JPMorgan previews Japan IT services and telecom sector earnings season: cybersecurity in focus, under-the-radar stocks poised for a comeback.

Zhito Finance APP has learned that JPMorgan analyst Matthew Henderson released a latest research report, providing a comprehensive outlook on the upcoming July-September quarterly earnings for Japan's IT services and telecommunications industry. The report pointed out that cybersecurity has become a core focus of the IT services industry recently. Since September 2026, the number of cyberattack incidents on Japanese companies has risen sharply, and any announcement suggesting that earnings will benefit from the cybersecurity theme could become a qualitative catalyst. At the individual stock level, JPMorgan believes that Otsuka Corporation is the only company likely to deliver an earnings surprise, while BIPROGY and NTT may trigger negative market reactions.