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Sus (6554) · FactSteady AI demand and longer lead times for AR/VR projects

Growth in IT demand driven by broader use of IoT, AI and RPA

First written in FY2018-Q2. 11 of 17 entries say "Advanced", first in FY2019. Latest entry: 2026-05-15.

17entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2018RestatedFY2020AdvancedFY2022-Q1 – FY2025-H12018: 320182019: 120192020: 120202021: 020212022: 320222023: 420232024: 220242025: 120252026: 22026
Same theme, other companies
Expansion of Japan's Information Services and IT MarketsA theme 29 companies write about · 0 as a headwind · 29 as a tailwind

The whole theme swung hardest in 2020: 3 of 16 companies on the "Worse" side.

13 other companies' latest entry also says "Restated".

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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-15RestatedEarnings presentation

    「Demand for personnel in the advanced IT market is rising rapidly」

    Reaffirmed the view that demand for personnel in the advanced IT field is expanding.
  2. FY2026-H1Steady AI demand and longer lead times for AR/VR projectsAnnual report

    「Even as generative AI becomes more widespread, demand for AR/VR technology for industrial applications remains firm, and customers are increasingly defining their intended uses more specifically. In this environment, the selection of companies capable of providing practical solutions is progressing, and the number of consultations with the company, which has strengths in this field, is increasing. As customers take longer to assess the investment benefits, the time required to secure orders has lengthened. The company expects to steadily capture order opportunities by making proposals that draw on its accumulated knowledge of industrial products and by considering 3D-based services such as virtual catalogs.」

    While demand for industrial AR/VR applications and the number of consultations have increased even as generative AI has spread, the time required to secure orders has lengthened as customers make investment decisions.
  3. FY2025-H1AdvancedAnnual report

    「Alongside continuing to secure orders from existing customers, the company is increasingly receiving similar customer needs from multiple customers and is considering developing services and packages that can address the issues faced by multiple customers.」

    In addition to recurring orders from existing customers, the company indicated plans to develop services and packages based on needs shared by multiple customers.
  4. FY2024-Q2AdvancedAnnual report

    「During the cumulative consolidated period of the second quarter, revenue performed strongly on orders for industrial AR/VR content development, development of education systems using the metaverse for educational institutions, development of business efficiency systems using AI, 360° VR tours and other services.」

    The company secured specific orders for systems that improve operational efficiency using AR/VR, the metaverse and AI, converting demand related to cutting-edge IT into sales.
  5. FY2024-Q1AdvancedAnnual report

    「During the cumulative consolidated period of the first quarter, we secured orders for industrial AR/VR application development, development of business process automation systems using AI, metaverse space development, and 360° VR tours for educational institutions.」

    The company secured orders for industrial AR/VR applications, business automation systems using AI, metaverse spaces and 360° VR tours for educational institutions, against a backdrop of demand in cutting-edge IT markets.
  6. FY2023AdvancedAnnual report

    「In cutting-edge IT markets such as AR (augmented reality), VR (virtual reality), MR (mixed reality), the metaverse and AI (artificial intelligence), supply and demand for a wide variety of products and services are both increasing, and the markets are expected to grow. In this environment, the company has combined outbound sales activities, including exhibiting at major trade shows, issuing news releases and distributing direct mail. Even in the post-COVID-19 period, inquiries from companies with needs particularly in AR, VR and MR have increased.」

    The company recognized increased supply and demand in the AR, VR, MR, metaverse and AI markets and stated that inquiries increased through outbound sales activities such as trade shows, news releases and direct mail.
  7. FY2023-Q3AdvancedAnnual report

    「In cutting-edge IT markets such as AR (augmented reality), VR (virtual reality), MR (mixed reality), the metaverse and AI (artificial intelligence), supply and demand for a wide variety of products and services are both increasing, and the markets are expected to grow. In this environment, the company has engaged in outbound sales activities, including exhibiting at major trade shows, issuing news releases and distributing direct mail, to introduce its products and services and build awareness, while working to identify and analyze market trends and the issues faced by individual companies. These activities led to an increase in inquiries from companies with relevant needs. During the first three quarters of the fiscal year, the company secured orders for application development, metaverse services for educational institutions, metaverse services for companies such as exhibitions and corporate information sessions, 360° VR tours, contracted AI-related development and AI education. Net sales increased year on year and the loss narrowed.」

    Outbound sales activities increased inquiries related to AR/VR, the metaverse and AI, and the company secured orders for metaverse services for educational institutions and companies, 360° VR tours, contracted AI development and AI education.
  8. FY2023-Q2AdvancedAnnual report

    「During the first two quarters of the fiscal year, the company secured orders for application development, metaverse services for educational institutions, metaverse services for companies such as exhibitions and corporate information sessions, and 360° VR tours. Net sales increased year on year and the loss narrowed.」

    Specific orders progressed for metaverse services, application development and 360° VR tours for educational institutions and companies.
  9. FY2023-Q1AdvancedAnnual report

    「In cutting-edge IT markets such as AR (augmented reality), VR (virtual reality), MR (mixed reality) and AI (artificial intelligence), supply and demand for a wide variety of products and services are both increasing, and the markets are expected to grow.」

