Risk of failing to respond to changes in user preferences and interests
First written in FY2022. 6 of 8 entries say "Materialised", first in FY2023. Latest entry: 2026-09-10.
Moi moved to the "Worse" side of this theme in 2023, 1 year before the typical company in this theme (2024).
The whole theme swung hardest in 2026: 9 of 15 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- FY2026MaterialisedAnnual report
「As a result of the expanding shift from point sales to membership subscriptions on our TwitCasting service and the impact of changes in the competitive landscape in Japan's live-streaming services market, monthly average point PU (short for Paid User, meaning the number of paying users) fell below the initial forecast」
Changes in users' payment methods and preferences, together with changes in the competitive landscape, affected actual performance through the number of paying users falling short of expectations. - FY2025MaterialisedAnnual report
「Although point PU fell below the initial forecast due to the continuing impact of changes in the external environment since the previous fiscal year, point ARPPU increased, resulting in a slight increase in point sales revenue, and」
Changes in the external environment continued to result in the number of paying users falling short of expectations, with point PU at 72 thousand, down 3.0% year on year. - FY2024MaterialisedAnnual report
「Monthly average points PU, which stands for Paid Users and represents the number of paying users, fell below the initial forecast, strongly affected by changes in the external environment, including the competitive environment and the diversification of creator activity,」
It states that changes surrounding user and creator activity affected actual performance through the number of paying users falling short of expectations. - FY2023MaterialisedAnnual report
「The company was affected more severely than initially expected by the decline in users' discretionary time and changes in how they used the service following the lifting of COVID-19-related restrictions, as well as the resulting changes in the competitive landscape. Monthly average point PU (short for Paid User, meaning the number of paying users) fell below the initial forecast to 83 thousand, down 7.1% year on year, and」
It stated that changes in users' discretionary time and usage patterns had actually occurred and affected performance through a decline in the number of paying users. - FY2022First statedAnnual report
「Trends tend to change rapidly and significantly, and if we are unable to accurately identify and meet user needs in a timely and appropriate manner due to unforeseen factors, the appeal of the services we provide to users may decline」
Although it plans to respond through feature improvements, the addition of new features and promotions, it recognizes the possibility of user attrition and a decline in spending.