Decline in advertising revenue and growth in data and content services
First written in FY2017-Q1. 12 of 39 entries say "Mitigated", first in FY2019-Q1. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026Overall online advertising recovery, decline in high-margin products, and lower publishing and systems revenueAnnual report
「In the CP business, sales of high-margin products in online advertising declined significantly, although total net advertising revenue showed signs of recovery. Data and content services revenue, which consists of non-advertising revenue based on media, remained broadly flat overall because e-commerce merchandise sales declined due to temporary factors, despite steady expansion in all services excluding e-commerce merchandise sales.」
Total net advertising revenue was ¥1,676.501 million, up 10.5% year on year, while high-margin products declined significantly. Data and content services revenue increased 0.2%, publishing business revenue declined 44.1%, and system revenue declined 4.1%. - FY2026-H1Decline in advertising revenue; increase in data revenue; declines in system and publishing revenueAnnual report
「In the CP business, sales of high-margin products in online advertising declined significantly, although total net advertising revenue showed signs of recovery. Data and content services revenue, which consists of non-advertising revenue based on media, remained generally flat overall, as all services other than e-commerce merchandise sales expanded steadily but e-commerce merchandise sales declined due to temporary factors. As a result, data and content services revenue※2 for the six-month interim period was ¥1,342.871 million, up 7.0% year on year, while net advertising revenue※1 was ¥749.942 million, down 7.5%, system revenue※4 was ¥573.416 million, down 1.9%, and publishing business revenue※3 was ¥110.645 million, down 52.9%.」
Net advertising revenue continued to decline, while data and content services revenue increased. System revenue and publishing business revenue declined, and the partial discontinuation of the publishing business was also disclosed. - FY2025MitigatedAnnual report
「High-margin net advertising revenue improved significantly. Data and content services revenue, which includes various non-advertising services based on media, generally expanded except for e-commerce merchandise sales. Data and content services revenue for the fiscal year was ¥2,502.436 million, up 5.7% year on year. Net advertising revenue was ¥1,517.737 million, up 2.6%.」
Net advertising revenue and data and content services revenue both increased year on year, easing the downward trend in advertising revenue for the full fiscal year. Publishing business revenue and system revenue, meanwhile, declined. - 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.」
Net advertising revenue increased 12.9% year on year and data and content services revenue increased 9.3%, easing the previous downward trend in advertising revenue. Publishing business revenue and system revenue, meanwhile, declined. - FY2024Continued decline in advertising revenue; increase in system revenue, slight increase in data revenue, and decline in publishing revenueAnnual report
「System revenue※4 increased significantly to ¥1,183.962 million, up 25.1% year on year. Data and content services revenue※2 also increased slightly to ¥2,367.715 million, up 0.7%. Meanwhile, high-margin net advertising revenue※1 was ¥1,478.973 million, down 11.0%, continuing to remain below the year-earlier level. Publishing business revenue※3 was ¥511.237 million, down 2.1%.」
Net advertising revenue and publishing business revenue continued to decline, while system revenue increased with contributions from FITP株式会社 and other factors, and data and content services revenue increased slightly. - FY2024-Q3Continued decline in advertising revenue; increase in system revenue, flat data revenue, and decline in publishing revenueAnnual report
「The results of エフ・アイ・ティー・パシフィック株式会社, which became a consolidated subsidiary in the second quarter of the previous fiscal year, continued to contribute. System revenue※4 for the nine-month period increased significantly to ¥917.668 million, up 34.2% year on year, while data and content services revenue※2 was ¥1,753.377 million, down 1.0%, remaining roughly in line with the year-earlier level. Advertising spending on internet media was beginning to recover from its trough but remained insufficient, and high-margin net advertising revenue※1 was ¥1,125.785 million, down 13.8%, continuing to fall below the year-earlier level. Publishing business revenue was ¥364.543 million, down 3.3%.」
