Risk of Economic Fluctuations and Sluggish Digitalization Investment in the Cloud Market
First written in FY2023. 1 of 4 entries say "Restated". Latest entry: FY2026.
Fusic moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 16 of 36 companies on the "Worse" side.
9 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In addition, if improvements in development productivity through the use of generative AI progress across the industry, downward pressure may arise on unit prices for contract development.」
In addition to the existing risks of an economic downturn and sluggish information technology investment, the company has added the possibility that higher development productivity resulting from generative AI could push down unit prices for contract development. The likelihood is stated as medium and the impact as high. - FY2025Likelihood and impact of risk explicitly statedAnnual report
「Likelihood Medium Impact High Response We are working to strengthen our earnings base and achieve sustainable growth and enhance corporate value by strengthening MSP services and expanding the stock business.」
For the risk of stagnation in information technology investment caused by an economic downturn, the company specifies a medium likelihood and high impact, and identifies expansion of MSP and the stock business as the response. - FY2024RestatedAnnual report
「However, if corporate information technology investment stagnates because of a deterioration in economic conditions or business trends, this may affect our operating results and financial position.」
The company continues to identify stagnation in corporate information technology investment caused by an economic downturn as a risk and expansion of the stock business through stronger AWS resale and MSP services as a response. - FY2023First statedAnnual report
「However, if corporate information technology investment stagnates because of a deterioration in economic conditions or business trends, this may affect our operating results and financial position.」
While assuming growth in the cloud market, the company identifies stagnation in corporate information technology investment caused by an economic downturn as a key risk.