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DeNA (2432) · InitiativeCited as achievedLatest Earnings forecast revision (2026-05-12): "Worsened"

Strengthening the Healthcare Business through Investment in Allm and Making It a Subsidiary

First written in FY2022. 2 of 7 entries say "Advanced", first in FY2023-Q1. Latest entry: 2026-05-12.

7entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q1 – FY2023-Q3Cited as achievedFY2023 – FY2024-Q22022: 320222023: 320232024: 020242025: 020252026: 12026
Same theme, other companies

DeNA moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2026: 2 of 6 companies on the "Worse" side.

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

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. 2026-05-12WorsenedEarnings forecast revision

    「During the consolidated fiscal year, we conducted an impairment test based on revised forecasts of future cash flows because the revenue originally anticipated was no longer expected to be realized, among other factors.」

    The impairment test and resulting goodwill impairment arose in connection with strengthening the Healthcare business through the acquisition of Alm, due to the failure to achieve the revenue originally anticipated.
  2. FY2024-Q2Cited as achievedAnnual report

    「DATA HORIZON CO.,LTD. became a consolidated subsidiary of the company on 3 August 2022, and アルム株式会社 became a consolidated subsidiary on 3 October 2022. Since then, the results of each company have been included in the results of the relevant business.」

    アルム's becoming a consolidated subsidiary on 3 October 2022 was reiterated as a past event in the current description of the Healthcare and Medical business.
  3. FY2023Cited as achievedAnnual report

    「On 3 October 2022, the Company acquired a 52.3% interest in アルム, which operates a mobile ICT business for medical and healthcare applications, through a share delivery in which the Company was the share delivery parent company, making アルム a consolidated subsidiary.」

    The completion of the acquisition of a 52.3% interest in アルム and its inclusion as a consolidated subsidiary was confirmed as a completed fact in the full-year business description and business combination notes.
  4. FY2023-Q3AchievedAnnual report

    「On 3 October 2022, the Company acquired a 52.3% interest in アルム, which operates a mobile ICT business for medical and healthcare applications, through a share delivery in which the Company was the share delivery parent company, making アルム a consolidated subsidiary.」

    The Company acquired a 52.3% interest in アルム through a share delivery dated 3 October 2022, completing its acquisition as a consolidated subsidiary.
  5. FY2023-Q2AdvancedAnnual report

    「At a meeting of its Board of Directors held on 24 August 2022, the Company resolved to carry out a share delivery under which it would be the share delivery parent company and アルム the share delivery subsidiary, and prepared a share delivery plan. When the transaction took effect on 3 October, アルム became a consolidated subsidiary of the Company on the same date.」

    Under the plan to make アルム a subsidiary, the share delivery took effect on 3 October 2022, and アルム became a consolidated subsidiary on that date. The acquired voting interest was 52.3%.
  6. FY2023-Q1AdvancedAnnual report

    「At a meeting of its Board of Directors held on 25 May 2022, the Company resolved to acquire shares of アルム and acquired them on 1 July 2022. Following this share acquisition and アルム's acquisition and cancellation of treasury shares from existing shareholders, アルム became an equity-method affiliate of the Company.」

    As the first step toward making アルム a subsidiary, the Company subscribed for its third-party allotment on 1 July 2022, making it an equity-method affiliate with a 48.2% voting interest. The acquisition consideration was ¥2,326 million, and the plan to make it a subsidiary through additional acquisitions remained in place.
  7. FY2022First statedAnnual report

    「At a meeting of its Board of Directors held on 25 May 2022, the Company resolved to acquire shares of アルム and, to accelerate the growth of its solution healthcare services, create synergies with the Company's healthcare business and strengthen its earnings base in areas addressing social issues, entered into a basic agreement on the same date with アルム and its representative director and president, Sakano Teppei (坂野哲平), concerning the acquisition of アルム as a subsidiary. Under the basic agreement, the first step was to subscribe for a third-party allotment by アルム, and アルム was expected to become an equity-method affiliate of the Company in July 2022, with the Company holding 37.3%. Subsequently, subject to アルム's acquisition and cancellation of treasury shares from existing shareholders and the completion of various procedures for the acquisition, the Company planned to acquire the common shares held by Sakano and make アルム a subsidiary in which it would hold 57.5%.」

    A plan was first presented to make アルム an equity-method affiliate with a 37.3% interest in July 2022 as the first step, followed by its acquisition as a subsidiary with a 57.5% interest, in order to support the growth of アルム's solution healthcare services, create synergies with the existing healthcare business and strengthen the earnings base in areas addressing social issues.
Moved together

"Improving capital efficiency and returning profits to shareholders through share buybacks" moved the same way as this thread, in the same document, in 3 of its 7 moves.

332★123
  1. ★This thread
  2. 1Improving capital efficiency and returning profits to shareholders through share buybacks3×
  3. 2Funding Based on Cash on Hand and Management of Interest-Bearing Debt3×
  4. 3Expanding New Businesses and User Bases through In-House Development, Collaboration and M&A2×

★ 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 DeNA yet. It last moved in the Earnings forecast revision of 2026-05-12: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening the Healthcare Business through Investment in Allm and Making It a Subsidiary | DeNA Co.,Ltd. (2432) | Komori