System revenue continued to increase with contributions from FITP株式会社, while data and content services revenue remained roughly at the year-earlier level. Net advertising revenue and publishing business revenue declined year on year. - FY2024-Q2Decline in advertising revenue; increases in data and system revenue; decline in publishing revenue (narrower advertising decline than in the previous quarter)Annual report
「In the CP business, the results of エフ・アイ・ティー・パシフィック株式会社, which became a consolidated subsidiary in the second quarter of the previous fiscal year, continued to contribute. Data and content services revenue※2 for the six-month period increased significantly to ¥1,148.842 million, up 7.9%, and system revenue※4 to ¥612.393 million, up 39.5%. Although advertising spending on internet media was beginning to recover from its trough, it remained insufficient, and high-margin net advertising revenue※1 was ¥718.399 million, down 15.2%, remaining below the year-earlier level. Publishing business revenue※3 was ¥243.928 million, down 6.7%.」
Data and content services revenue and system revenue increased, supported by contributions from FITP株式会社, while net advertising revenue declined 15.2% year on year and publishing business revenue also declined. The decline in net advertising revenue narrowed from 22.0% in Q1, although the decline continued. - FY2024-Q1Wider decline in advertising revenue; increases in data and system revenue; decline in publishing revenueAnnual report
「In the CP business, the results of エフ・アイ・ティー・パシフィック株式会社, which became a consolidated subsidiary in the second quarter of the previous fiscal year, continued to contribute, and overall revenue remained firm during the three-month period. However, advertising spending on internet media remained challenging, and high-margin net advertising revenue continued to contract. Data and content services revenue※2 was ¥530.189 million, up 11.5% year on year, and system revenue※4 was ¥293.068 million, up 53.9%. Net advertising revenue※1, meanwhile, was ¥338.331 million, down 22.0%, and publishing business revenue※3 was ¥129.077 million, down 5.7%.」
Data and content services revenue and system revenue increased, supported by contributions from FITP株式会社, while the decline in net advertising revenue widened to 22.0% year on year, and publishing business revenue also declined. - FY2023Decline in advertising revenue; increases in data and system revenue from FITP contributions; decline in publishing revenueAnnual report
「Net advertising revenue※1 was ¥1,660.936 million, down 5.5% year on year, due in part to various regulations affecting performance-based advertising and lower unit prices. Meanwhile, data and content services revenue※2, supported by the results of エフ・アイ・ティー・パシフィック株式会社, which became a consolidated subsidiary during the fiscal year, was ¥2,351.871 million, up 32.5%, and system revenue※3 was ¥946.625 million, up 29.9%. Publishing business revenue※4 was ¥522.175 million, down 9.8%, remaining sluggish due to the reversal of stay-at-home demand and the impact of higher costs.」
Net advertising revenue declined due to regulations affecting performance-based advertising and lower unit prices, while data and content services revenue and system revenue increased with contributions from FITP株式会社 becoming a consolidated subsidiary, and publishing business revenue declined. - FY2023-Q3Decline in advertising revenue; increases in data and system revenue; decline in publishing revenueAnnual report
「During the nine-month period, data and content services revenue※2 increased significantly to ¥1,770.533 million, up 33.4%, and system revenue※4 to ¥683.958 million, up 27.1%, due to business expansion through M&A. Net advertising revenue※1 was ¥1,305.713 million, down 3.4%, due in part to lower unit prices for performance-based advertising, while publishing business revenue※3 was ¥376.904 million, down 16.0%, due in part to the reversal of stay-at-home demand following the end of the COVID-19 pandemic.」
Against a backdrop of business expansion through M&A, data and content services revenue and system revenue increased, while net advertising revenue declined due to lower unit prices for performance-based advertising, and publishing business revenue declined as stay-at-home demand unwound. - FY2023-Q2Flat advertising revenue; increases in data and system revenue; decline in publishing revenueAnnual report
「Net advertising revenue※1 for the six-month period was ¥847.513 million, essentially unchanged year on year, supported by strong affiliate advertising. As business expansion through M&A progressed, data and content services revenue※2 increased significantly to ¥1,064.529 million, up 20.2%, and system revenue※4 to ¥438.884 million, up 27.0%. Publishing business revenue※3, meanwhile, was ¥261.564 million, down 16.1%.」
