Komori
All About (2454) · RiskMaterialisedLatest Earnings (2026-08-10): "Restated"

Decline in media session volume and advertising revenue due to the impact of AI

First written in FY2026-H1. 2 of 4 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-08-10.

4entries
2years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2026-H1MaterialisedFY20262025: 120252026: 32026
Same theme, other companies
Generative AI-driven decline in media traffic and advertising revenueA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

All About moved to the "Worse" side of this theme in 2025.

0 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-10RestatedEarnings

    「Although search-driven traffic to All About, measured by session numbers, continued to decline because of the rise of AI and other factors, programmatic advertising revenue exceeded the previous year as a result of shifting toward content with higher advertising rates.」

    The company continues to report the decline in media session numbers caused by AI and its impact on the advertising business. Programmatic advertising revenue nevertheless exceeded the previous year because of the shift toward higher-priced content.
  2. FY2026MaterialisedAnnual report

    「Although the number of sessions on the comprehensive information website “All About” declined due to changes in the search environment caused by AI」

    The company stated that the AI-related decline in media sessions has also materialized in the full-year advertising business environment.
  3. 2026-06-02Cited as achievedGeneral Meetings of Shareholders

    「In recent years, generative AI has advanced and become widespread, changing the search experience as zero-click searches, in which users are satisfied with AI-generated search results and do not visit the cited source websites, have increased. This is expected to have a significant impact on the advertising market as a whole.」

    Changes in the search environment caused by AI and the increase in zero-click searches are identified as factors affecting the media and advertising markets.
  4. FY2026-H1MaterialisedAnnual report

    「Programmatic advertising revenue declined due in part to media sessions being affected by AI.」

    The company stated that the decline in media sessions affected by AI has actually materialized as a decrease in programmatic advertising revenue.
Moved together

"Foreign exchange risks stemming from slowing overseas economies and the UK's decision to leave the EU" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2★1
  1. ★This thread
  2. 1Foreign exchange risks stemming from slowing overseas economies and the UK's decision to leave the EU2×

★ 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 All About yet. It last moved in the Earnings of 2026-08-10: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in media session volume and advertising revenue due to the impact of AI | All About,Inc. (2454) | Komori