Intensifying Competition in Platform and Data Services
First written in FY2020. 2 of 5 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
- FY2025ReframedAnnual report
「In the Enechange Cloud DR service, the number of competitors in Japan and overseas may increase and the competitive environment may intensify as smart meters become more widespread. The Company will work to improve its competitiveness by developing products using its proprietary database accumulated through providing services to corporate customers in Japan and overseas, applying its expertise in data utilization, and building a track record of implementations.」
The Company explained that competition risks extend beyond the platform business to each of its Marketing, DR, EV and RE cloud services, and identified proprietary data, implementation track records and expertise as countermeasures. - FY2023-Q3RestatedAnnual report
「In the EV Charging Business, multiple operators are installing EV charging equipment in various locations to establish standard and fast-charging infrastructure. Competition is gradually intensifying in the acquisition of business partners and customers and in applications for subsidies.」
The Company continues to recognize an increase in competing operators and intensifying competition for business partners, customers and subsidy applications in the EV Charging Business. It describes cumulative orders for 7,329 units, its app, high-output standard chargers and payment integration as competitive advantages. - FY2023-Q2WorsenedAnnual report
「In the EV Charging Business, multiple operators are installing EV charging equipment in various locations to establish standard and fast-charging infrastructure. Competition is gradually intensifying in the acquisition of business partners and customers and in applications for subsidies.」
In addition to its existing platform and data businesses, the Company recognizes intensifying competition in the EV Charging Business for business partners, customers and subsidy applications. - FY2021RestatedAnnual report
「However, if the entry of competitors with superior technologies or business models intensifies competition in the Group’s business areas, resulting in cancellations by Group users or lower contract unit prices with electricity and gas companies, or if adoption of the Group’s services does not progress, this may affect the Group’s business, operating results and financial condition.」
The Company continues to disclose the risks of user cancellations, lower contract unit prices and stagnation in service adoption resulting from new competitors entering the market. - FY2020First statedAnnual report
「However, if the entry of competitors with superior technologies or business models intensifies competition in the Group’s business areas, resulting in cancellations by Group users or lower contract unit prices with electricity and gas companies, or if adoption of the Group’s services does not progress, this may affect the Group’s business, operating results and financial condition.」
This indicates the possibility that new competitors could lead to user cancellations, lower contract unit prices and stagnation in service adoption.