Komori
Gakkyusha (9769) · RiskNeed to respond to generative AI and other new technologies

Declining Birthrate, Restraint on Education Spending, and Intensifying Competition

First written in FY2016. 19 of 26 entries say "Restated". Latest entry: FY2026-H1.

26entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q3 – FY2020-Q2RestatedFY2022-Q2 – FY2026-H12016: 320162017: 320172018: 420182019: 320192020: 120202021: 320212022: 320222023: 320232024: 220242025: 12025
Same theme, other companies
Compound changes in the education and childcare environment caused by declining birthratesA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Gakkyusha moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).

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

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. FY2026-H1Need to respond to generative AI and other new technologiesAnnual report

    「In the cram school industry, while facing the structural challenge of a declining school-age population resulting from the declining birthrate, companies are required to respond to university entrance examination reforms, advances in ICT-based education, and new technologies such as generative AI. As educational needs become more diverse and sophisticated, competition involving companies from other industries continues.」

    In addition to the existing competitive environment shaped by the declining birthrate, ICT-based education, and entry by companies from other industries, the disclosure explicitly identifies the need to respond to new technologies such as generative AI and the increasing diversity and sophistication of educational needs.
  2. FY2025-H1Demand for ICT, collaboration with EdTech companies, and increased entry by companies from other industriesAnnual report

    「In the cram school industry, while the school-age population continues to decline due to the declining birthrate, demand is accelerating for education services using ICT in response to university entrance examination reforms and the GIGA School Initiative. In addition, as the industry is required to address new educational needs, collaboration with EdTech companies and entry by companies from other industries are becoming increasingly active.」

    In addition to the existing factors of the declining birthrate, market contraction, and intensifying competition, the industry environment is described in terms of demand for ICT-based education driven by the GIGA School Initiative, collaboration with EdTech companies, and increased entry by companies from other industries.
  3. FY2024RestatedAnnual report

    「The environment surrounding our Group remains challenging due to factors including the market contraction resulting from the declining birthrate and continued restraint in household education spending. At the same time, entry by companies from other industries using technologies such as AI and IoT is becoming increasingly pronounced, and competition among companies is expected to intensify further.」

    The declining birthrate, market contraction, restrained education spending, entry by companies from other industries using AI and IoT, and intensifying competition continue to be identified as business-environment risks.
  4. FY2024-Q2RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, demand is growing for transformation through digital education, including video lessons and online classes, in addition to responding to the Common Test for University Admissions and the introduction of English as a formal subject in elementary schools. In addition, changes in the business environment resulting from the COVID-19 pandemic have made the entry of new competitors and industry consolidation increasingly pronounced, and the industry's profile continues to rise.」

    The declining birthrate, market contraction, restrained education spending, responses to changes in the education system, responses to demand for digital education, new entrants, and industry consolidation continue to be described as the industry environment.
  5. FY2023RestatedAnnual report

    「The environment surrounding our Group remains challenging due to factors including the market contraction resulting from the declining birthrate and continued restraint in household education spending. At the same time, entry by companies from other industries using technologies such as AI and IoT is becoming increasingly pronounced, and competition among companies is expected to intensify further.」

    The declining birthrate, market contraction, restrained education spending, entry by companies from other industries using AI and IoT, and intensifying competition continue to be described as the business environment.
  6. FY2023-Q3RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, demand is growing for enhanced digital education, including video lessons and online classes, to provide continuous learning environments amid the COVID-19 pandemic, in addition to responding to the Common Test for University Admissions and the introduction of English as a formal subject in elementary schools. In addition, changes in the business environment resulting from the COVID-19 pandemic have made the entry of new competitors and industry consolidation increasingly pronounced, and the industry's profile continues to rise.」

    The declining birthrate, market contraction, restrained education spending, responses to changes in the education system, demand for digital education, new entrants, and industry consolidation continue to be described as the industry environment.
  7. FY2023-Q2RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, demand is growing for enhanced digital education, including video lessons and online classes, to provide continuous learning environments amid the COVID-19 pandemic, in addition to responding to the Common Test for University Admissions and the introduction of English as a formal subject in elementary schools. In addition, changes in the business environment resulting from the COVID-19 pandemic have made the entry of new competitors and industry consolidation increasingly pronounced, and the industry's profile continues to rise.」

