Risk Associated with Launching and Monetizing New Services
First written in FY2022. 1 of 4 entries say "Worsened", first in FY2023. Latest entry: FY2025.
tripla moved to the "Worse" side of this theme in 2024, 4 years after the typical company in this theme (2020).
The whole theme swung hardest in 2025: 6 of 14 companies on the "Worse" side.
2 other companies' latest entry also says "Other".
- FY2025Greater specificity regarding risk factorsAnnual report
「For services dependent on system integrations with external partners, changes in the partners’ specifications or outages, and changes in contractual terms, including fee rates, could affect the continuity or quality of service provision.」
In addition to the monetization risk of new services, specific risks relating to external partners’ specifications, outages and contractual terms, as well as development and operating costs and security, were added. - FY2024ReframedAnnual report
「The new services tripla Analytics, tripla Link and tripla Page launched in the fiscal year ended October 2024 may not generate the expected revenue over the medium to long term because their growth potential and profitability remain uncertain.」
The focus shifted from the launch risk of services not yet on sale to the monetization risk arising from uncertainty over the growth potential and profitability of services after launch. - FY2023WorsenedAnnual report
「We recognize that there remains a reasonable possibility that these risks will materialize in the following fiscal year.」
The company expressly identified the monetization risk of new businesses, including Analytics, Link and Page before their sales launch, as a risk that would remain reasonably likely in the following fiscal year. - FY2022First statedAnnual report
「New businesses may take some time to generate stable revenue, which could reduce our operating margin. In addition, new services such as tripla Page (tentative name), tripla Analytics (tentative name) and tripla Channel (tentative name) had not yet commenced sales and involved uncertainty regarding profitability, so the expected revenue may not be generated.」
The company recognized the profitability of new businesses as a risk, including Connect and Pay, which had launched, and Page, Analytics and Channel, which had not yet launched.