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Nsd (9759) · FactRestated

Expansion of Strategic IT and Productivity-Enhancement Investment Driven by Advances in DX

First written in FY2019-Q2. 13 of 19 entries say "Restated". Latest entry: 2026-09-28.

19entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q2 – FY2020-Q3RestatedFY2022-Q3 – 2026-09-282018: 12019: 420192020: 320202021: 320212022: 220222023: 220232024: 020242025: 120252026: 32026
Same theme, other companies
Continued IT investment aimed at corporate growth and stronger competitivenessA theme 35 companies write about · 0 as a headwind · 35 as a tailwind

Nsd moved to the "Worse" side of this theme in 2020, 6 years before the typical company in this theme (2026).

The whole theme swung hardest in 2020: 4 of 19 companies on the "Worse" side.

17 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 35 companies compared. The sentences above are computed from all 35.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Under these conditions, in the information services industry in which our group operates, IT investment continued for the use of DX and generative AI to address management issues, supported by solid corporate earnings, while there was also demand for the renewal of core systems and other needs, and the order environment remained favorable.」

    IT investment aimed at using generative AI in addition to DX, as well as demand for core-system renewal, continued, reaffirming the market view that the order environment remained favorable.
  2. FY2024-Q2RestatedAnnual report

    「In the information services industry in which our group operates, vigorous IT investment aimed at DX continued, while there was also demand for the renewal of core systems, and the order environment remained favorable.」

    In addition to vigorous IT investment aimed at DX, demand for core-system renewal was cited, reaffirming the market view that the order environment remained favorable.
  3. FY2024-Q1RestatedAnnual report

    「Against this backdrop, in the information services industry in which our group operates, vigorous IT investment aimed at DX continued, while there was also demand for the renewal of core systems, and the order environment remained favorable.」

    Against a backdrop of increased IT investment aimed at DX and demand for core-system renewal, the view that the order environment remained favorable continues.
  4. FY2023-Q1RestatedAnnual report

    「In addition, in the information services industry in which our group operates, the impact of postponements of large-scale projects due to COVID-19 was limited, while IT investment expanded steadily, including the acceleration of initiatives toward DX (digital transformation), against a backdrop of the spread of new technologies such as AI and IoT and the shift to cloud computing, and the order environment remained favorable.」

    IT investment expanded steadily against a backdrop of the spread of AI and IoT, the shift to cloud computing and initiatives addressing DX, reaffirming the view that the order environment remained favorable.
  5. FY2022-Q3RestatedAnnual report

    「Meanwhile, in the information services industry in which our group operates, although some system development projects were postponed or scaled back due to the impact of COVID-19, demand for IT, including DX (digital transformation), remained strong against a backdrop of the spread of advanced technologies and the shift to cloud computing, and the order environment remained solid.」

    Although some postponement and scaling back of system development projects continued, demand for IT, including DX, remained strong against a backdrop of the spread of advanced technologies and the shift to cloud computing, reaffirming the view that the order environment remained solid.
  6. FY2022-Q1MitigatedAnnual report

    「Meanwhile, in the information services industry in which our group operates, although some system development projects were postponed or scaled back due to the impact of COVID-19, demand for IT investment, including investment aimed at DX (digital transformation), remained firm against a backdrop of the spread of advanced technologies and the shift to cloud computing, and the order environment remained solid.」

    Although some postponement and scaling back of system development projects continued, IT investment needs remained firm against a backdrop of the spread of advanced technologies and the shift to cloud computing, and the order environment changed from the difficult conditions of the previous fiscal year to solid conditions.
  7. FY2021WorsenedAnnual report

    「In the information services industry, demand related to DX (digital transformation) aimed at strengthening competitiveness and other objectives remained firm, but challenging business conditions continued because of restrictions on business activities caused by the spread of COVID-19. According to a statistical survey by the Ministry of Economy, Trade and Industry, industry-wide revenue from contracted software development (*) decreased 3.5% from the previous period. The outlook remains uncertain, with delays in the progress of system-construction projects caused by the spread of infection and reductions or postponements of IT investment owing to deteriorating performance seen in some cases.」

    While demand related to DX remains firm, restrictions on business activities caused by infectious diseases, delays in project progress, and reductions or postponements of IT investment have continued, and industry-wide revenue from contracted software development decreased 3.5% from the previous period.
  8. FY2021-Q3WorsenedAnnual report

    「In the information services industry, demand related to DX (digital transformation) aimed at strengthening competitiveness and other objectives remained firm, but challenging business conditions continued because face-to-face sales and customer-site operations were restricted. According to a statistical survey by the Ministry of Economy, Trade and Industry, industry-wide revenue from contracted software development (*) decreased by slightly more than 4% year on year. Although customer-site operations have gradually recovered recently as telework environments have been developed and enhanced, sales activities remain constrained, and some companies have reduced or postponed IT investment owing to deteriorating performance, leaving the outlook uncertain.」

