Komori
J-Stream (4308) · RiskMitigated

Dependence on Specific Industries Such as Healthcare and Media

First written in FY2019. 8 of 11 entries say "Mitigated", first in FY2021. Latest entry: 2026-07-31.

11entries
8years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019ReframedFY2020MitigatedFY2021RestatedFY2022MitigatedFY2025-H1 – 2026-07-312019: 120192020: 120202021: 120212022: 120222023: 020232024: 120242025: 120252026: 52026
Same theme, other companies
Dependence on the project mix in specific sectorsA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

1 other company's latest entry also says "Mitigated".

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-31MitigatedResults presentation

    「グループ連携を強化し、デジタルソリューションを軸に医療DXパートナーとして顧客提供価値を追求し、中期的にWeb講演会依存を脱することを目指します。」

    Web講演会への依存度低減を、中期的な事業方針として明示している。
  2. FY2026MitigatedAnnual report

    「Although we recognize that web-seminar live streaming in the EVC field (pharmaceuticals) has some room for growth over the medium to long term, the group is promoting diversification of its business portfolio through the realization of video AX, with a focus on reducing its dependence on this field.」

    The company explicitly identified reducing its dependence on pharmaceutical web seminars through the realization of video AX and portfolio diversification as a strategy.
  3. FY2026-H1MitigatedAnnual report

    「The group worked to win projects through proprietary sales channels by combining proposals for video initiatives, including the WebinarAnalytics data analysis tool and subtitle generation using generative AI, with highly specialized content production by group companies.」

    In response to dependence on pharmaceutical web seminars, the company is diversifying its revenue sources by combining data analysis tools, generative-AI subtitles, highly specialized content production and proprietary sales channels.
  4. FY2025-H1MitigatedAnnual report

    「Demand remains strong for the data analysis tools we provide for pharmaceutical marketing and for content production used in pharmaceutical marketing. Sales to existing business partners are progressing steadily, and these offerings are also contributing to the development of new customers as the group expands them.」

    In addition to pharmaceutical web seminars, the company is expanding data analysis tools and marketing-oriented content production, which are contributing to sales to existing customers and new customer development.
  5. FY2022RestatedAnnual report

    「In the pharmaceutical field, in addition to the web seminars (live streaming) that currently generate substantial revenue, we are developing a structure to provide marketing-platform content and integrated data useful for marketing. By becoming involved further upstream in the process, we are promoting the diversification of our revenue sources.」

    The company continues to pursue a policy of expanding upstream from pharmaceutical web seminars into the provision of marketing platforms, content and integrated data.
  6. FY2021MitigatedAnnual report

    「In the pharmaceutical field, in addition to the web seminars (live streaming) that currently generate substantial revenue, we are developing a structure to provide marketing-platform content and integrated data useful for marketing. By becoming involved further upstream in the process, we are promoting the diversification of our revenue sources.」

    In response to dependence on pharmaceutical web seminars, the company is expanding upstream into the provision of marketing platforms, content and integrated data to diversify its revenue sources.
  7. FY2020ReframedAnnual report

    「Our group's business performance could be affected if, due to factors such as the Pharmaceuticals and Medical Devices Act, the Broadcast Act or other self-regulatory rules in these industries, major changes in sales promotion, information provision or content distribution methods reduce video use, or if our competitiveness in these specific fields declines because of alliances between companies or the emergence of a dominant company.」

    For the risk of dependence on healthcare, media and other industries, the company identifies not only changes in demand but also the Pharmaceuticals and Medical Devices Act, the Broadcast Act, self-regulation, alliances between companies and the emergence of dominant companies as specific factors.
  8. FY2019First statedAnnual report

    「Our group's video distribution services have so far expanded primarily in response to growing demand for video use in specific industries, such as healthcare and media. Our business performance could be affected if major changes in sales promotion, information provision or other methods in these industries result in reduced video use, or if the size of these markets contracts because of an economic downturn caused by international conditions or other factors.」

    While video use is increasing in specific industries such as healthcare and media, the company identifies changes in demand and market contraction as risks.
Moved together

"Increase in Labor and Outsourcing Costs" moved the same way as this thread, in the same document, in 8 of its 11 moves.

855443★123456
  1. ★This thread
  2. 1Increase in Labor and Outsourcing Costs8×
  3. 2Expected growth in demand for corporate video streaming services5×
  4. 3Focus on the 4K TV and VR-Related Markets5×
  5. 4Developing growth markets for Equipmedia, video advertising and other offerings, and focusing on sales4×
  6. 5Large Order for System Development and Operational Monitoring for Media Content Distribution4×
  7. 6Revenue growth and the return to profitability in operating and ordinary profit3×

★ 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
J-Stream's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Results presentation of 2026-07-31: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.