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Asiro (7378) · RiskAdvanced

Decline in advertising demand for derivative media due to deterioration in employment conditions

First written in FY2021-Q3. 10 of 17 entries say "Advanced", first in FY2023-Q2. Latest entry: FY2026-H1.

17entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2026-H12021: 120212022: 320222023: 420232024: 320242025: 220252026: 42026
Same theme, other companies
Declining demand for related-media advertising due to worsening employment conditionsA 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. FY2026-H1AdvancedAnnual report

    「In the Legal Alliance business, solid growth in case acquisition, centered on the career-change media platform キャリズム, continued as companies’ willingness to hire remained strong and they actively placed advertisements. In the career-change segment in particular, revenue grew as customer acquisition expanded through advertising operations, driving the increase in company-wide revenue during the interim period.」

    The ancillary media business was reorganized into the Legal Alliance business, with case acquisition centered on キャリズム and expanded customer acquisition through advertising operations driving revenue growth. Revenue was ¥1,658.570 million, up 26.8% year on year.
  2. FY2025AdvancedAnnual report

    「As a result, total inquiries for the fiscal year expanded steadily to 105,447, up 16.4% year on year.」

    Inquiries across the main sites in the ancillary media business increased to 105,447, and recovery in demand driven by improving employment conditions and advertising placements continued.
  3. FY2025-H1AdvancedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire continued to grow and as they actively placed advertisements. In the interim period, inquiries totaled 56,773, up 32.7% year on year, remaining at a high level.」

    Against the backdrop of companies’ willingness to hire and their advertising placements, inquiries for キャリズム increased to 56,773, up 32.7% year on year, and recovery in advertising demand for the ancillary media business continued.
  4. FY2024AdvancedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire continued to grow and as they actively placed advertisements. In the fiscal year, inquiries rose substantially to 90,607, up 77.1% year on year.」

    Advertising demand for the ancillary media business recovered following the deterioration in employment conditions, and inquiries for キャリズム and other platforms increased to 90,607.
  5. FY2024-Q2AdvancedAnnual report

    「In the media business, the number of listings on the ancillary career-change media platform キャリズム increased as companies’ willingness to hire continued to grow with economic normalization and as they actively placed advertisements. In the cumulative second quarter, inquiries rose substantially to 42,794, up 80.3% year on year.」

    Inquiries for キャリズム increased to 42,794, up 80.3% year on year, indicating further recovery in advertising demand for the ancillary media business.
  6. FY2024-Q1AdvancedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire continued to grow with economic normalization and as they actively placed advertisements. In the cumulative first quarter, inquiries rose substantially to 17,266, up 81.7% year on year.」

    Against the backdrop of an increase in listings on キャリズム, inquiries in the cumulative first quarter of the fiscal year ending January 2024 totaled 17,266, up 81.7% year on year.
  7. FY2023AdvancedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire continued to grow with economic normalization and as they actively placed advertisements. In the fiscal year, inquiries rose substantially to 51,166, up 52.8% year on year.」

    Inquiries for キャリズム increased to 51,166, up 52.8% year on year, indicating further recovery in advertising demand for the ancillary media business following the deterioration in employment conditions.
  8. FY2023-Q3AdvancedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire continued to grow with economic normalization and as they actively placed advertisements. In the cumulative third quarter, inquiries rose substantially to 37,980, up 48.6% year on year.」

    Inquiries for キャリズム increased to 37,980, up 48.6% year on year, indicating further recovery in advertising demand following the deterioration in employment conditions.
  9. FY2023-Q2AdvancedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased on the back of companies’ growing willingness to hire as the economy normalized and their active placement of advertisements. In the cumulative second quarter, inquiries rose substantially to 23,740, up 36.4% year on year.」

    Inquiries for キャリズム increased to 23,740, up 36.4% year on year, indicating further recovery in advertising demand for the ancillary media business.
  10. FY2023-Q1MitigatedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased, partly because companies’ willingness to hire grew in anticipation of economic normalization. In the cumulative first quarter, inquiries rose substantially to 9,503, up 21.1% year on year.」

    The impact of worsening employment conditions and other factors on advertising demand for the ancillary media business continued to ease, supported by an increase in listings on キャリズム and 9,503 inquiries.
  11. FY2022MitigatedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire grew in anticipation of economic normalization and for other reasons. In the fiscal year, inquiries rose substantially to 33,486, up 53.5% year on year.」

    Advertising demand for the ancillary media business, which had declined amid worsening employment conditions and other factors, recovered to 53.5% above the year-earlier level in terms of inquiries.
  12. FY2022-Q3MitigatedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire grew in anticipation of economic normalization and for other reasons. In the cumulative third quarter, inquiries rose substantially to 25,558, up 72.9% year on year.」

    The impact of worsening employment conditions and other factors on advertising demand for the ancillary media business eased, with inquiries for キャリズム increasing to 25,558, up 72.9% year on year.
  13. FY2022-Q2MitigatedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire grew in anticipation of economic normalization and for other reasons. In the cumulative second quarter, inquiries rose substantially to 17,411, up 79.9% year on year.」

    The impact of worsening employment conditions and other factors on advertising demand for the ancillary media business eased, with inquiries for キャリズム recovering and increasing to 17,411.
  14. FY2022-Q1MitigatedAnnual report

    「In the ancillary media business, the number of listings on the career-change media platform キャリズム increased as companies’ willingness to hire grew in anticipation of economic normalization and for other reasons. In the cumulative first quarter of the fiscal year, inquiries rose substantially to 7,845, up 82.5% year on year.」

    The impact of worsening employment conditions and other factors on advertising demand for the ancillary media business eased, with inquiries for キャリズム recovering to 82.5% above the year-earlier period.
  15. FY2021-Q3MaterialisedAnnual report

    「A major part of derivative media is the recruitment media platform “Careerism,” which directs users to recruitment agencies that advertise on the platform. As the effective job-offers-to-applicants ratio deteriorated, recruitment agencies reduced their advertising budgets, resulting in a temporary sharp decline centered on the second half of 2020 and the beginning of 2021. Since then, the business has been recovering as the effective job-offers-to-applicants ratio improved. In addition, derivative media includes platforms such as “Uwaki Chosa Navi” and “Hito Sagashi no Madoguchi,” which direct users to detective agencies that advertise on the platforms. However, user acquisition has been adversely affected by an environment in which states of emergency and other measures were issued intermittently, requiring people to refrain from going out and restaurants to reduce their operating hours. As a result, revenue from derivative media was ¥226.616 million, down 37.4% year on year.」

    Worsening employment conditions and requests to refrain from going out affected advertising budgets and user acquisition, resulting in lower revenue from derivative media.
Moved together

"Growing new contracts and lowering churn through sales and customer success" moved the same way as this thread, in the same document, in 13 of its 17 moves.

1377765★123456
  1. ★This thread
  2. 1Growing new contracts and lowering churn through sales and customer success13×
  3. 2Revenue growth and margin advantage of legal media7×
  4. 3Launching and expanding placements for recruitment services for lawyers and other professionals7×
  5. 4Shareholder returns and improved capital efficiency through share repurchases7×
  6. 5Goodwill impairment due to declining profitability in the legal media business6×
  7. 6Strengthening the revenue base by expanding into new business areas5×

★ 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 Asiro yet. It last moved in the Earnings of 2026-06-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in advertising demand for derivative media due to deterioration in employment conditions | ASIRO Inc. (7378) | Komori