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Ly (4689) · RiskRestated

Dependence on Google's search technology and advertising delivery system

First written in FY2016. 7 of 11 entries say "Restated". Latest entry: FY2025.

11entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q3MitigatedFY2021-Q1 – FY20242016: 120162017: 320172018: 120182019: 220192020: 220202021: 020212022: 020222023: 020232024: 120242025: 12025
Same theme, other companies
Dependence on Google's search and advertising delivery technologiesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Contract term: through 31 March 2027」

    The company has reconfirmed that its service provision agreement with Google covering search technology and search-linked advertising delivery technology will continue through 31 March 2027.
  2. FY2024MitigatedAnnual report

    「Contract term: through 31 March 2027」

    The company disclosed that its service provision agreement with Google covering search technology and search-linked advertising delivery technology will continue through 31 March 2027, further deferring the contract-expiry-related dependence risk.
  3. FY2021-Q1MitigatedAnnual report

    「Contract term Through 31 March 2025」

    The term of the service provision agreement with Google covering search technology and search-linked advertising delivery technology changed from 31 March 2021 to 31 March 2025.
  4. FY2020-Q3RestatedAnnual report

    「During the 3rd quarter of the current consolidated fiscal year, there were no material changes in financial position, operating results or cash flows, including any abnormal fluctuations, or in the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on Google's search technology and advertising delivery systems.
  5. FY2019RestatedAnnual report

    「Contract term: through 31 March 2021」

    The company has reconfirmed that its service provision agreement with Google covering search technology and search-linked advertising delivery technology will continue through 31 March 2021.
  6. FY2019-Q3MitigatedAnnual report

    「The term of the Service Provision Agreement (GOOGLE SERVICES AGREEMENT) between ヤフー and Google Asia Pacific Private Limited changed from 31 March 2019 to 31 March 2021.」

    The service provision agreement covering Google's search technology and advertising delivery systems was extended through 31 March 2021.
  7. FY2018-Q3RestatedAnnual report

    「During the 3rd quarter of the current consolidated fiscal year, there were no material changes in financial position, operating results or cash flows, including any abnormal fluctuations, or in the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on Google's search technology and advertising delivery systems.
  8. FY2018-Q1RestatedAnnual report

    「During the 1st quarter of the current consolidated fiscal year, there were no material changes in financial position, operating results or cash flows, including any abnormal fluctuations, or in the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on Google's search technology and advertising delivery systems.
  9. FY2017RestatedAnnual report

    「Contract term: through 31 March 2019」

    The company has reconfirmed its dependence on Google's search technology and search-linked advertising delivery technology, as well as the service provision agreement running through 31 March 2019.
  10. FY2017-Q3RestatedAnnual report

    「During the 3rd quarter of the current consolidated fiscal year, there were no material changes in financial position, operating results or cash flows, including any abnormal fluctuations, or in the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on Google's search technology and advertising delivery systems.
  11. FY2016First statedAnnual report

    「ヤフー currently uses Google Inc.'s search engine and search-linked advertising delivery system. If the relationship between ヤフー and Google Inc. changes, or if any disruption occurs in the operation of Google Inc.'s services, ヤフー's performance or the continued provision of its services itself may be affected.」

    The company disclosed that its service provision agreement with Google runs through 31 March 2019.
Moved together

"Making payments and financial services a new core business" moved the same way as this thread, in the same document, in 3 of its 11 moves.

333322★123456
  1. ★This thread
  2. 1Making payments and financial services a new core business3×
  3. 2Growth Through an E-Commerce Revolution3×
  4. 3Expansion of E-Commerce Gross Merchandise Value and User Base3×
  5. 4Expansion of the consumer business's share of sales3×
  6. 5Achieving and Maintaining an Optimal Capital Structure2×
  7. 6Consistent Revenue and Profit Growth Since Service Launch2×

★ 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
Ly's next results are scheduled for 2026-11-05. Read the earnings preview
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Dependence on Google's search technology and advertising delivery system | LY Corporation (4689) | Komori