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Nulab (5033) · RiskWorsened

Delayed response to technological innovation and changing customer needs

First written in FY2022. 2 of 5 entries say "Restated". Latest entry: FY2026.

5entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20242022: 120222023: 120232024: 120242025: 020252026: 22026
Same theme, other companies

The whole theme swung hardest in 2026: 35 of 96 companies on the "Worse" side.

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.
Showing 14 of the 194 companies compared. The sentences above are computed from all 194.Comparing 200 of the theme's 471 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「The internet industry to which the Group belongs is characterised by rapid change, including the fast pace of development of new technologies, including AI, and the emergence of new services, as well as rapidly changing customer needs.」

    Regarding the risk of delays in responding to technological innovation and changing customer needs, the company specifies the speed at which new technologies, including AI, and new services are advancing.
  2. 2026-05-14WorsenedPresentation materials for financial results

    「③ Elimination of the need for a UI: One source of SaaS value has been an “easy-to-use UI,” but in a world where AI agents directly call APIs to perform tasks, the value of the GUI itself will diminish.」

    Regarding the risk of responding to technological innovation and changes in customer needs, the company identifies the declining value of GUIs as a specific change resulting from AI agents.
  3. FY2024RestatedAnnual report

    「However, if we are delayed for any reason in responding to technological innovation or customer needs, or if investment exceeding initial assumptions becomes necessary to respond to new technologies, this may affect the business operations, business results and financial position of our group.」

    The company has reaffirmed delays in responding to technological innovation and changing customer needs, as well as investment burdens for new technologies exceeding expectations.
  4. FY2023RestatedAnnual report

    「However, if we are delayed for any reason in responding to technological innovation or customer needs, or if investment exceeding initial assumptions becomes necessary to respond to new technologies, this may affect the business operations, business results and financial position of our group.」

    The company continues to identify delays in responding to technological innovation and changing customer needs, as well as investment burdens for new technologies exceeding expectations, as risks.
  5. FY2022First statedAnnual report

    「However, if we are delayed for any reason in responding to technological innovation or customer needs, or if investment exceeding initial assumptions becomes necessary to respond to new technologies, this may affect the business operations, business results and financial position of our group.」

    The company cites information gathering, recruitment and employee training as countermeasures, while identifying delays in responding and investment burdens as risks.
Moved together

"Overseas Development and Marketing through the United States, Singapore and the Netherlands" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22★12
  1. ★This thread
  2. 1Overseas Development and Marketing through the United States, Singapore and the Netherlands2×
  3. 2Intensifying Competition in the Collaboration Tools Market2×

★ 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
No upcoming earnings preview for Nulab yet. It last moved in the Presentation materials for financial results of 2026-05-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Delayed response to technological innovation and changing customer needs | Nulab Inc. (5033) | Komori