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ALiNK Internet (7077) · RiskMaterialised

Risk of fluctuations in PV and advertising revenue due to changes in weather conditions

First written in FY2020. 4 of 9 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-10-15.

9entries
7years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY20232020: 120202021: 020212022: 120222023: 120232024: 020242025: 120252026: 52026
Same theme, other companies
Weather-driven fluctuations in web traffic and advertising revenueA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MaterialisedAnnual report

    「This was due to increased demand for disaster-prevention weather information, as weather conditions requiring caution and vigilance, including heavy rain and approaching typhoons, continued from June through August.」

    The disclosure describes the actual impact of increased demand for disaster-prevention information due to changing weather conditions, with PVs reaching 110.5% of the prior-year level.
  2. 2026-07-14MitigatedEarnings presentation

    「When sunny weather continues, electricity sales revenue increases = a hedging effect for the tenki.jp business」

    The company presents electricity sales revenue from the solar consulting business as a hedging effect against the risk that PVs and sales in the tenki.jp business decline during sunny weather.
  3. FY2026MaterialisedAnnual report

    「Page views for the consolidated fiscal year were 5.3 billion, or 88.5% of the previous fiscal year's level. Although search rankings on major search engines reached their highest level in the past 24 months, traffic from search engines declined due to lower precipitation (precipitation in the 5 major cities fell significantly from the previous fiscal year), the rise of AI search and the impact of weather data displayed directly by search engines and browsers.」

    The company described the actual impact of lower precipitation and changes in the search environment, with page views declining to 5.3 billion, or 88.5% of the previous fiscal year's level.
  4. FY2026-H1MaterialisedAnnual report

    「Page views during the interim consolidated accounting period were 2.8 billion, or 80.7% of the same period of the previous year, due to a decline in precipitation (precipitation in the 5 major cities was 67.8% of the year-earlier level) and lower search rankings on major search engines.」

    The company described the actual impact of changing weather conditions on page views, including lower precipitation in the 5 major cities and page views at 80.7% of the same period of the previous year.
  5. FY2023RestatedAnnual report

    「In the company's core tenki.jp business, page views tend to increase significantly when unpredictable changes in weather conditions, such as abnormal weather or typhoons, occur. Accordingly, depending on the occurrence of unpredictable weather conditions, significant fluctuations in page views could cause advertising revenue from the tenki.jp business to increase or decrease, which could affect the company's financial condition and operating results.」

    The company has reiterated the risk that unpredictable weather conditions may cause fluctuations in page views and advertising revenue.
  6. FY2022RestatedAnnual report

    「In the company's core tenki.jp business, page views tend to increase significantly when unpredictable changes in weather conditions, such as abnormal weather or typhoons, occur. Accordingly, depending on the occurrence of unpredictable weather conditions, significant fluctuations in page views could cause advertising revenue from the tenki.jp business to increase or decrease, which could affect the company's financial condition and operating results.」

    The company has reiterated the risk that changes in weather conditions may increase or decrease page views and advertising revenue.
  7. FY2020First statedAnnual report

    「Page views tend to increase significantly when unpredictable changes in weather conditions, such as abnormal weather or typhoons, occur. Accordingly, depending on the occurrence of unpredictable weather conditions, significant fluctuations in page views could cause advertising revenue from the tenki.jp business to increase or decrease, which could affect the company's financial condition and operating results.」

    The company states that the difficulty of predicting weather conditions can cause fluctuations in page views and advertising revenue.
Moved together

"Becoming a Weather Tech company in the Weather 3.0 era" moved the same way as this thread, in the same document, in 3 of its 9 moves.

32222★12345
  1. ★This thread
  2. 1Becoming a Weather Tech company in the Weather 3.0 era3×
  3. 2Single-segment tenki.jp business2×
  4. 3Risk of Failing to Meet New Business Development Plans and Recovering Investments2×
  5. 4Transition to an LTV-based revenue model centered on the user base2×
  6. 5Risk of Policy and Regulatory Changes by Platform Operators2×

★ 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 ALiNK Internet yet. It last moved in the Earnings presentation of 2026-10-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of fluctuations in PV and advertising revenue due to changes in weather conditions | ALiNK Internet,INC. (7077) | Komori