Dependence on Advertising and Marketing Revenue
First written in FY2018. 8 of 27 entries say "Materialised", first in FY2020-Q3. Latest entry: 2026-10-08.
Iid moved to the "Worse" side of this theme in 2023.
0 other companies' latest entry also says "Advanced".
- FY2026Overall online advertising recovering, but high-margin offerings decliningAnnual report
「Although revenue from high-margin offerings in online advertising declined substantially, overall online advertising revenue was recovering.」
Concern over dependence on advertising eased to some extent for online advertising as a whole, but the decline in revenue from high-margin offerings continued. - FY2026-H1MaterialisedAnnual report
「High-margin online advertising revenue struggled amid continuing difficult business conditions, while data and content provision revenue, including revenue from various media-based services other than advertising, remained strong.」
Regarding the risk associated with dependence on advertising and marketing income, the Company stated that high-margin online advertising revenue had declined 7.5% year on year and that difficult business conditions were continuing. - FY2025MitigatedAnnual report
「High-margin net advertising revenue improved significantly. Data and content services revenue, which includes various non-advertising services based on media, also generally expanded, except for e-commerce merchandise sales.」
Online advertising revenue increased 2.6% from the previous fiscal year, while data and content provision revenue increased 5.7%. The concern over dependence on advertising and marketing income was stated to have eased for the full fiscal year. - FY2025-H1MitigatedAnnual report
「High-margin net advertising revenue improved significantly. Data and content services revenue, which includes various non-advertising services based on media, also generally expanded, except for e-commerce merchandise sales.」
Online advertising revenue increased 12.9% year on year, and the concern over dependence on advertising and marketing income was stated to have eased in the interim period. - FY2024MaterialisedAnnual report
「Although advertising placements on internet media were beginning to bottom out, they remained insufficient. High-margin online advertising revenue※1 amounted to ¥1,478.973 million, remaining below the previous fiscal year's level, down 11.0% from the previous fiscal year.」
Advertising placements did not recover sufficiently, and high-margin online advertising revenue declined for the full fiscal year. - FY2024-Q3MaterialisedAnnual report
「Although advertising placements on internet media were beginning to bottom out, they remained insufficient. High-margin online advertising revenue※1 amounted to ¥1,125.785 million, remaining below the year-earlier level, down 13.8% year on year.」
Although advertising placements were beginning to bottom out, they had not returned to sufficient levels, and the year-on-year decline in high-margin online advertising revenue continued. - FY2024-Q2MaterialisedAnnual report
「Although advertising placements on internet media were beginning to bottom out, they remained insufficient. High-margin online advertising revenue※1 amounted to ¥718.399 million, down 15.2% year on year.」
Regarding the risk associated with dependence on advertising and marketing income, advertising placements remained insufficient, and the decline in high-margin online advertising revenue of 15.2% year on year continued. - FY2024-Q1MaterialisedAnnual report
「Advertising placements on internet media remained challenging, and high-margin online advertising revenue was on a declining trend.」
Regarding the risk associated with dependence on advertising and marketing income, challenging conditions for advertising placements continued, and a decline in high-margin online advertising revenue actually occurred. - FY2023MaterialisedAnnual report
「Online advertising revenue※1 amounted to ¥1,660.936 million, down 5.5% from the previous fiscal year, partly due to various regulations affecting programmatic advertising and falling rates.」
Regarding the risk associated with dependence on advertising income, online advertising revenue actually declined due to regulations affecting programmatic advertising and falling rates. - FY2023-Q3MaterialisedAnnual report
「Meanwhile, the socioeconomic environment remained highly uncertain. Normally, across the CP business as a whole, orders for high-margin projects such as additional advertising placements build substantially toward March, the fiscal year-end of major customers, but this fiscal year the result fell short of expectations.」
Regarding the risk associated with dependence on advertising and marketing income, the Company stated that an actual shortfall had occurred in orders for high-margin projects, including additional advertising placements toward customers' fiscal year-ends. - FY2023-Q1MitigatedAnnual report
「Online advertising revenue※1 for the cumulative first quarter amounted to ¥433.656 million, up 15.6% year on year, as affiliate advertising and proposal-based advertising remained strong.」
