Komori
Ly (4689) · TargetWorsened

Expanding the Number of Users and Time Spent, Centered on Smart Devices

First written in FY2016. 10 of 18 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

18entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2018-Q2AdvancedFY2020 – FY2022RestatedFY2024 – 2026-05-282016: 320162017: 420172018: 220182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
A management metric focused on increasing the site's monthly user countA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

Ly moved to the "Worse" side of this theme in 2026.

1 other company's latest entry also says "Worsened".

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. FY2026WorsenedAnnual report

    「"LINE MAU/population ratio" 75% or more 79.4% 81.3% "Yahoo! JAPAN DUB" 110 million or more 108 million 107 million」

    The LINE MAU/population ratio was 81.3%, exceeding the target of at least 75%, while Yahoo! JAPAN DUB was 107 million, below the target of at least 110 million and down from 108 million the previous year.
  2. 2026-05-28Cited as achievedGeneral Meetings of Shareholders

    「LINE’s number of monthly active users in Japan surpasses 100 million」

    The Company reported that LINE’s number of monthly active users in Japan exceeded 100 million as an achievement reflecting the expansion of its user base.
  3. FY2025RestatedAnnual report

    「Among other management metrics, the media business continued to perform solidly year on year in terms of daily unique browsers (DUB) for the Yahoo! JAPAN portal, monthly active users (MAU) for the LINE communications app, and the DAU/MAU ratio. The DAU/MAU ratio is the ratio of daily active users (DAU) to MAU, or the activity rate.」

    The Group continues to prioritize Yahoo! JAPAN's DUB and LINE's MAU and DAU/MAU ratio as key usage metrics, which it said remained solid.
  4. FY2024RestatedAnnual report

    「Among other management metrics, the media business continued to perform solidly year on year in terms of monthly logged-in user IDs and logged-in user time spent on the Yahoo! JAPAN portal, as well as monthly active users (MAU) and the DAU/MAU ratio for the LINE communications app. The DAU/MAU ratio is the ratio of daily active users (DAU) to MAU, or the activity rate.」

    The Group continues to prioritize Yahoo! JAPAN's logged-in user metrics and LINE's MAU and DAU/MAU ratio as key metrics, which it said remained solid.
  5. FY2023WorsenedAnnual report

    「While Yahoo! Corporation's monthly logged-in user IDs declined slightly year on year, Yahoo! Corporation's logged-in user time spent, LINE Corporation's monthly active users (MAU), and the daily active users (DAU)-to-monthly active users (MAU) ratio remained solid year on year.」

    Across the Group, usage metrics were solid, including LINE's MAU, while Yahoo! JAPAN's monthly logged-in user IDs declined slightly year on year, indicating some weakness in the user expansion theme.
  6. FY2022AdvancedAnnual report

    「The number of monthly logged-in user IDs for Yahoo! JAPAN was approximately 55 million at fiscal year-end, while LINE's monthly active users in Japan were approximately 92 million, both continuing to grow steadily. In total digital reach in Japan, as measured by a third-party organization in 2021, Yahoo! JAPAN ranked first and LINE ranked third.」

    Yahoo! JAPAN's monthly logged-in user IDs were approximately 55 million and LINE's monthly active users in Japan were approximately 92 million, demonstrating expansion of the user base following the integration with LINE and their digital-reach rankings.
  7. FY2021AdvancedAnnual report

    「The number of monthly logged-in user IDs, a key metric for service usage, continued to grow steadily, reaching 52 million as of the end of the fiscal year. Yahoo! JAPAN ranked first in total digital reach in Japan, as measured by a third-party organization for FY2020.」

    Monthly logged-in user IDs increased to 52 million at fiscal year-end, and Yahoo! JAPAN ranked first in total digital reach in Japan.
  8. FY2020AdvancedAnnual report

    「The number of monthly logged-in user IDs, a key metric for service usage, continued to grow steadily and exceeded 50 million IDs for the first time in FY2019.」

    The number of monthly logged-in user IDs exceeded 50 million for the first time in FY2019, marking a concrete milestone in the expansion of the user base.
  9. FY2019RestatedAnnual report

    「The Group focuses on consolidated revenue, operating income and earnings per share as its principal financial metrics. As service-level metrics, it uses advertising-related revenue, monthly logged-in user IDs, time spent by logged-in users, the number of Yahoo! Premium member IDs, e-commerce transaction value and the number of active credit card members, among others.」

    In addition to consolidated financial metrics, the Group continues to focus on service metrics such as the number of logged-in users and time spent, membership numbers, e-commerce transaction value and card membership numbers.
  10. FY2019-Q1AdvancedAnnual report

    「Revenue from smartphone video advertising increased year on year to ¥850 million.」

    Growth in smartphone advertising continued, with revenue from smartphone video advertising reaching ¥850 million.
  11. FY2018-Q3RestatedAnnual report

    「The share of smartphone advertising in advertising-related revenue continued to increase year on year, reaching 55.2%.」

    The share of smartphone advertising was 55.2%, confirming further year-on-year growth despite remaining at the same level as the previous quarter.
  12. FY2018-Q2AdvancedAnnual report

    「The share of smartphone advertising in advertising-related revenue continued to increase year on year, reaching 55.2%.」

    The share of smartphone advertising increased from 54.8% in FY2018-Q1 to 55.2% year on year.
  13. FY2018-Q1AdvancedAnnual report

    「The share of smartphone advertising in advertising revenue continued to increase year on year, reaching 54.8%.」

    The share of smartphone advertising increased year on year to 54.8%, quantitatively demonstrating the expansion of the smart-device-centered user and revenue base.
  14. FY2017AdvancedAnnual report

    「As a result, more than half of daily unique browsers and page views were accessed through smartphones, indicating steady progress in the shift toward smartphone use of the Group's services. Going forward, the Group aims to further strengthen service offerings through smartphone apps and expand additional revenue opportunities.」

    More than half of daily unique browsers and page views were accessed through smartphones, clearly demonstrating the expansion of a smartphone-centered user base.
  15. FY2017-Q3AdvancedAnnual report

    「The share of advertising revenue generated through smartphones increased year on year.」

    The share of advertising revenue generated through smartphones continued to increase year on year.
  16. FY2017-Q2AdvancedAnnual report

    「The share of advertising revenue generated through smartphones increased year on year.」

    The share of advertising revenue generated through smartphones continued to increase year on year.
  17. FY2017-Q1AdvancedAnnual report

    「The share of smartphone advertising in advertising revenue increased year on year.」

    The share of smartphone advertising increased year on year, indicating progress in metrics related to the smart-device-centered strategy.
  18. FY2016First statedAnnual report

    「Yahoo is pursuing a smart-device-centered strategy, with a particular focus among its target management metrics on increasing the number of users and the time spent per user.」

    The Group identifies the number of users and time spent per user as management metrics and links them to its smart-device-centered strategy.
Moved together

"Growth Through an E-Commerce Revolution" moved the same way as this thread, in the same document, in 10 of its 18 moves.

10108666★123456
  1. ★This thread
  2. 1Growth Through an E-Commerce Revolution10×
  3. 2Expansion of E-Commerce Gross Merchandise Value and User Base10×
  4. 3Making payments and financial services a new core business8×
  5. 4Diversification of Business Activities and Expansion of New Businesses and Services6×
  6. 5Continuous Service Improvement and Enhanced User Experience6×
  7. 6Continued Investment in Networks and Data Centers6×

★ 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 General Meetings of Shareholders of 2026-05-28: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.