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SoftBank Corp. (9434) · RiskRestated

Intensifying Competition in the Yahoo Business and Response to Emerging Services

First written in FY2020-Q1. 2 of 3 entries say "Restated". Latest entry: FY2020.

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ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY20202019: 220192020: 12020
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 590 companies write about · 615 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 30 of 90 companies on the "Worse" side.

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Showing 14 of the 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 615 threads.
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  1. FY2020RestatedAnnual report

    「Our group's competitors may have advantages over our group in terms of capital resources, services and products, technological development capabilities, price competitiveness, customer base, sales capabilities, brand and name recognition.」

    The risks of responding to competitors and new market entrants in internet-related businesses, including the Yahoo! business, have been reiterated.
  2. FY2020-Q2RestatedAnnual report

    「There is also a possibility that profits may decline as a result of price competition and higher customer acquisition costs, and that the group may be required to increase sales commissions, information provision fees and other payments to advertising agencies and information providers. These factors may affect the group's business development, financial condition and results of operations.」

    The risks of competition, price competition, higher customer acquisition costs and increased sales commissions in Yahoo!'s portal, e-commerce, payment, advertising and other businesses have been reiterated.
  3. FY2020-Q1First statedAnnual report

    「Our group provides a wide range of services over the internet, centered on its role as a portal site, including search, various types of information such as news, tools such as email, e-commerce including shopping, and payment-related services. There are numerous competitors in each of these services. In this environment, it remains uncertain whether our group can demonstrate an advantage in the industry and secure and maintain a certain market position.」

    For Yahoo!'s portal, e-commerce, payment, advertising and other services, the disclosure provides the first consolidated discussion of competitive uncertainty arising from numerous competitors, price competition and the expansion of services by emerging companies.
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SoftBank Corp.'s next results are scheduled for 2026-11-09. Read the earnings preview
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