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Gunosy (6047) · RiskMitigatedLatest Earnings presentation (2026-10-14): "Worsened"

Risk of declining user retention

First written in FY2016. 5 of 11 entries say "Mitigated", first in FY2022. Latest entry: 2026-10-14.

11entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020MitigatedFY2023-Q3 – FY2024-Q12016: 12017: 120172018: 020182019: 120192020: 120202021: 020212022: 220222023: 420232024: 020242025: 020252026: 12026
Same theme, other companies
Reducing Churn Through Enhanced Service Functionality and Customer SuccessA theme 19 companies write about · 8 as a headwind · 11 as a tailwind

Gunosy moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.

1 other company's latest entry also says "Worsened".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-14WorsenedEarnings presentation

    「継続率 *2 YoY 84% QoQ 91%」

    継続率が前年同期比・前四半期比で低下し、従来の改善傾向から悪化方向へ変化した。
  2. FY2024-Q1MitigatedAnnual report

    「As measures to improve user retention, which had been pursued since the previous consolidated fiscal year, continued to produce steady results, the Group achieved a 106% year-on-year increase in users.」

    The Group states that measures to improve retention produced results, leading to an increase in the user base year on year.
  3. FY2023MitigatedAnnual report

    「As measures to improve user retention continued to produce steady results, the Group was able to increase its user base from the previous quarter.」

    The Group states that measures to improve retention produced results, leading to an increase in the user base from the previous quarter.
  4. FY2023-Q3MitigatedAnnual report

    「The retention rate of new users acquired through increased investment remained strong as expected, in addition to」

    The retention rate of new users acquired through increased advertising and promotional investment remained strong as expected.
  5. FY2023-Q2RestatedAnnual report

    「During the second quarter of the current fiscal year, retention of new users acquired during the quarter remained stable. Long-term retention also continued to show an improving trend as a result of improvements to algorithms and notification functions.」

    The Group states that the retention rate of new users remained stable and that the improving trend in the long-term retention rate was maintained.
  6. FY2023-Q1MitigatedAnnual report

    「After advertising investment resumed in the previous fiscal year, retention of new users improved steadily. Long-term retention also showed an improving trend as a result of improvements to algorithms and notification functions.」

    The Group states that the retention rate of new users improved steadily, while the long-term retention rate also showed an improving trend due to enhancements to its algorithms and notification features.
  7. FY2022MitigatedAnnual report

    「After resuming advertising and promotional investment during the consolidated fiscal year, the retention rate of new users improved significantly, resulting in improved profitability per user.」

    The Group states that the retention rate of new users improved significantly after it resumed advertising and promotional investment.
  8. FY2020RestatedAnnual report

    「The Group seeks to maintain and improve its retention rate through measures such as improving user convenience and enhancing the information and services offered through its information curation service.」

    The Group continues its policy of maintaining and improving user retention through enhancements to convenience, information, and services.
  9. FY2019RestatedAnnual report

    「The Group seeks to maintain and improve its retention rate through measures such as improving user convenience and enhancing the information and services offered through its information curation service.」

    The Group continues its policy of maintaining and improving the retention rate through enhancements to its UI, information, and services.
  10. FY2017RestatedAnnual report

    「The Group seeks to maintain and improve its retention rate through measures such as improving user convenience and enhancing the information and services offered through its information curation service.」

    The Group continues its policy of maintaining and improving the retention rate by enhancing its UI, information, and services.
  11. FY2016First statedAnnual report

    「If the number of retained users declines due to misjudgment regarding a particular measure, a problem, or other factors, and the retention rate falls short of expectations, this could affect the Group's business and results of operations.」

    The Group identifies downside risk to the retention rate while citing improvements in convenience and enhancements to information and services as countermeasures.
Moved together

"Developing Gunosy into the Standard News Media of a New Era" moved the same way as this thread, in the same document, in 5 of its 11 moves.

554442★123456
  1. ★This thread
  2. 1Developing Gunosy into the Standard News Media of a New Era5×
  3. 2Subscription-based sales of the tea D2C brand “YOU IN”5×
  4. 3New Businesses, External Technology Provision, and External Investments Focused on DX4×
  5. 4Establishing a Position as an Information Platform for Smartphones4×
  6. 5Expansion of Gunosy's download count4×
  7. 6Improving the User Interface and User Experience2×

★ 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 Gunosy yet. It last moved in the Earnings presentation of 2026-10-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of declining user retention | Gunosy Inc. (6047) | Komori