    The declining birthrate, market contraction, restrained education spending, responses to changes in the education system, demand for digital education, new entrants, and industry consolidation continue to be described as the industry environment.
  8. FY2023-Q1RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, demand is growing for enhanced digital education, including video lessons and online classes, to provide continuous learning environments amid the COVID-19 pandemic, in addition to responding to the Common Test for University Admissions and the introduction of English as a formal subject in elementary schools. In addition, changes in the business environment resulting from the COVID-19 pandemic have made the entry of new competitors and industry consolidation increasingly pronounced, and the industry's profile continues to rise.」

    The declining birthrate, market contraction, restrained education spending, responses to changes in the education system, demand for digital education, new entrants, and industry consolidation continue to be described as the industry environment.
  9. FY2022-Q3RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, demand is growing for enhanced digital education, including video lessons and online classes, to provide continuous learning environments amid the COVID-19 pandemic, in addition to responding to the Common Test for University Admissions introduced in 2021 and the introduction of English as a formal subject in elementary schools. In addition, changes in the business environment resulting from the COVID-19 pandemic have made the entry of new competitors and industry consolidation increasingly pronounced, and the industry's profile has been rising.」

    As before, the declining birthrate, market contraction, restrained education spending, responses to changes in the education system, demand for digital education, new entrants, and industry consolidation continue to be described as the industry environment.
  10. FY2022-Q2RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, demand is growing for enhanced digital education, including video lessons and online classes, to provide continuous learning environments amid the COVID-19 pandemic, in addition to responding to the Common Test for University Admissions introduced in 2021 and the introduction of English as a formal subject in elementary schools. In addition, changes in the business environment resulting from the COVID-19 pandemic have made the entry of new competitors and industry consolidation increasingly pronounced, and the industry's profile has been rising.」

    The declining birthrate, market contraction, restrained education spending, responses to changes in the education system, demand for digital education, new entrants, and industry consolidation continue to be described as the industry environment.
  11. FY2022-Q1WorsenedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, demand is growing for enhanced digital education, including video lessons and online classes, to provide continuous learning environments amid the COVID-19 pandemic, in addition to responding to the Common Test for University Admissions introduced in 2021 and the introduction of English as a formal subject in elementary schools. In addition, changes in the business environment resulting from the COVID-19 pandemic have made the entry of new competitors and industry consolidation increasingly pronounced, and the industry's profile has been rising.」

    In addition to the existing factors of the declining birthrate and restrained education spending, the disclosure identifies the demand for digital education in response to the COVID-19 pandemic and the increasing prominence of new entrants and industry consolidation, indicating broader sources of competitive pressure.
  12. FY2021-Q3RestatedAnnual report

    「In the cram school industry, new services addressing diverse needs have begun, including the delivery of video lessons and online classes, in response to the newly introduced Common Test for University Admissions and the introduction of English as a formal subject in elementary schools, as well as to provide continuous learning environments amid the spread of COVID-19. In addition, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, the entry of new competitors is further intensifying competition among companies. Industry consolidation is becoming increasingly pronounced, and the industry's profile has been rising.」

    The disclosure continues to identify the declining birthrate, market contraction, restrained education spending, intensifying competition from new entrants, and industry consolidation. It also notes that new services, including video lessons and online classes, have begun in the industry amid the COVID-19 pandemic.
  13. FY2020WorsenedAnnual report

    「The environment surrounding our Group remains challenging due to factors including the market contraction resulting from the declining birthrate and continued restraint in household education spending. At the same time, entry by companies from other industries using technologies such as AI and IoT is becoming increasingly pronounced, and competition among companies is expected to intensify further.」

    In addition to the existing factors of the declining birthrate, restrained education spending, and intensifying competition, the disclosure states that entry by companies from other industries using AI and IoT has become increasingly pronounced, indicating broader sources of competitive pressure.
  14. FY2020-Q2RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, competition among companies is being further intensified by the upcoming 2020 education reforms and the entry of new competitors. In addition, industry consolidation is becoming increasingly pronounced, and the industry's profile has been rising.」

