022-Q3ReframedAnnual report
「In the information services industry, as the impact of COVID-19 persists, the importance of DX is being recognized anew and demand is increasing more than ever, regardless of industry or business scale. While awareness of the new normal is growing and the creation of new businesses and transformation of existing businesses through IT are becoming increasingly diverse, shortages of personnel with advanced technologies, including IoT, cloud computing and AI, as well as project managers, have become an increasingly serious issue.」
The description of industry conditions has been updated to include increased demand for DX during the pandemic, diversification in the creation of new businesses and transformation of existing businesses, and shortages of personnel with advanced technologies. - FY2022-Q2RestatedAnnual report
「In the information services industry, ICT has become more important and demand has increased more than ever as activities across industries shift toward digital and remote operations in response to the spread of COVID-19. In addition, transformation through the use of ICT and the creation of new value are required, and the use of digital technologies such as IoT, cloud computing and AI is expected to advance. At the same time, the shortage of engineers with advanced technology skills and project managers has become an even more pronounced problem.」
The industry conditions of accelerating digitalization and remote operations, advancing IoT, cloud computing and AI, and the resulting shortage of personnel have been reaffirmed. - FY2022-Q1ReframedAnnual report
「In the information services industry, as activities across industries shift toward digitalization and remote operations in response to the spread of COVID-19, ICT is becoming more important and demand is increasing more than ever. Transformation and the creation of new value using ICT are also being demanded, and while the use of digital technologies such as IoT, cloud computing and AI is expected to advance, the shortage of engineers with advanced technologies and project managers has become an increasingly serious issue.」
The description of industry conditions has been updated from a focus on technological advances such as 5G to include digitalization and remote operations triggered by the pandemic, increased ICT demand, and shortages of project managers. - FY2021ReframedAnnual report
「In the information services industry, as activities across industries shift toward digitalization and remote operations in response to the spread of COVID-19, ICT is becoming more important than ever. Transformation and the creation of new value using ICT are also being demanded, and the use of digital technologies including fifth-generation mobile communications systems (5G), which enable high speeds, low latency and massive connectivity, as well as IoT, big data and AI, is expected to advance.」
The description of industry conditions has been organized around digitalization and remote operations triggered by the pandemic and transformation through the use of ICT, in addition to technological advances in 5G, AI and IoT. - FY2021-Q3AdvancedAnnual report
「In addition, progress in national policies supporting IT investment, including the planned launch of the Digital Agency in September 2021, is providing a tailwind for market growth.」
Progress in national policies, including the formulation of a Digital Governance Code and the planned launch of the Digital Agency in September 2021, is described as a tailwind for IT investment and market growth. - FY2021-Q2ReframedAnnual report
「In the information services industry, while IT investment has been restrained and existing projects postponed, digitalization in the private sector has become more active, including the launch of services and mobile device sales ahead of the spread of fifth-generation mobile communications systems (5G), as well as increased telework and online learning in response to new lifestyles. Positive signs are also gradually emerging, as national policies such as the establishment of a Digital Agency by the new Cabinet and the promotion of DX are supporting the industry as a whole.」
The description of industry conditions has been updated to include, in addition to technological advances in 5G, AI and IoT, restrained IT investment and project postponements, telework and online learning, and the establishment of a Digital Agency and promotion of DX. - FY2021-Q1AdvancedAnnual report
「In the information services industry, fifth-generation mobile communications system (5G) services, which enable high speeds, low latency and massive connectivity, have been launched, and we have entered a full-scale IoT era in which all kinds of things are connected via 5G. At the same time, the industry as a whole has been affected in various ways, large and small, including increased demand for ICT infrastructure for telework and online learning due to the spread of COVID-19, as well as restrained IT investment and project postponements among customer companies.」
The assessment has advanced to recognition that 5G services have launched and the industry has entered a full-scale IoT era. It also notes increased demand for ICT infrastructure for telework and online learning, together with restrained customer IT investment and project postponements. - FY2020AdvancedAnnual report
「In the information services industry, fifth-generation mobile communications system (5G) services, which enable high speeds, low latency and massive connectivity, have been launched, and a full-scale IoT era in which all kinds of things are connected via 5G is beginning.」
The description has progressed from the previous outlook of 5G services not yet having launched to a post-launch view that a full-scale IoT era is beginning. - FY2020-Q3RestatedAnnual report