Net advertising revenue was flat year on year, while data and content services revenue and system revenue increased against a backdrop of business expansion through M&A, and publishing business revenue declined. Since advertising revenue did not decline in this revenue category, the risk profile is not uniform. - FY2023-Q1MitigatedAnnual report
「Net advertising revenue※1 for the three-month period was ¥433.656 million, up 15.6% year on year, as affiliate advertising and performance-based advertising remained strong. Data and content services revenue※2 was ¥475.409 million, up 12.6%, supported by contributions from the JTOPIA business acquired in the fourth quarter of the previous fiscal year and the 決算が読めるようになるノート business acquired in the first quarter. System revenue※4 was ¥190.478 million, up 15.0%, supported by strong commissioned development of owned media.」
Net advertising revenue, data and content services revenue, and system revenue all increased year on year, further easing the group's previous dependence on and downward trend in advertising revenue. Publishing business revenue, meanwhile, declined 2.5% year on year. - FY2022-Q3Continued increase in advertising revenue before application of the accounting standards and in system revenueAnnual report
「Net advertising revenue was ¥1,351.120 million, down 2.2% year on year. Before the application of the revenue recognition accounting standards and other standards, net advertising revenue for the nine-month period ended Q3 was ¥1,606.015 million, up 16.3%. At the beginning of the fiscal year, system revenue increased significantly to ¥538.157 million, up 100.9%, following the inclusion of SAVAWAY株式会社, which operates TEMPOSTAR, a service primarily managing multiple e-commerce shops, in the scope of consolidation after the acquisition of all its shares. Meanwhile, data and content services revenue was ¥1,326.961 million, down 7.8%, and publishing business revenue was ¥448.448 million, down 14.8%.」
After the application of the revenue recognition accounting standards, advertising, data, and publishing revenue declined, while net advertising revenue before application increased and system revenue continued to grow following the acquisition of SAVAWAY. - FY2022-Q2Declines in advertising, data and publishing revenue; increase in system revenueAnnual report
「Net advertising revenue※1 was ¥847.147 million, down 5.4% year on year. Before the application of the revenue recognition accounting standards and other standards, net advertising revenue for the six-month period ended Q2 was ¥1,021.058 million, up 14.0%. At the beginning of the fiscal year, system revenue※4 increased significantly to ¥345.641 million, up 118.2%, following the inclusion of SAVAWAY株式会社, which operates TEMPOSTAR, a service primarily managing multiple e-commerce shops, in the scope of consolidation after the acquisition of all its shares. Meanwhile, data and content services revenue※2 was ¥885.869 million, down 18.6%, falling below the year-earlier level because 株式会社絵本ナビ was excluded from consolidation from Q3 of the previous fiscal year. Publishing business revenue※3 was ¥311.911 million, down 14.8%, below the year-earlier level as demand associated with the previous fiscal year's stay-at-home lifestyle, among other factors, ran its course.」
After the application of the revenue recognition accounting standards, net advertising revenue, data and content services revenue, and publishing business revenue were below the year-earlier levels, while system revenue increased 118.2% following the acquisition of SAVAWAY. - FY2022-Q1Stable advertising demand; increase in system revenue and decline in data revenueAnnual report
「Despite the impact of the COVID-19 pandemic, including the issuance of a state of emergency, advertising demand remained relatively stable. Before the application of the revenue recognition accounting standards and other standards, net advertising revenue for the three-month period ended Q1 was ¥466.937 million, up 26.6% year on year. In the first quarter, system revenue increased significantly to ¥165.662 million, up 95.0%, following the inclusion of SAVAWAY株式会社, which operates TEMPOSTAR, a service primarily managing multiple e-commerce shops, in the scope of consolidation after the acquisition of all its shares. Meanwhile, data and content services revenue was ¥422.201 million, below the year-earlier level because 株式会社絵本ナビ was excluded from consolidation from Q3 of the previous fiscal year.」
Advertising demand remained relatively stable, while net advertising revenue before the application of the accounting standards and system revenue following the acquisition of SAVAWAY increased. Data and content services revenue fell below the year-earlier level due to the exclusion of 絵本ナビ from consolidation. - FY2021MitigatedAnnual report
