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Excite Holdings (5571) · TargetWorsenedLatest Financial results briefing materials (2026-08-14): "Advanced"

Growing Existing Businesses by Expanding the User Base

First written in FY2023. 4 of 12 entries say "Restated". Latest entry: 2026-08-14.

12entries
4years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2024AdvancedFY2025-H1WorsenedFY2026-H1 – FY20262023: 320232024: 320242025: 120252026: 52026
Same theme, other companies
Further Expansion of the User BaseA theme 20 companies write about · 1 as a headwind · 18 as a tailwind

11 other companies' latest entry also says "Advanced".

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「During the fiscal year, the number of paying members for 10-gigabit fiber-optic lines increased steadily, but the number of paying members for existing ISP services remained sluggish. As a result, revenue was ¥3,613,647 thousand, down 2.8% year on year, and operating income was ¥543,507 thousand, down 3.3%.」

    Paying members for 10-gigabit fiber-optic lines increased, while existing ISP-service membership remained sluggish, causing broadband revenue and operating income to fall below the prior-year period.
  2. FY2026-H1WorsenedAnnual report

    「During the six months ended September 30, the number of paying members of the ISP and MVNO services remained sluggish. As a result, revenue was ¥1,805,484 thousand, down 3.6% year on year, and operating income was ¥269,355 thousand, down 8.6%.」

    In the broadband business, paying-member growth remained sluggish, and revenue and operating income fell below the prior-year period.
  3. FY2025-H1AdvancedAnnual report

    「During the six months ended September 30, the counseling service expanded steadily as the Group acquired new members through the acquisition of high-quality fortune tellers and counselors and proactive promotional investment. As a result, revenue was ¥1,807,291 thousand, up 16.2% year on year, and operating income was ¥287,739 thousand, up 12.1%.」

    New-member acquisition progressed, resulting in platform-business revenue growth of 16.2% year on year and operating income growth of 12.1%.
  4. FY2024RestatedAnnual report

    「The Group aims to achieve sustainable growth through “growth in existing businesses” by expanding the user bases of its platform and broadband businesses, “building new business pillars” through proactive investment in SaaS and DX businesses using those earnings foundations, and “strengthening its business portfolio” through M&A.」

    The Group continues to pursue growth in existing businesses through user-base expansion.
  5. FY2024-Q3RestatedAnnual report

    「During the nine months ended December 31, the counseling service expanded steadily as the Group acquired new members through the acquisition of high-quality fortune tellers and counselors and proactive promotional investment. However, page views declined in the media service following a change in the search algorithm logic.」

    The Group again states that new-member acquisition progressed through the acquisition of high-quality fortune tellers and counselors and promotional investment. No specific membership figures are provided.
  6. FY2024-Q2RestatedAnnual report

    「During the six months ended September 30, the counseling service expanded steadily as the Group acquired new members through the acquisition of high-quality fortune tellers and counselors and proactive promotional investment. However, page views declined in the media service following a change in the search algorithm logic.」

    The Group again states that new-member acquisition progressed steadily through the acquisition of high-quality personnel and promotional investment. No specific membership figures are provided.
  7. FY2024-Q1RestatedAnnual report

    「The counseling service expanded steadily as the Group acquired new members through the acquisition of high-quality fortune tellers and counselors and proactive promotional investment. However, page views declined in the media service following a change in the search algorithm logic.」

    The Group states that new-member acquisition progressed and the business expanded steadily, but provides no membership figures.
  8. FY2023First statedAnnual report

    「The Group aims to achieve sustainable growth through “growth in existing businesses” by expanding the user bases of its platform and broadband businesses, “building new business pillars” through proactive investment in SaaS and DX businesses using those earnings foundations, and “strengthening its business portfolio” through M&A.」

    The Group states its policy of growing existing businesses by expanding the user base.
Moved together

"Expanding Media Value and Advertising Revenue Through Original Content" moved the same way as this thread, in the same document, in 7 of its 12 moves.

765432★123456
  1. ★This thread
  2. 1Expanding Media Value and Advertising Revenue Through Original Content7×
  3. 2Management Metrics Emphasizing Revenue Growth and Operating Profit6×
  4. 3Strengthening the Financial Position While Balancing Growth Investment and Financial Discipline5×
  5. 4Risk of New Businesses Falling Short of Plan and Burden of Upfront Investment4×
  6. 5Developing the SaaS and DX business into a new core business3×
  7. 6Expanding Sales and Enhancing the Functions of KUROTEN and FanGrowth2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Excite Holdings yet. It last moved in the Financial results briefing materials of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growing Existing Businesses by Expanding the User Base | Excite Holdings Co.,Ltd. (5571) | Komori