Strong growth outlook for the SMS delivery market
First written in FY2021-Q1. 11 of 17 entries say "Restated". Latest entry: FY2026.
fonfun moved to the "Worse" side of this theme in 2026.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「The operating environment surrounding the Group is one in which the promotion of digital transformation (DX) in corporate activities is widely recognized as an essential management challenge, while the use of cloud services is accelerating throughout society.」
This filing does not present a standalone high-growth forecast for the SMS messaging market; instead, the business environment has been reframed around the broader expansion trend in the cloud services and DX markets, including SMS. - FY2025-H1RestatedAnnual report
「A survey (Mick IT Report, January 2024 issue, Mick Economic Research Institute) found that the overall domestic SMS market will reach 4.46 billion messages and achieve a compound annual growth rate of 26.4% from fiscal 2023 to fiscal 2028. The SMS market is expected to continue achieving high growth.」
The Company continues to maintain the market forecast of 4.46 billion messages in the domestic SMS market, a 26.4% compound annual growth rate from fiscal 2023 to fiscal 2028, and the outlook for high growth. - FY2024-Q3Updated market forecast and continued competitive pressureAnnual report
「For SMS services, the overall domestic SMS market is expected to reach 4.46 billion messages in fiscal 2023, with a compound annual growth rate of 26.4% from fiscal 2023 through fiscal 2028 (Mick IT Report, January 2024 issue, Mick Economic Research Institute). Message volumes are expected to continue growing substantially. However, as price reductions in message delivery due to the increasingly significant entry of competitors have become more pronounced, revenue and operating profit have ceased to grow in proportion to this growth, and we recognize that taking prompt measures is a challenge.」
The SMS market forecast has been updated to 4.46 billion messages in fiscal 2023 and a 26.4% compound annual growth rate from fiscal 2023 to fiscal 2028. At the same time, the Company continues to describe the situation in which net sales and operating profit do not grow proportionally even as message volumes increase, because new competitors entering the market are driving prices lower. - FY2024-Q2Divergence between market growth and business performance growthAnnual report
「For SMS services, the domestic direct-connect market is forecast to reach 14.07713 billion messages in 2026 (Mick IT Report, October 2022 issue, Mick Economic Research Institute), with an expected compound annual growth rate of 40.3% from fiscal 2022 through fiscal 2026, and message volumes are expected to continue growing substantially. However, as price reductions in message delivery due to the increasingly significant entry of competitors have become more pronounced, revenue and operating profit have ceased to grow in proportion to message volumes, and we recognize that taking prompt measures is a challenge.」
While the SMS messaging market itself is forecast to achieve high growth, reaching 14.077 billion messages in 2026 with a 40.3% compound annual growth rate, the Company has newly stated explicitly that lower prices resulting from new competitors entering the market are preventing net sales and operating profit from growing in line with the market. - FY2024-Q1RestatedAnnual report
「A survey (Mick IT Report, October 2022 issue, Mick Economic Research Institute) found that SMS messages sent will reach 14,077 million in fiscal 2026, and the SMS market is expected to continue achieving high growth.」
The Company continues to describe the market outlook of 14,077 million SMS messages in fiscal 2026 and continued high growth thereafter. - FY2023RestatedAnnual report
「The SMS messaging market continues to grow, and a survey (Mick IT Report, October 2022 issue, Mick Economic Research Institute) found that SMS messages sent will reach 14,077 million in fiscal 2026. The SMS market is expected to continue achieving high growth.」
The Company continues to maintain the market forecast of 14,077 million messages in fiscal 2026 and the outlook for continued high growth in the SMS market. - FY2023-Q3Updated Market ForecastAnnual report
「The SMS messaging market continues to grow, and a survey (Mick IT Report, October 2022 issue, Mick Economic Research Institute) found that SMS messages sent will reach 14,077 million in fiscal 2026. The SMS market is expected to continue achieving high growth.」
The Company has updated its previous forecast of 8.44 billion messages in 2024 and a 46.1% compound annual growth rate to a new market forecast of 14,077 million messages in fiscal 2026. - FY2023-Q2RestatedAnnual report
「The SMS messaging market is expanding rapidly, with the 2024 domestic direct-delivery market forecast at 8.44 billion messages (Mick IT Report, November 2020 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.1% from fiscal 2021 to fiscal 2024 and is expected to continue achieving stable high growth.」
The Company continues to describe the outlook for the SMS messaging market, including a 2024 domestic direct-delivery market of 8.44 billion messages, a 46.1% compound annual growth rate from fiscal 2021 to fiscal 2024, and stable high growth. - FY2023-Q1RestatedAnnual report
