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All About (2454) · FactAdvanced

Trends in O2O app contract development and network advertising

First written in FY2017-Q1. 8 of 31 entries say "Advanced", first in FY2018-Q1. Latest entry: FY2026.

31entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2018-Q2 – FY2020-Q2OtherFY2021-Q3 – FY2024-Q3AdvancedFY2025-H1 – FY20262016: 220162017: 320172018: 320182019: 420192020: 420202021: 420212022: 320222023: 320232024: 220242025: 120252026: 22026
Same theme, other companies
Performance improvement in the O2O app commissioned-development and network advertising businessesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Although the number of sessions on the comprehensive information website All About declined due to changes in the search environment caused by AI, programmatic advertising rates remained solid as the company shifted to higher-priced content. In addition, the global marketing business grew as it expanded commissioned inbound marketing initiatives, mainly for government agencies and local authorities, while the digital marketing business also generated higher revenue, resulting in higher revenue and profit for the segment as a whole.」

    Despite the impact of fewer sessions due to AI, higher-priced content, expanded commissioned inbound initiatives and higher digital marketing revenue increased segment revenue by 2.5% and narrowed the segment loss from ¥85 million to ¥12 million.
  2. 2026-05-13AdvancedEarnings

    「The Global Marketing business grew through increased contracts for inbound-marketing initiatives, primarily for government agencies and local authorities, while the Digital Marketing business also reported higher revenue, resulting in higher revenue and profit for the segment as a whole.」

    Increased contracts in the Global Marketing business and higher revenue in the Digital Marketing business reduced the segment loss.
  3. FY2026-H1AdvancedAnnual report

    「In this segment, programmatic advertising revenue declined as media sessions were affected by AI and other factors. Meanwhile, the operating loss narrowed due to strong orders in the global marketing business. As a result, revenue from external customers in the Marketing Solutions segment was ¥845 million, down 1.2% from the previous interim consolidated accounting period, and the segment recorded a loss of ¥140 million, compared with a segment loss of ¥158 million in the previous interim consolidated accounting period.」

    Although AI reduced media sessions and programmatic advertising revenue, strong orders in the global marketing business narrowed the segment loss from ¥158 million to ¥140 million.
  4. FY2025-H1AdvancedAnnual report

    「Although results were affected by lower media sessions due to changes in search engine algorithms and other factors and by lower internet advertising rates amid deteriorating advertising market conditions, revenue increased, led by digital marketing and other businesses. On the profit side, gross profit increased with higher revenue, while the operating loss narrowed due in part to lower fixed costs and other expenses, resulting in higher revenue and profit compared with the previous interim consolidated accounting period.」

    Despite the impact of lower search traffic and advertising rates, revenue increased 7.1% due to digital marketing and other businesses, while the segment loss narrowed from ¥227 million to ¥158 million.
  5. FY2024-Q3Lower Marketing Solutions revenue and a widening lossAnnual report

    「In the Marketing Solutions segment, during the third quarter of the current cumulative consolidated period, media revenue declined due to a decrease in media sessions resulting from changes to search engine algorithms and other factors, as well as lower internet advertising rates amid deteriorating advertising market conditions. On the cost side, strategic investments, including development costs for the content marketing platform PrimeAd, increased, resulting in lower revenue and profit year on year. As a result, revenue from external customers in the Marketing Solutions segment was ¥1,237 million, down 27.9% year on year, and the segment recorded a loss of ¥325 million, compared with ¥31 million in the same quarter of the previous year.」

    Changes to search engine algorithms, lower advertising rates and PrimeAd development costs reduced segment revenue by 27.9%, while the segment loss widened from ¥31 million in the previous year to ¥325 million.
  6. FY2024-Q2Lower Marketing Solutions revenue and a widening lossAnnual report

