GMO Commerce (410A) · RiskRestated
Intensifying competition in the digital marketing market
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: FY2026-H1.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Intensifying competition in the digital marketing marketA theme 21 companies write about · 22 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 3 of 8 companies on the "Worse" side.
15 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 21 companies compared. The sentences above are computed from all 21.Full recordFilings, disclosures and news, newest first
- FY2026-H1RestatedAnnual report
「No new business-related risks arose during the interim accounting period. There were also no material changes to the “Business-Related Risks” described in the securities report for the previous fiscal year.」
The company states that no new risks arose and that there were no material changes to previously disclosed risks. - FY2025First statedAnnual report
「Competition is intensifying in the CX improvement solutions market and the digital marketing market. Competitors may offer more innovative or lower-priced services, as well as services using AI technology.」
The likelihood of occurrence is described as low and the potential impact as small. The company will respond through the use of AI, proprietary data and hands-on support.