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Ly (4689) · InitiativeAdvanced

Customer-Centric End-to-End Integration and LTV Maximization through Connect One

First written in FY2025. 3 of 4 entries say "Advanced", first in 2026-05-08. Latest entry: 2026-07-01.

4entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Advanced2026-05-08 – 2026-07-012025: 120252026: 32026
Same theme, other companies
Cross-platform customer-base utilisation and cross-sellingA theme 9 companies write about · 0 as a headwind · 9 as a tailwind

6 other companies' latest entry also says "Advanced".

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. 2026-07-01AdvancedM&A and Subsidiary Changes

    「For the Tabelog business, we believe it would be possible to develop comprehensive DX solutions for restaurants, including customer acquisition and reservations, DX for store operations and management, customer entry, ordering and payments, CRM (Note 4) and initiatives to encourage repeat visits, by combining LINEヤフー’s strengths, namely LINE’s user base and PayPay’s payment infrastructure, with Tabelog’s restaurant network and reservation infrastructure.」

    A specific collaboration proposal was presented to apply the integration of customer touchpoints, reservations, ordering and payments outlined in the Connect One concept to Kakaku.com’s Tabelog business. It remains at the proposal stage.
  2. FY2026AdvancedAnnual report

    「The Group is also advancing its Connect One concept, a platform that links LINE Official Accounts with the corporate services owned by LINE Yahoo, connects all customer touchpoints end to end, and maximizes LTV (Life Time Value: customer lifetime value). In particular, by promoting LINE Mini Apps, the Group will strengthen service integration for reservations, orders, payments and membership enrollment, and seek to establish a new revenue base by providing an integrated offering from user touchpoints through to transactions.」

    The Connect One concept was given concrete form through the integrated provision of services from reservations, orders and payments to membership enrollment via LINE Mini Apps, in addition to linking LINE Official Accounts with corporate services.
  3. 2026-05-08AdvancedEarnings

    「Our Group is also advancing the “Connect One” concept, a platform that links “LINE Official Accounts” with LINEヤフー’s business services and connects all customer touchpoints seamlessly across online and offline channels.」

    The Connect One concept advanced as a concrete platform initiative linking LINE Official Accounts with business services.
  4. FY2025First statedAnnual report

    「The Company is also advancing its Connect One concept, a platform that links LINE Official Accounts with the corporate services owned by LINE Yahoo, connects all customer touchpoints end to end, and maximizes LTV (Life Time Value: customer lifetime value).」

    The Company identified the Connect One concept, which links LINE Official Accounts with corporate services, as a new platform initiative aimed at connecting customer touchpoints end to end and maximizing customer lifetime value.
Moved together

"Expanding the Business Platform and Synergies through Acquisitions and Consolidation" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Expanding the Business Platform and Synergies through Acquisitions and Consolidation2×
  3. 2Making payments and financial services a new core business2×
  4. 3Consistent Revenue and Profit Growth Since Service Launch2×
  5. 4Marketing Solutions Built Around Multiple Big-Data Sources2×
  6. 5Top Priority: Strengthening Information Security and Personal Information Protection2×
  7. 6Data Governance and Credit Risk Associated with LINE’s Handling of Personal Information2×

★ 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 It last moved in the M&A and Subsidiary Changes of 2026-07-01: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Customer-Centric End-to-End Integration and LTV Maximization through Connect One | LY Corporation (4689) | Komori