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KG Intelligence (2408) · RiskRestatedLatest Earnings (2026-07-07): "Mitigated"

Decline in Traffic to the Rental Property Search Service Due to Changes in Search Engine Algorithms

First written in FY2024-Q1. 2 of 6 entries say "Worsened", first in FY2024-Q2. Latest entry: 2026-07-07.

6entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2024-Q2 – FY2024MitigatedFY2025-H1RestatedFY20252024: 220242025: 220252026: 22026
Same theme, other companies
Decline in SEO-Driven Customer Acquisition Due to Search Engine Algorithm ChangesA theme 77 companies write about · 77 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 10 of 27 companies on the "Worse" side.

11 other companies' latest entry also says "Mitigated".

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 77 companies compared. The sentences above are computed from all 77.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-07MitigatedEarnings

    「顧客満足度の高い住まいの最適化サポートを提供しております。」

    住宅関連サービスでは、検索流入への対応とは別に、顧客満足度を重視した住まいのサポート提供を進めている。
  2. FY2025RestatedAnnual report

    「For the Rental Style rental property search service, the company implemented conversion rate optimization (CRO) measures to address the decline in traffic accompanying changes in search engine specifications.」

    Although the risk of lower traffic due to changes in search engine specifications remains, the company has implemented CRO measures in response.
  3. FY2025-H1MitigatedAnnual report

    「The rental property search service “Rental Style” also implemented customer acquisition measures combining search engine optimization, social media and email marketing, achieving a recovery in user traffic and property inquiries.」

    Although the company had disclosed a decline in traffic and revenue due to changes in search engine algorithms, it states that SEO and other measures enabled it to recover the number of users acquired and the number of property inquiries.
  4. FY2024WorsenedAnnual report

    「In the lifestyle information business, the rental property information service Rental Style was affected by changes in the algorithms of major search engines, and operating revenue was ¥1,002 million, down 16.5% year on year.」

    The impact of lower visitor numbers due to changes in search engine algorithms continued, and operating revenue from lifestyle information declined 16.5% year on year.
  5. FY2024-Q2WorsenedAnnual report

    「In addition, due to a decline in the search ranking of the rental property search service following changes in search engine algorithms, operating revenue was ¥1,191 million, down 13.8% year on year,」

    The company states that the continued decline in search rankings following changes in search engine algorithms led to a decline in operating revenue, including revenue from the rental property search service.
  6. FY2024-Q1First statedAnnual report

    「Traffic to the rental property search service declined due to changes in search engine algorithms at the end of last year, resulting in a decline in operating revenue.」

    The company has, for the first time, identified as a standalone business risk the actual decline in traffic to and operating revenue from its rental property search service due to changes in search engine algorithms.
Moved together

"Uncertainty over the Economic Outlook Due to Yen Appreciation and Inventory Adjustments" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222222★123456
  1. ★This thread
  2. 1Uncertainty over the Economic Outlook Due to Yen Appreciation and Inventory Adjustments2×
  3. 2Growth in Recruitment and Housing-Related Services2×
  4. 3Maturity of Existing Businesses and Concentration on Advertising Placement Fee Revenue2×
  5. 4Sales growth through the development and review of new and existing businesses2×
  6. 5Restoring Operating Revenue and Profit Margins Through Integrated Service Offerings2×
  7. 6Promotion of Digitalization and Innovation2×

★ 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 KG Intelligence yet. It last moved in the Earnings of 2026-07-07: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in Traffic to the Rental Property Search Service Due to Changes in Search Engine Algorithms | KG Intelligence CO.,LTD. (2408) | Komori