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Writeup (6580) · RiskSoftened

Risk of the COVID-19 Pandemic Affecting Customer Demand and Performance

First written in FY2020. 7 of 17 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2026.

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ProgressHeldSoftenedWorseMaterialisedFY2021-Q1 – FY2021SoftenedFY2024-Q1 – FY20262020: 320202021: 420212022: 420222023: 420232024: 120242025: 020252026: 12026
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1254 companies write about · 1266 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 103 of 175 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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1280 threads.
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  1. FY2026SoftenedAnnual report

    「新型コロナウイルス感染症は国内では感染症法上の分類が5類へ移行し、社会活動が正常化に向かっている現状から、経済状況は改善すると見込まれる一方、新型コロナウイルス感染症及び新たな感染症の拡大により、緊急事態宣言の発令や国内経済の停滞が長期にわたる場合には、当社グループの業績に影響を与える可能性があります。」

    5類移行と社会活動の正常化による改善見通しを示しつつ、新型感染症再拡大のリスクを残している。
  2. FY2024SoftenedAnnual report

    「新型コロナウイルス感染症は国内では感染症法上の分類が5類へ移行し、社会活動が正常化に向かっている現状から、経済状況は改善すると見込まれる一方、新型コロナウイルス感染症及び新たな感染症の拡大により、緊急事態宣言の発令や国内経済の停滞が長期にわたる場合には、当社グループの業績に影響を与える可能性があります。」

    5類移行と社会活動の正常化により経済状況の改善を見込む記載となった一方、新型感染症の再拡大リスクは残している。
  3. FY2024-Q2SoftenedAnnual report

    「During the cumulative second quarter, Japan’s economy showed signs of a moderate recovery as socioeconomic activity normalised, including the reclassification of COVID-19 as a Class 5 infectious disease. However, the outlook remained uncertain due to concerns about consumption resulting from persistently high energy costs, the continued depreciation of the yen following the widening interest-rate differential between Japan and the United States, and concerns about a downturn in overseas economies.」

    新型コロナウイルス感染症の5類移行と社会経済活動の正常化が示され、感染症による経済活動への制約に関するリスクは弱まったと記載されている。一方、他の経済的不透明要因は残っている。
  4. FY2024-Q1SoftenedAnnual report

    「当第1四半期累計期間におけるわが国経済は、コロナ禍が終息に向かい、世の中の経済活動への制約が解消されつつあり、景気は穏やかに持ち直す傾向にあります。」

    新型コロナウイルス感染症による経済活動への制約が解消されつつあるとの認識が示された。ただし、事業等への影響については引き続き注視するとしている。
  5. FY2023MaterialisedAnnual report

    「このような経営環境のもと、当社は、引き続き在宅勤務や時差出勤の実施など新型コロナウイルス感染症の拡大防止に努めながら、「全国、全ての中小企業を黒字にする」という理念に基づいて各事業を展開してまいりましたが、オミクロン株の変異株の感染拡大や物価高騰により地方経済が低調であった影響を受け、当社の主力サービスの販売も総じて低調に推移いたしました。」

    オミクロン株の変異株の感染拡大と物価高騰による地方経済の低調を背景に、主力サービスの販売低調が通期でも発生したと記載している。
  6. FY2023-Q3RestatedAnnual report

    「オミクロン株の変異株の感染拡大や物価高騰により地方経済が低調であった影響を受け、当社の主力サービスの販売も総じて低調に推移いたしました。」

    オミクロン株の変異株の感染拡大と物価高騰による地方経済の低調を背景に、主力サービスの販売低調が続いている。
  7. FY2023-Q2MaterialisedAnnual report

    「このような経営環境のもと、当社は、在宅勤務や時差出勤の実施など新型コロナウイルス感染症の拡大防止に努めながら、「全国、全ての中小企業を黒字にする」という理念に基づいて各事業を展開してまいりましたが、オミクロン株の変異株の感染拡大や物価高騰により地方経済が低調であった影響を受け、当社の主力サービスの販売も総じて低調に推移いたしました。」

    オミクロン株の変異株の感染拡大と物価高騰による地方経済の低調を背景に、主力サービスの販売低調が実際に発生したと記載している。
  8. FY2023-Q1MaterialisedAnnual report

    「オミクロン株の変異株の感染拡大や物価高騰により地方経済が低調であった影響を受け、当社の主力サービスの販売も総じて低調に推移いたしました。」

    オミクロン株の変異株の感染拡大と物価高騰による地方経済の低調を背景に、主力サービスの販売が実際に低調となったと記載している。
  9. FY2022MitigatedAnnual report

