Saturation of Internet Users and Changes in the Mobile Environment
First written in FY2016. 2 of 5 entries say "Restated". Latest entry: FY2025.
Jorudan moved to the "Worse" side of this theme in 2021, 5 years before the typical company in this theme (2026).
The whole theme swung hardest in 2026: 3 of 17 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2025ReframedAnnual report
「Internet use via mobile devices, PCs and other devices has seen faster communication speeds and increased data traffic, while convenience for users has also improved.」
The description has shifted from focusing primarily on user saturation to focusing on changes in communication speeds, data traffic and convenience, and the impact on the business if the communications environment falls below expectations. - FY2021ReframedAnnual report
「The number of people in Japan using the internet via mobile devices, PCs and other devices has continued to increase.…The internet usage and information-provision environment, particularly for mobile internet use, could also change significantly due to changes in the policies of telecommunications carriers and device and OS manufacturers, faster communication speeds, the diversification of usage accompanying the spread of smartphones and tablets, the emergence of new types of devices, and advances in the development and practical implementation of IoT.」
The description has shifted from focusing primarily on the risk of user saturation to focusing on changes in the usage environment resulting from mobile devices, devices, OSs and IoT, while assuming that the number of users will continue to grow. - FY2019RestatedAnnual report
「If the growth rate of internet users in Japan accessing the internet via mobile devices, PCs and other devices falls below the Group's expectations as the user base gradually approaches saturation, or if the internet usage and information-provision environment changes significantly, particularly in the mobile sector, due to changes in the policies of telecommunications carriers and device and OS manufacturers, faster communication speeds, the diversification of usage accompanying the spread of smartphones and tablets, the emergence of new types of devices, and advances in the development and practical implementation of IoT, this could affect the Group's business development and operating performance.」
The risk of changes in the environment resulting from user saturation, telecommunications carrier and OS policies, device diversification and IoT, among other factors, is reiterated. - FY2018RestatedAnnual report
「If the growth rate of internet users in Japan accessing the internet via mobile devices, PCs and other devices falls below the Group's expectations as the user base gradually approaches saturation, or if the internet usage and information-provision environment changes significantly, particularly in the mobile sector, due to changes in the policies of telecommunications carriers and device and OS manufacturers, faster communication speeds, the diversification of usage accompanying the spread of smartphones and tablets, the emergence of new types of devices, the full-scale adoption of IoT and other factors, this could affect the Group's business development and operating performance.」
The risks of internet user saturation and changes in the environment resulting from carrier and OS policies, device diversification and IoT, among other factors, are reiterated. - FY2016First statedAnnual report
「If the growth rate of internet users in Japan accessing the internet via mobile devices, PCs and other devices falls below the Group's expectations as the user base gradually approaches saturation, or if the internet usage and information-provision environment changes significantly, particularly in the mobile sector, due to changes in the policies of telecommunications carriers and device and OS manufacturers, faster communication speeds, the diversification of usage accompanying the spread of smartphones and tablets, the emergence of new types of devices, the full-scale adoption of IoT and other factors, this could affect the Group's business development and operating performance.」
The company cites slower user growth and changes in the usage environment resulting from carrier and OS policies, device diversification and IoT, among other factors.