Komori
Money Forward (3994) · RiskRestated

Risk of Slower Growth in the Internet and Smartphone Markets

First written in FY2017. 4 of 5 entries say "Restated". Latest entry: FY2024-Q2.

5entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2024-Q22018: 120182019: 020192020: 120202021: 120212022: 020222023: 120232024: 12024
Same theme, other companies
Slower Growth in the Internet and E-Commerce Markets and Sluggish Advertising MarketA theme 45 companies write about · 45 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 8 of 25 companies on the "Worse" side.

23 other companies' latest entry also says "Restated".

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 45 companies compared. The sentences above are computed from all 45.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2RestatedAnnual report

    「During the six-month period ended 30 September, there were no new business risks and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes concerning the risk of slower growth in the internet and smartphone markets.
  2. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes concerning the risk of slower growth in the internet and smartphone markets.
  3. FY2021-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    It is stated that there have been no material changes concerning the risk of slower growth in the internet and smartphone markets.
  4. FY2020-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    It is stated that there have been no material changes concerning the risk of slower growth in the internet and smartphone markets.
  5. FY2017First statedAnnual report

    「The proportion of smartphones among mobile phone contracts has continued to rise, reaching 59.9%, compared with 54.1% in the previous year and 47.1% two years earlier, and is expected to reach 100 million in fiscal 2018. However, if our group fails to respond appropriately to changes in the business environment, or if growth in the internet-related market slows for unforeseen reasons, such as the introduction of new legal regulations, this may affect the performance of our group.」

    The expansion of internet users and the smartphone market was assumed, and slower growth was separately disclosed for the first time as an earnings risk.
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