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Tdc Soft (4687) · FactAcceleration of generative AI implementation in business operationsLatest Results (2026-11-09): "Restated"

New Business Models Leveraging AI, IoT and Other Technologies, and Increased Demand for IT Investment

First written in FY2017-Q2. 18 of 29 entries say "Restated". Latest entry: 2026-11-09.

29entries
11years
4from disclosures
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ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2026-H12016: 12017: 420172018: 220182019: 420192020: 320202021: 220212022: 220222023: 420232024: 120242025: 120252026: 52026
Same theme, other companies
Structural change and expansion in the IT industry and market driven by IoT, AI, DX and data utilizationA theme 48 companies write about · 2 as a headwind · 41 as a tailwind

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

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Showing 14 of the 48 companies compared. The sentences above are computed from all 48.
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  1. FY2026Acceleration of generative AI implementation in business operationsAnnual report

    「In addition, generative AI is becoming increasingly important, with work processes being rapidly reviewed on the premise of business implementation and the use of AI.」

    In addition to growing demand for DX and cloud services, the company explicitly identifies the acceleration of business implementation of generative AI and reviews of business processes based on the use of AI as business conditions.
  2. 2026-05-12AdvancedResults

    「In addition, generative AI is becoming increasingly important, with work processes being rapidly reviewed on the premise of business implementation and the use of AI.」

    In addition to existing DX and cloud demand, the business environment is described as one in which the implementation of generative AI in operations and the review of work processes based on the use of AI are advancing.
  3. FY2026-H1Explicit identification of demand leveraging generative AIAnnual report

    「In the information services industry, investment related to digital transformation (hereinafter, DX) aimed at strengthening corporate competitiveness remains robust. In particular, demand is expanding across a broad range of areas, including the introduction of cloud services, operational efficiency improvements using generative AI and system upgrades to improve productivity.」

    In addition to the existing view of demand for DX and cloud services, the company explicitly identifies growing demand for operational efficiency improvements using generative AI and system upgrades to improve productivity.
  4. FY2024-Q3RestatedAnnual report

    「In the information services industry, robust system investment in digital transformation (hereinafter, DX), including efforts to strengthen corporate competitiveness and migrate to the cloud, continues, and the market is expected to continue expanding.」

    The company reiterates its view that system investment to strengthen corporate competitiveness, migrate to the cloud and pursue DX remains robust, and that the market is expected to expand.
  5. FY2024-Q2RestatedAnnual report

    「In the information services industry, robust system investment in digital transformation (DX), including efforts to strengthen corporate competitiveness and migrate to the cloud, continues, and the market is expected to continue expanding.」

    The company reiterates its view that system investment to strengthen corporate competitiveness, migrate to the cloud and pursue DX remains robust, and that the market is expected to expand.
  6. FY2024-Q1Expansion of IT investment and DX demand following the reclassification of COVID-19 as a Class 5 infectious diseaseAnnual report

    「In the information services industry, software investment is gradually trending upward as companies become more focused on digitalization. In addition, against the backdrop of changes in working practices resulting from a declining working-age population, investment in IT to improve productivity and the promotion of digital transformation (hereinafter, DX) are gaining momentum, and the market is expected to expand.」

    The company describes the normalization of social activity following the reclassification of COVID-19 as a Class 5 infectious disease, together with growing demand for software, IT investment and DX driven by greater awareness of digitalization, a declining working-age population and the need to improve productivity, as business conditions.
  7. FY2023RestatedAnnual report

    「In the information services industry, strong demand related to digital transformation (hereinafter, DX) to strengthen and transform businesses continues.」

    The company reiterates its view of the business environment that strong demand related to DX continues.
  8. FY2023-Q3RestatedAnnual report

    「In the information services industry, strong demand related to digital transformation (hereinafter, DX) to strengthen and transform businesses continues.」

    The company states that strong demand related to DX to strengthen and transform corporate businesses continues.
  9. FY2023-Q2RestatedAnnual report

    「In the information services industry, while demand for the development and enhancement of telework environments that began last year has peaked, demand related to digital transformation (hereinafter, DX) to strengthen and transform businesses is increasing.」

