Komori
Lifull (2120) · RiskMaterialised

Changes to the service pricing structure and inability to pass on costs

First written in FY2018. 4 of 7 entries say "Restated". Latest entry: FY2022-Q2.

7entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2021-Q3MaterialisedFY2021 – FY2022-Q22018: 12019: 320192020: 020202021: 220212022: 12022
Same theme, other companies
Earnings deterioration due to service price revisions and inability to pass on costsA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

Lifull moved to the "Worse" side of this theme in 2021.

0 other companies' latest entry also says "Materialised".

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
  1. FY2022-Q2MaterialisedAnnual report

    「2020年9月期に実施した一部料金体系の変更に伴う調整からの回復の遅れやアライアンスパートナーの見直しを含む戦略の変更等の影響もあり」

    料金体系変更に伴う調整からの回復遅れが、HOME'S関連事業の売上収益・利益の減少要因として実際に記載されている。
  2. FY2021MaterialisedAnnual report

    「2019年10月から開始した一部掲載料金体系変更の調整等により掲載広告数が減少したこと」

    料金体系変更に伴う掲載広告数の減少が実際に生じ、HOME'S関連事業の売上収益減少要因として記載されている。
  3. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    サービス価格体系の変更・コスト転嫁不能リスクについて重要な変更がないとしている。
  4. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    サービス価格体系の変更・コスト転嫁不能リスクについて重要な変更がないとしている。
  5. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    サービス価格体系の変更・コスト転嫁不能リスクについて重要な変更がないとしている。
  6. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    サービス価格体系の変更・コスト転嫁不能リスクについて重要な変更がないとしている。
  7. FY2018First statedAnnual report

    「If a review of prices significantly changes clients’ usage patterns, or if the Group is unable to pass cost changes through to the prices of its products, its operating performance may be affected.」

    Newly presented as a standalone risk: pricing reviews based on comparisons with similar products, added value and cost changes may affect usage and revenue.
Moved together

"Business Continuity and Demand Declines Caused by Disasters, Epidemics and Conflicts" moved the same way as this thread, in the same document, in 2 of its 7 moves.

2★1
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  2. 1Business Continuity and Demand Declines Caused by Disasters, Epidemics and Conflicts2×

★ 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.

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