Komori
Hakuhodo Dy Holdings (2433) · RiskMitigated

Dependence on procurement from major media companies

First written in FY2016. 8 of 10 entries say "Mitigated", first in FY2018. Latest entry: FY2026.

10entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MitigatedFY2018 – FY20232016: 120162017: 020172018: 120182019: 120192020: 120202021: 020212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Reliance on Major Advertising Platforms for Ad InventoryA theme 15 companies write about · 15 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 3 of 9 companies on the "Worse" side.

0 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Although domestic revenue from the Group's mass-media advertising businesses, including newspapers, magazines, radio and television, has declined as a percentage of total revenue in recent years, it still accounted for a substantial share of approximately 30% in the fiscal year ending March 2026.」

    The share of domestic mass-media advertising revenue declined from approximately 31% in the previous fiscal year to approximately 30%.
  2. 2026-05-12MitigatedEarnings presentation

    「Total for 4 traditional mass-media categories 407,207 -6,614 -1.6% 30.8%」

    The 4 traditional mass-media categories accounted for 30.8% of domestic revenue, and the share of mass-media advertising continued to decline.
  3. FY2025MitigatedAnnual report

    「Although domestic revenue from the Group's mass-media advertising businesses, including newspapers, magazines, radio and television, has declined as a percentage of total revenue in recent years, it still accounted for a substantial share of approximately 31% in the fiscal year ended March 2025.」

    The share of domestic mass-media advertising revenue declined from approximately 33% previously to approximately 31%.
  4. FY2024WorsenedAnnual report

    「Although domestic revenue from the Group's mass-media advertising businesses, including newspapers, magazines, radio and television, has declined as a percentage of total revenue in recent years, it still accounted for a substantial share of approximately 33% in the fiscal year ended March 2024.」

    The share of domestic mass-media advertising revenue rose from approximately 32% in the previous disclosure to approximately 33%. The Group also continues to explain that the share has declined from approximately 50% over the longer term.
  5. FY2023MitigatedAnnual report

    「Although domestic revenue from the Group's mass-media advertising businesses, including newspapers, magazines, radio and television, has declined as a percentage of total revenue in recent years, it still accounted for a substantial share of approximately 32% in the fiscal year ended March 2023.」

    The share of domestic mass-media advertising revenue declined from approximately 35% in the previous disclosure to approximately 32%.
  6. FY2022MitigatedAnnual report

    「Although domestic revenue from the Group's traditional advertising businesses, including newspapers, magazines, radio and television, has declined as a percentage of total revenue in recent years, it still accounted for a substantial share of approximately 35% in the fiscal year ended March 2022.」

    Traditional advertising declined from approximately 40% to approximately 35% of total revenue, indicating a further reduction in dependence on major media companies. It nevertheless remained a substantial share.
  7. FY2020MitigatedAnnual report

    「Although domestic revenue from the Group's mass-media advertising businesses, including newspapers, magazines, radio and television, has declined as a percentage of total revenue in recent years, it still accounted for a substantial share of approximately 40% in the fiscal year ended March 2020.」

    The share of mass-media advertising declined from approximately 43% in the previous fiscal year to approximately 40%.
  8. FY2019MitigatedAnnual report

    「Although domestic revenue from the Group's mass-media advertising businesses, including newspapers, magazines, radio and television, has declined as a percentage of total revenue in recent years, it still accounted for a substantial share of approximately 43% in the fiscal year ended March 2019.」

    Mass-media advertising revenue declined from approximately 45% in FY2018 to approximately 43%. It remained a core business and a substantial share of revenue.
  9. FY2018MitigatedAnnual report

    「Although domestic revenue from the Group's mass-media advertising businesses, including newspapers, magazines, radio and television, has declined as a percentage of total revenue in recent years, it still accounted for a substantial share of approximately 45% in the fiscal year ended March 2018.」

    Mass-media advertising revenue accounted for approximately 45% of total revenue, down from approximately 50% in FY2016. It nevertheless remained a substantial share.
  10. FY2016First statedAnnual report

    「Because the Group's advertising business is primarily focused on advertising in mass media such as newspapers, magazines, radio and television, it has a high degree of dependence on procurement from major media companies.」

    The continuation of transactions with media companies and changes in transaction terms are identified as risks.
Moved together

"Strengthening operations in emerging markets, primarily in Asia" moved the same way as this thread, in the same document, in 9 of its 10 moves.

987765★123456
  1. ★This thread
  2. 1Strengthening operations in emerging markets, primarily in Asia9×
  3. 2Retention, Recruitment and Development of Outstanding Personnel8×
  4. 3Setting New Targets Following the Early Achievement of Medium-Term Management Targets7×
  5. 4Focused Allocation of Human Resources and Funding for M&A and Infrastructure7×
  6. 5Nine-month revenue and profit growth6×
  7. 6Strengthening Consumer Data-Driven Marketing5×

★ 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 Hakuhodo Dy Holdings yet. It last moved in the Earnings presentation of 2026-05-12: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on procurement from major media companies | HAKUHODO DY HOLDINGS INCORPORATED (2433) | Komori