Komori
Cmc (2185) · RiskReframed

Competition from peer companies, adjacent industries and new entrants

First written in FY2016. 2 of 5 entries say "Worsened", first in FY2019. Latest entry: FY2025.

5entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2019ReframedFY2021WorsenedFY20232016: 12017: 020172018: 020182019: 120192020: 020202021: 120212022: 020222023: 120232024: 020242025: 12025
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 582 companies write about · 606 as a headwind · 0 as a tailwind

Cmc moved to the "Worse" side of this theme in 2019, 4 years before the typical company in this theme (2023).

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

10 other companies' latest entry also says "Reframed".

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 606 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025Competition risk reorganised as the risk of failing to adapt to technological innovation such as generative AIAnnual report

    「Our Group believes that technological innovation such as generative AI will further enhance the experiential value of information. If we fail to adapt to changes in how information is delivered, the competitiveness of our existing services may decline, potentially affecting our business performance.」

    In addition to competition from traditional peers and adjacent industries, the company identifies failure to adapt to changes in how information is provided through generative AI and other technologies as a risk to competitiveness.
  2. FY2023Start-ups using new technologies such as generative AI explicitly identified as competitorsAnnual report

    「However, delays in building expertise, developing new products and improving the operational efficiency of existing businesses may affect our Group's business performance.」

    Regarding competition, the disclosure describes an increase in start-ups using new technologies such as generative AI, in addition to competitors in traditional adjacent fields.
  3. FY2021Competition risk specified as the business impact of delayed responsesAnnual report

    「However, delays in building expertise, developing new products and improving the operational efficiency of existing businesses may affect our Group's business performance.」

    In addition to competition in adjacent fields such as AI and big data, the company explicitly identifies delays in building expertise, developing new products and improving operational efficiency as factors that may affect performance.
  4. FY2019Competition increased in adjacent fields such as AI and big dataAnnual report

    「As our Group's business domain expands, competition is increasing in new adjacent fields, including companies proposing new means of communication and companies proposing the use of ICT such as AI and big data.」

    In addition to competition within the traditional marketing industry, the company cites increasing competition from adjacent fields proposing new means of communication and the use of AI and big data.
  5. FY2016First statedAnnual report

    「The marketing industry in Japan is intensely competitive among consulting firms, research firms, advertising agencies, sales promotion firms and PR firms. Competition for future customer acquisition may intensify as companies in the marketing industry consolidate their businesses and foreign companies enter the Japanese market.」

    In addition to competition within the industry, the company identifies business consolidation, foreign-company entry and intensifying competition from adjacent industries and new entrants as risks.
Moved together

"High Dependence on Domestic Sales" moved the same way as this thread, in the same document, in 4 of its 5 moves.

444322★123456
  1. ★This thread
  2. 1High Dependence on Domestic Sales4×
  3. 2Transactions with Customer Companies and Outsourced Service Providers and Credit Risk4×
  4. 3Dependence of Sales and Profits on Toyota Motor Corporation4×
  5. 4Forecast consolidated operating profit of ¥2,276 million for the fiscal year ending September 20213×
  6. 5One-Stop Marketing Solution Offerings2×
  7. 6Entry into a platform-based business with direct connections to consumers2×

★ 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 Cmc yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.