Gendai Agency (2411) · RiskFirst stated

Changes in User Behavior and Declining Advertising Demand Driven by Technological Advances such as Generative AI

First written in FY2026. . Latest entry: FY2026.

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Generative AI-driven decline in media traffic and advertising revenueA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

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FY2026First statedAnnual report
「The rapid advancement of generative AI technology and the implementation of AI in search engines and other services may change how Internet users browse websites and conduct searches. If this results in fewer display advertising impressions due to lower site traffic or fewer clicks on search advertising, demand for the advertising services provided by the Group may decline, which could adversely affect profitability.」
It explicitly states for the first time the risk that generative AI technology and the implementation of AI in search engines could change user behavior, reducing advertising impressions and clicks and thereby weakening advertising demand and profitability.

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Gendai Agency's next results are scheduled for 2026-10-16. Read the earnings preview

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