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JBCC Holdings (9889) · FactRestated

Signs of New IT Applications, Including IoT and AI

First written in FY2018-Q1. 6 of 13 entries say "Advanced", first in FY2018-Q2. Latest entry: FY2024-Q3.

13entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2020-Q3AdvancedFY2023-Q1 – FY2024-Q22017: 220172018: 420182019: 320192020: 120202021: 020212022: 120222023: 120232024: 1
Same theme, other companies
Structural change and expansion in the IT industry and market driven by IoT, AI, DX and data utilizationA theme 43 companies write about · 1 as a headwind · 38 as a tailwind

The whole theme swung hardest in 2019: 2 of 22 companies on the "Worse" side.

18 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 43 companies compared. The sentences above are computed from all 43.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「During the cumulative consolidated third quarter period (1 April 2023 to 31 December 2023), demand for cloud services remained strong amid rapidly advancing cloud technology and increasingly diverse working styles. Customers of our group are increasingly considering IT environments and systems based on a cloud-first approach, which prioritizes the use of cloud services.」

    The company reaffirmed the market and customer trend of continued strong cloud demand and customers' increasing consideration of cloud-first IT environments and systems.
  2. FY2024-Q2AdvancedAnnual report

    「As cloud technology advances and working styles diversify, customers are increasingly considering IT environments and systems based on a cloud-first approach, which prioritizes the use of cloud services.」

    The company newly stated that customers' consideration of IT environments and systems was shifting toward cloud-first, prioritizing the use of cloud services.
  3. FY2023-Q1AdvancedAnnual report

    「In addition to continued demand for telework environments and business digitalization, demand for responding to security incidents is also increasing. The priority areas of cloud and security, in particular, continue to grow steadily.」

    The company stated that, in addition to conventional demand for digital applications such as cloud and AI, demand for telework, business digitalization, and responses to security incidents was increasing.
  4. FY2020-Q3RestatedAnnual report

    「The use of digital technologies such as cloud services and AI (artificial intelligence) has also been gaining momentum among mid-sized companies, our main customers.」

    The company continued to explain that the use of digital technologies such as cloud services and AI was gaining momentum among mid-sized companies, its main customers.
  5. FY2020-Q2RestatedAnnual report

    「The use of advanced digital technologies such as cloud computing and AI (artificial intelligence) has also been gaining momentum among mid-sized companies, our main customers.」

    The company continued to explain that the use of advanced digital technologies such as cloud computing and AI was gaining momentum among mid-sized companies, its main customers.
  6. FY2020-Q1RestatedAnnual report

    「The use of advanced digital technologies such as cloud computing and AI (artificial intelligence) has also been gaining momentum among mid-sized companies, our main customers.」

    The company continued to explain that the use of advanced digital technologies such as cloud computing and AI was gaining momentum among mid-sized companies, its main customers.
  7. FY2019-Q3AdvancedAnnual report

    「During the cumulative consolidated third quarter period, in addition to upgrading existing systems, making the IT investments needed to enhance business advantages and competitiveness, and creating new business models to improve corporate productivity, efforts to reform work styles using cloud, IoT (the Internet of Things), and AI (artificial intelligence) advanced further, and IT investment continued to grow.」

    The company described a market trend in which, in addition to the conventional use of cloud, IoT, and AI, efforts to reform work styles were advancing further and IT investment was continuing to grow.
  8. FY2019-Q2RestatedAnnual report

    「In addition to companies upgrading existing systems, efforts to create new business models using cloud, IoT (the Internet of Things), and AI (artificial intelligence) to enhance competitiveness progressed further, and IT investment continued to grow. The same trend has also been spreading among mid-sized companies, our main customers.」

    The company continued to explain that the creation of new business models using cloud, IoT, and AI, together with growth in IT investment, was spreading to mid-sized companies.
  9. FY2019-Q1RestatedAnnual report

    「In addition to companies upgrading existing systems, efforts to create new business models using cloud, IoT (the Internet of Things), and AI (artificial intelligence) to enhance competitiveness progressed further, and IT investment continued to grow. The same trend has also been spreading among mid-sized companies, our main customers.」

    The company continued to explain that efforts to create new business models using IoT and AI, together with growth in IT investment, were spreading to mid-sized companies, its main customers.
  10. FY2018AdvancedAnnual report

    「In the IT services market during the current consolidated fiscal year, efforts to create new business models using IoT (the Internet of Things) and AI (artificial intelligence) to enhance competitiveness progressed further, in addition to companies upgrading existing systems, and IT investment grew steadily. The same trend has also been spreading among mid-sized companies, our main customers.」

    The company stated that efforts to create new business models using IoT and AI had advanced further, IT investment had grown steadily, and the same trend was spreading among mid-sized companies.
  11. FY2018-Q3AdvancedAnnual report

    「During the cumulative consolidated third quarter period, the IT services market saw further progress in considering new IT applications such as IoT (the Internet of Things) and AI (artificial intelligence), in addition to upgrades to existing systems, and IT investment grew moderately. The same trend was evident among mid-sized companies, our main customers.」

    The company indicated that consideration of new IT applications such as IoT and AI was advancing further and that IT investment was growing moderately, both in the market and among customers.
  12. FY2018-Q2AdvancedAnnual report

    「In addition to upgrading existing systems, companies are increasingly considering new IT applications such as IoT (the Internet of Things) and AI (artificial intelligence), and IT investment is growing. Signs of this trend are also evident among mid-sized companies, our main customers.」

    The company newly indicated that consideration of new IT applications such as IoT and AI is accelerating and that IT investment across the market is growing.
  13. FY2018-Q1First statedAnnual report

    「In addition to updating existing systems, companies are considering new uses of IT, including IoT (Internet of Things) and AI (artificial intelligence), and signs of new IT adoption are also emerging among our main customers, mid-sized companies.」

    The company has for the first time explicitly stated that new IT applications, including IoT and AI, are being actively considered in the IT services market and among mid-sized companies, including its customers.
Moved together

"Improving Profitability" moved the same way as this thread, in the same document, in 6 of its 13 moves.

665544★123456
  1. ★This thread
  2. 1Improving Profitability6×
  3. 2Improved Gross Margins and Operating Profit Despite Declining Sales6×
  4. 3Service framework centered on SMAC and strengthened cloud security operations services5×
  5. 4Strengthening Product Development in ERP, Production Control, Information Integration and Printing5×
  6. 5Transformation of the Traditional Business Structure and Strengthening of Proprietary Capabilities4×
  7. 6Stable and Consistent Dividends4×

★ 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
JBCC Holdings's next results are scheduled for 2026-10-29. Read the earnings preview
News
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Signs of New IT Applications, Including IoT and AI | JBCC Holdings Inc. (9889) | Komori