Timee (215A) · RiskRestated
Dependence on app stores, search engines and specific industries
First written in FY2025. 1 of 3 entries say "Mitigated", first in 2026-04-10. Latest entry: FY2026.
3entries
1years
1from disclosures
How it moved
Same theme, other companies
Dependence on Major App Distribution PlatformsA theme 62 companies write about · 63 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2025: 7 of 32 companies on the "Worse" side.
31 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 62 companies compared. The sentences above are computed from all 62.Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「Providing services through platforms operated by Apple Inc. and Google Inc. is an important premise of our business operations.」
Dependence on app stores, search engines and major industries such as logistics, food service and retail continues to be disclosed. - 2026-04-10MitigatedFinancial Results Presentation
「As a measure, we are evolving our solutions to support appropriate use of spot work from a management perspective, and believe the results are gradually emerging.」
In response to slower use in food service and retail, the company is building relationships with management and supporting appropriate use, and reported recovery at some major groups. - FY2025First statedAnnual report
「Providing services through platforms operated by Apple Inc. and Google Inc. is an important premise of our business operations.」
Changes in the policies of app distributors and search engines, together with fluctuations in major customer industries such as logistics, food service and retail, are identified as risks.