Komori
OPEN Group (6572) · TargetAdvanced

Growth in Affiliate Advertising Transaction Volume and Market Share

First written in FY2021. 17 of 23 entries say "Advanced", first in FY2022-Q2. Latest entry: 2026-10-15.

23entries
6years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q2 – FY2023-Q3AdvancedFY2024-Q1 – 2026-10-152021: 320212022: 420222023: 420232024: 420242025: 220252026: 62026
Same theme, other companies
Affiliate Advertising Business for External Clients Leveraging In-House Know-HowA theme 12 companies write about · 1 as a headwind · 18 as a tailwind

The whole theme swung hardest in 2019: 2 of 7 companies on the "Worse" side.

6 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15AdvancedEarnings presentation

    「成果報酬型広告取扱高 2028.2期を目途に シェアNo.1   年間300億円」

    成果報酬型広告の取扱高について、2028年2月期を目途とするシェアNo.1及び年間300億円の事業目標を明示している。
  2. FY2027-H1AdvancedAnnual report

    「In the ad automation business, the human resources and financial categories remained solid, resulting in higher revenue and profit.」

    Among the fields targeted for expansion of transaction volume and transaction share, the human resources and financial categories remained solid.
  3. 2026-07-15AdvancedEarnings presentation

    「We aim to become No. 1 in transaction volume in the performance-based advertising industry by maintaining competitive fee rates through exceptional productivity exceeding 2–3 times that of competitors.」

    The company presented productivity improvements through hyperautomation and fee-rate improvements as means of expanding transaction share, with targets of No. 1 market share and annual transaction volume of ¥30 billion by around the fiscal year ending February 2028.
  4. FY2026RaisedAnnual report

    「Using the competitive advantage provided by automation, the Company plans to expand transaction volume and market share in Japan's affiliate advertising market, which exceeds ¥400 billion.」

    The estimated size of Japan's affiliate advertising market was updated from more than ¥300 billion to more than ¥400 billion, and the Company continues to expand transaction volume and market share by using automation as a competitive advantage.
  5. FY2026-H1AdvancedAnnual report

    「In the Ad Automation business, the core human resources category grew. Meanwhile, revenue declined as the Company proceeded with the restructuring of projects that had increased earnings volatility. Commission rates partially improved for programs that increased market share, and profit margins improved as cost controls were strengthened, resulting in higher profit.」

    The core category grew, commission rates improved for programs that increased market share, and profit margins improved through cost control. Meanwhile, revenue declined as projects were restructured.
  6. FY2025AdvancedAnnual report

    「In the Ad Automation business, transaction volume increased in the human resources category and newly entered fields. Commission rates partially improved for programs that increased market share, and profit margins also improved as cost controls were strengthened.」

    In connection with the policy of expanding transaction volume and market share, the Company disclosed full-year results showing increased transaction volume in the human resources category and newly entered fields, partially improved commission rates, and improved profit margins.
  7. FY2025-H1AdvancedAnnual report

    「In the Ad Automation business, transaction volume increased in the human resources category and newly entered fields. Commission rates partially improved for programs that increased market share, and profit margins also improved as cost controls were strengthened.」

    In connection with efforts to expand transaction volume and market share, transaction volume increased in the human resources category and newly entered fields, and both commission rates and profit margins improved.
  8. FY2025-Q1AdvancedAnnual report

    「In the Ad Automation business, transaction volume increased in the human resources category and newly entered fields. Commission rates partially improved for programs that increased market share, and profit margins also improved as cost controls were strengthened.」

    Transaction volume increased in the human resources category and newly entered fields, while commission rates partially improved and profit margins improved through cost control for programs that increased market share.
  9. FY2024AdvancedAnnual report

    「In the Robot Transformation business, transaction volume increased in the human resources category and newly entered fields. Commission rates partially improved for programs that increased market share, and profit margins also improved as cost controls were strengthened.」

    As part of efforts to expand transaction volume and market share, transaction volume increased in the human resources category and newly entered fields, and commission rates partially improved for programs that increased market share.
  10. FY2024-Q3AdvancedAnnual report

    「In the robot transformation business, transaction volume grew in the recruitment category and newly entered fields. In addition, some commission rates improved in programs where transaction share increased, and profit margins improved as cost controls were strengthened.」

    Transaction volume increased in the human resources category and newly entered fields, while commission rates partially improved and profit margins improved for programs that increased market share.
  11. FY2024-Q2AdvancedAnnual report

    「In the robot transformation business, transaction volume grew in the recruitment category and newly entered fields. In addition, some commission rates improved in programs where transaction share increased, and profit margins improved as cost controls were strengthened.」

    While previous quarters had described reducing commission rates to gain market share, the current quarter describes partial improvements in commission rates for programs that increased market share, as well as improved profit margins through cost control.
  12. FY2024-Q1AdvancedAnnual report