    「当事業年度は、長期化傾向にあった制作リードタイムが改善するなど新型コロナウイルス感染症拡大による影響が低減したことに加えて、受注件数が堅調に推移いたしました。」

    新型コロナウイルス感染症によるコンテンツ事業への影響について、制作リードタイムの改善、受注件数の堅調推移、影響の低減を通期で記載している。
  10. FY2022-Q3RestatedAnnual report

    「During the cumulative third-quarter period, order volumes remained steady, while the impact of the spread of COVID-19 declined as the production lead time, which had been trending longer, improved.」

    The report states that the impact of the spread of COVID-19 on the content business declined, and that improvements in production lead times and steady order volumes continued.
  11. FY2022-Q2RestatedAnnual report

    「During the cumulative second-quarter period, the impact of the spread of COVID-19 was substantially reduced, continuing the trend from the cumulative first-quarter period, as order volumes remained steady and the production lead time, which had been trending longer, improved.」

    The report reconfirms that, in the content business, order volumes remained steady and production lead times continued to improve, substantially reducing the impact of the spread of COVID-19.
  12. FY2022-Q1MitigatedAnnual report

    「During the cumulative first-quarter period, the impact of the spread of COVID-19 was substantially reduced, as order volumes remained steady and the production lead time, which had been trending longer, improved.」

    The report states that the impact of the spread of COVID-19 on the content business was substantially reduced because order volumes remained steady and production lead times improved.
  13. FY2021MaterialisedAnnual report

    「In the social media and content businesses, the Company worked to reduce various expenses while experiencing lower order volumes and longer production lead times because of the spread of COVID-19.」

    The report states that lower order volumes and longer production lead times resulting from the spread of COVID-19 continued throughout the fiscal year.
  14. FY2021-Q3MaterialisedAnnual report

    「Although the email business remained steady, the social media and content businesses experienced lower order volumes and longer production lead times because of the spread of COVID-19, resulting in lower sales. Profit, however, was at the same level as in the same quarter of the previous year.」

    The report states that the spread of COVID-19 resulted in lower order volumes, longer production lead times and lower sales in the social media and content businesses.
  15. FY2021-Q2MaterialisedAnnual report

    「Although the email business remained steady, the social media and content businesses experienced lower order volumes and longer production lead times because of the spread of COVID-19, resulting in lower sales. Profit, however, was at the same level as in the same quarter of the previous year.」

    The report states that the spread of COVID-19 resulted in lower order volumes, longer production lead times and lower sales in the social media and content businesses.
  16. FY2021-Q1MaterialisedAnnual report

    「Although the email business remained steady, the social media and content businesses experienced lower order volumes and longer production lead times because of the spread of COVID-19, resulting in lower sales. Profit, however, was at the same level as in the same quarter of the previous year.」

    The report states that the spread of COVID-19 actually resulted in lower order volumes, longer production lead times and lower sales in the content business.
  17. FY2020First statedAnnual report

    「The COVID-19 pandemic, which began at the end of 2019, spread rapidly worldwide, and in Japan the expansion of voluntary restrictions and the declaration of a state of emergency from late February had a severe impact on economic activity. Even after the state of emergency was lifted, further waves of infection remained possible, and a full economic recovery was expected to take a considerable period. If further states of emergency or requests to suspend business operations were implemented in Japan due to the spread of the infection, demand for the Company’s services could decline as customers’ business conditions deteriorate, affecting the Company’s performance.」

    The Company first identified as a separate risk the impact of the COVID-19 pandemic and states of emergency on customers’ business conditions, demand for services and performance.
Moved together

"Enhancing Corporate Value by Prioritizing Revenue Growth and Operating Profit Margin" moved the same way as this thread, in the same document, in 8 of its 17 moves.

887643★123456
  1. ★This thread
  2. 1Enhancing Corporate Value by Prioritizing Revenue Growth and Operating Profit Margin8×
  3. 2Revenue and Profit Growth in the Cloud Solutions and Content Businesses8×
  4. 3Risk of Business Impact from Deteriorating Conditions at Small and Medium-Sized Enterprises7×
  5. 4Margin Pressure from Higher Outsourcing and Advertising Expenses6×
  6. 5Expanding Consulting Orders Originating from OEM Provision of J System4×
  7. 6Risk of Stagnant Revenue Due to Limited Growth in the Number of Partner Companies3×

★ 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.

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Risk of the COVID-19 Pandemic Affecting Customer Demand and Performance | Writeup Co.,Ltd. (6580) | Komori