    The company reiterates its view of the business environment, namely that demand for developing telework environments has peaked while demand related to DX to strengthen and transform businesses is increasing.
  10. FY2022-Q3RestatedAnnual report

    「In the information services industry, demand to establish and strengthen telework environments since the previous year has run its course, while companies have resumed ICT investment that had remained constrained. Demand related to digital transformation, particularly efforts to strengthen and transform businesses, has increased.」

    The company reiterates its view that corporate ICT investment resumed after demand for the development of telework environments peaked, and that demand related to DX is increasing.
  11. FY2021RestatedAnnual report

    「Although a deterioration in economic conditions is expected to restrain ICT investment in the information services industry, demand for high-value-added SI services aimed at DX using new technologies, including cloud migration and cashless payments, is expected to increase more than ever as society transitions to a new way of life.」

    The company cites both the possibility of restrained ICT investment caused by deteriorating economic conditions and growing demand for high-value-added DX services, including cloud migration and cashless payments, against the backdrop of a new way of life.
  12. FY2021-Q3RestatedAnnual report

    「Against this backdrop, promoting digital transformation (hereinafter, DX) has emerged as an urgent issue for companies. In the information services industry, demand for changes in the way businesses operate and people work is expected to increase further.」

    The company reiterates its view that promoting DX has become an urgent issue for companies and that demand for changes in business operations and working practices is expected to increase further.
  13. FY2021-Q1Further growth in DX demandAnnual report

    「Against this backdrop, promoting digital transformation (hereinafter, DX), including telework, cloud services and business process automation, has emerged as an urgent issue for companies. In the information services industry, demand for changes in the way businesses operate and people work is expected to increase further.」

    The company states that, in addition to the previous upward trend in demand for DX, DX including telework, cloud services and business process automation has become an urgent issue for companies against the backdrop of COVID-19, and that demand for transformation is expected to increase further.
  14. FY2020Explicit identification of DX demand arising from the crisisAnnual report

    「Although the information services industry has generally remained firm, demand is also expected for changes in the way businesses operate and people work through digital transformation (hereinafter, DX), including telework and the automation of business processes using AI (Artificial Intelligence) and RPA (Robotic Process Automation), prompted by the current crisis.」

    In addition to the previous upward trend in demand for DX and IT investment, the company explicitly identifies demand for telework, AI, RPA and business process automation arising from the crisis caused by COVID-19.
  15. FY2020-Q3RestatedAnnual report

    「Although the information services industry has generally remained firm, the trend toward digital transformation (hereinafter, DX) driven by technological innovations such as cloud computing, AI (Artificial Intelligence), IoT (Internet of Things), RPA (Robotic Process Automation), blockchain and microservices is increasing demand for strategic investment to strengthen corporate competitiveness. Demand for IT investment is therefore expected to remain on an upward trend.」

    The company reiterates the trend toward digital transformation driven by cloud computing, AI, IoT, RPA, blockchain and microservices, and the upward trend in demand for IT investment.
  16. FY2020-Q2RestatedAnnual report

    「Although the information services industry has generally remained firm against a backdrop of improving corporate earnings, the trend toward digital transformation (hereinafter, DX) driven by technological innovations such as cloud computing, AI (Artificial Intelligence), IoT (Internet of Things), RPA (Robotic Process Automation), blockchain and microservices is increasing demand for strategic investment to strengthen corporate competitiveness. Demand for IT investment is therefore expected to remain on an upward trend.」

    The company reiterates the trend toward digital transformation driven by cloud computing, AI, IoT, RPA, blockchain and microservices, and the upward trend in demand for IT investment.
  17. FY2020-Q1RestatedAnnual report

    「Although the information services industry has generally remained firm against a backdrop of improving corporate earnings, the trend toward digital transformation driven by technological innovations such as cloud computing, AI (Artificial Intelligence), IoT (Internet of Things), RPA (Robotic Process Automation), blockchain and microservices is increasing demand for strategic investment to strengthen corporate competitiveness. Demand for IT investment is therefore expected to remain on an upward trend.」

    The company reiterates the trend toward digital transformation driven by cloud computing, AI, IoT, RPA, blockchain and microservices, and the upward trend in demand for IT investment.
  18. FY2019Addition of technologies covered and explicit DX contextAnnual report

