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Accrete (4395) · InitiativeAdvancedLatest Earnings presentation (2026-05-14): "Worsened"

Developing connections with overseas SMS aggregators through an SMPP international gateway

First written in FY2018-Q2. 5 of 15 entries say "Restated". Latest entry: 2026-05-14.

15entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2020-Q1RestatedFY2021-Q2 – FY2021-Q3AdvancedFY20242018: 120182019: 420192020: 420202021: 420212022: 020222023: 020232024: 020242025: 120252026: 12026
Same theme, other companies
Expanding Messaging-Service Customers and Delivery VolumesA theme 6 companies write about · 0 as a headwind · 8 as a tailwind

Accrete moved to the "Worse" side of this theme in 2026.

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

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. 2026-05-14WorsenedEarnings presentation

    「海外SMSについては前年同期比で売上が減少したため、セグメント全体としては減収減益。」

    海外SMSの売上減少により、海外SMSアグリゲーター開拓を含む海外配信事業の業績が弱まったことを示している。
  2. FY2024AdvancedAnnual report

    「In particular, although the unit price for SMS deliveries through overseas aggregators had been declining, volumes continued to grow steadily in the fourth quarter, reaching 116% of the same quarter of the previous year, as in the third quarter, and made a significant contribution to revenue.」

    It states that volumes through overseas aggregators reached 116% of the same quarter of the previous year in the fourth quarter, contributing to revenue.
  3. FY2021-Q3RestatedAnnual report

    「Regarding delivery through overseas SMS aggregators, low-cost overseas grey delivery routes existed as competing routes alongside the authorised domestic delivery routes provided by the company. As price competition intensified, the company reorganised unprofitable business partners and changed its pricing scheme. Although revenue initially declined, the high delivery and open rates were reassessed, message volumes, which had been declining, entered a recovery trend, and overseas revenue performed steadily.」

    It continues to report that, following measures to address price competition with overseas grey delivery routes, overseas message volumes entered a recovery trend and overseas revenue performed steadily.
  4. FY2021-Q2RestatedAnnual report

    「Regarding delivery through overseas SMS aggregators, low-cost overseas grey delivery routes existed as competing routes alongside the authorised domestic delivery routes provided by the company. Price competition intensified, but after the company reorganised unprofitable business partners and changed its pricing scheme, message volumes, which had been declining, entered a recovery trend, and overseas revenue increased significantly year on year.」

    It continues to explain that, following the reorganisation of unprofitable business partners and changes to the pricing scheme, overseas message volumes entered a recovery trend and overseas revenue increased significantly year on year.
  5. FY2021-Q1AdvancedAnnual report

    「Regarding delivery through overseas SMS aggregators, low-cost overseas grey delivery routes existed as competing routes alongside the authorised domestic delivery routes provided by the company. Price competition intensified, contributing to phishing SMS deliveries. Since 2019, under its policy of prioritising profitability and reliable, safe service, the company reorganised unprofitable business partners and changed its pricing scheme. As a result, message volumes, which had been declining, entered a recovery trend, and overseas revenue increased significantly year on year.」

    It states that, following the reorganisation of unprofitable business partners and changes to the pricing scheme, overseas message volumes entered a recovery trend and overseas revenue increased significantly year on year.
  6. FY2020AdvancedAnnual report

    「For sales to overseas SMS aggregators, the company will promote market expansion and market-share gains by connecting its SMPP international gateway service with as many overseas SMS aggregators as possible and aggregating SMS deliveries to Japan by global IT companies and others.」

    It states that, while continuing to expand connections with overseas aggregators, overseas volumes entered a recovery trend from the third quarter onward after measures were taken to address price competition, and overseas revenue increased year on year.
  7. FY2020-Q3AdvancedAnnual report

    「Regarding delivery through overseas SMS aggregators, low-cost overseas grey delivery routes existed as competing routes alongside the authorised domestic delivery routes provided by the company. Price competition intensified, contributing to phishing SMS deliveries. However, since the previous second quarter, under its policy of prioritising profitability and reliable, safe service, the company reorganised unprofitable business partners and changed its pricing scheme. As a result, message volumes, which had been declining, bottomed out and entered a recovery trend, while overseas revenue increased significantly both year on year and quarter on quarter.」

    It states that, following the reorganisation of unprofitable business partners and changes to the pricing scheme for overseas SMS aggregators, message volumes bottomed out and entered a recovery trend, while overseas revenue increased significantly both year on year and quarter on quarter.
  8. FY2020-Q2AdvancedAnnual report