    「In the Marketing Solutions segment, during the second quarter of the current cumulative consolidated period, media revenue declined due to a decrease in media sessions resulting from changes to search engine algorithms and other factors, as well as lower internet advertising rates amid deteriorating advertising market conditions. On the cost side, strategic investments, including development costs for the content marketing platform PrimeAd, increased, resulting in lower revenue and profit year on year. As a result, revenue from external customers in the Marketing Solutions segment was ¥798 million, down 24.7% year on year, and the segment recorded a loss of ¥227 million, compared with a segment loss of ¥46 million in the same quarter of the previous year.」

    Changes to search engine algorithms, lower advertising rates and PrimeAd development costs resulted in a 24.7% decline in revenue, while the segment loss widened from ¥46 million to ¥227 million.
  7. FY2024-Q1Declining media sessions and widening segment lossAnnual report

    「In the Marketing Solutions segment, during the first quarter of the current cumulative consolidated period, media revenue declined due to a decrease in media sessions underlying programmatic advertising revenue, while strategic investments, including development costs for the content marketing platform PrimeAd, increased. As a result, revenue declined and the segment loss widened year on year. Revenue from external customers in the Marketing Solutions segment was ¥388 million, down 3.2% year on year, and the segment recorded a loss of ¥111 million, compared with a segment loss of ¥76 million in the same quarter of the previous year.」

    The decline in media revenue due to fewer media sessions and higher strategic investment, including PrimeAd development costs, resulted in a 3.2% decline in revenue, while the segment loss widened from ¥76 million to ¥111 million.
  8. FY2023-Q3Higher revenue and continued segment losses, with lower gross margin and increased strategic investmentAnnual report

    「In the Marketing Solutions segment, revenue exceeded that of the same quarter of the previous year, partly due to an increase in media sessions underlying programmatic advertising revenue. However, profit declined year on year due to lower gross margins on tie-up advertising and content sales to other media, as well as increased strategic investments, including development costs for the content marketing platform PrimeAD. As a result, revenue from external customers in the Marketing Solutions segment was ¥1,717 million, up 11.5% year on year, and the segment recorded a loss of ¥31 million, compared with segment profit of ¥87 million in the same quarter of the previous year.」

    Although higher media sessions resulted in an 11.5% increase in revenue, lower gross margins on tie-up advertising and other areas and increased strategic investment, including PrimeAD development costs, resulted in a segment loss of ¥31 million.
  9. FY2023-Q2Higher revenue and a shift to a segment lossAnnual report

    「In the Marketing Solutions segment, during the second quarter of the current cumulative consolidated period, contributions included an increase in media sessions underlying programmatic advertising revenue and the launch of a new service using experts, but tie-up advertising and content sales to other media remained challenging, while strategic investments, including PrimeAd development costs, increased. As a result, revenue from external customers in the Marketing Solutions segment was ¥1,060 million, up 4.7% year on year, and the segment recorded a loss of ¥46 million, compared with segment profit of ¥60 million in the same quarter of the previous year.」

    Although higher media sessions and the contribution from a new service using experts supported results, difficulties in tie-up advertising and content sales to other media and higher PrimeAd development costs resulted in a shift to a segment loss despite a 4.7% increase in revenue.
  10. FY2023-Q1Lower Marketing Solutions revenue and a shift to a lossAnnual report

    「In the Marketing Solutions segment, during the first quarter of the current cumulative consolidated period, contributions included an increase in media sessions underlying programmatic advertising revenue and the launch of a new service using experts, but tie-up advertising and content sales to other media remained challenging. As a result, revenue from external customers in the Marketing Solutions segment was ¥401 million, down 18.4% year on year, and the segment recorded a loss of ¥76 million, compared with segment profit of ¥18 million in the same quarter of the previous year.」

    Although higher media sessions and the contribution from a new service using experts provided support, difficulties in tie-up advertising and content sales to other media resulted in an 18.4% decline in segment revenue and a shift to a loss.
  11. FY2022-Q3Lower segment revenue and profit under the impact of accounting standardsAnnual report

