Strategic Changes by Alliance Partners and Fluctuations in User Numbers
First written in FY2017. 4 of 7 entries say "Materialised", first in FY2024-Q1. Latest entry: FY2025-Q1.
Media Do moved to the "Worse" side of this theme in 2023, 2 years before the typical company in this theme (2025).
The whole theme swung hardest in 2022: 3 of 17 companies on the "Worse" side.
3 other companies' latest entry also says "Mitigated".
- FY2025-Q1MitigatedAnnual report
「During the cumulative first quarter, in addition to the number of campaigns run by each publisher and e-book retailer showing signs of recovery,」
It explains that the number of campaigns is showing signs of recovery, compared with the previous situation in which growth had slowed because publishers and e-book retailers were reviewing their campaign measures. - FY2024MaterialisedAnnual report
「The company was affected by publishers' and e-book retailers' reviews of their marketing measures in response to changes in foot traffic patterns.」
It explains that reviews of campaigns and marketing measures by e-book retailers and publishers affected the performance of the e-book distribution business. - FY2024-Q3MaterialisedAnnual report
「During the cumulative third quarter, as in the cumulative second quarter, demand for outdoor entertainment and other factors increased and foot traffic patterns changed. As a result, some e-book retailers reviewed their campaign measures, and more retailers experienced slower growth.」
It explains that changes to campaigns by e-book retailers and slower growth were affecting the business environment even in the cumulative third quarter. - FY2024-Q2MaterialisedAnnual report
「As many e-book retailers changed campaign measures such as the substantial discounts and high points rebates they had previously offered, more retailers experienced slower year-on-year growth.」
Changes to campaigns by partner e-book retailers and slower growth were already affecting the business environment in the cumulative FY2024-Q2 period. - FY2024-Q1MaterialisedAnnual report
「In response to these circumstances, some e-book retailers changed their campaign initiatives during the Golden Week holiday period in May, resulting in a growing number of retailers experiencing slower year-on-year growth.」
It explains that changes to campaigns by e-book retailers and slower growth actually materialized as impacts from changes in the strategies of business partners. - FY2018RestatedAnnual report
「In these alliance businesses, factors affecting the Group's performance may include not only factors attributable to the Group but also changes in partners' promotional strategies and fluctuations in the number of users or members.」
The Group continues to disclose the risk of performance impacts from changes in partners' strategies and fluctuations in user numbers. - FY2017First statedAnnual report
「In these alliance businesses, changes in the promotional strategies of partner companies and fluctuations in user or member numbers, as well as factors attributable to the Company, could affect its results.」
Identifies changes in alliance partners’ promotional strategies and fluctuations in user and member numbers as risks.