Intensifying competition in the internet advertising and recruitment markets
First written in FY2018. 3 of 6 entries say "Worsened", first in FY2020. Latest entry: FY2026.
eole moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
27 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In the cryptocurrency and digital finance fields, a diverse range of businesses, including cryptocurrency exchange operators, financial institutions, fintech companies and major overseas operators, have entered the market, and the competitive environment may intensify further.」
In addition to competition in the existing Internet advertising and job advertising markets, the document explicitly states that competition is intensifying in the cryptocurrency and digital finance fields. - FY2022RestatedAnnual report
「Multiple competitors currently operate in Japan and overseas in the Internet advertising and Internet recruitment information markets in which we operate, and competition is expected to intensify further as new entrants offering new services enter the market.」
The document reiterates the risk of intensifying competition from domestic and overseas competitors and new entrants. - FY2021WorsenedAnnual report
「Multiple competitors currently operate in Japan and overseas in the Internet advertising and Internet recruitment information markets in which we operate, and competition is expected to intensify further as new entrants offering new services enter the market. The shift we had anticipated in job advertising from reservation-based advertising to performance-based advertising is expanding rapidly, led by search-linked performance advertising represented by “Indeed.”」
In addition to the outlook for intensifying competition due to new entrants, the document states that the shift to performance-based advertising, led by Indeed and similar services, is expanding rapidly. - FY2020WorsenedAnnual report
「The shift we had anticipated in job advertising from reservation-based advertising to performance-based advertising is expanding rapidly, led by search-linked performance advertising represented by “Indeed.”」
Regarding the risk of intensifying competition, the document explicitly states that the shift to search-linked performance advertising, led by Indeed and similar services, is progressing rapidly. - FY2019RestatedAnnual report
「We have sought to build competitive advantages by establishing the distinctiveness of “らくらく連絡網” as a social networking service focused on contact networks; by realizing high added value in “pinpoint and other performance-based advertising” through integration with highly accurate data based on registered information from “らくらく連絡網” and the development of our proprietary product, the private DMP “pinpoint DMP”; and by increasing the volume of our database and the number of applications for client companies’ job postings in “ガクバアルバイト” and “らくらくアルバイト” through referrals from “らくらく連絡網” members and partnerships with other media providers.」
The document describes the policy of building competitive advantages through the distinctiveness of each service, data integration, the private DMP and partnerships with other media providers, and reiterates the risk of intensifying competition. - FY2018First statedAnnual report
「Multiple competitors currently operate in Japan and overseas in the Internet advertising and Internet recruitment information markets in which we operate, and competition may intensify further as a result of new entrants and other factors.」
The document describes intensifying competition from domestic and overseas competitors and new entrants, as well as the impact if we are unable to maintain our competitive advantage.