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MicroAd (9553) · InitiativeReframed

Signage Rollout to Taxis, Drugstores and Salons

First written in FY2022-Q3. 4 of 9 entries say "Worsened", first in FY2023-Q3. Latest entry: FY2025-H1.

9entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q3WorsenedFY2023-Q3 – FY2023WorsenedFY2024-Q2 – FY20242022: 120222023: 420232024: 320242025: 12025
Same theme, other companies
Expansion of Digital Signage for Medical, Public and Commercial FacilitiesA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

MicroAd moved to the "Worse" side of this theme in 2025.

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

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-H1ReframedAnnual report

    「Going forward, the company needs to work with partners offering greater potential for business synergies to improve service quality, including tablet installation, and accelerate the launch of the business. Against this background, the company resolved to transfer the shares it holds in PDC Corporation.」

    The digital signage business was removed from the scope of consolidation following the partial transfer of MADS shares, and the company shifted to installing OCTAVE and launching the business through its partnership with PDC.
  2. FY2024WorsenedAnnual report

    「Monetization has been delayed because the installation of dedicated tablets at beauty salons has proved more difficult than planned.」

    In addition to the decline in revenue resulting from taxi signage contract renewals, monetization of OCTAVE has been delayed because installation of the dedicated tablets has proved difficult.
  3. FY2024-Q2WorsenedAnnual report

    「Year on year, both revenue and gross profit declined due to the renewal of taxi signage contracts. However, from the fiscal year ending September 2024, the company began providing OCTAVE as a new digital signage service for beauty salons and aims to expand revenue in the second half of fiscal 2024.」

    While the decline in revenue and gross profit resulting from taxi signage contract renewals continues, the company aims to expand revenue in the second half of fiscal 2024 through OCTAVE.
  4. FY2024-Q1AdvancedAnnual report

    「The digital signage service provides MONOLITHS, a service that networks signage installed at retail stores, beauty salons and other locations and delivers advertising centrally. From the fiscal year ending September 2024, the company also began providing OCTAVE as a new digital signage service for beauty salons.」

    In addition to its existing signage operations, the company explicitly states that it began providing OCTAVE for beauty salons from the fiscal year ending September 2024.
  5. FY2023WorsenedAnnual report

    「Although revenue and gross profit from the digital signage service have declined since the third quarter due to contract renewals with certain partners, as planned from the beginning of the fiscal year, the company aims to return to growth by focusing on retail areas such as supermarkets and nail salons.」

    The full-year disclosure continues to reflect the decline in revenue and gross profit resulting from contract renewals with certain partners, while the company is preparing for renewed growth by launching OCTAVE, a tablet media service for beauty salons.
  6. FY2023-Q3WorsenedAnnual report

    「Although revenue and gross profit from the digital signage service have declined since the third quarter due to contract renewals with certain partners, as planned from the beginning of the fiscal year, the company aims to return to growth by focusing on retail areas such as supermarkets and nail salons.」

    While revenue and gross profit declined from the third quarter due to contract renewals with certain partners, the company aims to return to growth by focusing on supermarkets, nail salons and other areas.
  7. FY2023-Q2RestatedAnnual report

    「In the digital signage service, advertising placements in the retail signage sector, a focus area, have been expanding steadily, with placements by mainly consumer goods manufacturers exceeding 100 brands.」

    The company continues to report that advertising placements in the retail signage sector have exceeded 100 brands.
  8. FY2023-Q1AdvancedAnnual report

    「In digital signage services, advertising placements in the retail signage segment, an area of focus that includes retail stores and beauty salons, have expanded steadily, with more than 100 consumer-goods brands placing advertisements.」

    Regarding its previous deployment across multiple signage channels, the Group has reported more than 100 brands placing advertisements in the retail segment.
  9. FY2022-Q3First statedAnnual report

    「Taxi signage continued to perform well, while the sales baseline for in-store signage at drugstores also rose steadily. Signage for salons has produced favorable test results in new initiatives, and the Group plans to pursue further sales growth.」

    The Group has deployed services across multiple channels, including taxis, drugstore stores, and salons, and has indicated sales growth for salons based on test results.
Moved together

"Rising Equity Ratio and Increase in Net Assets" moved the same way as this thread, in the same document, in 4 of its 9 moves.

433322★123456
  1. ★This thread
  2. 1Rising Equity Ratio and Increase in Net Assets4×
  3. 2Return to profitability and earnings improvement for the nine months through the third quarter3×
  4. 3Support for Maximizing Media Advertising Revenue through MicroAd COMPASS3×
  5. 4Guarantee of Borrowings by an Indonesian Subsidiary3×
  6. 5Investment Business Risk from Fluctuations in Investee Values and Stock Markets2×
  7. 6Strategies by the three business areas: Brand, Direct and Small and Medium-sized Customers2×

★ 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.

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Signage Rollout to Taxis, Drugstores and Salons | MicroAd,Inc. (9553) | Komori