Is 104 Job Bank in financial trouble?

No. FY2025 gross profit rose 15.86% year over year to TWD 371.2 million, and trailing twelve month net income stood at TWD 500.66 million as of 2026-06-23. There is a normal seasonal dip, February 2026 revenue fell 12.49% year over year due to Lunar New Year timing, but that reversed by June with growth resuming.

What is 104 Job Bank's biggest risk?

The biggest risk is diffuse rather than a single competitor: AI-native resume screening is spreading across the hiring industry, with 44% of organizations using AI for resume screening as of July 2026 per SHRM, which could erode 104's matching function over time. As of the July 2026 assessment, no rival has actually pulled employers away from 104, but the company also has not shipped a verified AI matching or screening feature beyond blog content, a gap worth tracking through mid-2027.

Who are 104 Job Bank's biggest competitors?

Its main domestic rival, 1111 Job Bank, was weakened by a data breach affecting about 3.86 million records reported in October 2025, giving 104 a trust edge. CakeResume, a vendor-claimed AI-matching challenger, had grown to roughly 173 staff by mid-2026 but remains about 14 times smaller than 104, and no share loss from it shows up in the evidence yet.

Is 104 Job Bank at risk from AI displacement?

Partly, according to the July 2026 assessment. Industry-wide AI resume screening adoption reached 44% of organizations as of July 2026 per SHRM, which is a real long-term pressure on the matching layer that job boards like 104 provide. That said, 104 already runs hiring workflows for over 80% of Taiwan's top 500 employers through its owned database, and no confirmed AI-native rival has taken measurable share as of this assessment.

Could LinkedIn or Indeed threaten 104 Job Bank in Taiwan?

This threat is rated distant as of the July 2026 assessment. Neither LinkedIn nor Indeed has confirmed a serious localized push into Taiwan, and 104 already runs hiring workflows for over 80% of Taiwan's top 500 employers through its owned database. This gap makes global entry a possibility to monitor rather than an active pressure today.

How does 104 Job Bank compare to similar companies?

Within its B3 cohort of 12 similar companies, 104 stands out for three decades of dominant scale in Taiwan since 1993, continued revenue and profit growth into 2026, and a trust advantage over 1111 Job Bank following its October 2025 data breach affecting about 3.86 million records. As of the 2026-07-30 comparison, no rival in the cohort has taken confirmed share from 104, though AI-native challengers elsewhere in the category continue to expand their matching capabilities.

Job boards and HR platforms · Taiwan

104 Job Bank

104.com.tw ↗

Taiwan's largest job board, linking employers and job seekers with wage data.

Hard to displace

Assessed 31 July 2026 · Evidence as of 31 July 2026

Strong structural protection; the business model survives ai pressure.

On the recordSince 31 July 2026 · Checkable from Feb 2027 · Every call on the record Checkpoint: 104's FY2026 annual revenue report

The call

104 keeps growing on steady lock-in and trusted data, while AI-native rivals like Cake build in the background without yet taking share.

104 Job Bank is Taiwan's main job-matching website where employers post openings and workers search for jobs. The company has stayed on top for 15+ years because it knows local salaries, bonus patterns, and turnover better than anyone, employers trust it, and speaking Taiwanese helps. The real threat is not LinkedIn or Indeed (which tried but couldn't dent it), but smaller, AI-first competitors like Cake and Yourator that are building smarter matching tools for younger workers and tech roles. What matters most: whether 104 launches its own visible AI matching tool before these rivals lock in the next generation of job seekers, since 104 has stayed quiet on AI while third-party chatbots are already using its name.

Why

AI pressure: Cake, Yourator (AI-native job platforms). Cake and Yourator court young, tech-savvy job seekers with AI-native matching; 104 has shown no first-party AI product yet. Could AI do the core job? Only partly.

Bigger players: LinkedIn, Indeed. LinkedIn and Indeed operate in Taiwan but haven't broken 104's grip on local employer trust or salary-survey data. Could a giant copy it? Probably.

What protects it. Most top-500 Taiwan employers and job seekers already use 104, backed by decades of salary and turnover data press relies on.

What would change this call

104 announces a first-party AI matching or screening product within 12-18 months. Would show 104 closing the AI gap rather than ceding ground to Cake/Yourator.
Cake or Yourator publicly names a top-500 employer client won from 104. Would confirm AI-native rivals are converting share, not just targeting young users.
104's monthly revenue growth flattens or turns negative outside the Feb Lunar New Year dip. Would signal the core ad-revenue engine is weakening beyond seasonal noise.

