Komori
Netyear Group (3622) · RiskWorsened

Intensifying competition and new entrants

First written in FY2016. 8 of 13 entries say "Worsened", first in FY2017-Q2. Latest entry: 2026-10-30.

13entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2017-Q2 – FY2018RestatedFY2021 – FY2023WorsenedFY2024 – 2026-10-302016: 220162017: 020172018: 120182019: 120192020: 220202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Intensifying Competition in the Digital Marketing MarketA theme 24 companies write about · 25 as a headwind · 0 as a tailwind

Netyear Group moved to the "Worse" side of this theme in 2016, 9 years before the typical company in this theme (2025).

The whole theme swung hardest in 2026: 4 of 9 companies on the "Worse" side.

2 other companies' latest entry also says "Worsened".

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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「In addition, the possibility that new competitors could emerge as generative AI technology develops rapidly must also be considered.」

    In addition to competition from existing specialist companies, consulting firms, advertising agencies, systems integration vendors and sole proprietors, the disclosure explicitly identified the possibility of new competitors emerging as generative AI technology develops.
  2. FY2024WorsenedAnnual report

    「Our business domain includes several specialist competitors, as well as consulting firms, advertising agencies, systems integrators and sole proprietors that have entered the market, resulting in a highly competitive environment.」

    In addition to existing specialist companies, consulting firms, advertising agencies and systems integration vendors, the entry of sole proprietors was identified as a competitive factor.
  3. FY2023RestatedAnnual report

    「Our business domain includes several specialist competitors, as well as companies in consulting, advertising agencies and systems integration that have entered the market, resulting in a highly competitive environment.」

    The highly competitive environment created by the entry of specialist companies, consulting firms, advertising agencies and systems integrators was reaffirmed.
  4. FY2022RestatedAnnual report

    「Our business domain includes several specialist competitors, as well as companies in consulting, advertising agencies and systems integration that have entered the market, resulting in a highly competitive environment.」

    The highly competitive environment created by the entry of consulting firms, advertising agencies and systems integrators in addition to specialist companies was reaffirmed.
  5. FY2021RestatedAnnual report

    「In addition, because the Group's business is not protected by patents or other means, the technologies and know-how it holds could become obsolete, potentially reducing its competitiveness in the market.」

    The severity of the competitive environment and the risk of declining competitiveness due to the obsolescence of technologies and know-how were reaffirmed.
  6. FY2020WorsenedAnnual report

    「In addition, as the digital marketing market expands, major consulting firms, advertising agencies and others are stepping up investment and recruitment aimed at gaining a competitive advantage, further intensifying competition among companies in the digital marketing market.」

    The disclosure stated that major consulting firms, advertising agencies and others have stepped up investment and recruitment, further intensifying the competitive environment.
  7. FY2020-Q3WorsenedAnnual report

    「In addition, more companies from the consulting, advertising and systems integration industries are entering the digital marketing industry, intensifying competition and gradually making service differentiation more difficult.」

    The disclosure stated that more companies from the consulting, advertising and systems integration industries are entering the market and that intensifying competition is gradually making service differentiation more difficult.
  8. FY2019RestatedAnnual report

    「In addition, as the market expands, strategy consulting firms, advertising agencies, systems integration vendors and others are entering the digital marketing field, further intensifying the competitive environment surrounding us.」

    The intensification of competition due to market expansion and entry by companies from other industries and business sectors was reaffirmed.
  9. FY2018WorsenedAnnual report

    「In addition, because the Group's business is not protected by patents or other means, if competition from existing competitors and new entrants intensifies and our competitiveness in the market declines, this could affect the Group's business development, operating performance and financial position.」

    The intensification of competition was reaffirmed as strategy consulting firms, advertising agencies, systems integration vendors and others enter the market or strengthen their capabilities alongside market expansion.
  10. FY2017-Q2WorsenedAnnual report

    「While the use of digital marketing by companies is entering full swing and market expansion is expected, strategy consulting firms, advertising agencies and others are strengthening their digital marketing service capabilities, further intensifying the competitive environment surrounding the Group.」

    The disclosure identified strategy consulting firms and advertising agencies strengthening their service capabilities and stated that the competitive environment had become more intense than before.
  11. FY2016First statedAnnual report

    「If competition from existing competitors and new entrants intensifies and our competitiveness in the market declines, this could affect the Group's business development, operating performance and financial position.」

    Competition with specialist companies, advertising agencies, consulting firms and systems integrators.
Moved together

"Declining revenue and profit due to the completion of major projects and project problems" moved the same way as this thread, in the same document, in 7 of its 13 moves.

764222★123456
  1. ★This thread
  2. 1Declining revenue and profit due to the completion of major projects and project problems7×
  3. 2Economic trends and dependence on customers’ advertising and promotional budgets6×
  4. 3Risk of Contracted Projects Becoming Unprofitable4×
  5. 4Addressing market expansion and achieving further growth2×
  6. 5Improving sales efficiency2×
  7. 6Addressing digital marketing and omnichannel retail2×

★ 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
Netyear Group's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-10-30: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.