    The declining birthrate, market contraction, restrained education spending, the 2020 education reforms, intensifying competition from new entrants, and industry consolidation continue to be identified as business-environment risks.
  15. FY2020-Q1RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, competition among companies is being further intensified by the upcoming 2020 education reforms and the entry of new competitors. In addition, industry consolidation is becoming increasingly pronounced, and the industry's profile has been rising.」

    The declining birthrate, market contraction, restrained education spending, the 2020 education reforms, intensifying competition from new entrants, and industry consolidation continue to be described as the business environment.
  16. FY2019-Q3RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, competition among companies is being further intensified by the upcoming 2020 education reforms and the entry of new competitors. In addition, industry consolidation is becoming increasingly pronounced, and the industry's profile has been rising.」

    The declining birthrate, market contraction, restrained education spending, education reforms, intensifying competition from new entrants, and industry consolidation continue to be identified as business-environment risks.
  17. FY2019-Q2Emergence of industry consolidationAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, the entry of new competitors is further intensifying competition among companies. In addition, industry consolidation is becoming increasingly pronounced, and the industry's profile has been rising.」

    In addition to the existing factors of the declining birthrate, restrained education spending, and intensifying competition from new entrants, the disclosure describes the emergence of industry consolidation and rising interest in the industry.
  18. FY2019-Q1RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, the entry of new competitors is further intensifying competition among companies.」

    The declining birthrate, market contraction, restrained education spending, and intensifying competition from new entrants continue to be described as the industry environment.
  19. FY2018RestatedAnnual report

    「The environment surrounding our Group remains challenging due to factors including the market contraction resulting from the declining birthrate and continued restraint in household education spending, while competition among companies is expected to intensify further.」

    Market contraction resulting from the declining birthrate, restrained education spending, and intensifying competition continue to be identified as business-environment risks.
  20. FY2018-Q3RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, competition among companies is being further intensified by the impending implementation of university entrance examination reforms.」

    The declining birthrate, market contraction, restrained education spending, university entrance examination reforms, and intensifying competition continue to be described as the industry environment.
  21. FY2018-Q2RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, competition among companies is being further intensified by the impending implementation of university entrance examination reforms.」

    The declining birthrate, market contraction, restrained education spending, university entrance examination reforms, and intensifying competition continue to be described as the industry environment.
  22. FY2018-Q1RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, the entry of new competitors is further intensifying competition among companies.」

    The declining birthrate, market contraction, restrained education spending, and intensifying competition from new entrants continue to be described as the business environment.
  23. FY2017-Q3RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, competition among companies is being further intensified by the impending implementation of university entrance examination reforms.」

    The declining birthrate, market contraction, restrained education spending, university entrance examination reforms, and intensifying competition continue to be described as the business environment.
  24. FY2017-Q2WorsenedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, competition among companies is being further intensified by the impending implementation of university entrance examination reforms.」

    In addition to the existing factors of the declining birthrate, restrained education spending, and intensifying competition, the environment ahead of the implementation of university entrance examination reforms is explicitly identified, broadening the sources of competitive pressure.
  25. FY2017-Q1RestatedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, the entry of new competitors is further intensifying competition among companies.」

    As in the previous fiscal year, the business environment is described in terms of the declining birthrate, market contraction, restrained education spending, and intensifying competition from new entrants.
  26. FY2016First statedAnnual report

    「In the cram school industry, as the market continues to shrink due to the declining birthrate and households continue to restrain education spending, the entry of new competitors is further intensifying competition among companies.」

    Market contraction, restrained household spending on education, and intensifying competition from new entrants are identified as business-environment risks.
Moved together

"Impairment of School Facilities and Goodwill" moved the same way as this thread, in the same document, in 3 of its 26 moves.

3222★1234
  1. ★This thread
  2. 1Impairment of School Facilities and Goodwill3×
  3. 2Economic, foreign exchange and force majeure risks associated with overseas expansion2×
  4. 3Difficulty carrying out operations due to disasters and infectious diseases2×
  5. 4Changes in Network Advertising Market Conditions and Decline in Advertising Rates2×

★ 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.

When this could move next
No upcoming earnings preview for Gakkyusha yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Declining Birthrate, Restraint on Education Spending, and Intensifying Competition | GAKKYUSHA CO.,LTD. (9769) | Komori