「In the information services industry, with the launch of fifth-generation mobile communications systems (5G), which enable high speeds, low latency and massive connectivity, imminent, we are about to enter a full-scale IoT era in which all kinds of things are connected via 5G. In addition, the pace of advancement of cutting-edge technologies essential to achieving Society 5.0, including AI, IoT, robotics and big data, has accelerated further.」
With the launch of 5G services imminent, the advancement of cutting-edge technologies including AI, IoT, robotics and big data toward a full-scale IoT era and Society 5.0 has been reaffirmed. - FY2020-Q2ReframedAnnual report
「In the information services industry, with the launch in 2020 of fifth-generation mobile communications systems (5G), which enable high speeds, low latency and massive connectivity, approaching, we are about to enter a full-scale IoT era in which all kinds of things are connected via 5G. In addition, the pace of advancement of cutting-edge technologies essential to achieving Society 5.0, including AI, IoT, robotics and big data, has accelerated further.」
The description of industry conditions has changed from the previous focus on market formation through AI and IoT to the launch of 5G in 2020, the full-scale IoT era, Society 5.0, and the acceleration of cutting-edge technologies including robotics and big data. - FY2020-Q1RestatedAnnual report
「In the information services industry, demand for IT investment continues to expand as technological innovation in AI, IoT, RPA, X-Tech, and other areas promotes the formation of new markets amid the Fourth Industrial Revolution, supporting the creation of higher value-added products and services and productivity improvements in an era of population decline, but shortages of engineers continue.」
The formation of new markets through the Fourth Industrial Revolution, AI, IoT, RPA and X-Tech, and the expansion of demand for IT investment continue. - FY2019-Q3RestatedAnnual report
「In the information services industry, technological innovation in AI, IoT and X-Tech has promoted the formation of new markets amid the Fourth Industrial Revolution, and demand for IT investment continues to expand.」
The formation of new markets through the Fourth Industrial Revolution, AI, IoT and X-Tech, and the expansion of demand for IT investment have been reaffirmed. - FY2019-Q2ReframedAnnual report
「In the information services industry, AI, IoT and X-Tech have advanced amid the significant impact of the Fourth Industrial Revolution, and demand for IT investment has expanded rapidly as new markets have formed.」
In addition to the formation of new markets through AI, IoT and X-Tech, the description now states that demand for IT investment is expanding rapidly against the backdrop of the Fourth Industrial Revolution. - FY2019-Q1ReframedAnnual report
「In the information services industry, new markets are being formed across industries through the spread of AI and IoT and the advancement of X-Tech, while labor shortages persist.」
The description of industry conditions has changed from the previous reference to high levels of information systems investment driven by AI, IoT and fintech to the formation of new cross-industry markets resulting from the advancement of X-Tech. - FY2018RestatedAnnual report
「In the information services industry, appetite for information-systems investment remains high against a backdrop of developments in cutting-edge technologies such as AI, IoT, and fintech, while labor shortages persist.」
The continuation of high levels of information systems investment driven by AI, IoT and fintech has been reaffirmed. - FY2018-Q3RestatedAnnual report
「In the information services industry, appetite for information-systems investment remains high against a backdrop of developments in cutting-edge technologies such as AI, IoT, and fintech, while labor shortages persist.」
The continuation of high levels of information systems investment driven by AI, IoT and fintech has been reaffirmed. - FY2018-Q2RestatedAnnual report
「In the information services industry, appetite for information-systems investment remains high against a backdrop of developments in cutting-edge technologies such as AI, IoT, and fintech, while labor shortages persist.」
The continuation of high levels of information systems investment driven by AI, IoT and fintech has been reaffirmed. - FY2017ReframedAnnual report
「In the information services industry, appetite for information-systems investment remains high against a backdrop of developments in cutting-edge technologies such as AI, IoT, and fintech, while labor shortages persist.」
The description of industry conditions has changed from a recovery in willingness to invest to high investment levels driven by AI, IoT and fintech. - FY2017-Q3RestatedAnnual report
「In the information services industry, appetite for information-systems investment continues to recover and remains firm against a backdrop including the adoption of My Number, big data and AI, and moves toward the practical application of IoT, although shortages of engineers persist.」
The strength of information systems investment driven by the practical implementation of My Number, big data and AI, and IoT has been reaffirmed. - FY2017-Q2First statedAnnual report
「In the information services industry, appetite for information-systems investment continues to recover and remains firm against a backdrop including the adoption of My Number, big data and AI, and moves toward the practical application of IoT, although shortages of engineers persist.」
A recovery in, and steady trend for, information systems investment driven by the practical implementation of My Number, big data, AI and IoT is described for the first time as a factual industry trend separate from the existing thread.