Intensifying competition in the SMS delivery market due to new entrants
First written in FY2018. 3 of 8 entries say "Restated". Latest entry: FY2025-H1.
Accrete moved to the "Worse" side of this theme in 2023.
0 other companies' latest entry also says "Mitigated".
- FY2025-H1MitigatedAnnual report
「In the limited market, price competition caused by the entry of carrier-affiliated companies and others disrupted the market through last year, but as both service providers and users reassess the situation, the market is returning to a more measured approach.」
The Company explains that competition from the entry of carrier-affiliated companies and others continues to intensify, but the market is returning to a measured approach after the disruption seen through last year. - FY2024WorsenedAnnual report
「Falling unit prices in the SMS business have had a direct impact on profitability, resulting in a situation where growth in message volume does not translate directly into revenue.」
Regarding price competition resulting from the entry of competitors, the Company explicitly states that increased message volumes are not translating directly into revenue. - FY2023WorsenedAnnual report
「In services for overseas aggregators, the impact of competitors such as large carrier-affiliated companies entering the market has been pronounced since the current consolidated fiscal year began. The market environment has remained difficult, and the Company’s sales activities were significantly affected during the consolidated fiscal year.」
The Company states that the impact of large carrier-affiliated companies and other entrants in the market for overseas aggregators became pronounced and significantly affected its sales activities. - FY2023-Q3RestatedAnnual report
「In services for overseas aggregators, the impact of competitors such as large carrier-affiliated companies entering the market has remained pronounced since the second-quarter consolidated accounting period. The market environment has remained difficult, and the Company’s sales activities were significantly affected during the cumulative third-quarter consolidated accounting period.」
The Company continues to explain that the entry of competitors such as large carrier-affiliated companies has had a pronounced impact on the market for overseas aggregators and that difficult market conditions continue. - FY2023-Q2WorsenedAnnual report
「In services for overseas aggregators, large carrier-affiliated companies and others have entered the market one after another since last year for SMS delivery to Japan for authentication purposes by major U.S. IT companies such as GAFAM. Dumping has also been used to acquire customers, and the market became notably turbulent from the second quarter onward, significantly affecting the Company’s sales activities.」
The Company states that large carrier-affiliated companies and others entered the market for overseas aggregators one after another, dumping was used, and market disruption and the impact on sales activities became pronounced. - FY2020RestatedAnnual report
「Currently, 4 companies, including the Company, account for most of Japan’s SMS delivery services market. However, as the market expands, the number of new entrants may increase, and intensified competition resulting from an increase in competitors could affect the growth and financial results of the Company’s business.」
The Company reconfirms the market structure in which 4 companies account for most of the market and the risk of new entrants and intensified competition as the market expands. - FY2019RestatedAnnual report
「Currently, 4 companies, including the Company, account for most of Japan’s SMS delivery services market. However, as the market expands, the number of new entrants may increase, and intensified competition resulting from an increase in competitors could affect the growth and financial results of the Company’s business.」
The Company reiterates the market structure in which 4 companies account for most of the market and the risk of new entrants and intensified competition as the market expands. - FY2018First statedAnnual report
「Currently, 4 companies, including the Company, account for most of Japan’s SMS delivery services market. However, as the market expands, the number of new entrants may increase, and intensified competition resulting from an increase in competitors could affect the growth and financial results of the Company’s business.」
The Company describes a market structure in which 4 companies account for most of the domestic market, along with the possibility of new entrants and intensified competition in the future.