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Insource (6200) · RiskRestatedLatest Management Planning (2026-10-01): "Reframed"

Risk of lost training opportunities as generative AI becomes widespread

First written in FY2023. 4 of 8 entries say "Reframed", first in FY2024. Latest entry: 2026-10-01.

8entries
4years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2024-Q2ReframedFY2024RestatedFY2025-H1Reframed2026-04-24 – 2026-10-012023: 12024: 320242025: 120252026: 32026
Same theme, other companies
Declining Demand for Knowledge-Based Training Due to the Widespread Adoption of AIA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Insource moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Reframed".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    生成AI活用の遅れによる競争力低下リスクについて、重要な変更はないとしている。
  2. FY2024ReframedAnnual report

    「生成AI活用の遅れによる競争力低下」

    従来の「生成AI普及による研修機会損失」から、生成AI活用の遅れによる競争力低下へリスクの焦点を変更した。
  3. FY2024-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    生成AI普及による研修機会損失リスクについて、新たな発生や重要な変更はないとしている。
  4. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    生成AI普及による研修機会損失リスクについて、新たな発生や重要な変更はないとしている。
  5. FY2023First statedAnnual report

    「生成AI普及による研修機会損失」

    生成AIの普及により研修機会が失われる可能性をサステナビリティに関するリスクとして初めて明示し、優先順位2、財務影響「中」と評価している。
Moved together

"Expanding market share and achieving sustainable growth under the medium-term management plan “Road to Next 2021”" moved the same way as this thread, in the same document, in 2 of its 8 moves.

2★1
  1. ★This thread
  2. 1Expanding market share and achieving sustainable growth under the medium-term management plan “Road to Next 2021”2×

★ 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
Insource's next results are scheduled for 2026-11-02. Read the earnings preview It last moved in the Management Planning of 2026-10-01: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of lost training opportunities as generative AI becomes widespread | Insource Co.,Ltd. (6200) | Komori