    The company indicated that supply and demand for products and services in cutting-edge IT markets such as AR, VR, MR and AI are both increasing.
  10. FY2022-Q3AdvancedAnnual report

    「During the first three quarters of the fiscal year, the company secured orders for VR content for educational institutions, 360° VR tours, event content in virtual spaces, and model-room tours using MR and VR. Net sales increased year on year and the loss narrowed. Against a backdrop of growing interest in promoting digital transformation and using the metaverse, as well as its expanding use in business settings, inquiries and requests for production and implementation of more effective online communication through the unique experiential features of XR (AR, VR and MR) and the metaverse increased, and order acquisition activities progressed steadily.」

    In the metaverse and XR-related fields, the company secured orders for VR content for educational institutions, 360° VR tours, virtual space events, and MR/VR model-room tours, with progress in inquiries and order acquisition activities.
  11. FY2022-Q2AdvancedAnnual report

    「During the first two quarters of the fiscal year, the company secured orders from educational institutions for VR tours and communication tools using virtual spaces, as well as orders for experiential programs using MR (mixed reality).」

    The company secured orders related to the metaverse and VR, including VR tours for educational institutions, communication tools using virtual spaces, and MR experiential programs.
  12. FY2022-Q1AdvancedAnnual report

    「During the first three quarters of the fiscal year, interest in the metaverse increased as a result of activity restrictions related to COVID-19, and the company secured orders, mainly from educational institutions, for VR tours and communication tools using virtual spaces.」

    In addition to the previously recognized demand for IoT, AI and RPA, increased interest in the metaverse driven by activity restrictions and orders for VR tours and virtual space tools were indicated.
  13. FY2020RestatedAnnual report

    「The chronic shortage of engineers at the company's major customers, domestic manufacturers and IT-related companies, remains unchanged. In particular, as demand for personnel in the fourth industrial revolution fields, including AR/VR, AI, IoT and RPA, continues to rise, demand for engineers in cutting-edge technology fields is expected to increase.」

    The company reaffirmed the outlook for increasing demand for personnel with cutting-edge technology expertise in AR/VR, AI, IoT, RPA and related fields.
  14. FY2019AdvancedAnnual report

    「While the performance of the company's major customers, domestic manufacturers and IT-related companies, remained solid, a chronic shortage of engineers persisted. In particular, demand for personnel in the fourth industrial revolution fields, including AR/VR, AI, IoT and RPA, is rising further, and demand for engineers in cutting-edge technology fields is expected to continue increasing.」

    The outlook has become more specific: demand for fourth industrial revolution personnel, including AR/VR, has increased further from the previously recognized interest in IoT, AI and RPA, and demand for cutting-edge technology engineers is expected to continue rising.
  15. FY2018RestatedAnnual report

    「In the IT industry, demand for infrastructure development and information security has remained high. The active adoption of technologies such as IoT (the Internet of Things), AI (artificial intelligence) and RPA (robotic process automation) has attracted attention, and investment in research and development has also expanded.」

    The company reaffirmed the sustained high level of demand for IT infrastructure and information security, the use of IoT, AI and RPA, and increased investment in research and development.
  16. FY2018-Q3RestatedAnnual report

    「In the IT industry, demand for infrastructure development and information security has remained high. The active adoption of technologies such as IoT (the Internet of Things), AI (artificial intelligence) and RPA (robotic process automation) has attracted attention, and investment in research and development has also expanded.」

    The sustained high level of demand for infrastructure development and information security, increased attention to the use of IoT, AI and RPA, and expanded investment in research and development are reiterated as ongoing facts about the business environment.
  17. FY2018-Q2First statedAnnual report

    「In the IT industry, demand for infrastructure development and information security has remained high. The active adoption of technologies such as IoT (the Internet of Things), AI (artificial intelligence) and RPA (robotic process automation) has attracted attention, and investment in research and development has also expanded.」

    The business environment was characterized by sustained high demand for infrastructure development and information security, increased attention to the use of IoT, AI and RPA, and expanded investment in research and development.
Moved together

"Increase in Issued Shares and Capital through the Exercise of Stock Acquisition Rights" moved the same way as this thread, in the same document, in 10 of its 17 moves.

1098855★123456
  1. ★This thread
  2. 1Increase in Issued Shares and Capital through the Exercise of Stock Acquisition Rights10×
  3. 2AR/VR Talent Development and Commercialization by 株式会社クロスリアリティ and VRIA Kyoto9×
  4. 3Strengthening Engineer Recruitment Through "Schools for Working Adults"8×
  5. 4Use of outsourced personnel to support growth in SAP, cloud and other projects8×
  6. 5Focus on Sales, Profit Margins and KPIs for the Engineering Staffing Business5×
  7. 6Developing Higher-Value Personnel Through Technical and Interpersonal Skills Training5×

★ 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 Sus yet. It last moved in the Earnings presentation of 2026-05-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in IT demand driven by broader use of IoT, AI and RPA | SUS Co.,Ltd. (6554) | Komori