    「As a result, sales of certain products, including tie-up advertising and Best One, performed well and increased year on year, while revenue was flat year on year after factoring in the impact of applying accounting standards on revenue recognition and related standards. Operating profit declined year on year due to a market-driven decline in high-margin programmatic advertising revenue and aggressive investment in PrimeAd. As a result, revenue from external customers in the Marketing Solutions segment was ¥1,539 million, compared with ¥2,239 million in the same quarter of the previous year, and segment profit was ¥87 million, compared with ¥144 million.」

    Although online sales and stronger advertising sales continued, segment profit declined due to lower programmatic advertising revenue and aggressive investment in PrimeAd.
  12. FY2022-Q2Lower segment revenue and profit despite stronger advertising salesAnnual report

    「In the Marketing Solutions segment, despite the decline in advertising demand caused by COVID-19, the company strengthened advertising sales, focusing on industries where demand was rising and using online sales methods. As a result, revenue from certain products, including tie-up advertising, increased year on year, but profit declined year on year due to aggressive investment in PrimeAd and a market-driven decline in high-margin programmatic advertising revenue.」

    The company strengthened online sales and advertising sales to industries with high demand, and tie-up advertising generated higher revenue, but segment revenue and profit fell below the same quarter of the previous year due to aggressive investment in PrimeAd and a decline in programmatic advertising revenue.
  13. FY2022-Q1Strengthened online sales and large-order winsAnnual report

    「Despite the decline in advertising demand caused by COVID-19, the company strengthened advertising sales, focusing on industries where demand was rising and using online sales methods. This led to wins of large orders, among other results, and revenue increased year on year after factoring in the impact of applying accounting standards on revenue recognition and related standards.」

    The disclosure cites online sales, stronger sales to industries with high demand and wins of large orders despite the impact of lower advertising demand.
  14. FY2021Full-year growth in revenue and decline in profitAnnual report

    「As a result, revenue from external customers in the Marketing Solutions segment was ¥3,593 million, up 0.2% from the previous consolidated fiscal year, and segment profit was ¥417 million, down 15.0%.」

    For the full year, revenue increased 0.2%, while segment profit declined 15.0%.
  15. FY2021-Q3Continuing decline in segment revenue and profitAnnual report

    「In the Marketing Solutions segment, digital marketing activities, including web advertising placements in certain industries, declined due to the impact of COVID-19. On the cost side, fixed costs, mainly personnel expenses, declined as a result of improved operating efficiency. As a result, revenue from external customers in the Marketing Solutions segment was ¥2,239 million, down 10.2% year on year, and segment profit was ¥144 million, down 28.5% year on year.」

    The decline in digital marketing activities, including web advertising placements, continued, resulting in a 10.2% decline in segment revenue and a 28.5% decline in segment profit.
  16. FY2021-Q2AdvancedAnnual report

    「In the Marketing Solutions segment, digital marketing activities, including web advertising placements in certain industries, declined due to the impact of COVID-19, but signs of a gradual recovery emerged. On the cost side, fixed costs, mainly personnel expenses, declined as a result of improved operating efficiency. As a result, revenue from external customers in the Marketing Solutions segment was ¥1,475 million, down 6.6% year on year, and segment profit was ¥84 million, up 194.4% year on year.」

    Although web advertising placements and related activities generated lower revenue year on year, segment profit increased 194.4% due to the recovery trend and lower fixed costs.
  17. FY2021-Q1Higher profit from lower revenue and reduced fixed costsAnnual report

    「In the Marketing Solutions segment, use of the comprehensive information website All About increased due to the impact of COVID-19, while digital marketing activities, including web advertising placements in certain industries, declined as economic activity stagnated. On the cost side, fixed costs, mainly personnel expenses, declined as a result of improved operating efficiency. As a result, revenue from external customers in the Marketing Solutions segment was ¥709 million, down 12.0% year on year, and segment profit was ¥16 million, up 406.4% year on year.」