「Net advertising revenue※1 was ¥1,846.100 million, up 4.1% year on year. In the second quarter, data and content services revenue※2 was ¥1,849.351 million, down 5.3%, due to the partial sale of shares in a consolidated subsidiary. Publishing business revenue※3 was ¥682.940 million, up 72.7%, and system revenue※4 was ¥332.855 million, down 5.1%.」
Net advertising revenue increased year on year, easing the downward trend in advertising revenue. Meanwhile, data and content services revenue declined due to the exclusion of 絵本ナビ from the scope of consolidation, while publishing business revenue grew significantly. - FY2021-Q3Narrowing decline in advertising revenue; growth in publishing revenueAnnual report
「As a result, net advertising revenue※1 for the nine-month period ended Q3 was ¥1,381.171 million, down 3.7% year on year. Data and content services revenue※2 was ¥1,439.905 million, up 3.2%, and publishing business revenue※3 was ¥526.487 million, up 122.4%, while system revenue※4 was ¥267.870 million, down 2.8%.」
Net advertising revenue declined, although the decline narrowed from the previous quarter. Data and content services revenue increased, and publishing business revenue continued to grow significantly, while system revenue declined. - FY2021-Q2Decline in advertising revenue; continued growth in e-commerce and publishing revenueAnnual report
「As a result, net advertising revenue※1 was ¥895.774 million, down 6.7% year on year. Meanwhile, data and content services revenue※2 increased significantly to ¥1,088.307 million, up 18.0%, driven by growth in e-commerce merchandise sales, while publishing business revenue※3 also increased significantly to ¥365.976 million, up 194.3%.」
Against a backdrop of weak advertising demand, net advertising revenue declined, while data and content services revenue, including e-commerce merchandise sales, and publishing business revenue grew significantly. - FY2021-Q1Decline in advertising revenue; increases in e-commerce data and publishing revenueAnnual report
「Net advertising revenue※1 was ¥368.861 million, down 23.5% year on year. Meanwhile, data and content services revenue※2 increased significantly to ¥544.600 million, up 17.5%, driven by growth in e-commerce merchandise sales, while publishing business revenue※3 was ¥168.780 million, up 181.1%.」
Net advertising revenue declined 23.5% year on year, while data and content services revenue increased 17.5% on growth in e-commerce merchandise sales, and publishing business revenue increased 181.1%. - FY2020Slight decline in advertising revenue; increases in data and publishing revenue; decline in system revenueAnnual report
「Net advertising revenue※1 for the fiscal year was ¥1,773.294 million, down 0.9% year on year, data and content services revenue※2 was ¥1,952.051 million, up 6.0%, and publishing business revenue※3 was ¥395.437 million, up 60.6%. System revenue※4 was ¥350.678 million, down 35.0%, due to the sale of shares in certain consolidated subsidiaries.」
Net advertising revenue turned slightly lower, while data and content services revenue and publishing business revenue increased, and system revenue decreased due to the sale of subsidiary shares. - FY2020-Q3Advertising revenue increased, data revenue edged down, publishing revenue increased, and systems revenue declinedAnnual report
「As a result, net advertising revenue※1 for the nine-month period ended Q3 was ¥1,434.034 million, up 8.4% year on year, data and content services revenue※2 was ¥1,395.779 million, down 0.8%, and publishing business revenue※3 was ¥236.766 million, up 29.6%. System revenue※4 was ¥275.718 million, down 34.1%, due to the sale of shares in certain consolidated subsidiaries.」
Net advertising revenue increased, while data and content services revenue declined slightly, publishing business revenue increased, and system revenue decreased due to the sale of shares in certain consolidated subsidiaries. - FY2020-Q2Advertising revenue increased, data revenue was flat, and systems revenue declinedAnnual report
「In addition, online advertising revenue※1 for the six-month cumulative period of the second quarter under review increased 12.8% year on year to ¥959,919 thousand, while revenue from data and content services※2 was broadly unchanged from the previous fiscal year's corresponding period at ¥922,154 thousand, and publishing business revenue※3 increased 3.5% to ¥124,373 thousand. Meanwhile, systems revenue※4 decreased 26.8% to ¥177,058 thousand following the sale of shares in certain consolidated subsidiaries.」
The increase in online advertising revenue and flat revenue from data and content services restrained the previous trend of declining advertising revenue, while systems revenue declined due to the impact of the sale of shares in certain consolidated subsidiaries. - FY2020-Q1MitigatedAnnual report
