Intensifying Competition and New Market Entrants
First written in FY2017. 5 of 10 entries say "Restated". Latest entry: FY2027-H1.
dip moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
4 other companies' latest entry also says "Materialised".
- FY2027-H1MaterialisedAnnual report
「During the current interim consolidated accounting period, revenue in the human resources services business remained weak due to the competitive environment, as well as the impact of slowing sales in the agency business.」
Competition with other companies in the industry has emerged as an actual factor behind weak revenue in the human resources services business. - 2026-10-13WorsenedEarnings
「競合とのユーザー獲得競争が激化するなか、当社は本年５月より広告投資を強化してまいりました。」
競合環境について、ユーザー獲得競争の激化が業績説明の主因として明示された。 - FY2026RestatedAnnual report
「In the human resources services business, there are numerous competitors providing online job listings for part-time and temporary jobs, including spot-work services, temporary employees, full-time employees and specialized professions, as well as nurse placement services.」
The company continues to disclose the risk posed by numerous competitors across the various areas of its human resources services. - FY2025WorsenedAnnual report
「In the human resources services business, there are numerous competitors providing online job listings for part-time and temporary jobs, including spot-work services, temporary employees, full-time employees and specialized professions, as well as nurse placement services.」
The company explicitly identifies multiple areas as subject to competition risks, including spot-work, specialized professions and nurse placement services. - FY2024RestatedAnnual report
「The company is actively pursuing measures to retain users, including introducing services ahead of other companies and continuing to provide new features」
The company continues to address intensifying competition and new-entry risks in its human resources services and DX businesses, including through new features. - FY2022RestatedAnnual report
「The company is actively pursuing measures to retain users, including introducing services ahead of other companies and continuing to provide new features」
The company continues to disclose intensifying competition and new-entry risks in its human resources services and DX businesses, along with responses including new features. - FY2021RestatedAnnual report
「The company is actively pursuing measures to retain users, including introducing services ahead of other companies and continuing to provide new features」
The company describes intensifying competition and new-entry risks in both its human resources services and DX businesses, and continues to respond with services launched ahead of competitors and new features. - FY2020WorsenedAnnual report
「In its AI and RPA business, the company operates the FAST RPA service, leveraging its distinctive strengths developed through its job information services, including a broad customer base and a direct-sales workforce. However, competitors with similar strengths or strengths the company does not possess could emerge, and if the company cannot respond to competition with these businesses in a timely, effective and efficient manner, its business and performance could be affected.」
In addition to competition risks in its traditional human resources services, the company explicitly identifies the risks of new competitors emerging in its AI and RPA business and delays in responding to them. - FY2019RestatedAnnual report
「In the job information services field, many companies provide online job listings for part-time jobs, temporary employees and full-time employees. There are numerous competitors, and the low barriers to entry have led to a succession of new entrants.」
The company reiterates the risk posed by numerous competitors and new entrants in its job information and nurse placement services. - FY2017First statedAnnual report
「In the job information services field, many companies provide online job listings for part-time jobs, temporary employees and full-time employees. There are numerous competitors, and the low barriers to entry have led to a succession of new entrants.」
The company identifies the presence of numerous competitors and new entrants in its job information and nurse placement services as a risk if it cannot respond to competition in a timely and effective manner.