    「Although the information services industry has generally remained firm against a backdrop of improving corporate earnings, the trend toward digital transformation driven by technological innovations such as cloud computing, AI (Artificial Intelligence), IoT (Internet of Things), RPA (Robotic Process Automation), blockchain and microservices is increasing demand for strategic investment to strengthen corporate competitiveness. Demand for IT investment is therefore expected to remain on an upward trend.」

    In addition to the previously cited AI, IoT and RPA, the company explicitly identifies cloud computing, blockchain and microservices, positioning digital transformation as a driver of growing demand for IT investment.
  19. FY2019-Q3RestatedAnnual report

    「In the information services industry, demand for IT investment is on an upward trend, driven by increasing demand for strategic investment to strengthen corporate competitiveness and the expanded use of technologies such as AI (Artificial Intelligence), IoT (Internet of Things) and RPA (Robotic Process Automation) in business.」

    The company reiterates its view that demand for IT investment is on an upward trend, against a backdrop of rising demand for strategic investment and the expanded use of AI, IoT, RPA and other technologies.
  20. FY2019-Q1RestatedAnnual report

    「In the information services industry, demand for IT investment is on an upward trend, driven by increasing demand for strategic investment to strengthen corporate competitiveness and the expanded use of technologies such as AI (Artificial Intelligence), IoT (Internet of Things) and RPA (Robotic Process Automation) in business.」

    The company reiterates its view that demand for IT investment is on an upward trend, against a backdrop of rising demand for strategic investment and the expanded use of AI, IoT, RPA and other technologies.
  21. FY2018-Q3RestatedAnnual report

    「In the information services industry, demand for IT investment is on an upward trend, driven by increasing demand for strategic investment to strengthen corporate competitiveness and the expanded use of technologies such as AI (Artificial Intelligence), IoT (Internet of Things) and RPA (Robotic Process Automation) in business.」

    The company reiterates its view that demand for IT investment is on an upward trend, against a backdrop of rising demand for strategic investment and the expanded use of AI, IoT, RPA and other technologies.
  22. FY2018-Q2RestatedAnnual report

    「In the information services industry, demand for IT investment is on an upward trend, driven by increasing demand for strategic investment to strengthen corporate competitiveness and the expanded use of technologies such as AI (Artificial Intelligence), IoT (Internet of Things) and RPA (Robotic Process Automation) in business.」

    The company reiterates its view that demand for IT investment is on an upward trend, against a backdrop of rising demand for strategic investment and the expanded use of AI, IoT, RPA and other technologies.
  23. FY2018-Q1Expansion of the technologies coveredAnnual report

    「In the information services industry, demand for IT investment is on an upward trend, driven by increasing demand for strategic investment to strengthen corporate competitiveness and the expanded use of technologies such as artificial intelligence, IoT (Internet of Things) and RPA (Robotic Process Automation) in business.」

    The company reiterates its view that demand for IT investment is on an upward trend and explicitly adds RPA to the previously cited artificial intelligence and IoT technologies.
  24. FY2017RestatedAnnual report

    「In the information services industry, the expanded use of technologies such as artificial intelligence and IoT (Internet of Things) in business is expected.」

    The company reiterates the expanded use of AI, IoT and other technologies in business as a business condition.
  25. FY2017-Q3RestatedAnnual report

    「In the information services industry, new business models leveraging technologies such as artificial intelligence and IoT (Internet of Things) are beginning to emerge, while demand for IT investment to strengthen corporate competitiveness is on an upward trend.」

    The company reiterates the creation of new business models leveraging AI, IoT and other technologies and growing demand for IT investment as the same business conditions as in the previous quarter.
  26. FY2017-Q2First statedAnnual report

    「In the information services industry, new business models leveraging technologies such as artificial intelligence and IoT (Internet of Things) are beginning to emerge, while demand for IT investment to strengthen corporate competitiveness is on an upward trend.」

    The company describes the creation of new business models leveraging AI, IoT and other technologies, and growing demand for IT investment to strengthen corporate competitiveness, as conditions in the information services industry.
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Tdc Soft's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Results of 2026-11-09: "Restated".
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