Demand for DX and Interest in Generative AI in Japan’s Domestic IT Market
First written in FY2023-Q3. 8 of 11 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2019: 2 of 22 companies on the "Worse" side.
18 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「In particular, the successive emergence and rapid evolution of high-performance AI models, including Anthropic's Claude, have rapidly expanded the applications of generative AI into highly specialized work. As a result, momentum toward AI transformation (AX), which fundamentally changes not only operational efficiency but also the very nature of business models and decision-making, has accelerated further and is becoming a powerful force driving the market as a whole.」
The transition to AX through generative AI and AI agents, together with expanding cloud demand, is being reconfirmed as the market environment, continuing from the previous fiscal year. The company explains that the emergence of high-performance AI models has expanded the scope of applications into specialized operations. - 2026-05-12RestatedEarnings
「In particular, the successive emergence and rapid evolution of high-performance AI models, including Anthropic's Claude, have rapidly expanded the applications of generative AI into highly specialized work. As a result, momentum toward AI transformation (AX), which fundamentally changes not only operational efficiency but also the very nature of business models and decision-making, has accelerated further and is becoming a powerful force driving the market as a whole.」
The expanded use of generative AI in highly specialized work and the acceleration of AX are reaffirmed in line with the previous assessment of the market environment. - FY2026-H1ReframedAnnual report
「In addition, as AI technologies, including generative AI, continue to move into the practical application stage, efforts toward AI transformation (AX), which changes the nature of business processes and decision-making itself, are steadily progressing.」
In addition to the conventional focus on DX, generative AI and cloud demand, the market environment now explicitly includes the practical application of AI technology and AI transformation (AX), which changes business processes and decision-making. - FY2025ReframedAnnual report
「The DX market in which the Company operates is having an increasing social impact as generative AI and AI agents rapidly evolve and spread, and the industry structure itself is beginning to undergo transformation.」
The discussion has expanded from confirming conventional DX and generative AI demand to identifying the transformation of the industry structure by generative AI and AI agents and growing demand for cloud infrastructure as market conditions. - FY2025-H1RestatedAnnual report
「In Japan’s IT market, demand for digital transformation (DX) aimed at improving corporate productivity and strengthening competitiveness remains solid. In addition, as the practical application of generative AI technology accelerates, demand for related cloud integration and data utilisation services is expanding and is expected to grow further.」
Continues to identify expanding demand for cloud integration and data utilisation associated with DX demand and the practical application of generative AI as part of the market environment. - FY2024RestatedAnnual report
「In Japan’s IT market surrounding the Company, in addition to longstanding demand for DX aimed at improving productivity and strengthening competitiveness, corporate demand and social interest in the potential applications of generative AI are growing, making the momentum toward digitalisation to create new value through technology even stronger.」
The annual report again identifies rising corporate demand and social interest in DX and generative AI as part of the market environment. - FY2024-Q3RestatedAnnual report
「In Japan’s IT market surrounding the Company, demand for DX aimed at improving corporate productivity and strengthening competitiveness remains solid. In addition, demand for data collection, processing and analysis is expanding against the backdrop of the evolution and spread of IoT technology, while new services are being created following the emergence of generative AI. These developments have strengthened the momentum toward digitalisation and cloud migration.」
Describes demand for DX and cloud services, as well as demand for IoT-enabled data collection and analysis and the creation of new services using generative AI, as market conditions. It also refers to investment plans by AWS and Microsoft and the establishment of OpenAI’s Japanese subsidiary. - FY2024-Q2RestatedAnnual report
「In Japan’s IT market surrounding the Company, demand for DX aimed at improving productivity and strengthening competitiveness remains solid. In addition, the emergence of services using generative AI has strengthened the momentum toward digitalisation and cloud migration. In the public cloud market, Amazon Web Services, a market leader, has begun generally offering generative AI services through its cloud platform, while Microsoft and Google are accelerating their own generative AI initiatives. As each company expands and strengthens its proprietary cloud services, the public cloud market is expected to grow further.」
Continues to identify DX demand, interest in generative AI and progress in cloud migration as market conditions, and also refers to the rollout of generative AI services by AWS, Microsoft and Google. - FY2024-Q1RestatedAnnual report
「In Japan’s IT market surrounding the Company, demand for DX aimed at improving productivity and strengthening competitiveness has remained solid. Demand is broadening to include support for the modernisation of infrastructure and applications through the migration of existing systems to the cloud, as well as initiatives to transform companies into digital businesses through the use of data enabled by AI.」
Explains that solid DX demand is expanding into specific areas such as cloud migration and AI-enabled data utilisation. - FY2023RestatedAnnual report
「In Japan’s IT market surrounding the Company, in addition to longstanding demand for DX aimed at improving productivity and strengthening competitiveness, corporate demand and social interest in the potential applications of generative AI, represented by ChatGPT, are growing, making the momentum toward digitalisation even stronger.」
The annual report again identifies rising demand and social interest in DX and generative AI as part of the market environment. - FY2023-Q3First statedAnnual report
「In Japan’s IT market surrounding the Company, digitalisation continues to gain strong momentum across a wide range of areas, driven by high demand for DX aimed at improving productivity and strengthening competitiveness, as well as strong interest in the emergence of generative AI, represented by ChatGPT, and its potential applications.」
Describes DX demand and interest in generative AI as part of the market environment surrounding the business.