Green Monster (157A) · RiskRestated
Changes in Platform Policies by Apple, Google and Others and Deteriorating Advertising Acquisition Efficiency
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Deteriorating Advertising Efficiency Due to Restrictions on Cookie Use by Facebook and iOSA theme 6 companies write about · 6 as a headwind · 0 as a tailwind
1 other company's 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.
Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「Going forward, if changes in the policies of platform operators or internet search service providers, in response to tighter privacy regulations mainly in Europe and the United States, cause any disruption to the operation of our apps, this could affect our group’s operating results and other aspects of performance.」
The company continues to identify the risks of policy changes by platforms such as Apple and Google and deterioration in advertising acquisition efficiency. - FY2025First statedAnnual report
「In our iOS apps, it also became difficult to conduct user targeting and measure conversions using IDFA, which we had previously used. As it became harder to identify users and exclude existing users from advertising, acquisition efficiency deteriorated.」
The company cites changes to IDFA and SKAN since iOS 14.5 as an actual example that increased advertising operating costs and previously reduced revenue and earnings, and identifies further privacy regulation and platform-policy changes as risks.