Quality, Information Leakage, and Competitive Risks from the Spread of Generative AI
First written in FY2025. 1 of 4 entries say "Worsened", first in FY2026-H1. Latest entry: FY2026.
Genova moved to the "Worse" side of this theme in 2025, 1 year before the typical company in this theme (2026).
The whole theme swung hardest in 2024: 1 of 6 companies on the "Worse" side.
4 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「If competitors rapidly develop services and low-cost operations using generative AI, we cannot rule out the possibility that our Group may be placed at a competitive disadvantage in the market. Rather than treating generative AI merely as a tool for improving efficiency, our Group will consider adopting it cautiously and in phases, with the highest priority placed on the security and peace of mind of medical institutions and users.」
The company continues to disclose risks related to competition from generative AI, information accuracy, personal information and copyrights, and has set out cautious, phased adoption, business transformation, employee training and stronger governance. - 2026-05-13ReframedEarnings
「In recent years, media such as news sites have faced factors that reduce traffic to the media itself, including algorithm changes and the display of AI-generated answers such as AI Overviews in search engines.」
The Company specified reduced search traffic as a factor that can reduce page views, while also stating elsewhere that Medical DOC can serve as a source referenced by generative AI. - FY2026-H1WorsenedAnnual report
「The decline in page views is believed to have been caused partly by the impact of Google algorithm updates on SEO and the possibility that medical-related searches are being replaced by AI through the use of generative AI, including ChatGPT and Google Gemini.」
The company has newly identified the possibility that the replacement of medical-related searches with AI as generative AI becomes more widespread is contributing to the decline in Medical DOC's page views. - FY2025First statedAnnual report
「Generative AI technology is spreading rapidly, and its adoption and use are creating new challenges, including ensuring the accuracy of medical information and ethical expression, the risk of personal information leaks, and concerns about copyright infringement.」
The company recognizes the impact of generative AI on information accuracy, ethics, personal information, copyrights and competitiveness as new risks, and is considering internal rules, phased adoption, employee training and stronger governance.