Intensifying Competition in the Collaboration Tools Market
First written in FY2022. 2 of 5 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
- FY2026WorsenedAnnual report
「In addition, the company believes that advances in AI technology are increasing the possibility that companies from other industries will enter this market.」
In addition to existing competitors and new entrants from the cloud market, the company has newly identified the possibility of entry from other industries driven by advances in AI technology, broadening the scope of competitive risk. - 2026-05-14WorsenedEarnings presentation
「② Lower barriers to entry and commoditization: SaaS competitive advantages are rooted not in the number of features but in “deep fit with the Japanese market,” “trust in the brand and a culture of word-of-mouth referrals,” and “relationships with customers built over nearly 20 years.” These cannot be replicated by AI in a short period.」
The discussion of competition risk now includes the possibility of short-term imitation of features by AI and commoditization. - FY2024RestatedAnnual report
「The collaboration tools market in which the Group operates has multiple competitors, and as cloud markets such as SaaS become more widespread, new competitors of all sizes may enter the market. The Group is working to maintain its competitiveness by strengthening its service development capabilities and continuously improving its services.」
The company has reaffirmed the risk of intensifying competition from existing competitors and new entrants, as well as its response through stronger development capabilities and service improvements. - FY2023RestatedAnnual report
「There are multiple competitors, and as cloud markets such as SaaS become more widespread, new competitors of all sizes may enter the market.」
The company has reaffirmed the risk of intensifying competition from existing competitors and new entrants to the cloud market. - FY2022First statedAnnual report
「If intensifying competition with existing and new competitors prevents the Group from pursuing its expected business development, this could affect its operating results and financial position.」
In addition to existing competitors, the company identifies new market entrants accompanying the expansion of the cloud market as a risk.