Komori
Adways (2489) · RiskRestated

Dependence on Agencies for Advertiser Acquisition

First written in FY2016. 22 of 27 entries say "Restated". Latest entry: FY2027-H1.

27entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2020-Q3RestatedFY2021-Q1 – FY2024-Q2RestatedFY2024-Q4 – FY2027-H12016: 320162017: 420172018: 420182019: 220192020: 420202021: 320212022: 220222023: 120232024: 220242025: 120252026: 12026
Same theme, other companies
Concentration of transactions with media operators and major customersA theme 7 companies write about · 8 as a headwind · 0 as a tailwind

1 other company's 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. FY2027-H1RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  2. FY2026-H1RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  3. FY2024-Q4RestatedAnnual report

    「There were no newly arising business or other risks during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  4. FY2023WorsenedAnnual report

    「当社グループにおける代理店の活用による広告主(クライアント)の獲得が約28％を占めております。」

    代理店経由の広告主獲得比率が約28％となり、FY2020の約25％から上昇した。代理店への過度な依存を避ける方針も引き続き記載している。
  5. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the first nine months of the current fiscal year. There were also no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  6. FY2023-Q2RestatedAnnual report

    「No new business or other risks arose during the first nine months of the current fiscal year. There were also no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  7. FY2022-Q4RestatedAnnual report

    「No new business or other risks arose during the cumulative first-quarter period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  8. FY2022-Q2RestatedAnnual report

    「当第2四半期連結累計期間において、新たに発生した事業等のリスクはありません。また、前事業年度の有価証券報告書に記載した事業等のリスクについて重要な変更はありません。」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  9. FY2022-Q1RestatedAnnual report

    「No new business or other risks arose during the cumulative first-quarter period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  10. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the first nine months of the current fiscal year. There were also no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、新たな発生や重要な変更はないと記載している。
  11. FY2021-Q2RestatedAnnual report

    「当第2四半期連結累計期間において、新たに発生した事業等のリスクはありません。また、前事業年度の有価証券報告書に記載した事業等のリスクについて重要な変更はありません。」

    広告主獲得における代理店依存リスクについて、新たな発生や重要な変更はないと記載している。
  12. FY2021-Q1RestatedAnnual report

    「No new business or other risks arose during the cumulative first-quarter period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  13. FY2020WorsenedAnnual report

    「当社における代理店の活用による広告主(クライアント)の獲得が約25％を占めております。」

    代理店経由の広告主獲得比率が、FY2018の約21％から約25％へ上昇した。
  14. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the first nine months of the current fiscal year. There were also no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  15. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the cumulative first-quarter period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  16. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the nine-month period ended December 31, and there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、新たな発生や重要な変更はないと記載している。
  17. FY2019-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  18. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  19. FY2018MitigatedAnnual report

    「当社における代理店の活用による広告主（クライアント）の獲得が約21％を占めております。」

    代理店経由の広告主獲得比率は前回開示の約23％から約21％へ低下した。また、代理店に過度に依存せず広告主を獲得する方針を記載している。
  20. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the nine-month period ended December 31, and there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  21. FY2018-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  22. FY2018-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  23. FY2017MitigatedAnnual report

    「当社における代理店の活用による広告主（クライアント）の獲得が約23％を占めております。」

    代理店経由の広告主獲得比率は前回記載の約25％から約23％へ低下した。また、代理店に過度に依存せず広告主を獲得する方針を記載している。
  24. FY2017-Q3RestatedAnnual report

    「なお、当第３四半期連結累計期間において、新たに発生した事業等のリスクはありません。」

    広告主獲得における代理店依存リスクについて、新たな発生や重要な変更は示されていない。
  25. FY2017-Q2RestatedAnnual report

    「なお、当第２四半期連結累計期間において、新たに発生した事業等のリスクはありません。」

    広告主獲得における代理店依存リスクについて、新たな発生や重要な変更は示されていない。
  26. FY2017-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    広告主獲得における代理店依存リスクについて、重要な変更はないと記載している。
  27. FY2016First statedAnnual report

    「Approximately 25% of the advertisers acquired by the company are acquired through agencies.」

    Agency-sourced advertiser acquisition accounts for approximately 25%, creating a risk that greater dependence could make it difficult to implement or change sales strategies.
Moved together

"Expansion of the Internet Advertising Market and Smartphone Adoption" moved the same way as this thread, in the same document, in 2 of its 27 moves.

222222★123456
  1. ★This thread
  2. 1Expansion of the Internet Advertising Market and Smartphone Adoption2×
  3. 2Expansion of the ASP Platform and Advertising Network2×
  4. 3Dividend Policy Based on the Payout Ratio or a Fixed Dividend2×
  5. 4Coexistence of Higher Revenue and Lower Profit2×
  6. 5Overseas Revenue Growth and a Shift to Segment Losses2×
  7. 6Maintaining and Strengthening Corporate Governance Through Oversight, Auditing, and Risk Management2×

★ 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
Adways's next results are scheduled for 2026-11-02. Read the earnings preview
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