「Online advertising revenue※1 increased 34.1% year on year to ¥482,321 thousand. Revenue from data and content services※2 also remained firm, increasing 7.6% to ¥463,605 thousand. Publishing business revenue※3 increased 1.0% to ¥60,041 thousand, while systems revenue※4 decreased 23.4% to ¥88,966 thousand.」
Although PV volume declined, online advertising revenue and revenue from data and content services increased year on year, easing the previous trend of declining advertising revenue. Meanwhile, systems revenue declined. - FY2019MitigatedAnnual report
「Online advertising revenue※1 increased 34.4% year on year to ¥1,789,785 thousand, and revenue from data and content services※2 increased 4.9% to ¥1,841,957 thousand. Meanwhile, publishing business revenue※3 decreased 20.0% to ¥246,209 thousand and systems revenue※4 decreased 1.9% to ¥539,206 thousand following the sale of shares in certain consolidated subsidiaries during the previous consolidated fiscal year.」
Increases in online advertising revenue and revenue from data and content services were confirmed for the full year, easing the previous trend of declining advertising revenue. Meanwhile, publishing business revenue and systems revenue declined. - FY2019-Q3MitigatedAnnual report
「As a result, online advertising revenue※1 for the nine-month cumulative period of the third quarter under review increased 34.6% year on year to ¥1,322,643 thousand, and revenue from data and content services※2 increased 8.8% to ¥1,406,618 thousand. Meanwhile, publishing business revenue※4 decreased 25.2% to ¥182,753 thousand following the sale of shares in certain consolidated subsidiaries, while systems revenue※3 decreased 8.1% to ¥418,629 thousand.」
The year-on-year increases in online advertising revenue and revenue from data and content services continued, further easing the previous trend of declining advertising revenue. Meanwhile, publishing business revenue and systems revenue declined. - FY2019-Q2MitigatedAnnual report
「As a result, online advertising revenue※1 for the six-month cumulative period of the second quarter under review increased 38.8% year on year to ¥850,653 thousand, and revenue from data and content services※2 increased 8.3% to ¥922,175 thousand. Meanwhile, publishing business revenue※4 decreased 25.7% to ¥120,124 thousand following the sale of shares in certain consolidated subsidiaries, while systems revenue※3 decreased 5.5% to ¥241,861 thousand.」
Online advertising revenue and revenue from data and content services increased year on year, further easing the previous trend of declining advertising revenue. Meanwhile, publishing business revenue and systems revenue declined. - FY2019-Q1MitigatedAnnual report
「Revenue from online advertising※1 increased 20.0% year on year to ¥359,735 thousand, due to contributions from a business newly launched in the previous consolidated fiscal year. Revenue from data and content services※2 also remained firm, increasing 5.4% to ¥430,977 thousand. Meanwhile, publishing business revenue※4 decreased 25.7% to ¥59,447 thousand following the sale of shares in certain consolidated subsidiaries, and media and systems revenue※3 decreased 13.6% to ¥116,084 thousand.」
Online advertising revenue and revenue from data and content services increased year on year, partially easing the previous trend of declining advertising revenue. Meanwhile, publishing business revenue and media and systems revenue declined. - FY2018RestatedAnnual report
「Online advertising revenue decreased 1.3% year on year to ¥1,331,387 thousand. Meanwhile, media and systems revenue increased 59.1% to ¥549,587 thousand, partly due to contributions from a newly consolidated subsidiary, while revenue from data and content services also remained firm, increasing 8.3% to ¥1,756,360 thousand.」
While online advertising revenue continued to decline, media and systems revenue and revenue from data and content services continued to increase, indicating a change in the revenue mix for the full year as well. - FY2018-Q3RestatedAnnual report
「The monthly average PV volume for the nine-month cumulative period of the third quarter under review (the nine-month average from July 2017 to March 2018) was 152,678 thousand PV/month, up 7.1% from the monthly average of 142,617 thousand PV/month for the previous consolidated fiscal year (12-month average) and up 6.7% from the monthly average of 143,104 thousand PV/month for the cumulative period of the third quarter of the previous fiscal year (the nine-month average from July 2016 to March 2017), but online advertising revenue※1 decreased 5.3% year on year to ¥982,607 thousand. Meanwhile, media and systems※2 increased 57.7% year on year to ¥455,545 thousand, driven by contributions from a newly consolidated subsidiary, while data and content services※3 increased 4.4% to ¥1,292 thousand and remained firm.」
