Komori
Ly (4689) · RiskRestated

Uncertainty in Securing a Position in Smart-Device Advertising

First written in FY2016. 7 of 8 entries say "Restated". Latest entry: FY2020-Q3.

8entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q32016: 120162017: 320172018: 120182019: 220192020: 1
Same theme, other companies
Intensifying competition in the digital marketing marketA theme 21 companies write about · 22 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 3 of 8 companies on the "Worse" side.

15 other companies' latest entry also says "Restated".

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.
Showing 14 of the 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. 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 uncertainty over securing a position in smart-device advertising.
  2. FY2019RestatedAnnual report

    「The Group is pursuing a strategy centered on smart devices, with the aim of increasing, among its target management indicators, particularly the number of users and usage time per user.」

    While continuing its smart-device-centered strategy, the Group discloses the possibility that delays in changing the strategy could undermine its competitive advantage.
  3. FY2019-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 uncertainty over securing a position in smart-device advertising.
  4. 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 uncertainty over securing a position in smart-device advertising.
  5. 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 uncertainty over securing a position in smart-device advertising.
  6. FY2017RestatedAnnual report

    「The Group has also adopted a smart-device-first strategy and is responding by prioritizing services for smart devices over services for PCs. However, if smart-device usage expands further, the Group may be unable to achieve a position comparable to that of PCs in terms of user numbers and time spent, potentially resulting in an overall decline in the Group's market share.」

    While advancing its support for smart devices, the Group continues to disclose the risk that it may be unable to secure a position comparable to that of PCs as usage expands.
  7. 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 uncertainty over securing a position in smart-device advertising.
  8. FY2016First statedAnnual report

    「ヤフー has also adopted a smart-device-first strategy and is responding by prioritizing services for smart devices over services for PCs. However, if smart-device usage expands further, ヤフー may be unable to achieve a position comparable to that of PCs in terms of user numbers and time spent, potentially resulting in an overall decline in ヤフー's market share.」

    While advancing its support for smart devices, the company identifies as a risk the possibility that it may be unable to maintain its share of advertising and usage.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Ly yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Uncertainty in Securing a Position in Smart-Device Advertising | LY Corporation (4689) | Komori