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SmartDrive (5137) · RiskRestated

Intensifying Competition from Competitors

First written in FY2022. 2 of 3 entries say "Restated". Latest entry: FY2025.

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ProgressHeldSoftenedWorseRestatedFY2022 – FY20252022: 12023: 120232024: 020242025: 12025
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 582 companies write about · 606 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 606 threads.
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  1. FY2025RestatedAnnual report

    「However, if competition intensifies due to improvements in competitors' technological capabilities or the emergence of unforeseen services, the group's financial condition and operating results may be affected by factors including a slowdown in the number of new contracts and an increase in cancellations by existing contract customers.」

    The risk that technological improvements by competitors and the emergence of new services will affect contract and cancellation numbers continues.
  2. FY2023RestatedAnnual report

    「However, if competition intensifies due to improvements in competitors' technological capabilities or the emergence of unforeseen services, the group's financial condition and operating results may be affected by factors including a slowdown in the number of new contracts and an increase in cancellations by existing contract customers.」

    The risk that technological improvements by competitors and the emergence of new services will affect contract and cancellation numbers continues.
  3. FY2022First statedAnnual report

    「However, if competition intensifies due to improvements in competitors' technological capabilities or the emergence of unforeseen services, the group's financial condition and operating results may be affected by factors including a slowdown in the number of new contracts and an increase in cancellations by existing contract customers.」

    The company identifies improvements in competitors' technological capabilities and new services as factors that could affect contract and cancellation numbers.
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Intensifying Competition from Competitors | SmartDrive inc. (5137) | Komori