Intensifying Competition and Price Declines in Cloud Services
First written in FY2016. 8 of 12 entries say "Restated". Latest entry: FY2026.
Rakus moved to the "Worse" side of this theme in 2025, 1 year before the typical company in this theme (2026).
The whole theme swung hardest in 2026: 5 of 8 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「As markets mature, competition is intensifying further not only on price but also in terms of functionality.」
We have identified as specific risks the maturation of some markets, the growing number of providers of similar services, intensifying competition on price and functionality, and substitute products and aggressive customer acquisition initiatives by major companies. - 2026-05-14WorsenedFinancial results presentation
「As the one-off demand stimulus associated with legal and regulatory amendments has run its course and the market has begun to show signs of gradual maturation, changes in the target segment have made customer acquisition more difficult, and new orders have remained weak.」
For 楽楽明細, the disclosure specifically describes increasing customer-acquisition difficulty and weak new orders due to market maturation and changes in the target segment. - FY2026-H1WorsenedAnnual report
「Meanwhile, some business areas are seeing increased market maturity, and we recognize that the competitive environment is becoming increasingly challenging due to the growing number of providers offering similar services.」
We have added our recognition that the competitive environment is becoming more challenging due to market maturity in some business areas and the growing number of providers offering similar services. - FY2024RestatedAnnual report
「However, the technical barriers to entry into cloud services cannot necessarily be considered high. If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We have reconfirmed the risks of new entrants to cloud services, the development of similar services and intensifying price competition. - FY2023RestatedAnnual report
「The technical barriers to entry into cloud services cannot necessarily be considered high. If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We have reconfirmed the risks of new entrants to cloud services, the development of similar services and intensifying price competition. - FY2022RestatedAnnual report
「The technical barriers to entry into cloud services cannot necessarily be considered high. If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We have reconfirmed the risks of new entrants to cloud services, the development of similar services and intensifying price competition. - FY2021RestatedAnnual report
「The technical barriers to entry into cloud services cannot necessarily be considered high. If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We have reconfirmed the risks of new entrants to cloud services, the development of similar services and intensifying price competition. - FY2020RestatedAnnual report
「The technical barriers to entry into cloud services cannot necessarily be considered high. If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We have reconfirmed the risks of new entrants to cloud services, the development of similar services and intensifying price competition. - FY2019RestatedAnnual report
「The technical barriers to entry into cloud services cannot necessarily be considered high. If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We have reconfirmed the risks of new entrants to cloud services, the development of similar services and intensifying price competition. - FY2018RestatedAnnual report
「The technical barriers to entry into cloud services cannot necessarily be considered high. If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We have reconfirmed the risks of new entrants to cloud services, the development of similar services and intensifying price competition. - FY2017RestatedAnnual report
「If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We have reconfirmed the risks of new entrants to cloud services, the development of similar services and intensifying price competition. - FY2016First statedAnnual report
「If competitors, including major companies with substantial financial resources and strong brands, develop similar services and price competition intensifies, this may affect the performance of our group.」
We identify barriers to new entrants, similar services and intensifying price competition as competitive risks.