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Generation Pass (3195) · RiskFirst statedLatest Earnings presentation (2026-09-14): "Materialised"

Risk of a decline in orders for large-scale e-commerce support projects due to the spread of AI

First written in FY2026-H1. 3 of 6 entries say "Materialised", first in 2026-06-15. Latest entry: 2026-09-14.

6entries
1years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseCited as achieved2026-06-15Mitigated2026-07-302026: 62026
Same theme, other companies
Decline in orders for large-scale EC support projects due to the adoption of AIA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  2. FY2026-H1First statedAnnual report

    「At Kannart Co., Ltd., the value of orders for large-scale projects fell sharply due to the spread of AI, resulting in lower profit for the business as a whole.」

    It describes a new risk that has materialised in the form of lower profit for the business as a whole, as the value of orders for the large-scale e-commerce support projects undertaken by 株式会社カンナート fell substantially due to the spread of AI.
Moved together

"Revenue and profit growth in the e-commerce marketing business" moved the same way as this thread, in the same document, in 3 of its 6 moves.

332★123
  1. ★This thread
  2. 1Revenue and profit growth in the e-commerce marketing business3×
  3. 2Foreign Exchange Loss on Foreign-Currency-Denominated Assets Due to a Sharp Appreciation of the Yen3×
  4. 3Risk of Excess Inventory and Cash Flow Deterioration Due to Inaccurate Demand Forecasts2×

★ 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 Generation Pass yet. It last moved in the Earnings presentation of 2026-09-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of a decline in orders for large-scale e-commerce support projects due to the spread of AI | GENERATION PASS CO.,LTD. (3195) | Komori