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Amazia (4424) · RiskMaterialised

Uncertainty over the Impact of the COVID-19 Pandemic on Business

First written in FY2020-Q2. 5 of 7 entries say "Materialised", first in FY2020-Q3. Latest entry: FY2023-Q1.

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ProgressHeldSoftenedWorseMaterialisedFY2020-Q3 – FY2022-Q1MaterialisedFY2022-Q3 – FY2023-Q12020: 220202021: 120212022: 320222023: 12023
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1257 companies write about · 1269 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 103 of 175 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1283 threads.
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  1. FY2023-Q1MaterialisedAnnual report

    「Meanwhile, paid revenue declined due to the persistently difficult competitive environment and the easing of restrictions on behavior associated with the spread of COVID-19.」

    States that changes in user behavior resulting from the easing of restrictions associated with the spread of COVID-19 appeared in actual results as a decline in paid revenue.
  2. FY2022-Q3MaterialisedAnnual report

    「In addition, the effects of stronger personal information protection and the deterioration of advertising metrics due to the spread of COVID-19 have resulted in lower daily advertising revenue.」

    States that deterioration in advertising metrics resulting from the spread of COVID-19 continues to affect the business through lower daily advertising revenue.
  3. FY2022-Q2RestatedAnnual report

    「Meanwhile, the digital-book market is expected to gradually become saturated as digital-book business models diversify and mature. In addition, the persistently difficult competitive environment, changes in user behavior accompanying improvements in the COVID-19 situation, and the growing number of users of pirated websites are believed to be major factors behind the stagnation in active-user growth and the decline in paid revenue per user.」

    Continues to identify changes in user behavior associated with the improving COVID-19 situation as factors behind stagnant growth in active users and lower paid revenue per user.
  4. FY2022-Q1MaterialisedAnnual report

    「Meanwhile, the digital-book market is expected to gradually become saturated as digital-book business models diversify and mature. In addition, the persistently difficult competitive environment, changes in user behavior accompanying improvements in the COVID-19 situation, and the growing number of users of pirated websites are believed to be major factors behind the stagnation in active-user growth and the decline in paid revenue per user.」

    States that changes in user behavior associated with the improving COVID-19 situation contributed to stagnant growth in active users and lower paid revenue per user.
  5. FY2021MaterialisedAnnual report

    「In addition, advertising revenue per unit declined owing to the impact of some customers refraining from advertising and reducing advertising budgets amid the spread of COVID-19, as well as the introduction of ATT (short for App Tracking Transparency, introduced in iOS 14.5).」

    States that the business has actually been affected by customers refraining from advertising, budget reductions and changes in user behavior associated with COVID-19, as well as the decline in advertising revenue per unit.
  6. FY2020-Q3MaterialisedAnnual report

    「In addition, advertising revenue per unit has declined owing to deterioration in the advertising market resulting from the spread of COVID-19, although」

    States that deterioration in the advertising market resulting from the spread of COVID-19 and the decline in advertising revenue per unit have had specific business impacts.
  7. FY2020-Q2First statedAnnual report

    「We will continue to closely monitor the future course of the impact of the spread of COVID-19 on our businesses.」

    Identifies the business impact of the spread of COVID-19 as a new external risk and indicates that developments will be monitored. No specific business impact or quantified effects are disclosed.
Moved together

"Revenue Volatility Driven by Advertiser and Advertising Market Trends" moved the same way as this thread, in the same document, in 4 of its 7 moves.

4422★1234
  1. ★This thread
  2. 1Revenue Volatility Driven by Advertiser and Advertising Market Trends4×
  3. 2Dilution of share value from the exercise of stock acquisition rights4×
  4. 3Intensifying Competition in the Digital Comics Market2×
  5. 4Decline in ad revenue per unit due to the introduction of ATT2×

★ 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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Uncertainty over the Impact of the COVID-19 Pandemic on Business | Amazia,inc. (4424) | Komori