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Timee (215A) · RiskRestated

Declining Profitability Due to New Competitors and Price Competition

First written in FY2025. 1 of 4 entries say "Worsened", first in 2026-06-11. Latest entry: FY2026.

4entries
1years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025 – 2026-05-08Worsened2026-06-112026: 42026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

121 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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「If competitors, including new entrants, intensify price competition, including by offering services without fees, competition may intensify and we may be unable to maintain the current profitability gained as a first mover due to lower fee rates, higher advertising expenses or a decline in gross transaction value.」

    The risks of new entrants, price competition, lower fee rates, higher advertising expenses and declining gross transaction value continue to be disclosed.
  3. FY2025First statedAnnual report

    「If competitors, including new entrants, intensify price competition, including by offering services without fees, competition may intensify and we may be unable to maintain the current profitability gained as a first mover due to lower fee rates, higher advertising expenses or a decline in gross transaction value.」

    Entry by staffing, crowdsourcing, IT, platform and job-information service companies, together with aggressive pricing, is identified as a risk.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Timee yet. It last moved in the Results presentation of 2026-06-11: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Declining Profitability Due to New Competitors and Price Competition | Timee,Inc. (215A) | Komori