Komori
Lifull (2120) · RiskMaterialised

Dependence on External Search Engines for Customer Acquisition

First written in FY2016. 12 of 15 entries say "Restated". Latest entry: FY2025.

15entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021-Q32016: 320162017: 220172018: 420182019: 320192020: 020202021: 120212022: 020222023: 020232024: 020242025: 22025
Same theme, other companies
Decline in SEO-Driven Customer Acquisition Due to Search Engine Algorithm ChangesA theme 77 companies write about · 77 as a headwind · 0 as a tailwind

Lifull moved to the "Worse" side of this theme in 2025, 1 year before the typical company in this theme (2026).

The whole theme swung hardest in 2025: 10 of 27 companies on the "Worse" side.

7 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.
Showing 14 of the 77 companies compared. The sentences above are computed from all 77.
Full recordFilings, disclosures and news, newest first
  1. FY2025MaterialisedAnnual report

    「代表的な検索エンジンのアルゴリズム変更等の外部環境の急激な変化からアグリゲーションの減収が進み」

    検索エンジンのアルゴリズム変更等によるアグリゲーション減収が、海外事業のリストラクチャリングの背景として引き続き実績化している。
  2. FY2025-H1MaterialisedAnnual report

    「代表的な検索エンジンのアルゴリズム変更等の外部環境の急激な変化からアグリゲーションの減収が進み」

    検索エンジンのアルゴリズム変更等がアグリゲーション事業の減収として実際に現れ、海外事業のリストラクチャリング判断の背景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.」

    外部検索エンジンへの集客依存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.」

    外部検索エンジンへの集客依存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.」

    外部検索エンジンへの集客依存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.」

    外部検索エンジンへの集客依存リスクについて重要な変更がないとしている。
  7. FY2018RestatedAnnual report

    「積極的なブランディングプロモーション活動やスマホアプリの対応等を通じて、検索エンジンに依存しない集客の比率を高めるとともに、検索結果において上位に表示されるべくSEO等の必要な対策を進めていますが」

    外部検索エンジンへの依存リスクを継続しつつ、ブランディング、スマホアプリ、SEOを対策として記載している。
  8. FY2018-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.」

    外部検索エンジンへの集客依存リスクについて重要な変更がないとしている。
  9. FY2018-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.」

    外部検索エンジンへの集客依存リスクについて重要な変更がないとしている。
  10. FY2018-Q1RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    外部検索エンジンへの集客依存リスクについて重要な変更がないとしている。
  11. FY2017-Q3RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    外部検索エンジンへの集客依存リスクについて重要な変更がないとしている。
  12. FY2017-Q1RestatedAnnual 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.」

    外部検索エンジンへの集客依存リスクについて、重要な変更がないと明記している。
  13. FY2016-Q4RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    外部検索エンジンへの集客依存リスクについて、重要な変更がないと明記している。
  14. FY2016-Q3RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    前年度有価証券報告書記載のリスクについて、重要な変更がないと明記している。
  15. FY2016First statedAnnual report

    「Users visiting the sites operated by the Group generally arrive via search engines, and this customer acquisition depends on the search results displayed by those providers.」

    The Group is pursuing branding, SEO measures and a higher proportion of customer acquisition independent of search engines, while noting the possibility of lower traffic following changes to search-result policies.
Moved together

"Expanding Earnings Power to Achieve the Medium-Term Management Plan for 2021–2025" moved the same way as this thread, in the same document, in 2 of its 15 moves.

222★123
  1. ★This thread
  2. 1Expanding Earnings Power to Achieve the Medium-Term Management Plan for 2021–20252×
  3. 2Aiming to Become a Global Company Through DB+CCS2×
  4. 3Weak Housing Sales and Population Decline2×

★ 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.

When this could move next
No upcoming earnings preview for Lifull yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.