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Nsd (9759) · RiskReframedLatest Business Plan (2026-05-08): "Worsened"

Risk of Delayed Response to New Technologies Such as AI and IoT

First written in FY2018. 12 of 15 entries say "Restated". Latest entry: 2026-05-08.

15entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2023-Q1ReframedFY20242018: 320182019: 420192020: 220202021: 220212022: 220222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Risk of delayed response to changes in the technology environment, including ICT and IoTA theme 48 companies write about · 49 as a headwind · 0 as a tailwind

Nsd moved to the "Worse" side of this theme in 2024, 2 years before the typical company in this theme (2026).

The whole theme swung hardest in 2026: 9 of 32 companies on the "Worse" side.

6 other companies' latest entry also says "Worsened".

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 48 companies compared. The sentences above are computed from all 48.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-08WorsenedBusiness Plan

    「Demand for the use of AI is expected to expand, particularly in the area of midstream processes, namely programming and testing.」

    The company identifies the expected impact of the spread of generative AI on existing operations, particularly midstream processes, and the resulting need to retrain and reassign personnel.
  2. FY2024ReframedAnnual report

    「The Group’s performance may fluctuate due to lost order opportunities resulting from delays in responding to DX and AI. To address this risk, we will accumulate expertise and know-how related to DX, conduct research and development, secure and develop talented personnel, and make effective and efficient use of management resources, led by the Innovation Strategy Business Headquarters and NSD‐DXテクノロジー株式会社, while providing technology responsibly in accordance with AI governance.」

    The company has reorganized the existing risk of delays in responding to AI and IoT as the risk of delays in responding to DX and AI, changed the responsible organizations from the previous structure to the Innovation Strategy Business Headquarters and NSD‐DXテクノロジー株式会社, and added AI governance as a response element.
  3. FY2023-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in its major risks, including the risk of delays in responding to new technologies such as AI and IoT and DX-related developments.
  4. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes in its major risks, including the risk of delays in responding to new technologies such as AI and IoT and DX-related developments.
  5. FY2022-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes in its major risks, including the risk of delays in responding to new technologies such as AI and IoT and DX-related developments.
  6. FY2021RestatedAnnual report

    「The Group’s performance may fluctuate due to lost order opportunities resulting from delays in responding to new technologies and DX-related developments such as AI and IoT. To address this risk, we will efficiently advance the accumulation and research of information on advanced technologies, technical expertise and know-how, the development of human resources and the effective use of resources, led by the Advanced Technology Business Division and 株式会社NSD先端技術研究所.」

    The company has reaffirmed the risk of delays in responding to new technologies such as AI and IoT and DX-related developments, together with countermeasures centered on research, knowledge accumulation and human-resource development by the Advanced Technology Business Division and the research institute.
  7. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in its major risks, including the risk of delays in responding to new technologies such as AI and IoT.
  8. FY2020-Q3RestatedAnnual report

    「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in existing risks, including the risk of delays in responding to new technologies such as AI and IoT.
  9. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company states that there have been no new risks or material changes to existing risks, including the risk of delays in responding to new technologies such as AI and IoT.
  10. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company states that there have been no new risks or material changes to existing risks, including the risk of delays in responding to new technologies such as AI and IoT.
  11. FY2019RestatedAnnual report

    「The Group’s performance may fluctuate due to lost order opportunities resulting from delays in responding to new technologies such as AI and IoT. To address this risk, we will promote the response to new technologies efficiently by having the Advanced Technology Business Division, positioned directly under the Sales Headquarters, collaborate with the separately incorporated 株式会社NSD先端技術研究所 to accumulate and research information on advanced technologies, technical expertise and know-how, and make effective use of resources.」

    The company continues to recognize the risk of delays in responding to AI, IoT and other technologies and identifies collaboration between the Advanced Technology Business Division and 株式会社NSD先端技術研究所 as a countermeasure.
  12. FY2019-Q3RestatedAnnual report

    「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new risks or material changes to existing risks, including the risk of delays in responding to new technologies such as AI and IoT.
  13. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company states that there have been no new risks or material changes to existing risks, including the risk of delays in responding to new technologies such as AI and IoT.
  14. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company states that there have been no new risks or material changes to existing risks, including the risk of delays in responding to new technologies such as AI and IoT.
  15. FY2018First statedAnnual report

    「The Group’s performance may fluctuate due to lost order opportunities resulting from delays in responding to new technologies such as AI and IoT.」

    The company identified for the first time, as a standalone risk item, the risk that delays in responding to new technologies could result in lost order opportunities and fluctuations in performance. Its countermeasures include improving and sharing technological capabilities through cooperation between the Advanced Technology Promotion Headquarters and each business division and headquarters.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Nsd's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Business Plan of 2026-05-08: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Delayed Response to New Technologies Such as AI and IoT | NSD CO.,LTD. (9759) | Komori