Komori
Aun Consulting (2459) · RiskMitigated

Temporary Suspension of Advertising Spend by Certain Customers

First written in FY2019-Q1. 4 of 10 entries say "Restated". Latest entry: FY2024-Q3.

10entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2019MaterialisedFY2020-Q3WorsenedFY2021RestatedFY20222018: 120182019: 320192020: 120202021: 220212022: 120222023: 020232024: 22024
Same theme, other companies
Decline in digital marketing demand due to large customers cutting advertising budgetsA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Aun Consulting moved to the "Worse" side of this theme in 2020.

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.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3MitigatedAnnual report

    「Demand for promotions targeting foreign nationals by Japanese companies is gradually increasing, and inbound-related advertising placements are gradually recovering.」

    The filing states that inbound-related advertising placements, which had previously been suspended or sluggish, are gradually recovering.
  2. FY2024-Q2MitigatedAnnual report

    「Demand for promotions targeting foreign nationals by Japanese companies is gradually increasing, and inbound-related advertising placements are gradually recovering.」

    The filing states that inbound-related advertising placements, which had previously been suspended or sluggish, are gradually recovering.
  3. FY2022RestatedAnnual report

    「As the spread of COVID-19 caused demand to stagnate across many industries, the business environment surrounding the Company became extremely challenging due to reductions in customers' marketing and promotional budgets and other factors.」

    The stagnation in demand caused by reductions in customers' marketing and promotional budgets and other factors was cited throughout the fiscal year as a factor affecting the business environment.
  4. FY2021WorsenedAnnual report

    「However, as the COVID-19 pandemic spread, many inbound-related advertising campaigns, particularly those placed by private-sector companies, were suspended, and the Company believes that a full recovery in the inbound market will take time.」

    The suspension of inbound-related advertising placements, mainly by private-sector companies, continued throughout the fiscal year, resulting in a substantial decline in revenue and profit in the marketing business.
  5. FY2021-Q3RestatedAnnual report

    「Against a backdrop of strong demand for travel to Japan from Asia, the Group had sought to expand earnings by focusing on the growth area of multilingual inbound services, meaning services in languages other than Japanese. However, as the COVID-19 pandemic spread, many inbound-related advertising campaigns, particularly those placed by private-sector companies, were suspended, and the Company believes that a full recovery in the inbound market will take time.」

    The suspension of inbound-related advertising placements, mainly by private-sector companies, has continued and is a factor behind the decline in revenue from the marketing business.
  6. FY2020-Q3MaterialisedAnnual report

    「During the nine-month period of the current fiscal year, the spread of COVID-19 has led to impacts including the suspension of inbound-related advertising placements. However, advertising placements have not been suspended for bidding projects involving government agencies and local authorities or in certain other industries, and continued placements are expected.」

    The spread of COVID-19 has resulted in the actual suspension of inbound-related advertising placements. Meanwhile, continued placements are expected in certain industries, including government agencies and local authorities.
  7. FY2019Restrictions on advertising placements due to mergers and other events involving major customers affected full-year resultsAnnual report

    「The Company achieved results in some areas, including growth in revenue and earnings at overseas entities and the asset business turning profitable. However, restrictions on advertising placements due to mergers and other events involving major customers, as well as delays in the recruitment plan amid intensifying competition to hire talented personnel in Japan, resulted in lower revenue overall than in the previous consolidated fiscal year and left issues unresolved.」

    In addition to the previously cited temporary suspension of advertising placements by some customers, restrictions on advertising placements due to mergers and other events involving major customers were disclosed as a factor behind the full-year decline in revenue.
  8. FY2019-Q3RestatedAnnual report

    「However, the Company was unable to offset the impact of some customers' temporary suspension of advertising placements and the termination of domestic Japanese-language PPC service contracts, and revenue and profit remained below the previous year's levels.」

    Some customers continued to temporarily suspend advertising placements, which, together with the termination of domestic Japanese-language PPC service contracts, remained a negative factor for revenue and profit in the marketing business.
  9. FY2019-Q2RestatedAnnual report

    「However, the Company was unable to offset the impact of some customers' temporary suspension of advertising placements and the termination of domestic Japanese-language PPC service contracts, and revenue and profit remained below the previous year's levels.」

    Some customers continued to temporarily suspend advertising placements, which, together with the termination of domestic Japanese-language PPC service contracts, remained a negative factor for revenue and profit in the marketing business.
  10. FY2019-Q1First statedAnnual report

    「During the first-quarter cumulative consolidated period, revenue and profit in the marketing business remained below the previous year's levels due to the temporary suspension of advertising placements by some customers and the termination of domestic Japanese-language PPC service contracts.」

    Some customers did in fact temporarily suspend advertising placements, which, together with the termination of domestic Japanese-language PPC service contracts, became a negative factor for revenue and profit in the marketing business.
Moved together

"Slowing Inbound Demand and Changes in Consumer Behavior" moved the same way as this thread, in the same document, in 4 of its 10 moves.

442222★123456
  1. ★This thread
  2. 1Slowing Inbound Demand and Changes in Consumer Behavior4×
  3. 2Impact of COVID-19 on Demand and Sales Activities4×
  4. 3Restoring and Expanding Earnings Power2×
  5. 4Returning the Business to Profitability2×
  6. 5Concentrating Management Resources on Multilingual SEM for Japanese Companies2×
  7. 6Material doubt regarding the going concern assumption2×

★ 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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