Although the risk associated with dependence on advertising demand remained, affiliate advertising and proposal-based advertising remained strong, and online advertising revenue increased year on year. - FY2022-Q3MitigatedAnnual report
「In the CP business, the negative impact of COVID-19 remained minor, advertising demand remained stable, and the other businesses also performed generally well.」
The Company explained that the impact of COVID-19 on advertising and marketing demand was minor and that advertising demand remained stable. - FY2022-Q1MitigatedAnnual report
「Although the Company was affected by COVID-19, including the declaration of a state of emergency, advertising demand remained relatively stable.」
Although the risk associated with dependence on advertising and marketing income remained, the Company stated that advertising demand remained relatively stable during the first quarter despite the impact of COVID-19. - FY2021RestatedAnnual report
「With respect to the current COVID-19 pandemic, advertising demand is recovering from the decline in willingness to place advertisements and the fall in advertising rates, but a further wave of infections could have a material impact on the Group's performance.」
Although the risk associated with dependence on advertising and marketing income remained, the Company explained that willingness to place advertisements and advertising rates were still recovering. - FY2021-Q3Advertising demand on a recovery trendAnnual report
「During the third quarter of the current consolidated fiscal year, from January to March 2021, the impact of COVID-19 was limited, and advertising demand began to recover toward March 2021.」
Although the risk associated with dependence on advertising and marketing income remained, the Company explained that the impact of COVID-19 was limited during the third quarter and that advertising demand was recovering. - FY2021-Q2RestatedAnnual report
「During the second quarter of the current consolidated fiscal year, from October to December 2020, advertising demand still had not recovered sufficiently, owing in part to the impact of COVID-19 and other factors.」
Weak advertising demand caused by COVID-19 and other factors continued into the second quarter, and the Company continued to recognize the risk associated with dependence on advertising and marketing income. - FY2021-Q1RestatedAnnual report
「In the CMP business, the Group's main segment, advertising demand did not recover sufficiently during the first quarter of the current consolidated fiscal year, from July to September 2020, following the fourth quarter of the previous consolidated fiscal year, from April to June 2020. This was due to the cancellation or downsizing of live events and other factors caused by COVID-19, as well as subdued consumer sentiment resulting from requests to refrain from going out.」
The Company continued to report that advertising demand had not yet recovered sufficiently due to the cancellation or downsizing of events, requests to refrain from going out and subdued consumer sentiment associated with COVID-19. - FY2020RestatedAnnual report
「With respect to the current COVID-19 pandemic, advertising demand is recovering from the decline in willingness to place advertisements and the fall in advertising rates, but a further wave of infections could have a material impact on the Group's performance.」
The Company continued to disclose its dependence on advertising and marketing income and the potential impact of economic conditions and the spread of infections on advertising demand, and explained that willingness to place advertisements and advertising rates were still recovering. - FY2020-Q3MaterialisedAnnual report
「However, the Company was also affected to some extent during the third quarter by the spread of COVID-19, including a decline in advertising demand from around mid-February.」
Regarding the risk associated with dependence on advertising and marketing income, the Company stated that the decline in advertising demand accompanying the spread of COVID-19 had some impact during the third quarter. - FY2018First statedAnnual report
「Because the Group's CMP business operates web media, its revenue depends on advertising and marketing income from its target corporate customers. The internet advertising market has been expanding year after year and has become the second-largest advertising medium after television, even compared with the four mass-media categories of newspapers, magazines, television and radio. However, marketing activities are highly susceptible to economic conditions, and any contraction in marketing activity could have a material impact on the Group's business and performance.」
The risk that the CMP business depends on advertising and marketing income, and that a contraction in marketing activity due to economic conditions could affect performance, has been disclosed as a separate item for the first time.