Seasonality Driven by Student Recruitment and Course Periods at Tutoring Schools
First written in FY2022. 8 of 12 entries say "Materialised", first in FY2023-Q1. Latest entry: 2026-09-14.
Poper moved to the "Worse" side of this theme in 2023.
The whole theme swung hardest in 2023: 1 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- FY2025MaterialisedAnnual report
「A temporary lull was seen from May to June as enrollment for the new academic year ran its course, but this was attributable to the cram-school industry's inherent seasonality and remained within expectations. From July onward, student recruitment for summer courses gained momentum, returning the business to a growth trajectory.」
Although a temporary lull in the metrics actually occurred after enrollment for the new academic year ran its course, they recovered ahead of the summer courses, and KPIs maintained an upward trend for the full year. - FY2025-H1MaterialisedAnnual report
「The number of paying student IDs and other metrics temporarily declined slightly from the end of the first quarter of the fiscal year ending October 2025. This was a temporary seasonal decline accompanying the annual changeover between school grades, and the company expects a gradual recovery through summer courses and other measures.」
The seasonal impact of the changeover between school grades actually occurred, and the number of paying student IDs declined slightly from the end of the first quarter. - FY2024-Q2MaterialisedAnnual report
「The increase in paying student IDs was limited to a slight increase because the number of students at existing cram schools declined as the new academic year began.」
The number of students at existing cram schools declined due to the seasonal changeover between academic years, and this actually limited the increase in paying student IDs to a slight increase. - FY2023RestatedAnnual report
「At present, revenue is not concentrated in any particular quarter as the business expands, but these customers offer regular classes as well as spring, summer and winter courses, summer camps and New Year's intensive courses.」
The company continues to recognize the risk of seasonal fluctuations in quarterly revenue, but states that revenue is not currently concentrated in any particular quarter. - 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 seasonal fluctuations due to cram-school enrollment and course schedules. - FY2023-Q2MaterialisedAnnual report
「The number of paying student IDs declined from the first quarter due in part to cancellations by large cram-school chains with low average fees that use only the communications functionality, as well as the changeover between academic years.」
The disclosure states that the number of paying student IDs declined from the first quarter due to seasonal factors such as the changeover between academic years. - FY2023-Q1MaterialisedAnnual report
「Growth slowed due in part to the timing of new customers starting to use the service being pushed back to February 2023 or later because of the busy season for cram schools, including winter courses and New Year's intensive courses.」
Seasonal factors affecting cram schools pushed back the start dates for new customers, slowing customer acquisition in the first quarter. - FY2022First statedAnnual report
「The company's revenue depends on the number of instructors and students at corporate customers, including cram-school operators and educational corporations, and tends to be affected by the timing of student recruitment by these customers.」
The company plans to mitigate the risk by smoothing revenue throughout the year through new business development.