Revenue Dependence on PostPrime
First written in FY2024. 5 of 9 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-08-31.
PostPrime moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.
2 other companies' latest entry also says "Reframed".
- 2026-08-31ReframedBusiness Plan
「Reducing dependence on specific influencers」
Where the previous framework had expanded dependence from the Representative Director to performers and creators, the growth strategy explicitly stated a policy of reducing dependence by diversifying the creator base and content. - FY2026MaterialisedAnnual report
「In the financial and economic information platform business centered on PostPrime, our core service, new user acquisition for Prime subscriptions and memberships did not progress as expected, and revenue declined year on year.」
Weak acquisition of new paying PostPrime users appeared as lower revenue and an operating loss, making the risk of dependence on the existing core business a concrete deterioration in performance. - FY2026-H1MaterialisedAnnual report
「The acquisition of new users for Prime registrations and memberships in our existing core financial and economic information platform business has not progressed as expected. In addition, the launch of the commodity CFD trading service in the new transaction platform business has been insufficiently progressed, and we recognize the need to continue making improvements.」
The interim period highlighted shortfalls in user acquisition for the existing PostPrime-centered business and insufficient traction in the trading platform business being developed as a new revenue pillar. - FY2025RestatedAnnual report
「We intend to develop the trading platform business, launched in August 2025, as a new core business and diversify our revenue structure. However, if that business stagnates or contracts because of changes in the business environment, it could affect our group's results and future business development.」
The trading platform business has launched, but the group continues to recognize its dependence on PostPrime and the risk that the new business may stagnate. - FY2024First statedAnnual report
「We concentrate management resources on our core social network business, PostPrime, which has historically generated most of our revenue.」
The group also states that it will develop a new core business and diversify its revenue structure.