MicroAd (9553) · RiskRestatedLatest Earnings presentation (2026-08-14): "Materialised"
Risk of revenue and profit volatility due to seasonal fluctuations in advertising budgets
First written in FY2023. 1 of 3 entries say "Restated". Latest entry: 2026-08-14.
3entries
4years
1from disclosures
How it moved
Same theme, other companies
Seasonal fluctuations in monthly revenue and profit due to advertising budget allocationA theme 4 companies write about · 4 as a headwind · 0 as a tailwind
MicroAd moved to the "Worse" side of this theme in 2026.
0 other companies' latest entry also says "Materialised".
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
- 2026-08-14MaterialisedEarnings presentation
「Declined from the previous quarter due to seasonality.」
The company reports quarter-on-quarter sales declines caused by seasonality for some major and SME customers. - FY2024RestatedAnnual report
「Advertising budgets are concentrated in December and March, which are the settlement months for many companies, and revenue tends to increase by approximately 30% compared with normal periods.」
Continues to identify the seasonality of advertising budgets being concentrated in December and March, resulting in revenue increasing by approximately 30% versus normal periods, as well as the downside risk. - FY2023First statedAnnual report
「Advertising budgets are concentrated in December and March, which are the settlement months for many companies, and revenue tends to increase by approximately 30% compared with normal periods.」
Describes the seasonality of advertising budgets being concentrated in December and March, with revenue increasing by approximately 30% versus normal periods, and the downside risk if this exceeds expectations.