3900 Crowdworks
- 2 days ago
- 1 min read
One of Japan's largest crowdsourcing companies. Developing human resource matching services and related process management SaaS.
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excerpt from large ownership report amendment filing dated Feb 27, 2026:
The filer, Japan's famous retail activist Hiroyuki Maki, owns 6% as of this filing
English translation:
"[Purpose of Holding]
The Proposer (i.e., filer) holds the shares in order to contribute to the corporate governance of the Issuer. The Proposer had been considering holding more than 30% of the total number of issued shares of the Issuer after November 21, 2025, and was confirming the views of the Issuer's Board of Directors regarding the method of increasing its holdings.
Upon receiving the Issuer's first-quarter financial results announcement on February 13, 2026, the Proposer proposed market purchases to the Issuer as a method of increasing its holdings. However, the Issuer's Board…
"CrowdWorks' latest financial results show a decline in revenue and profits on the surface, but the company is actually in the investment phase as planned.
They are withdrawing from non-focused businesses, absorbing AI tech, and accelerating advertising again.
Progress against the FY26 full-year plan is 27.8% in sales and 27.3% in gross profit."
https://x.com/DeadFinanceCXO/status/2024318866021896834?s=20
Stumbled into this analysis by some random person on social media. I don't know how accurate this is but thought was an interesting take (Japanese original texts follow the English translation):
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The argument like “AI Killed Freelancers. That’s Why CrowdWorks Collapsed!” has been making the rounds regarding CrowdWorks’ latest financial results, but the reality is a bit different.
Let’s start with the facts. In their most recent earnings report, CrowdWorks recorded an astonishing 84.4% drop in operating profit and a 95.6% plunge in net profit. Just looking at those numbers, it’s understandable why people want to call it an “AI shock.”
However, revenue itself has not fallen significantly. That’s the key point.
If “jobs were taken by AI and the…
she thinks the co may be at the bottom range of its J curve and may show some profit growth for FY Sept 2027
https://x.com/nano_nano2001/status/1980249407598846062
at 849 yen/share, 13.4 bil yen mkt cap vs 2 bil yen net cash