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Kufu Company Holdings (4376) · RiskRestated

Dependence on Changes in Major Platform Operators’ Policies and Fees

First written in FY2022-Q1. 2 of 4 entries say "Materialised", first in FY2023-Q2. Latest entry: FY2024.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q1MaterialisedFY2023-Q2 – FY2023-Q32022: 120222023: 220232024: 12024
Same theme, other companies
Dependence on the Contracts, Fees, and Policies of Multiple Platform OperatorsA theme 22 companies write about · 22 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 3 of 9 companies on the "Worse" side.

11 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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「Changes in the operating policies or business strategies of major platform operators, changes in partnership rates, termination of partnerships or reputational damage could affect the Group’s business development, operating results and financial condition.」

    大手プラットフォーマーへの依存と、その方針・料率等の変更による影響リスクが継続して記載されている。
  2. FY2023-Q3MaterialisedAnnual report

    「暮らしに関する総合情報メディア「くふうLive!」（旧「ヨムーノ」）は検索エンジンのアルゴリズム変更の影響等によりユーザーの流入が減少し、ネットワーク広告収入が減少しました。」

    検索エンジンのアルゴリズム変更が、ユーザー流入減少とネットワーク広告収入減少として引き続き顕在化した。
  3. FY2023-Q2MaterialisedAnnual report

    「Kufu Live!, a comprehensive lifestyle information media service formerly known as Yomuno, experienced a decline in user traffic due to changes in search-engine algorithms.」

    大手プラットフォーマーの方針・アルゴリズム変更が、検索経由のユーザー流入減少として実際に発生した。
  4. FY2022-Q1First statedAnnual report

    「Changes in the operating policies or business strategies of major platform operators, changes in partnership rates, termination of partnerships or reputational damage could affect the Group’s business development, operating results and financial condition.」

    Risk arising from providing services through search sites and applications on smart devices.
Moved together

"Evolution into a Comprehensive Lifestyle Media and Services Platform" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2★1
  1. ★This thread
  2. 1Evolution into a Comprehensive Lifestyle Media and Services Platform2×

★ 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.

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Dependence on Changes in Major Platform Operators’ Policies and Fees | Kufu Company Holdings Inc. (4376) | Komori