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Poper (5134) · RiskRestatedLatest Earnings presentation (2026-03-16): "Reframed"

Intensifying Competition from Other Companies and New Market Entrants

First written in FY2022. 6 of 8 entries say "Restated". Latest entry: 2026-03-16.

8entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2025-H12023: 420232024: 220242025: 120252026: 12026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-03-16ReframedEarnings presentation

    「Even if new entrants using AI emerge, we already have a strong network based on a customer base of more than 2,000 companies and deployments at over 6,000 classrooms, and we believe it would be difficult to replicate this in a short period.」

    AI-enabled new entrants were identified as a source of competitive pressure, while the existing customer base and deployment record were presented as competitive factors.
  2. FY2025-H1RestatedAnnual report

    「During the current interim accounting period, there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    There are no material changes regarding the risk of intensifying competition from other companies and new entrants.
  3. FY2024-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    There are no material changes regarding the risk of intensifying competition from other companies and new entrants.
  4. FY2023RestatedAnnual report

    「The outflow of customers and increased costs resulting from intensifying competition with companies providing EdTech services, as we do, and new entrants may affect the company's business and performance.」

    There are no material changes to the risk of intensifying competition from other companies and new entrants or to the company's response policy based on agile development.
  5. FY2023-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    No material changes have been disclosed regarding the risk of intensifying competition from other companies and new entrants.
  6. FY2023-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    No material changes have been disclosed regarding the risk of intensifying competition from other companies and new entrants.
  7. FY2023-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes have been disclosed regarding the risk of intensifying competition from other companies and new entrants.
  8. FY2022First statedAnnual report

    「The outflow of customers and increased costs resulting from intensifying competition with companies providing EdTech services and new entrants may affect the company's business and performance.」

    The company aims to improve its competitiveness by enhancing functionality, expanding its service lineup and responding quickly to customer needs.
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 Poper yet. It last moved in the Earnings presentation of 2026-03-16: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Intensifying Competition from Other Companies and New Market Entrants | POPER Co.,Ltd. (5134) | Komori