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CrowdWorks (3900) · RiskWorsenedLatest Financial results presentation (2026-08-14): "Materialised"

Risk of volatility in the outsourced production and talent markets

First written in FY2019. 3 of 6 entries say "Worsened", first in FY2020. Latest entry: 2026-08-14.

6entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019WorsenedFY2020 – FY2022MitigatedFY20242019: 12020: 120202021: 020212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Structural changes in demand for outsourced production and remote workersA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-14MaterialisedFinancial results presentation

    「AI影響を受けているプラットフォーム事業と、週5稼働体制への移行期にあるエンジニアマッチングの伸び悩みにより、成長鈍化。」

    AIの影響や働き方の移行に関する需要変動リスクが、事業の伸び悩みとして実績に表れている。
  2. FY2025WorsenedAnnual report

    「Rapid advances in technologies such as AI and structural changes in demand for remote workers accompanying the accelerated return to offices could slow growth in existing businesses.」

    The risk of volatility in the market and demand for talent has been specified as the possibility that AI-driven job substitution and structural changes in demand for remote workers due to the return to offices could slow growth in existing businesses.
  3. FY2024MitigatedAnnual report

    「The company is diversifying its support services and strengthening relationships with customers to establish a structure capable of responding flexibly.」

    The company has identified diversification of support services and stronger customer relationships as measures to address the risk of declining demand due to volatility in the talent market.
  4. FY2022WorsenedAnnual report

    「If the impact of a global economic downturn on the talent market or other unexpected changes in the competitive market environment or economic conditions cause customer demand for outsourcing or talent procurement to decline, this could materially affect the Group's performance.」

    The company has explicitly stated that a global economic downturn could reduce demand for outsourcing and talent procurement as a risk related to volatility in the market and demand for talent.
  5. FY2020WorsenedAnnual report

    「However, if the renewed spread of the novel coronavirus leads to another declaration of a state of emergency or calls for people to refrain from going out, or if economic activity and the talent market are affected, and other unexpected changes in the competitive market environment or economic conditions cause demand for outsourcing or talent procurement among customers to decline, this could materially affect the Group's performance.」

    The company has added specific risks related to volatility in the market and demand for talent, including a renewed spread of the novel coronavirus, another declaration of a state of emergency, and declines in demand for outsourcing and talent procurement.
  6. FY2019First statedAnnual report

    「The Group aims to maximize total contract value as the market expands and is working to improve the productivity of its business activities over the medium to long term, including personnel cost efficiency and advertising efficiency, while increasing investment in the matching business. However, if unexpected changes in the competitive market environment or economic conditions prevent results from meeting expectations, this could materially affect the Group's performance.」

    The company has newly disclosed separately the risk that changes in the competitive market environment and economic conditions could prevent total contract value and productivity from improving as expected.
Moved together

"Continued investment and ordinary losses" moved the same way as this thread, in the same document, in 4 of its 6 moves.

433332★123456
  1. ★This thread
  2. 1Continued investment and ordinary losses4×
  3. 2The Agent and Business Solutions Businesses turn profitable while the Direct Matching Business reports a loss3×
  4. 3Integration of the Generative AI Business and Talent Matching Through the Acquisition of AI tech3×
  5. 4Operating and net losses amid growth investment3×
  6. 5Expansion into businesses adjacent to crowdsourcing3×
  7. 6Expanding operating revenue2×

★ 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
CrowdWorks's next results are scheduled for 2026-11-16. Read the earnings preview It last moved in the Financial results presentation of 2026-08-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.