    Although use of All About increased, web advertising placements and related activities declined, resulting in a 12.0% decrease in segment revenue. Segment profit increased 406.4% due to lower fixed costs.
  18. FY2020AdvancedAnnual report

    「Although content marketing and programmatic advertising revenue declined from the same period of the previous year, growth in global marketing revenue contributed to earnings. As a result, revenue from external customers in the Marketing Solutions segment was ¥3,585 million, up 0.6% from the previous consolidated fiscal year, and segment profit was ¥490 million, up 8.6%.」

    Growth in global marketing offset declines in content marketing and other areas, resulting in higher segment revenue and profit for the full year.
  19. FY2020-Q3AdvancedAnnual report

    「In the Marketing Solutions segment, although content marketing orders remained challenging during the cumulative consolidated period under review, revenue increased as sales in the global market grew from the same quarter of the previous year. As a result, revenue from external customers in the Marketing Solutions segment was ¥2,494 million, up 1.7% year on year, and segment profit was ¥201 million, up 9.3% year on year.」

    Although content marketing orders remained challenging, higher sales in the global market lifted segment revenue by 1.7% and profit by 9.3%, turning the segment from lower revenue and profit to higher revenue and profit after the previous quarter.
  20. FY2020-Q2Continuing decline in segment revenue and profitAnnual report

    「In the Marketing Solutions segment, the segment was affected during the consolidated fiscal year under review by a decline in content marketing orders and a decline in high-margin programmatic advertising revenue. As a result, revenue from external customers in the Marketing Solutions segment was ¥1,579 million, down 1.2% year on year, and segment profit was ¥28 million, down 74.6% year on year.」

    Declines in content marketing orders and programmatic advertising revenue continued, with segment revenue down 1.2% and segment profit down 74.6%.
  21. FY2020-Q1Decline in content marketing orders and programmatic advertising revenueAnnual report

    「In the Marketing Solutions segment, the segment was affected during the consolidated fiscal year under review by a decline in content marketing orders and a decline in high-margin programmatic advertising revenue. As a result, revenue from external customers in the Marketing Solutions segment was ¥806 million, down 2.7% year on year, and segment profit was ¥3 million, down 96.0% year on year.」

    Due to declines in content marketing orders and high-margin programmatic advertising revenue, segment revenue declined 2.7% and segment profit declined 96.0%.
  22. FY2019Full-year decline in segment revenue and profitAnnual report

    「In the Marketing Solutions segment, ファイブスターズゲーム株式会社, which operates an online gaming business, was excluded from the scope of consolidation during the consolidated fiscal year under review following the sale of all its shares, making this a factor behind the decline in revenue. Profit was affected by a decline in high-margin programmatic advertising revenue and an increase in personnel expenses. As a result, revenue from external customers in the Marketing Solutions segment was ¥3,563 million, down 7.0% from the previous consolidated fiscal year, and segment profit was ¥451 million, down 44.5%.」

    Due to the exclusion of ファイブスターズゲーム株式会社 from consolidation, the decline in programmatic advertising revenue and the increase in personnel expenses, full-year revenue declined 7.0% and segment profit declined 44.5%.
  23. FY2019-Q3Widening decline in segment revenue and profitAnnual report

    「In the Marketing Solutions segment, ファイブスターズゲーム株式会社, which operates an online gaming business, was excluded from the scope of consolidation during the consolidated fiscal year under review following the sale of all its shares, making this a factor behind the decline in revenue. Profit was affected by a decline in high-margin programmatic advertising revenue and an increase in personnel expenses. As a result, revenue from external customers in the Marketing Solutions segment was ¥2,452 million, down 12.3% year on year, and segment profit was ¥184 million, down 68.8% year on year.」

    Due to the exclusion of ファイブスターズゲーム株式会社 from consolidation, the decline in programmatic advertising revenue and the increase in personnel expenses, segment revenue declined 12.3% and profit declined 68.8%.
  24. FY2019-Q2Emergence of lower segment revenue and profitAnnual report

