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note (5243) · RiskRestated

Risk of increased cancellations of note and note pro

First written in FY2022. 2 of 3 entries say "Restated". Latest entry: FY2024.

3entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20242023: 120232024: 120242025: 12025
Same theme, other companies
Revenue risks from customer acquisition, retention, churn and ARPU shortfallsA theme 67 companies write about · 66 as a headwind · 2 as a tailwind

29 other companies' latest entry also says "Restated".

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Showing 14 of the 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「As of the end of November 2024, note had 8.93 million cumulative registered members and note pro had 797 paid contracts. Moreover, note pro's customers are diversified across purposes such as recruitment communications, lead generation, branding, and content sales. Accordingly, we believe the risk of a sharp increase in cancellations is low. However, if cancellations were to increase sharply, this could affect the Group's financial position and operating results.」

    The company continues to state that the risk of a sharp increase in cancellations is low and has updated the supporting figures for registered members and paid contracts.
  2. FY2023RestatedAnnual report

    「In addition to these initiatives, as of the end of November 2023, the respective numbers of users of the services were 7.33 million cumulative registered members for note and 734 paid contracts for note pro. Moreover, note pro's customers are diversified across purposes such as recruitment communications, lead generation, branding, and content sales. Accordingly, we believe the risk of a sharp increase in cancellations is low. However, if cancellations were to increase sharply, this could affect the company's financial position and operating results.」

    The company continues to state that the risk of a sharp increase in cancellations is low, updating the supporting figures for registered members and paid contracts to those as of the end of November 2023.
  3. FY2022First statedAnnual report

    「In addition to these initiatives, as of the end of November 2022, the respective numbers of users of the services were 5,853 thousand cumulative registered members for note and 635 paid contracts for note pro. Moreover, note pro's customers are diversified across purposes such as recruitment communications, lead generation, branding, and content sales. Accordingly, we believe the risk of a sharp increase in cancellations is low. However, if cancellations were to increase sharply, this could affect the company's financial position and operating results.」

    The likelihood of occurrence is considered low, with no specific timing, while the potential impact is considered high.
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Risk of increased cancellations of note and note pro | note inc. (5243) | Komori