Intensifying competition in online English conversation and human-resources services
First written in FY2022. 3 of 7 entries say "Worsened", first in FY2025-H1. Latest entry: 2026-10-16.
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
- 2026-10-16MaterialisedOther Disclosures
「生成 AI の急速な普及により、IT エンジニアの採用を取り巻く市場環境や求人企業の採用ニーズは大きく変化しております。」
生成AIによる市場環境・採用ニーズの変化が、GitTapのサービス終了という具体的な事業上の対応として現れた。 - FY2026-H1WorsenedAnnual report
「For individuals, learning needs are diversifying and competition is intensifying as AI English-conversation and learning tools using generative AI become more widespread.」
The spread of generative-AI English-conversation and learning tools is specifically described as diversifying individual-market needs and intensifying competition. - 2026-05-14RestatedEarnings
「Despite the challenging competitive environment, the number of learners is gradually recovering.」
The continuing challenging competitive environment for online English conversation was reconfirmed. - FY2025WorsenedAnnual report
「The spread of language-learning services using generative AI and highly accurate simultaneous-interpretation and translation tools made possible by advances in AI could reduce demand for English-conversation learning. If the Group cannot respond to these changes or maintain the superiority of its unique business model, its business and results may be affected.」
In addition to new entrants and intensifying competition, the company specifically identifies the potential for generative-AI language services and high-accuracy interpretation and translation tools to reduce demand for English-conversation learning. - FY2025-H1WorsenedAnnual report
「Although the market is expanding, growth is slowing as English-learning apps become more prominent and people return to offline foreign-language schools following the end of COVID-19.」
The competitive environment includes the growing presence of English-learning apps and a return to offline foreign-language schools, both of which are contributing to slower market growth. - FY2023RestatedAnnual report
「If more companies enter online English conversation, competition may intensify. If the Group cannot respond to changes in the environment or maintain the superiority of its unique business model, its business and results may be affected.」
Competition remains intense not only in online English conversation but also in recruitment and matching platforms. - FY2022First statedAnnual report
「If more companies enter online English conversation, competition may intensify. If the Group cannot respond to changes in the environment or maintain the superiority of its unique business model, its business and results may be affected.」
Maintaining differentiation from competitors in both the Language and Talent businesses is identified as a risk. The company also discloses the probability of occurrence and potential impact.