Komori
Digital Plus (3691) · PolicyReframedLatest Earnings (2026-08-14): "Advanced"

Selective Focus on Digital Businesses, Moving Away from Labor-Intensive Operations

First written in FY2020-Q1. 12 of 25 entries say "Restated". Latest entry: 2026-08-14.

25entries
7years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2020RestatedFY2021-Q2 – FY2022-Q3RestatedFY2023-Q2 – FY2024-Q2ReframedFY2024 – FY2025-H12020: 320202021: 420212022: 420222023: 320232024: 320242025: 220252026: 62026
Same theme, other companies
Developing next-generation financial services with fintech as a strategic focusA theme 19 companies write about · 1 as a headwind · 21 as a tailwind

The whole theme swung hardest in 2022: 2 of 12 companies on the "Worse" side.

6 other companies' latest entry also says "Advanced".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1ReframedAnnual report

    「In light of these circumstances, our Group decided to further accelerate the concentration of management resources in the fintech sector, with the aim of achieving total transaction value of ¥100 billion in 2028.」

    The policy has been reorganized from focusing resources across the digital sector to withdrawing from the Digital Marketing Business and other businesses and concentrating management resources in the fintech sector.
  2. 2026-04-24RaisedOther Disclosures

    「We are targeting GMV of ¥100 billion in 2028. To achieve this, we plan current-fiscal-year GMV of ¥25 billion, double the previous fiscal year's level, and the most important KPI among these is achieving monthly GMV of ¥3.5 billion.」

    The key policy centered on the fintech business was quantified and raised to specific targets: GMV of ¥100 billion in 2028, a current-fiscal-year plan of ¥25 billion and monthly GMV of ¥3.5 billion.
  3. FY2025AdvancedAnnual report

    「During the current consolidated fiscal year, we completed the transition to the “Fintech Focus” organizational structure, which had been pursued since the fourth quarter of the fiscal year ended September 2023 to expand total transaction value in the Fintech Business, through the sale of the Digital Marketing Support Business and certain media businesses.」

    The shift in focus from labor-intensive and media businesses to the digital sector is described as having been completed through the transition to “Fintech Focus,” accompanied by business sales.
  4. FY2025-H1ReframedAnnual report

    「During the current consolidated fiscal year, we will advance the business centered on the Fintech Business, with the goal of achieving total transaction value of ¥100 billion in the fiscal year ending September 2027. (The timing of the medium-term target is being reviewed due to delays in obtaining the funds transfer business license.)」

    The strategic focus has shifted from the 2-pillar structure of the Digital Marketing Business and the Fintech Business to priority allocation centered on the Fintech Business. It was also explicitly stated that the timing of the medium-term target would be reviewed due to delays in obtaining the funds transfer business license.
  5. FY2024ReframedAnnual report

    「Our Group operates the Digital Marketing Business and the Fintech Business, but going forward we will allocate our principal management resources to the Fintech Business and make it our priority business.」

    The emphasis has shifted from the 2-pillar structure of the Digital Marketing Business and the Fintech Business to positioning the Fintech Business as the primary destination for management resources and as the priority business going forward.
  6. FY2024-Q2RestatedAnnual report

    「During the current consolidated fiscal year, we will continue to advance the businesses, centered on the Digital Marketing Business and the Fintech Business, with particular emphasis on the Fintech Business and the goal of achieving total transaction value of ¥100 billion in the fiscal year ending September 2027.」

    The policy of advancing the businesses centered on the Digital Marketing Business and the Fintech Business, with the Fintech Business targeting total transaction value of ¥100 billion, has been reaffirmed.
  7. FY2024-Q1RestatedAnnual report

    「During the current consolidated fiscal year, we will continue to advance the businesses, centered on the Digital Marketing Business and the Fintech Business, with particular emphasis on the Fintech Business and the goal of achieving total transaction value of ¥100 billion in the fiscal year ending September 2027.」

    The policy of focusing resources on the digital sector, strengthening the businesses centered on the 2 businesses, and making targeted investments in the Fintech Business remains in place.
  8. FY2023-Q3RestatedAnnual report

    「During the current consolidated fiscal year, we are promoting business strengthening, centered on the two segments of the “Digital Marketing Business” and the “Fintech Business,” by actively investing capital and personnel to promote service offerings adapted to the post-COVID environment and maximize profit. In addition, we are actively pursuing M&A that leverages synergies between the Fintech Business and the Digital Marketing Business.」

    The policy of investing capital and personnel in the Digital Marketing Business and the Fintech Business and pursuing M&A that leverages synergies between the 2 businesses has been reaffirmed.
  9. FY2023-Q2RestatedAnnual report

    「During the current consolidated fiscal year, we are promoting business strengthening, centered on the two segments of the “Digital Marketing Business” and the “Fintech Business,” by actively investing capital and personnel to promote service offerings adapted to the post-COVID environment and maximize profit. In addition, we are actively pursuing M&A that leverages synergies between the Fintech Business and the Digital Marketing Business.」

    The policy of shifting the focus from labor-intensive businesses to the digital sector and pursuing investment in capital and personnel in the 2 businesses, as well as M&A leveraging synergies between them, remains in place.
  10. FY2023-Q1ReframedAnnual report

    「Under these conditions, our group operates primarily through 2 businesses: the Digital Marketing Business, which expanded its business scope by leveraging experience developed in the GAFA Media Business, and the Fintech Business, which focuses on digital gift® services as a contactless marketing support tool during the COVID-19 pandemic.」

    The policy of shifting from labor-intensive businesses to the digital sector has been reorganized around two pillars: a digital marketing business that leverages the GAFA media experience and a fintech business.
  11. FY2022ReframedAnnual report