    While demand related to DX remains firm, industry-wide revenue from contracted software development decreased by slightly more than 4% year on year, and constraints on sales activities and reductions or postponements of IT investment continue. The company has indicated a deterioration in the order environment using more specific industry statistics than in the previous quarter.
  9. FY2021-Q2WorsenedAnnual report

    「Industry-wide revenue from contracted software development decreased by slightly more than 3% year on year. Although activity in customer-site operations has gradually recovered recently as telework environments have been developed, sales activities remain constrained, and some companies have reduced or postponed IT investment because of deteriorating performance, leaving the outlook uncertain.」

    While demand related to DX remains firm, industry-wide revenue from contracted software development decreased by slightly more than 3% year on year, and constraints on sales activities and reductions or postponements of IT investment continue. The company has quantified the previously challenging order environment using industry statistics.
  10. FY2021-Q1WorsenedAnnual report

    「In the information services industry, demand for IT remained solid, including demand for digital transformation and the development of remote-work environments as a measure against infectious diseases. However, the order environment became challenging as the spread of infectious diseases restricted face-to-face sales activities and work at customer sites, while some companies reduced or postponed IT investment because of deteriorating business performance.」

    While demand for IT related to DX and the development of remote-work environments remains firm, some companies have reduced or postponed IT investment in response to the spread of infectious diseases, and the order environment has changed from the previously favorable conditions to a challenging one.
  11. FY2020-Q3RestatedAnnual report

    「However, in the information services industry, against a backdrop including the spread of advanced technologies and growing efforts toward digital transformation (DX), strategic IT investment to strengthen corporate competitiveness and IT investment aimed at improving operational efficiency and productivity are gaining momentum, and the order environment remained favorable.」

    Against the backdrop of the spread of advanced technologies and efforts toward DX, strategic IT investment and investment to improve operational efficiency and productivity are gaining momentum, and the company has reaffirmed its view that the order environment is favorable.
  12. FY2020-Q2RestatedAnnual report

    「In the information services industry, against a backdrop including the spread of advanced technologies and growing efforts toward digital transformation (DX), strategic IT investment to strengthen corporate competitiveness and IT investment aimed at improving operational efficiency and productivity are gaining momentum, and the order environment remained favorable.」

    Against the backdrop of the spread of advanced technologies and efforts toward DX, strategic IT investment and investment to improve operational efficiency and productivity are gaining momentum, and the company has reaffirmed its view that the order environment is favorable.
  13. FY2020-Q1RestatedAnnual report

    「However, in the information services industry, against a backdrop including the spread of advanced technologies and growing efforts toward digital transformation, strategic IT investment to strengthen corporate competitiveness and IT investment aimed at improving operational efficiency and productivity expanded, and the order environment remained favorable.」

    Against the backdrop of the spread of advanced technologies and efforts toward DX, the company has reaffirmed the market view that strategic IT investment and investment to improve operational efficiency and productivity are expanding and that the order environment is favorable.
  14. FY2019RestatedAnnual report

    「In the information services industry, against a backdrop including the spread of advanced technologies and the progress of digital transformation, strategic IT investment to strengthen corporate competitiveness and IT investment aimed at improving productivity and efficiency expanded, and the order environment remained favorable.」

    Against the backdrop of the spread of advanced technologies and progress in DX, the company has reaffirmed the market view that strategic IT investment and investment to improve productivity and efficiency are expanding and that the order environment is favorable.
  15. FY2019-Q3RestatedAnnual report

    「In the information services industry, against a backdrop including the progress of digital transformation, strategic IT investment to strengthen corporate competitiveness and IT investment aimed at improving productivity and efficiency expanded, and the order environment remained favorable.」

    Against the backdrop of progress in DX, the company has reaffirmed the market view that corporate IT investment aimed at strengthening competitiveness and improving productivity and efficiency is expanding and that the order environment is favorable.
  16. FY2019-Q2First statedAnnual report

    「In the information services industry, against a backdrop including the progress of DX (digital transformation), strategic IT investment to strengthen corporate competitiveness and IT investment aimed at improving productivity and efficiency expanded, and the order environment remained favorable.」

    Against the backdrop of progress in DX, the company has for the first time separately stated as a fact the market view that corporate IT investment aimed at strengthening competitiveness and improving productivity and efficiency is expanding.
Moved together

"Business continuity risk from natural disasters and infectious diseases" moved the same way as this thread, in the same document, in 4 of its 19 moves.

43★12
  1. ★This thread
  2. 1Business continuity risk from natural disasters and infectious diseases4×
  3. 2Risks relating to IT investment trends, competition, customer credit, major projects and project profitability3×

★ 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
Nsd's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-09-28: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Strategic IT and Productivity-Enhancement Investment Driven by Advances in DX | NSD CO.,LTD. (9759) | Komori