Slowing Growth in the English-Learning Market
First written in FY2022. 8 of 19 entries say "Mitigated", first in FY2023-Q2. Latest entry: 2026-10-15.
0 other companies' latest entry also says "Advanced".
- FY2026-H1MitigatedAnnual report
「Against this backdrop, the English-language learning market as a whole is expected to continue growing steadily. The development of generative AI is expected to transform the English education industry, but we believe that the English conversation market will not contract.」
Compared with the previous description, which specified concerns that AI could reduce demand, the company now indicates that the English-language learning market will continue to grow steadily and that the English conversation market is not expected to contract. - FY2025WorsenedAnnual report
「However, the widespread adoption of highly accurate simultaneous interpretation and translation functions enabled by advances in AI technology could reduce the need to learn English directly and cause demand for English-language learning to decline.」
In addition to its previous view of market growth, the company has newly specified the risk that the widespread adoption of AI-based simultaneous interpretation and translation could reduce demand for English-language learning. - FY2025-H1RestatedAnnual report
「However, in the English-language learning market in which we operate, companies concerned about the future of the domestic market amid the declining birthrate and aging population continue to show interest in expanding overseas. Interest in English-language learning needed to develop and secure global talent remains high, and some companies have begun incorporating English-language learning as part of their employee benefits. Individual interest in English-language learning also remains high amid increasing globalization, and we believe that the market as a whole will remain firm going forward.」
The company continues to indicate that the English-language learning market will remain firm, supported by corporate overseas expansion, demand for global talent, demand related to employee benefits, and individuals’ interest in learning. - FY2024RestatedAnnual report
「However, in the English-language learning market, companies concerned about the future of the domestic market amid the declining birthrate and aging population continue to show interest in expanding overseas. Interest in English-language learning needed to develop and secure global talent remains high, and some companies have begun incorporating English-language learning as part of their employee benefits. Accordingly, we expect the market as a whole to remain firm going forward.」
The company indicates that the market is expected to remain firm, driven by corporate overseas expansion, demand for global talent, and demand related to employee benefits, in addition to the previous concerns centered on infectious disease and travel restrictions. At the same time, it continues to disclose the risk of declining demand due to infectious disease. - FY2024-Q3RestatedAnnual report
「However, in the English-language learning market, companies concerned about the future of the domestic market amid population aging continue to show interest in expanding into overseas markets, while demand for English-language learning from a medium- to long-term perspective, including to secure global talent, remains high. There are also increasingly visible moves to switch from conventional English conversation services to English coaching services in pursuit of better results. In addition to individual English-language learning, there is also demand from companies considering introducing English-language learning as part of employee development and employee benefits. Accordingly, we believe that the English-language learning market as a whole will remain firm over the medium to long term.」
The company continues to describe medium- to long-term interest in English-language learning, the shift from conventional English conversation services to English coaching, and corporate demand for introducing such services as its view of the market. - FY2024-Q2RestatedAnnual report
「However, in the English-language learning market, companies concerned about the future of the domestic market amid population aging continue to show interest in expanding into overseas markets, while demand for English-language learning from a medium- to long-term perspective, including to secure global talent, remains high. There are also increasingly visible moves to switch from conventional English conversation services to English coaching services in pursuit of better results.」
The company continues to express its view that medium- to long-term interest in English-language learning remains high and that customers are switching from conventional English conversation services to English coaching. - FY2023MitigatedAnnual report
「COVID-19 has been reclassified as Category 5, equivalent to seasonal influenza, and a recovery trend is visible in demand for English-language learning, including face-to-face learning. In addition, following the easing of Japan’s border-control measures related to COVID-19 from October 2022, the number of inbound foreign visitors has gradually begun to increase, confirming the resumption of international travel.」
The company describes the reclassification of the infectious disease as Category 5, the easing of border-control measures, the resumption of international travel, and the recovery trend in demand for English-language learning, indicating that concerns about slowing market growth have eased further. - FY2023-Q3MitigatedAnnual report
「COVID-19 has been reclassified as Category 5, equivalent to seasonal influenza, and a recovery trend is visible in demand for English-language learning, including face-to-face learning.」
The company describes the reclassification of the infectious disease and the recovery trend in demand for English-language learning, including face-to-face learning, indicating that concerns about slowing market growth have eased further. - FY2023-Q2MitigatedAnnual report
「Concerns about the prolonged duration and renewed spread of COVID-19 are easing, and conditions are emerging in which demand for English-language learning, including face-to-face learning, is expected to recover.」
The description has changed to reflect easing concerns about the prolonged duration and renewed spread of infectious disease and an expected recovery in demand for English-language learning, including face-to-face learning. - FY2022First statedAnnual report
「We believe that demand for English-language learning will remain firm over the medium to long term. However, if circumstances continue in which highly urgent learning needs, such as those driven by restrictions on overseas travel resulting from the COVID-19 pandemic or wars, fade, the English-language learning market could stagnate, affecting our financial condition and operating results.」
While anticipating medium- to long-term demand, the company recognizes the possibility that highly urgent demand could weaken due to travel restrictions and other factors.