「The SMS messaging market is expanding rapidly, with the 2024 domestic direct-delivery market forecast at 8.44 billion messages (Mick IT Report, November 2020 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.1% from fiscal 2021 to fiscal 2024 and is expected to continue achieving stable high growth.」
The Company continues to describe the outlook for the SMS messaging market, including a 2024 domestic direct-delivery market of 8.44 billion messages, a 46.1% compound annual growth rate from fiscal 2021 to fiscal 2024, and stable high growth. - FY2022RestatedAnnual report
「The SMS messaging market is expanding rapidly, with the 2024 domestic direct-delivery market forecast at 8.44 billion messages (Mick IT Report, November 2020 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.1% from fiscal 2021 to fiscal 2024 and is expected to continue achieving stable high growth.」
The Company continues to maintain the outlook for 8.44 billion messages in the 2024 domestic direct-delivery market, a 46.1% compound annual growth rate from fiscal 2021 to fiscal 2024, and stable high growth. - FY2022-Q3RestatedAnnual report
「The SMS messaging market is expanding rapidly, with the 2024 domestic direct-delivery market forecast at 8.44 billion messages (Mick IT Report, November 2020 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.1% from fiscal 2021 to fiscal 2024 and is expected to continue achieving stable high growth.」
The Company continues to describe the outlook for the SMS messaging market, including a 2024 domestic direct-delivery market of 8.44 billion messages, a 46.1% compound annual growth rate from fiscal 2021 to fiscal 2024, and stable high growth. - FY2022-Q2RestatedAnnual report
「The SMS messaging market is expanding rapidly, with the 2024 domestic direct-delivery market forecast at 8.44 billion messages (Mick IT Report, November 2020 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.1% from fiscal 2021 to fiscal 2024 and is expected to continue achieving stable high growth.」
The Company continues to describe the outlook for the SMS messaging market, including a 2024 domestic direct-delivery market of 8.44 billion messages, a 46.1% compound annual growth rate from fiscal 2021 to fiscal 2024, and stable high growth. - FY2022-Q1Updated Market ForecastAnnual report
「The SMS messaging market is expanding rapidly, with the 2024 domestic direct-delivery market forecast at 8.44 billion messages (Mick IT Report, November 2020 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.1% from fiscal 2021 to fiscal 2024 and is expected to continue achieving stable high growth.」
The forecast for the SMS messaging market has been updated to 8.44 billion messages in the 2024 domestic direct-delivery market and a 46.1% compound annual growth rate from fiscal 2021 to fiscal 2024. - FY2021RestatedAnnual report
「The 2023 market size is forecast at 3.18 billion messages (Mick IT Report, September 2019 issue, Mick Economic Research Institute), with a 46.7% compound annual growth rate from fiscal 2018 to fiscal 2023. The domestic corporate market is expected to maintain stable high growth for at least the next 5 years.」
The Company continues to describe the outlook for the SMS messaging market, including 3.18 billion messages in 2023, a 46.7% compound annual growth rate, and stable high growth in the domestic corporate market for at least the next 5 years. - FY2021-Q3RestatedAnnual report
「The SMS messaging market is expanding rapidly, with the 2023 market size forecast at 3.18 billion messages (Mick IT Report, September 2019 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.7% from fiscal 2018 to fiscal 2023, while the domestic corporate market is expected to maintain stable high growth for at least the next 5 years.」
The Company continues to describe the outlook for the SMS messaging market, including 3.18 billion messages in 2023, a 46.7% compound annual growth rate from fiscal 2018 to fiscal 2023, and stable high growth in the domestic corporate market for at least the next 5 years. - FY2021-Q2RestatedAnnual report
「The SMS messaging market is expanding rapidly, with the 2023 market size forecast at 3.18 billion messages (Mick IT Report, September 2019 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.7% from fiscal 2018 to fiscal 2023, while the domestic corporate market is expected to maintain stable high growth for at least the next 5 years.」
The Company continues to describe the outlook for the SMS messaging market, including 3.18 billion messages in 2023, a 46.7% compound annual growth rate from fiscal 2018 to fiscal 2023, and stable high growth in the domestic corporate market for at least the next 5 years. - FY2021-Q1First statedAnnual report
「The SMS messaging market is expanding rapidly, with the 2023 market size forecast at 3.18 billion messages (Mick IT Report, September 2019 issue, Mick Economic Research Institute). The market is forecast to grow at a compound annual growth rate of 46.7% from fiscal 2018 to fiscal 2023, while the domestic corporate market is expected to maintain stable high growth for at least the next 5 years.」
Against the backdrop of the usefulness of SMS for identity-verification notifications, payment reminders and reservation confirmations, the Company has for the first time described market forecasts of 3.18 billion messages in 2023, a 46.7% compound annual growth rate from fiscal 2018 to fiscal 2023, and stable high growth in the domestic corporate market for at least the next 5 years.