Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Partially revisedKey initiatives
01Asset utilization | Recycling AI expertise through projects
02Sales strategy | Client acquisition and expansion
03Sales strategy | Developing and advancing the collaboration model
04Delivery | Establishing and strengthening the quality control framework
05Recruitment and development | Strengthening the organization and utilizing AI
06Toward 2030 | Achieving AI-Informed
Plan assumptionsThe AI market is expected to reach ¥9 trillion in 2030, with a CAGR of 30.6%. The data utilization market is expected to reach ¥4.5 trillion in 2030, with a CAGR of 13.8%. Source for the AI market: IDC Japan AI Market (18 March 2026); source for the data utilization market: IDC Big Data/Analytics Market (21 March 2024). The 2030 figures are estimates by ギックス.
Size of the Target MarketAI market: ¥2.07 trillion in 2024, ¥9.00 trillion in 2030, CAGR of 30.6%. Data utilization market: ¥2.37 trillion in 2024, ¥4.50 trillion in 2030, CAGR of 13.8%. Sources: IDC Japan AI Market (18 March 2026); IDC Big Data/Analytics Market (21 March 2024). The 2030 figures are estimates by ギックス.
Risks identified by the company
Securing, retaining and developing talent
Dependence on Certain Customers
Impact of technological innovation
Creation of New Businesses
Compliance
Management of information and information systems
Reason for revision or withdrawal
The company plans to reformulate and disclose the targets again to reflect a new revenue model centered on AI and data assets.
| Item | Details |
|---|---|
| Plan name | Explanatory Material on Business Plans and Growth Potential |
| Plan period | 2026 (current)–2030 (target) |
| Progress against the plan | Partially revised |
| Plan assumptions | The AI market is expected to reach ¥9 trillion in 2030, with a CAGR of 30.6%. The data utilization market is expected to reach ¥4.5 trillion in 2030, with a CAGR of 13.8%. Source for the AI market: IDC Japan AI Market (18 March 2026); source for the data utilization market: IDC Big Data/Analytics Market (21 March 2024). The 2030 figures are estimates by ギックス. |
| Key initiatives | Asset utilization | Recycling AI expertise through projects, Sales strategy | Client acquisition and expansion, Sales strategy | Developing and advancing the collaboration model, Delivery | Establishing and strengthening the quality control framework, Recruitment and development | Strengthening the organization and utilizing AI, Toward 2030 | Achieving AI-Informed |
| Reason for revision or withdrawal | The company plans to reformulate and disclose the targets again to reflect a new revenue model centered on AI and data assets. |
| Size of the Target Market | AI market: ¥2.07 trillion in 2024, ¥9.00 trillion in 2030, CAGR of 30.6%. Data utilization market: ¥2.37 trillion in 2024, ¥4.50 trillion in 2030, CAGR of 13.8%. Sources: IDC Japan AI Market (18 March 2026); IDC Big Data/Analytics Market (21 March 2024). The 2030 figures are estimates by ギックス. |
| Risks identified | Securing, retaining and developing talent, Dependence on Certain Customers, Impact of technological innovation, Creation of New Businesses, Compliance, Management of information and information systems |
| Publication date | 29 September 2026 |
Items this document does not state (16)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To reflect a new revenue model centered on AI and data assets.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.