Key numbers

FY2025 revenue TWD 2.674B, up 7.02% YoY (2025-12-31)
March 2026 revenue +9.9% YoY (2026-03-31)
June 2026 revenue +7.87% YoY (2026-06-30)

Named risks

No confirmed first-party AI matching or screening product shipped as of April 2026. Severity: high
AI-native rivals Cake and Yourator could erode share in younger and tech-talent segments. Severity: medium
Seasonal revenue volatility tied to Lunar New Year timing, as seen in February 2026 dip. Severity: low
Revenue dependent on Taiwan macro labor market conditions and employer ad spend. Severity: medium
Fragmented ownership with largest single holder near only 7.7 percent. Severity: low

Rivals, as read in July 2026

Rival	Direction	Evidence
LinkedIn	contesting	Present in Taiwan 15-plus years without displacing 104, per Taipei Times feature 2024-06-13
Indeed	contesting	Cited as an alternative recruiters consider, but local share versus 104 unconfirmed as of 2025-06-03
Cake (CakeResume)	gaining on	AI-forward platform targeting younger tech talent, positioned as modern alternative as of 2025-09-29
Yourator	gaining on	Newer platform aimed at startups and tech talent, noted as competitor as of 2026-07-22
1111 Job Bank	contesting	Long-established domestic rival with broad SME reach, listed as top competitor 2026-07-22

Questions people ask

Is 104 Job Bank in financial trouble?: No. FY2025 gross profit rose 15.86% year over year to TWD 371.2 million, and trailing twelve month net income stood at TWD 500.66 million as of 2026-06-23. There is a normal seasonal dip, February 2026 revenue fell 12.49% year over year due to Lunar New Year timing, but that reversed by June with growth resuming.
What is 104 Job Bank's biggest risk?: The biggest risk is diffuse rather than a single competitor: AI-native resume screening is spreading across the hiring industry, with 44% of organizations using AI for resume screening as of July 2026 per SHRM, which could erode 104's matching function over time. As of the July 2026 assessment, no rival has actually pulled employers away from 104, but the company also has not shipped a verified AI matching or screening feature beyond blog content, a gap worth tracking through mid-2027.
Who are 104 Job Bank's biggest competitors?: Its main domestic rival, 1111 Job Bank, was weakened by a data breach affecting about 3.86 million records reported in October 2025, giving 104 a trust edge. CakeResume, a vendor-claimed AI-matching challenger, had grown to roughly 173 staff by mid-2026 but remains about 14 times smaller than 104, and no share loss from it shows up in the evidence yet.
Is 104 Job Bank at risk from AI displacement?: Partly, according to the July 2026 assessment. Industry-wide AI resume screening adoption reached 44% of organizations as of July 2026 per SHRM, which is a real long-term pressure on the matching layer that job boards like 104 provide. That said, 104 already runs hiring workflows for over 80% of Taiwan's top 500 employers through its owned database, and no confirmed AI-native rival has taken measurable share as of this assessment.
Could LinkedIn or Indeed threaten 104 Job Bank in Taiwan?: This threat is rated distant as of the July 2026 assessment. Neither LinkedIn nor Indeed has confirmed a serious localized push into Taiwan, and 104 already runs hiring workflows for over 80% of Taiwan's top 500 employers through its owned database. This gap makes global entry a possibility to monitor rather than an active pressure today.
How does 104 Job Bank compare to similar companies?: Within its B3 cohort of 12 similar companies, 104 stands out for three decades of dominant scale in Taiwan since 1993, continued revenue and profit growth into 2026, and a trust advantage over 1111 Job Bank following its October 2025 data breach affecting about 3.86 million records. As of the 2026-07-30 comparison, no rival in the cohort has taken confirmed share from 104, though AI-native challengers elsewhere in the category continue to expand their matching capabilities.

Timeline

2026-07-13104 reports June 2026 revenue of TWD 263.27 million, up 7.87% year-over-year
2026-04-10104 reports March 2026 revenue up 9.9% year-over-year
2026-03-10104 reports February 2026 revenue fell 12.49% year-over-year on Lunar New Year timing
2026-02-26104 reports FY2025 revenue of TWD 2.674 billion, up 7.02% year-over-year
2026-02-02104 reports Q4 2025 revenue of TWD 662 million, up 6.9% year-over-year
2026-01-16TVBS cites 104 year-end bonus survey on Taiwan economic disparity
2025-11-18Taipei Times cites 104 survey showing year-end bonuses set to drop slightly
2025-08-20Taipei Times cites 104 survey on companies struggling to retain new hires
2000-08Company renamed 104 Corporation after 1993 incorporation as Fu-Hwa International

Revision history

31 July 2026

First assessed. Hard to displace. The text above is fixed as of this date and is not edited afterwards.

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