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TWOSTONE&Sons (7352) · InitiativeContinued service expansion, but lower revenue and higher profit

Stabilizing revenue through contracted services and consulting beyond advertising revenue

First written in FY2020. 3 of 13 entries say "Advanced", first in FY2022-Q1. Latest entry: FY2025-H1.

13entries
6years
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ProgressHeldSoftenedWorseRestatedFY2020 – FY2021AdvancedFY2022-Q1 – FY2022-Q3OtherFY2023-Q1 – FY2023-Q3ReframedFY2024-Q22020: 12021: 220212022: 320222023: 420232024: 220242025: 12025
Same theme, other companies
Monetization of outsourced media operations and web marketing consultingA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

0 other companies' latest entry also says "Other".

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. FY2025-H1Continued service expansion, but lower revenue and higher profitAnnual report

    「During the interim consolidated accounting period, while advertising budgets at some clients continued to trend downward, we expanded our services to include consulting across web marketing and freelance marketer matching. As a result, revenue in this reportable segment was ¥232.486 million, down 17.2% year on year, while segment profit was ¥37.983 million, up 12.7%.」

    The company is expanding its consulting services to cover web marketing as a whole as a revenue source other than advertising income and continues to provide matching services for freelance marketers. Meanwhile, segment revenue declined, while profit increased.
  2. FY2024-Q2ReframedAnnual report

    「During the second quarter of the current consolidated fiscal year, as the trend toward lower advertising budgets at some clients continued, we expanded our services to include consulting across the broader field of web marketing and matching freelance marketers with clients. As a result, revenue in this reportable segment was ¥280.915 million, down 18.9% year on year, and segment profit was ¥33.692 million, down 54.6% year on year.」

    The company is expanding its consulting services to cover web marketing as a whole as a revenue source other than advertising income and has added matching services for freelance marketers. Meanwhile, segment performance has declined as the trend toward lower advertising budgets continues.
  3. FY2024-Q1Segment performance declines amid lower advertising budgetsAnnual report

    「During the first quarter of the current consolidated fiscal year, while some clients’ advertising budgets declined, we expanded our services to cover consulting across the broader field of web marketing. As a result, revenue in this reportable segment was ¥140.076 million, down 23.7% year on year, and segment profit was ¥11.261 million, down 63.6% year on year.」

    The company continues to expand its consulting services to cover web marketing as a whole as a revenue source other than advertising income, but revenue and profit in its marketing platform services segment declined year on year amid lower advertising budgets at some clients.
  4. FY2023ReframedAnnual report

    「During the consolidated fiscal year, we expanded our services to cover consulting across the broader field of web marketing. As a result, revenue in this reportable segment was ¥677.063 million, down 13.2% year on year, and segment profit was ¥156.617 million, down 2.6% year on year.」

    The company is expanding its consulting services, a revenue source other than advertising income, from web media operations to web marketing as a whole.
  5. FY2023-Q3Continued focus on consulting, but segment performance declinedAnnual report

    「During the third quarter of the current consolidated fiscal year, we focused primarily on web media consulting services. As a result, revenue in this reportable segment was ¥513.224 million, down 18.9% year on year, and segment profit was ¥140.582 million, down 6.8% year on year.」

    While the company continues to focus on web media consulting as a revenue source other than advertising income, revenue and profit in its marketing platform services segment declined year on year.
  6. FY2023-Q2Orders continued to grow, but segment performance declinedAnnual report

    「During the second quarter of the current consolidated fiscal year, orders grew steadily, primarily for web media consulting services. As a result, revenue in this reportable segment was ¥346.378 million, down 21.4% year on year, and segment profit was ¥74.241 million, down 21.3% year on year.」

    While the company reports growth in orders for its web media consulting business, which it positions as a revenue source other than advertising income, revenue and profit in the segment declined year on year.
  7. FY2023-Q1Orders continued to grow, but segment performance declinedAnnual report

    「During the first quarter of the current consolidated fiscal year, orders grew steadily, primarily for web media consulting services. As a result, revenue in this reportable segment was ¥183.603 million, down 4.8% year on year, and segment profit was ¥30.914 million, down 11.8% year on year.」

    While the company reports steady growth in orders for its web media consulting business, which it positions as a revenue source other than advertising income, revenue and profit in the segment declined year on year.
  8. FY2022-Q3AdvancedAnnual report

    「During the third quarter of the current consolidated fiscal year, orders grew steadily, primarily for web media consulting services. As a result, revenue in this reportable segment was ¥633.034 million, up 131.9% year on year, and segment profit was ¥150.780 million, up 72.1% year on year.」

    The company reports increased orders, revenue and segment profit for its web media consulting business, which it positions as a revenue source other than advertising income.
  9. FY2022-Q2AdvancedAnnual report

    「During the second quarter of the current consolidated fiscal year, orders grew steadily, primarily for web media consulting services. As a result, revenue in this reportable segment was ¥440.554 million, up 162.1% year on year, and segment profit was ¥94.352 million, up 59.6% year on year.」

    The company reports increased orders for its web media consulting business, which it positions as a revenue source other than advertising income, along with a 162.1% increase in revenue and a 59.6% increase in segment profit.
  10. FY2022-Q1AdvancedAnnual report

    「During the first quarter of the current consolidated fiscal year, orders grew steadily, primarily for web media consulting services.」

    The company reports increased orders for its web media consulting business, which it positions as a revenue source other than advertising income.
  11. FY2021RestatedAnnual report

    「We will provide outsourced and consulting services that draw on our expertise in operating media businesses.」

    The company continues to position outsourced media operations and consulting as a revenue source other than Internet advertising.
  12. FY2021-Q2RestatedAnnual report

    「We worked to promote SAKAKU, a B2B service providing marketing consulting, including the launch of new media platforms and outsourced media operations for other companies.」

    The company continues to promote SAKAKU, which provides outsourced media operations and consulting, as a revenue source other than advertising income.
  13. FY2020First statedAnnual report

    「Rather than relying solely on internet advertising, we will use our expertise to generate stable revenue by providing clients with consulting on media operations and undertaking media operations on their behalf.」

    The company positions outsourced media operations and consulting as a means of reducing its dependence on search engines and the advertising market.
Moved together

"Acquisition of New Projects Through Enhanced Promotion for SAKAKU" moved the same way as this thread, in the same document, in 5 of its 13 moves.

5222★1234
  1. ★This thread
  2. 1Acquisition of New Projects Through Enhanced Promotion for SAKAKU5×
  3. 2Policy of using revenue growth and operating profit growth as key management indicators2×
  4. 3Deterioration in the mid-career recruitment market and a lower job openings-to-applicants ratio2×
  5. 4Strengthening the IT Engineer Business Through the Acquisition of TSRソリューションズ as a Wholly Owned Subsidiary2×

★ 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
TWOSTONE&Sons's next results are scheduled for 2026-10-15. Read the earnings preview
News
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Stabilizing revenue through contracted services and consulting beyond advertising revenue | TWOSTONE&Sons Inc. (7352) | Komori