Excite Holdings (5571) · RiskRestated
Monetization Risk from Low Barriers to Entry and Intensifying Competition
First written in FY2023. 2 of 3 entries say "Restated". Latest entry: FY2026.
3entries
4years
0from disclosures
How it moved
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 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 607 threads.Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「Because the characteristics of new businesses make it difficult to establish and maintain a stable earnings structure amid unknown possibilities and intense competition, we recognize this as a risk.」
The Company continues to recognize the difficulty of establishing and maintaining stable earnings structures because of low entry barriers and intense competition. - FY2024RestatedAnnual report
「The Internet industry is still developing and uses standardized technologies and relatively inexpensive equipment. Entry barriers for new businesses are therefore low.」
The Company continues to recognize that low entry barriers and intense competition make it difficult to establish and maintain a stable earnings structure in new businesses. - FY2023First statedAnnual report
「The Internet industry is still developing and uses standardized technologies and relatively inexpensive equipment. Entry barriers for new businesses are therefore low.」
The Company explains that low entry barriers make it difficult to establish and maintain a stable earnings structure in new businesses.