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Rvh (6786) · FactReframed

Acceleration of DX and Digitalization Demand During the COVID-19 Pandemic

First written in FY2022. 4 of 9 entries say "Reframed", first in FY2024-Q3. Latest entry: FY2026.

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ProgressHeldSoftenedWorseRestatedFY2023-Q2ReframedFY2024-Q3 – FY20262022: 320222023: 220232024: 220242025: 120252026: 12026
Same theme, other companies
Expanding Demand for Information Services Driven by Productivity Gains, Remote Work, and Cloud ComputingA theme 35 companies write about · 0 as a headwind · 35 as a tailwind

Rvh moved to the "Worse" side of this theme in 2024.

1 other company's 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.
Showing 14 of the 35 companies compared. The sentences above are computed from all 35.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「In the information services industry, in which the Group's principal businesses operate, IT investment, including the promotion of DX, remained firm against the backdrop of increasing labor shortages and the growing need to improve business efficiency and strengthen competitiveness. Accordingly, demand expanded for greater use of cloud services to address needs for labor-saving and automation, enhanced security measures and upgrades to existing systems, while interest in the use of AI technology remained high.」

    The previous focus on demand for DX and telework has been reorganized as expanding demand for labor-saving and automation, cloud services, security, upgrades to existing systems and the use of AI.
  2. FY2026-H1ReframedAnnual report

    「In the information services industry, in which the Group's principal businesses operate, efforts by companies and local governments to advance DX continue against the backdrop of the further spread of devices such as tablets and smartphones and the entrenchment of diverse working styles including remote work and hybrid work. Demand remains solid across the IT services sector, including demand for upgrades to existing systems, migration to cloud services, enhanced cybersecurity measures, automation and labor-saving initiatives to improve and optimize business efficiency, and reinvestment in data integration platforms and business-support systems.」

    The explanation of DX demand has expanded from the previous focus on telework and AI to include upgrades to existing systems, cloud migration, cybersecurity, automation, labor-saving initiatives and reinvestment in data integration platforms.
  3. FY2025-H1ReframedAnnual report

    「In the information services industry, in which the Group's principal businesses operate, initiatives toward DX continue across all fields against the backdrop of changes in business practices since the COVID-19 pandemic and labor shortages in many industries. Demand for IT services, particularly technologies related to AI, telework and security, remains strong as companies seek to improve and automate business processes and increase productivity.」

    In addition to ongoing demand for DX and telework, the company specifically identifies demand for IT services centered on AI and security-related technologies.
  4. FY2024-Q3ReframedAnnual report

    「In the information services industry, in which the Group's principal businesses operate, initiatives toward DX are advancing across all fields for purposes including the spread of telework, improved and automated business processes, and higher productivity. In addition, social demand for the use of IoT and AI is growing, and more recently interest in the commercial use of generative AI technology has increased, while corporate IT investment continues to expand steadily.」

    The previous description of demand for telework and DX has been expanded to include growing interest in the commercial use of IoT, AI and generative AI, as well as expanding corporate IT investment.
  5. FY2024-Q2RestatedAnnual report

    「In the information services industry, in which the Group's principal businesses operate, social demand for digital services is increasing, including the digital transformation of how companies work in anticipation of the post-pandemic period and the development of remote-work environments that accommodate flexible working styles such as telework.」

    The company has reaffirmed that rising demand for DX in the post-pandemic period, telework and the development of telework and remote-work environments constitute the market backdrop for its systems development business.
  6. FY2023AdvancedAnnual report

    「Against the backdrop of the spread of telework and other developments resulting from the impact of COVID-19, working hours for temporary staffing services increased and outsourced projects grew, while orders continued for development projects involving business automation and efficiency improvements, as well as projects involving infrastructure development.」

    Over the full fiscal year, demand for DX and digitalization amid the COVID-19 pandemic materialized in increased working hours for temporary staffing, growth in outsourced projects and continued orders for automation and efficiency improvement projects.
  7. FY2023-Q2RestatedAnnual report

    「During the second quarter of the current fiscal year, orders continued for development projects involving business automation and efficiency improvements, as well as projects involving infrastructure development, against the backdrop of the spread of telework and other developments resulting from the impact of COVID-19.」

    Demand for telework and DX driven by the COVID-19 pandemic continued to be reflected in ongoing orders for projects involving business automation, efficiency improvements and infrastructure development.
  8. FY2023-Q1AdvancedAnnual report

    「Against the backdrop of the spread of telework and other developments resulting from the impact of COVID-19, orders continued for development projects involving business automation and efficiency improvements, as well as projects involving infrastructure development.」

    The DX and digitalization demand identified in the previous fiscal year amid the COVID-19 pandemic continued to appear in the current quarter as ongoing orders for development and infrastructure development projects driven by the spread of telework.
  9. FY2022First statedAnnual report

    「Against the backdrop of the COVID-19 pandemic, the shift toward DX, including the digital transformation of how companies work, has accelerated, and digitalization is advancing across all areas, including the development of work environments that accommodate flexible working styles such as telework.」

    The company indicates a market view that corporate DX, telework adoption and digitalization across various fields are accelerating against the backdrop of the COVID-19 pandemic.
Moved together

"Earnings weakened by the concentration of projects in the second half and temporary indirect costs" moved the same way as this thread, in the same document, in 3 of its 9 moves.

322222★123456
  1. ★This thread
  2. 1Earnings weakened by the concentration of projects in the second half and temporary indirect costs3×
  3. 2Strengthening existing businesses and entering new areas centered on 3 businesses2×
  4. 3Deterioration in the External Environment Due to a Stronger Yen, Falling Stock Prices and Turmoil in Global Markets2×
  5. 4Significant decline in consolidated net sales due to the transfer of a subsidiary and going concern assumption2×
  6. 5Entry into the agrivoltaics business2×
  7. 6Conversion to a Technology Center and Partial In-House Development2×

★ 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.

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Acceleration of DX and Digitalization Demand During the COVID-19 Pandemic | RVH Inc. (6786) | Komori