Intensifying Price Competition in the Cloud Market
First written in FY2023. 1 of 3 entries say "Restated". Latest entry: FY2026.
Fusic moved to the "Worse" side of this theme in 2026, 1 year after the typical company in this theme (2025).
The whole theme swung hardest in 2026: 5 of 8 companies on the "Worse" side.
2 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 price competition caused by new market entrants, the company identifies improved productivity through generative AI as a new source of price competition that could push down unit prices for contract development. - FY2024RestatedAnnual report
「Price competition in the cloud market in which the company operates is expected to intensify further as new competitors enter the market.」
The company continues to disclose intensified price competition due to new entrants and the need to maintain competitiveness through technological capabilities and service quality. - FY2023First statedAnnual report
「Price competition in the cloud market is expected to intensify further as new competitors enter the market. If low-price competition progresses further, the company is unable to differentiate itself effectively from competitors, and revenue from its services fails to increase as expected or profit margins deteriorate, this may affect the company's operating results and financial position.」
The company identifies intensified price competition due to new entrants and the impact on revenue and profit caused by insufficient differentiation as risks.