New Entrants to and Intensifying Competition in the Unwanted-Call Filtering Market
First written in FY2020. 2 of 4 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2026: 31 of 90 companies on the "Worse" side.
- FY2025RestatedAnnual report
「The Company currently holds a high market share in the security market for filtering nuisance calls. However, as the market expands, there is a risk that new entrants, including companies from other industries and overseas companies, will increase, resulting in intensified competition through price competition and technological innovation.」
The Company continues to recognize the risks of entry by companies from other industries and overseas, price competition and intensifying competition through technological innovation. - FY2024WorsenedAnnual report
「However, as the market expands, there is a risk that new entrants, including companies from other industries and overseas companies, will increase, resulting in intensified competition through price competition and technological innovation. There is also a possibility that services similar to the Company's business model could be launched in the market within a short period, weakening the Company's advantages, and that competitors could catch up in the accuracy and scale of user-data collection.」
In addition to the existing risks of new entrants and intensifying competition, the Company specifically identified entry by companies from other industries and overseas, rapid launches of similar services, and competitors catching up in its data infrastructure. - FY2021RestatedAnnual report
「However, if the expansion of the market leads to an increase in new entrants and intensifying competition, this may affect the Company's business and performance.」
The Company continues to disclose the risks of new entrants and intensifying competition as the nuisance-call filtering market expands. - FY2020First statedAnnual report
「However, if the expansion of the market leads to an increase in new entrants and intensifying competition, this may affect the Company's business and performance.」
In addition to explaining its current competitive advantages and barriers to entry, the Company disclosed new entrants and intensifying competition arising from market expansion as risks.