    「Going forward, in the GAFA Media Business, in addition to media operations consulting based on the expertise we have acquired in operating media businesses, we will expand our marketing functions and strengthen the business as a revenue channel. We will also seek to develop it into a company-wide marketing platform by leveraging synergies with the Fintech Business, and promote the transformation of the business into a digital marketing business.」

    The policy of focusing on the digital sector has taken concrete form as a plan to transform the GAFA Media Business into a digital marketing business that includes media operations consulting and marketing functions.
  12. FY2022-Q3RestatedAnnual report

    「During the current consolidated fiscal year, we are promoting business strengthening, centered on the two segments of the “GAFA Media Business” and the “Fintech Business,” by actively investing capital and personnel to promote service offerings adapted to the post-COVID environment and maximize profit.」

    The policy of strengthening the businesses through investment in capital and personnel in the GAFA media and fintech businesses remains in place.
  13. FY2022-Q2RestatedAnnual report

    「During the current consolidated fiscal year, we are promoting business strengthening, centered on the two segments of the “GAFA Media Business” and the “Fintech Business,” by actively investing capital and personnel to promote service offerings adapted to the post-COVID environment and maximize profit.」

    The policy of strengthening the businesses through investment in capital and personnel in the GAFA media and fintech businesses has been reaffirmed.
  14. FY2022-Q1RestatedAnnual report

    「During the current consolidated fiscal year, we are promoting business strengthening, centered on the two segments of the “GAFA Media Business” and the “Fintech Business,” by actively investing capital and personnel to promote service offerings adapted to the post-COVID environment and maximize profit.」

    The policy of shifting the focus from labor-intensive businesses to the digital sector and investing capital and personnel in the GAFA media and fintech businesses remains in place.
  15. FY2021RestatedAnnual report

    「As described above, during the current consolidated fiscal year, we actively invested capital and personnel, centered on the two segments of the “GAFA Media Business” and the “Fintech Business,” to promote service offerings adapted to the post-COVID environment and prepare for renewed growth while maximizing profit.」

    The policy of shifting the focus from labor-intensive businesses to the digital sector and preparing for renewed growth through investment in capital and personnel in the GAFA media and fintech businesses remains in place.
  16. FY2021-Q3RestatedAnnual report

    「During the current fiscal year, we are preparing for renewed growth by actively investing funds and personnel, centered on the 2 segments of the “GAFA Media Business” and the “Fintech Business,” to promote services adapted to the post-COVID environment, generate significant synergies through the integration of our businesses, and maximize profits.」

    The policy of investing capital and personnel in the GAFA media and fintech businesses, creating synergies through the integration of our own businesses, and preparing for renewed growth remains in place.
  17. FY2021-Q2RestatedAnnual report

    「During the current fiscal year, we are preparing for renewed growth by actively investing funds and personnel, centered on the 2 segments of the “GAFA Media Business” and the “Fintech Business,” to promote services adapted to the post-COVID environment, generate significant synergies through the integration of our businesses, and maximize profits.」

    The policy of shifting the focus from labor-intensive businesses to the digital sector and investing capital and personnel in the GAFA media and fintech businesses has been reaffirmed.
  18. FY2021-Q1AdvancedAnnual report

    「Against this backdrop, our Group sold the shares of Real X Co., Ltd., which operated “Gendama,” a mature points-affiliate business. This completed the withdrawal from labor-intensive, low-gross-margin businesses in shrinking markets that we had pursued over several years. As we entered the investment phase, we launched the “GAFA Media Strategy,” aimed at creating a new, highly productive business model that will continue to grow for the next 10 years through active investment.」

    The completion of the withdrawal from labor-intensive, low-gross-margin businesses in shrinking markets and the transition to the investment phase were given concrete form as a new business portfolio policy, the GAFA Media Strategy.
  19. FY2020RestatedAnnual report

    「Under the management principle of a “revolution in how we earn,” and while promoting businesses that use Cloud Members’ resources, we have since last year sold subsidiaries operating in the BPO sector, which is based on a labor-intensive model, and have pursued the strategic focusing of management resources.」

    The management policy of focusing resources away from labor-intensive BPO and on growth areas that use Cloud Members’ resources has been reaffirmed.
  20. FY2020-Q3RestatedAnnual report

    「Under the management principle of a “revolution in how we earn,” we focused on businesses in the digital sector where our strengths could be utilized. Rather than providing resources themselves to labor-intensive markets, we focused on providing products and services that combine the power of technology with resources such as crowdsourcing.」

    The policy of shifting the focus from providing labor-intensive resources to products and services combining technology and to the digital sector has been reaffirmed.
  21. FY2020-Q1First statedAnnual report

    「Under the management principle of a “revolution in how we earn,” we focused on businesses in the digital sector where our strengths could be utilized. Rather than providing resources themselves to labor-intensive markets, we focused on providing products and services that combine the power of technology with resources such as crowdsourcing.」

    For the first time, the management policy of shifting the focus from providing personnel and resources directly to labor-intensive markets to the digital sector, where products and services combining technology are provided, was presented in a consolidated form.
Moved together

"Building infrastructure to create a currency more valuable than cash" moved the same way as this thread, in the same document, in 5 of its 25 moves.

544433★123456
  1. ★This thread
  2. 1Building infrastructure to create a currency more valuable than cash5×
  3. 2Investment in Growth Businesses and Creation of Business Pillars That Will Remain Sustainable 10 Years from Now4×
  4. 3Expansion of point redemption options and transition to an open points platform4×
  5. 4Uncertainty in the Business Environment Due to Brexit, Yen Appreciation and Slowing Overseas Economies4×
  6. 5Sharp Increases in Revenue and Profit and a Return to Profitability3×
  7. 6Improving Earnings and Achieving Profitability through Fundamental Management Reform3×

★ 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 Digital Plus yet. It last moved in the Earnings of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.