Declining Competitiveness Due to Alternative Services and New Technologies
First written in FY2021. 6 of 10 entries say "Worsened", first in FY2023. Latest entry: 2026-09-11.
The whole theme swung hardest in 2026: 34 of 95 companies on the "Worse" side.
- FY2026-H1WorsenedAnnual report
「In addition, generative AI technology is evolving and spreading at an extremely rapid pace, and demand has reached unprecedented levels not only for responding to changes in search behavior resulting from the introduction of AI answer functions, but also for improving operational efficiency and developing more sophisticated initiatives using generative AI.」
The speed of advances in and adoption of generative AI technology and changes in search behavior resulting from AI answer functions were described in stronger terms than before, clarifying changes in the technology environment. - FY2025WorsenedAnnual report
「The digital marketing field in which the Group operates is undergoing dramatic changes, including technological advances represented by the rise of ChatGPT, a text-generation model provided by US-based OpenAI, and Gemini, provided by Google.」
Gemini was explicitly added to ChatGPT as an example, clarifying changes in the competitive environment driven by generative AI. - FY2025-H1RestatedAnnual report
「Dramatic changes are also taking place, including the spread of new technologies and advances in generative AI.」
Dramatic technological changes, including advances in generative AI, were reaffirmed in connection with changes in the competitive environment due to substitute services and new technologies. - FY2024-Q2RestatedAnnual report
「Meanwhile, dramatic changes are taking place, including changes to the API specifications and the introduction of usage fees announced by Company X in March 2023, policy changes by existing platform providers, and technological advances represented by the rise of ChatGPT, a text-generation model provided by US-based OpenAI.」
Changes in the operating environment, including policy changes by Company X concerning its API and the rise of ChatGPT, were reaffirmed in connection with the risk of declining competitiveness due to substitute services and new technologies. - FY2024-Q1WorsenedAnnual report
「Meanwhile, dramatic changes are taking place, including changes to the API specifications and the introduction of usage fees announced by Company X in March 2023, policy changes by existing platform providers, and technological advances represented by the rise of ChatGPT, a text-generation model provided by US-based OpenAI.」
Specific environmental changes, including ChatGPT and changes to Company X's API specifications and fees, were cited in connection with the risk of declining competitiveness due to substitute services and new technologies. - FY2023WorsenedAnnual report
「The digital marketing field in which the company operates is undergoing dramatic changes, including technological advances represented by the rise of ChatGPT, a text-generation model provided by US-based OpenAI.」
In addition to the existing risks from substitute services and new technologies, the rise of ChatGPT was cited as an example, clarifying the potential decline in competitive advantage resulting from technological change. - FY2022RestatedAnnual report
「If substitute services offered by competitors emerge to replace the company's services and affect its competitiveness, they could affect the company's business.」
The risk of declining competitiveness due to competitors' substitute services and new technologies was reiterated. - FY2021First statedAnnual report
「If substitute services offered by competitors emerge to replace the company's services and affect its competitiveness, they could affect the company's business.」
The company explained that it would respond through the recruitment and development of personnel and the acquisition of technology and know-how.