Flier (323A) · RiskRestated
Erosion of Competitive Advantage and Intensifying Competition
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 582 companies write about · 606 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
121 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.
Showing 14 of the 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 606 threads.Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「If other companies imitate the features of the Company’s services, or if services with similar functions and greater price advantages emerge, the Company’s competitive advantages could weaken, potentially affecting its operating results.」
Continuing to identify the risk of intensified competition due to service imitation, price competition, and the entry of companies with substantial capital resources and strong name recognition. - FY2025First statedAnnual report
「If other companies imitate the features of the Company’s services, or if services with similar functions and greater price advantages emerge, the Company’s competitive advantages could weaken, potentially affecting its operating results.」
Also identifying the risk of user attrition and higher customer acquisition costs resulting from the entry of companies with substantial capital resources and strong name recognition.