While online advertising revenue continued to decline despite the increase in PV volume, media and systems revenue and revenue from data and content services continued to increase, driven by contributions from a newly consolidated subsidiary. - FY2018-Q2RestatedAnnual report
「As a result, online advertising revenue※1 for the six-month cumulative period of the second quarter under review was ¥612,787 thousand, down 12.0% year on year, while revenue from data and content services※2 increased 5.4% to ¥851,148 thousand and media and systems revenue※3 increased 22.5% to ¥256,008 thousand.」
While online advertising revenue declined against a backdrop of lower PV volume year on year, revenue from data and content services and media and systems revenue continued to increase. - FY2018-Q1RestatedAnnual report
「Because the company was unable to spend as much on advertising and promotion as in the corresponding period of the previous fiscal year, PV volume declined and online advertising revenue※1 fell 14.2% year on year to ¥299,874 thousand. Meanwhile, media and systems revenue※2 increased 9.8% year on year to ¥134,387 thousand.」
While online advertising revenue continued to decline against a backdrop of lower PV volume, media and systems revenue, including support for the development and operation of owned media and other services, increased, reflecting the continuing shift in the revenue mix away from advertising and toward non-advertising revenue. - FY2017RestatedAnnual report
「As a result, online advertising revenue※1, our primary revenue source, was ¥1,349,286 thousand, down 15.5% year on year. Meanwhile, revenue from data and content services※2 increased 9.4% to ¥1,622,230 thousand, due in part to contributions from businesses acquired through M&A within the past 3 years.」
Online advertising revenue declined for the full year, while revenue from data and content services increased due in part to contributions from businesses acquired through M&A. - FY2017-Q3RestatedAnnual report
「As a result, performance advertising revenue, our primary revenue source centered on programmatic advertising※1, was ¥571,126 thousand, down 24.9% year on year. Performance advertising revenue comprises programmatic advertising, including ad networks※2, and affiliate advertising※3. Proposal-based advertising revenue increased 4.3% to ¥363,192 thousand, while direct advertising revenue decreased 15.0% to ¥103,081 thousand. In addition, revenue from data and content services increased 16.3% to ¥1,238,985 thousand, due in part to contributions from businesses acquired through M&A within the past 3 years.」
Against a backdrop of lower PV and UU volumes, performance advertising and direct advertising revenue declined, while revenue from data and content services continued to increase due in part to contributions from businesses acquired through M&A. - FY2017-Q2RestatedAnnual report
「As a result, performance advertising revenue, our primary revenue source centered on programmatic advertising※1, was ¥483,951 thousand, down 19.0% year on year. Performance advertising revenue comprises programmatic advertising※2, including ad networks, and affiliate advertising※3. Proposal-based advertising revenue was ¥235,312 thousand, down 0.4%, and direct advertising revenue was ¥69,230 thousand, down 17.6%. Meanwhile, revenue from data and content services increased 27.8% year on year to ¥807,172 thousand, due in part to contributions from businesses acquired through M&A within the past 3 years.」
While the decline in advertising-related revenue continued due to lower PV volume, revenue from data and content services continued to increase due in part to contributions from businesses acquired through M&A. - FY2017-Q1First statedAnnual report
「Although PV volume edged up, performance advertising revenue, our primary revenue source, centered on programmatic advertising, was ¥207,437 thousand, down 20.8% year on year, due in part to lower affiliate advertising revenue. Performance advertising revenue comprises programmatic advertising※2, including ad networks※1, and affiliate advertising※3. Proposal-based advertising revenue was ¥99,505 thousand, down 6.9% year on year, while direct advertising revenue was ¥42,372 thousand, up 2.5%. In addition, revenue from data and content services increased 31.0% year on year to ¥387,692 thousand, due in part to contributions from businesses acquired through M&A within the past 3 years.」
While PV volume increased, revenue from performance advertising and proposal-based advertising declined, whereas revenue from data and content services increased due in part to contributions from businesses acquired through M&A.