Thinca (149A) · RiskRestated
Competitor Entry and Intensifying Competition
First written in FY2023. 1 of 3 entries say "Worsened", first in FY2024. Latest entry: FY2025.
3entries
3years
0from disclosures
How it moved
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
121 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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.Full recordFilings, disclosures and news, newest first
- FY2025RestatedAnnual report
「Competitors exist for each of KAIKURA’s functions, including landline communication support, call recording, speech-to-text conversion, SMS transmission, email integration and mobile phone recording, and competition could intensify through new market entry.」
Continues to recognize existing and potential new competition for individual functions and cloud telephony, including KAIKURA Phone. - FY2024WorsenedAnnual report
「Competition with other providers of similar cloud telephone services is also expected for KAIKURA Phone.」
The competitive scope has expanded from landline support, recording, transcription, SMS and email integration to include cloud telephone services. - FY2023First statedAnnual report
「If competition intensifies due to the entry of competitors offering systems similar to ours, causing us to lose our competitive advantage.」
Recognizes competitors for individual functions such as landline support, recording, speech-to-text conversion, SMS, email and mobile phone recording.