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Lancers (4484) · InitiativeReframedLatest Earnings presentation (2026-11-12): "Advanced"

Three-business structure centred on the online staffing platform sector

First written in FY2021. 6 of 17 entries say "Reframed", first in FY2022. Latest entry: 2026-11-12.

17entries
6years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1RestatedFY2024-Q2 – FY2025-H1ReframedFY2025 – FY20262021: 320212022: 320222023: 220232024: 220242025: 120252026: 62026
Same theme, other companies
Three-business expansion centered on an online staffing platformA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The Group's businesses comprise 3 business models: “matching platform,” “agent” and “consulting & solutions.”」

    The Company reorganised its operations into 3 business models by adding “consulting & solutions,” in which employee consultants and engineers work directly on projects, to its previous structure centred on matching and agent services.
  2. FY2025ReframedAnnual report

    「The Group's businesses comprise 2 business models: “self-matching” and “agent matching.”」

    The Company reorganised its business around 2 models, self-matching and agent matching, rather than the previous 3-business structure. Its core services were also reorganised as Lancers, Tech Agent and Professional Agent.
  3. FY2025-H1RestatedAnnual report

    「In this environment, the Group is focusing on accelerating growth in its matching business, centred on “Lancers,” which directly matches clients (companies) and Lancers (individuals) online; “Lancers Agent,” which introduces freelance talent through agents to meet clients' hiring needs for engineers, designers, marketers and others; and “Professionals On Demand,” which similarly introduces consultants.」

    The Company continues to operate under a structure that consolidates its core services into the matching business and focuses on accelerating growth centred on Lancers, Lancers Agent and Professionals On Demand.
  4. FY2024-Q3RestatedAnnual report

    「During the first quarter, the Company consolidated its Group's core services into a single matching business to further strengthen coordination among the services.」

    The Company continues to operate under a structure that consolidates Lancers, Lancers Agent and Professionals On Demand into the matching business and strengthens coordination among the services.
  5. FY2024-Q2RestatedAnnual report

    「During the first quarter, the Company consolidated its Group's core services into a single matching business to further strengthen coordination among the services.」

    The Company continues to operate under a structure that consolidates its core services into the matching business, reaffirming its policy of strengthening coordination among the services.
  6. FY2024-Q1ReframedAnnual report

    「During the three months ended the first quarter, the Company consolidated its core services into a single matching business, promoted its growth strategy by strengthening coordination among the services, and implemented measures to improve productivity.」

    The Company changed its structure from multiple separate businesses to one in which Lancers, Lancers Agent and Professionals On Demand are consolidated into the matching business, while coordination among services and productivity improvements are advanced.
  7. FY2023-Q1RestatedAnnual report

    「The Company has positioned “Lancers,” a service that directly matches clients (companies) and Lancers (individuals) online, and “Lancers Agent,” a service that introduces freelance talent through agents to meet clients' hiring needs for engineers, designers, marketers and others, as its core businesses, and they are expanding steadily.」

    The Company continues to operate with Lancers and Lancers Agent as its 2 core businesses following the withdrawal from the managed services business announced in the previous consolidated fiscal year.
  8. FY2022ReframedAnnual report

    「The Company will focus on the 2 businesses to further accelerate growth, improve company-wide profitability by fully withdrawing from the managed services business, and aim to achieve sustainable profitability from the fourth quarter onward.」

    The Company changed its portfolio from a 3-business structure centred on the online staffing platform sector to one focused on the marketplace and tech agent businesses, with complete withdrawal from the managed services business.
  9. FY2022-Q3AdvancedAnnual report

    「During the nine months ended the third quarter, the trends in the marketplace and tech agent businesses, the Group's main pre-consolidation business segments, changed as clients resumed economic activity following a temporary decline in new COVID-19 infections. Gross transaction value in the marketplace business increased 22% year on year, although the number of new clients acquired declined slightly as clients' economic activity normalised. Meanwhile, growth in the tech agent business accelerated to 10% year on year as demand for IT talent recovered. In the managed services business, structural transformation is under way in preparation for withdrawal from commissioned services.」

    The trends diverged among the 3 businesses. Gross transaction value in the marketplace business increased 22%, while the tech agent business grew 10% year on year as demand for IT talent recovered. Meanwhile, the managed services business is undergoing structural transformation in preparation for withdrawal from commissioned services.
  10. FY2022-Q2AdvancedAnnual report

    「During the six months ended the second quarter, all 3 pre-consolidation business segments—the marketplace, managed services and tech agent businesses—shifted to a growth trend as new workstyles took hold and demand for digital transformation increased.」

    The Company explained that all 3 businesses previously identified had shifted to a growth trend during the six months ended the second quarter.
  11. FY2022-Q1RestatedAnnual report

    「The business environment surrounding the Group has also changed substantially as a result of the impact of COVID-19.」

    The Company continues to operate multiple businesses centred on the online staffing platform sector. In terms of performance, gross transaction value in the marketplace and managed services businesses grew, while the tech agent business declined slightly.
  12. FY2021First statedAnnual report

    「The Company operates 3 businesses centred on the online staffing platform sector (Note 3): a marketplace business used directly online by companies, a managed services business in which the Group mediates, accepts and manages projects, and a tech agent business in which the Group mediates the introduction of IT talent.」

    The Company organised its operations into 3 businesses—marketplace, managed services and tech agent—and clarified its structure centred on the online staffing platform sector.
Moved together

"Continued growth in transaction volume and revenue across existing businesses" moved the same way as this thread, in the same document, in 5 of its 17 moves.

544322★123456
  1. ★This thread
  2. 1Continued growth in transaction volume and revenue across existing businesses5×
  3. 2Returning to Profitability through Investment Reallocation, Productivity Improvements and a Company-Wide Cost Review4×
  4. 3Post-Acquisition Integration Failures and Goodwill Impairment Risk4×
  5. 4Enhancing the Value of Existing Services and Developing New Services3×
  6. 5Making trust visible and improving matching accuracy through AI and data2×
  7. 6Expansion into the human resources and employment-related fields using work performance data2×

★ 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
Lancers's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Earnings presentation of 2026-11-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Three-business structure centred on the online staffing platform sector | LANCERS,INC. (4484) | Komori