    「In the robot transformation business, transaction volume grew in the recruitment category and newly entered fields. In addition, some commission rates improved in programs where transaction share increased, and profit margins improved as cost controls were strengthened.」

    Transaction volume increased in the human resources category and newly entered fields, and improvements in commission rates and profit margins related to expanding market share were disclosed.
  13. FY2023RestatedAnnual report

    「Using the competitive advantage provided by robotization, the Company plans to expand transaction volume and market share in Japan's affiliate advertising market, which exceeds ¥300 billion. To date, it has expanded its share in the financial services, human resources and telecommunications fields, while increasing transaction volume by entering fields in which it had not previously operated. For the fiscal year ending February 2024, the Company will give top priority to expanding transaction volume and market share and will invest aggressively in promotional expenses.」

    The Company continues its policy of expanding transaction volume and market share in Japan's affiliate advertising market and investing aggressively in promotional expenses in the fiscal year ending February 2024.
  14. FY2023-Q3AdvancedAnnual report

    「In the Robot Transformation business, transaction volume increased in the human resources category and newly entered fields. Meanwhile, revenue declined because campaign projects for certain programs that began in the previous year ended.」

    While transaction volume increased in the human resources category and newly entered fields, revenue declined following the end of campaign projects for certain programs that began in the previous year.
  15. FY2023-Q2AdvancedAnnual report

    「In the robot transformation business, transaction volume grew in the recruitment category and newly entered fields. However, revenue declined following the completion of a temporary large-scale campaign in the financial category that had been conducted in the previous year.」

    Regarding efforts to expand transaction volume and market share, the Company disclosed increased transaction volume in the human resources category and newly entered fields. Meanwhile, revenue declined following the end of a large-scale campaign project in the previous year.
  16. FY2023-Q1AdvancedAnnual report

    「In the robot transformation business, transaction volume grew in the recruitment category and newly entered fields. However, revenue declined as commission rates were reduced to gain transaction share.」

    Transaction volume increased in the human resources category and newly entered fields, and a measure to reduce commission rates to gain market share was also put into concrete form.
  17. FY2022AdvancedAnnual report

    「In the Robot Transformation business, the Company is working to expand transaction volume and market share in Japan's affiliate advertising market, using the competitive advantage provided by robotization. It has expanded market share in the financial services, human resources and telecommunications fields, while increasing transaction volume and market share by entering fields in which it had not previously operated.」

    Full-year results show increased transaction volume and market share in the financial services, human resources, telecommunications and previously unentered fields.
  18. FY2022-Q3RaisedAnnual report

    「In the Robot Transformation business, which aims to become the market-share leader in the affiliate advertising market, the Company will actively invest in promotional expenses and strengthen its efforts to expand market share.」

    In addition to the previous policy of expanding transaction volume and market share, the Company explicitly stated its goal of becoming the market-share leader in the affiliate advertising market.
  19. FY2022-Q2AdvancedAnnual report

    「In the Robot Transformation business, revenue increased significantly as a result of a temporary large-scale campaign project in the financial services category and increased market share in fields newly entered by the Company. Meanwhile, promotional expenses increased to expand market share.」

    Regarding the policy of expanding market share, the Company states that market share actually increased in fields it newly entered.
  20. FY2022-Q1RestatedAnnual report

    「Meanwhile, promotional expenses increased to expand transaction volume.」

    The Company continues to incur promotional expenses to increase transaction volume. No figures for transaction volume or market share are provided.
  21. FY2021First statedAnnual report

    「Using the competitive advantage provided by robotization, the Company plans to expand transaction volume and market share in Japan's affiliate advertising market, which exceeds ¥300 billion. To date, it has expanded its share in the financial services, human resources and telecommunications fields, while increasing transaction volume by entering fields in which it had not previously operated. For the fiscal year ending February 2022, the Company will give top priority to expanding transaction volume and market share and will invest aggressively in promotional expenses.」

    The size of Japan's affiliate advertising market, priority fields, expansion into fields not previously entered, and the priorities and promotional spending for the fiscal year ending February 2022 are stated together as objectives for the first time.
Moved together

"Expansion of RPA service offerings, including BizRobo! and ScanRobo" moved the same way as this thread, in the same document, in 20 of its 23 moves.

201919161010★123456
  1. ★This thread
  2. 1Expansion of RPA service offerings, including BizRobo! and ScanRobo20×
  3. 2Increase in the Number of Companies Using BizRobo!19×
  4. 3Transition to a Revenue Structure Centered on License Income19×
  5. 4Expansion of PRESCO’s Advertising Orders in the Healthcare Staffing Sector16×
  6. 5Acquisition of licenses for cutting-edge RPA and artificial intelligence technologies and capital and business alliance10×
  7. 6Significant Increases in Revenue and Profit10×

★ 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 OPEN Group yet. It last moved in the Earnings presentation of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in Affiliate Advertising Transaction Volume and Market Share | OPEN Group,Inc. (6572) | Komori