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Digital Arts (2326) · RiskRestated

Changes in the Revenue Model Driven by Free Services and OS Integration

First written in FY2016. 6 of 11 entries say "Materialised", first in FY2020-Q3. Latest entry: FY2025.

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ProgressHeldSoftenedWorseRestatedFY2016 – FY2018MaterialisedFY2020-Q3 – FY2021RestatedFY2024 – FY20252016: 120162017: 120172018: 120182019: 020192020: 420202021: 220212022: 020222023: 020232024: 120242025: 12025
Same theme, other companies
Erosion of the paid market through free services and OS integrationA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「As internet-related regulations and other measures advance, if governments or NPOs provide measures or responses similar to the Group’s “Web Security” software at low prices or free of charge, the Group may be forced to change its business and revenue model.」

    The risk of changes to the revenue model from low-priced or free measures by governments and NPOs, and from free integration into operating systems, continues.
  2. FY2024RestatedAnnual report

    「As internet-related regulations and other measures advance, if governments or NPOs provide measures or responses similar to the Group’s “Web Security” software at low prices or free of charge, the Group may be forced to change its business and revenue model.」

    The risk of changes to the revenue model from low-priced or free measures by governments and NPOs, and from free integration into operating systems, continues.
  3. FY2021MaterialisedAnnual report

    「In the consumer market, the number of users increased as the company focused on partnerships with mobile network operators and MVNO operators, among others, and on sales of “i-FILTER for Multi-Device,” which can be used on multiple operating systems with a single serial ID. Meanwhile, revenue declined due to the impact of a review of prices charged to mobile network operators.」

    The impact of the continued review of prices charged to mobile network operators remained, and although the number of users increased, consumer-market revenue was ¥432 million, or 97.0% of the year-earlier period.
  4. FY2021-Q3MaterialisedAnnual report

    「In the consumer market, the number of users increased as the company focused on partnerships with mobile network operators and MVNO operators, among others, and on sales of “i-FILTER for Multi-Device,” which can be used on multiple operating systems with a single serial ID. Meanwhile, revenue declined due to the impact of a review of prices charged to mobile network operators. As a result, revenue in the consumer market was ¥323.112 million, or 93.6% of the year-earlier period.」

    Although the number of users increased, the review of prices charged to mobile network operators actually occurred, and consumer-market revenue declined to 93.6% of the year-earlier period. The impact of changes in pricing and the revenue model that became apparent in fiscal 2020 continues.
  5. FY2021-Q2MaterialisedAnnual report

    「In the consumer market, the number of users increased as the company focused on partnerships with mobile network operators and MVNO operators, among others, and on sales of “i-FILTER for Multi-Device,” which can be used on multiple operating systems with a single serial ID. Meanwhile, revenue declined due to the impact of a review of prices charged to mobile network operators. As a result, revenue in the consumer market was ¥219.520 million, or 86.16% of the year-earlier period.」

    Although the number of users increased, consumer-market revenue declined to 86.16% of the year-earlier period due to the impact of the review of prices charged to mobile network operators.
  6. FY2021-Q1MaterialisedAnnual report

    「Meanwhile, revenue declined due to the impact of a review of selling prices for mobile network operators. As a result, revenue in the consumer market was ¥115.115 million, or 81.9% of the year-earlier period.」

    The review of selling prices for mobile network operators actually emerged as a factor behind the decline in consumer-market revenue in the first quarter.
  7. FY2020MaterialisedAnnual report

    「The main factor was the reduction in prices charged to carriers following carriers’ provision of the service to end users free of charge in the consumer market.」

    The reduction in prices charged to carriers following the free provision of the service by carriers actually emerged as a factor behind the full-year decline in consumer-market revenue.
  8. FY2020-Q3MaterialisedAnnual report

    「In the consumer market, the adoption of filtering continued to advance in response to the expanding use of smartphones by young people. However, revenue declined due to lower prices charged to carriers following carriers’ provision of the service to end users free of charge, as well as sluggish sales of multi-year package products and “i-FILTER® for Multi-Device,” which can be used on multiple devices.」

    Free provision of the service by carriers and lower prices charged to carriers actually occurred and are described as factors behind the decline in consumer-market revenue.
  9. FY2018RestatedAnnual report

    「As regulations governing the Internet advance, if the government or an NPO provides initiatives or measures similar to our group's Web Security business at a low price or free of charge, our group may be forced to change its business and revenue model.」

    The risk of changes to the business and revenue model from low-priced or free measures by governments and NPOs, and from free or low-priced integration into operating systems, continues.
  10. FY2017RestatedAnnual report

    「As regulations governing the Internet advance, if the government or an NPO provides initiatives or measures similar to our group's Web Security business at a low price or free of charge, our group may be forced to change its business and revenue model.」

    The risk of changes to the business and revenue model from low-priced or free measures by governments and NPOs, and from free integration into operating systems, continues.
  11. FY2016First statedAnnual report

    「If the government or an NPO provides initiatives or measures similar to our group's Web Security business at a low price or free of charge, our group may be forced to change its business and revenue model.」

    Identifies free initiatives by the government or NPOs and free or low-cost integration into operating systems as risks to competition and the revenue model.
Moved together

"Expanding Sales of i-Filter for Mobile and Multiple Devices Through Partnerships with Telecommunications Operators" moved the same way as this thread, in the same document, in 6 of its 11 moves.

63222★12345
  1. ★This thread
  2. 1Expanding Sales of i-Filter for Mobile and Multiple Devices Through Partnerships with Telecommunications Operators6×
  3. 2Impact of COVID-19 on Business Activities3×
  4. 3Stable, sustained growth of existing businesses2×
  5. 4Increasingly Diverse and Complex Information Security Threats2×
  6. 5Reliance on Sales Distributors and Counterparty Credit Risk2×

★ 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
Digital Arts's next results are scheduled for 2026-10-30. Read the earnings preview
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Changes in the Revenue Model Driven by Free Services and OS Integration | Digital Arts Inc. (2326) | Komori