    「In the Marketing Solutions segment, ファイブスターズゲーム株式会社, which operates an online gaming business, was excluded from the scope of consolidation during the consolidated fiscal year under review following the sale of all its shares, making this a factor behind the decline in revenue. Profit was affected by a decline in high-margin programmatic advertising revenue and an increase in personnel expenses.」

    The exclusion of ファイブスターズゲーム株式会社 from consolidation contributed to the decline in revenue, while the decline in programmatic advertising revenue and increase in personnel expenses also weighed on profit. Segment revenue declined 10.0%, and segment profit declined 68.6%.
  25. FY2019-Q1Decline in programmatic advertising revenueAnnual report

    「Profit was affected by a decline in high-margin programmatic advertising revenue and an increase in personnel expenses.」

    Regarding advertising-related conditions, the disclosure states that the decline in programmatic advertising revenue and the increase in personnel expenses weighed on profit, rather than the previously cited strength of network advertising and increase in advertising placements on citrus.
  26. FY2018-Q3RestatedAnnual report

    「In the Marketing Solutions segment, advertising revenue remained solid, led by network advertising. Advertising placements on the distributed media platform <i>citrus</i> also increased.」

    The disclosure continues to cite the strength of advertising revenue, led by network advertising, and the increase in advertising placements on citrus.
  27. FY2018-Q2RestatedAnnual report

    「In the Marketing Solutions segment, advertising revenue remained solid, led by network advertising. Advertising placements on the distributed media platform <i>citrus</i> also increased.」

    The disclosure continues to cite the strength of advertising revenue, led by network advertising, and the increase in advertising placements on citrus.
  28. FY2018-Q1AdvancedAnnual report

    「In the Marketing Solutions segment, advertising revenue remained solid, led by network advertising. Advertising placements on the distributed media platform <i>citrus</i> also increased.」

    The disclosure states that advertising revenue, led by network advertising, remained solid and that advertising placements on citrus increased.
  29. FY2017-Q3RestatedAnnual report

    「In the Marketing Solutions segment, revenue from outsourced O2O app development fell below the previous fiscal year's level because no large-scale projects arose during the fiscal year. Meanwhile, advertising revenue remained firm, led by network advertising.」

    The weak performance of outsourced O2O app development due to the absence of large-scale projects and the solid performance of advertising revenue, led by network advertising, are reiterated.
  30. FY2017-Q2RestatedAnnual report

    「Revenue from outsourced O2O app development fell below the previous fiscal year's level because no large-scale projects arose during the fiscal year. Meanwhile, advertising revenue remained firm, led by network advertising.」

    The weak performance of outsourced O2O app development due to the absence of large-scale projects and the solid performance of advertising revenue, led by network advertising, are reiterated.
  31. FY2017-Q1First statedAnnual report

    「Revenue from outsourced O2O app development fell below the previous fiscal year's level because no large-scale projects arose during the fiscal year. Meanwhile, advertising revenue remained firm, led by network advertising.」

    Outsourced O2O app development declined in the absence of large-scale projects, while network advertising remained firm.
Moved together

"Consumer Services Sales Growth and Advertising and Promotion Expense Burden" moved the same way as this thread, in the same document, in 5 of its 31 moves.

544433★123456
  1. ★This thread
  2. 1Consumer Services Sales Growth and Advertising and Promotion Expense Burden5×
  3. 2Strengthening Content Marketing and Data-Driven Advertising Solutions4×
  4. 3Increase in Net Sales and Declines in Operating Profit and Ordinary Profit4×
  5. 4Steady Generation and Improvement of Operating Profit4×
  6. 5Increase in Cash Flow from Operating Activities3×
  7. 6Share Issuance Through the Exercise of Stock Acquisition Rights3×

★ 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.

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Trends in O2O app contract development and network advertising | All About,Inc. (2454) | Komori