Impact of changes in customers’ IT investment trends on business performance
First written in FY2023. . Latest entry: FY2026.
The whole theme swung hardest in 2020: 6 of 13 companies on the "Worse" side.
0 other companies' latest entry also says "Other".
- FY2026Rapid advances in generative AI addedAnnual report
「In the information services industry, robust IT investment is expected across all industries, driven by the expansion of digital businesses and other factors. However, if customers' IT investment trends change because of fluctuations in social or economic conditions or rapid advances in generative AI, the Group's performance could be affected.」
Rapid advances in generative AI were explicitly identified, in addition to social and economic conditions, as a factor that could change customers' IT investment trends. - FY2026-H1Shift in priority areas for IT investmentAnnual report
「As technology advances, the environment surrounding the Group is expected to evolve such that management agendas across society will focus primarily on strengthening customer relationships and data-driven management. In parallel with these developments, corporate IT investment is expected to shift toward information systems and customer-facing systems.」
The Company presented its view that corporate IT investment will shift toward information systems and customer-facing systems, against a backdrop of stronger customer relationships and data-driven management. - FY2023First statedAnnual report
「In the information services industry, robust IT investment is expected across all industries, driven by the expansion of digital businesses and other factors. However, if customers' IT investment trends change because of fluctuations in social or economic conditions, the Group's performance could be affected.」
While robust IT investment is expected as a result of digital business expansion, changes in customers' IT investment trends arising from social and economic conditions were separately identified as a performance risk.