    「Since the previous second quarter, under its policy of prioritising profitability and reliable, safe service, the company steadily promoted the adoption by overseas SMS aggregators of high-quality, higher-priced authorised domestic delivery routes. As a result, more brands chose reliable authorised domestic delivery routes despite their higher prices, and message volumes, which had been declining, began to bottom out. Overseas revenue declined year on year but increased slightly quarter on quarter.」

    It promoted the adoption of authorised domestic delivery routes among overseas aggregators, reporting an increase in brands choosing authorised routes, a bottoming out in message volumes and a slight quarter-on-quarter increase in overseas revenue.
  9. FY2020-Q1Signs that the decline in overseas volumes is bottoming outAnnual report

    「Meanwhile, although volumes through overseas SMS aggregators showed signs of bottoming out, volumes for some global IT companies, including GAFA companies, declined significantly year on year from the previous second quarter onward because price competition resulted in some unprofitable business and reduced SMS volumes.」

    It states that volumes through overseas aggregators declined significantly year on year, while signs of the decline bottoming out have emerged.
  10. FY2019RestatedAnnual report

    「For overseas companies, the company plans to aggregate SMS deliveries to Japan from global IT companies and other companies by connecting its SMPP international gateway service to as many overseas SMS aggregators as possible.」

    It has reiterated its policy of aggregating messages sent from overseas companies to Japan by expanding connections with overseas SMS aggregators.
  11. FY2019-Q3RestatedAnnual report

    「Meanwhile, although message volumes through overseas SMS aggregators increased for cashless payment services and SMS delivery used for individual authentication on ride-hailing apps, volumes for some global IT companies, including GAFA companies, declined due to unprofitable business caused by price competition, resulting in decreases both year on year and quarter on quarter.」

    Although volumes for some applications through overseas aggregators increased, unprofitable business caused by price competition and declining message volumes have continued.
  12. FY2019-Q2Decline in overseas message volumes and deteriorating profitabilityAnnual report

    「Meanwhile, although message volumes through overseas SMS aggregators increased for cashless payment services and SMS delivery used for individual authentication on ride-hailing apps, volumes for some global IT companies, including GAFA companies, declined due to unprofitable business caused by price competition, resulting in decreases both year on year and quarter on quarter.」

    Through overseas aggregators, volumes for cashless payment and ride-hailing apps increased, while volumes for global IT companies declined due to unprofitable business resulting from price competition.
  13. FY2019-Q1Changes in the overseas customer mixAnnual report

    「Although message volumes through overseas SMS aggregators have increased for short-form video-sharing apps, ride-hailing apps, and other services, message volumes from global IT companies have declined due to price competition.」

    It describes a shift in the customer mix: volumes for short-form video-sharing and ride-hailing apps increased through overseas aggregators, while volumes for global IT companies declined due to price competition.
  14. FY2018RestatedAnnual report

    「For overseas companies, the company plans to aggregate SMS deliveries to Japan from global IT companies and other companies by connecting its SMPP international gateway service to as many overseas SMS aggregators as possible.」

    Continues the policy of aggregating domestic deliveries by overseas companies through expanding connections with overseas aggregators.
  15. FY2018-Q2First statedAnnual report

    「The usefulness of the SMPP international gateway service for SMS messages sent to Japan by major global companies has become recognized among overseas SMS aggregators, and message volumes have increased following the start of an SMPP connection with 1 additional overseas SMS aggregator.」

    Describes the growing adoption of the international gateway and the start of a new connection with 1 overseas aggregator.
Moved together

"Expansion in SMS Deliveries, Revenue and Profit" moved the same way as this thread, in the same document, in 6 of its 15 moves.

644433★123456
  1. ★This thread
  2. 1Expansion in SMS Deliveries, Revenue and Profit6×
  3. 2Prioritizing Retained Earnings for the Time Being and Considering Future Dividends4×
  4. 3Expansion of Industries Served Through Direct Sales to Domestic Companies4×
  5. 4Increase in Net Assets Through Profit Recognition and a Strong Financial Position4×
  6. 5Initiatives relating to the next-generation messaging service "+ Message"3×
  7. 6Investment in Software Development3×

★ 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
No upcoming earnings preview for Accrete yet. It last moved in the Earnings presentation of 2026-05-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Developing connections with overseas SMS aggregators through an SMPP international gateway | Accrete Inc. (4395) | Komori