China-Led Growth and Profitability Improvement in the Overseas Game Business
First written in FY2017-Q1. 11 of 18 entries say "Restated". Latest entry: FY2026.
DeNA moved to the "Worse" side of this theme in 2026.
The whole theme swung hardest in 2023: 1 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
- FY2026SoftenedAnnual report
「In the game business, the company is pursuing new development approaches, with the primary aim of reducing risks arising from volatility and building a stronger business structure. It is also developing and operating titles based on alliances with strong external partners, operating existing titles to generate long-term contributions, and expanding titles with global markets in mind. Over the medium to long term, it aims to create business opportunities in the broader entertainment field by leveraging its strengths in collaboration with partners and technology.」
The company no longer explicitly refers to overseas growth centered on China. Its overseas strategy has been organized around strong external partners, global expansion and new development approaches, with the aim of building a stronger business structure and creating business opportunities in the broader entertainment field. - FY2025-H1AdvancedAnnual report
「Operations focused on existing titles, and user spending decreased year on year, but costs declined as a result of measures including the substantial downsizing of the China operations undertaken since the previous fiscal year, resulting in higher profit year on year.」
The disclosure states that the substantial downsizing of the China operations undertaken since the previous fiscal year reduced costs and resulted in higher game-business profit year on year, with the effects of the review reflected in the performance explanation. - FY2024SoftenedAnnual report
「In the game business, the company is pursuing new development approaches and reviewing its China operations, with the primary aim of reducing risks arising from volatility and building a stronger business structure.」
The company has explicitly stated that it is reviewing its China operations, in contrast to its previous policy of overseas growth centered on China. It also states that the game business declined substantially as a result of measures including the significant downsizing of its China operations. - FY2023RestatedAnnual report
「The group is focusing on business operations in China, particularly its mobile game business policy.」
The policy of emphasizing mobile game operations in China continues in the description of overseas business risks. - FY2022RestatedAnnual report
「The group is focusing on business operations in China, particularly its mobile game business policy.」
The emphasis on mobile game operations in China is also confirmed in the description of overseas business risks. - FY2021-Q3RestatedAnnual report
「During the first nine months of the fiscal year under review, many existing titles performed steadily, while titles launched for distribution in Japan and overseas since the previous fiscal year also contributed. User spending increased year on year, resulting in higher revenue and profit year on year.」
Global game operations, including title distribution in Japan and overseas and the contributions from those titles, continue alongside the solid performance of existing titles. - FY2021-Q2RestatedAnnual report
「During the first six months of the fiscal year under review, existing titles performed steadily, while titles launched for distribution in Japan and overseas since the previous fiscal year also contributed. User spending increased year on year, resulting in higher revenue and profit year on year.」
Global game operations, including title distribution in Japan and overseas and the contributions from those titles, continue alongside the solid performance of existing titles. - FY2021-Q1AdvancedAnnual report
「During the first quarter of the fiscal year under review, existing titles performed steadily, while titles launched for distribution in Japan and overseas since the previous fiscal year also contributed. User spending increased year on year, resulting in higher revenue and profit year on year.」
The company states that titles launched in Japan and overseas since the previous fiscal year have made actual contributions, with the results of title expansion, including overseas expansion, reflected in performance. - FY2019ReframedAnnual report
「In the games business, in addition to strengthening existing titles and creating new hit titles by leveraging the expertise accumulated through development and operations, we will seek growth by expanding our global user base, primarily through collaboration with external partners.」
Compared with the previous description of overseas expansion, including the Chinese market, the focus has been recast toward expanding the global user base through collaboration with external partners, without specifically identifying China. - FY2019-Q3RestatedAnnual report
「For overseas markets, the company will continue efforts centered on titles developed in collaboration with external partners, including titles based on its business and capital alliance with Nintendo Co.,Ltd. and titles using strong IP in the Chinese market.」
Overseas expansion continues to center on titles developed in collaboration with Nintendo Co.,Ltd., titles using strong IP in the Chinese market and titles developed with other external partners. - FY2019-Q2RestatedAnnual report
「For overseas markets, the company will continue efforts centered on titles developed in collaboration with external partners, including titles based on its business and capital alliance with Nintendo Co.,Ltd. and titles using strong IP in the Chinese market.」
Overseas expansion continues to center on titles developed in collaboration with Nintendo Co.,Ltd., titles using strong IP in the Chinese market and titles developed with other external partners. - FY2019-Q1RestatedAnnual report
「For overseas markets, the company will continue efforts centered on titles developed in collaboration with external partners, including titles based on its business and capital alliance with Nintendo Co.,Ltd. and titles using strong IP in the Chinese market.」
Overseas expansion continues to center on titles developed in collaboration with Nintendo Co.,Ltd., titles using strong IP in the Chinese market and titles developed with other external partners. - FY2018-Q3RestatedAnnual report
「For overseas markets, the company will continue efforts centered on titles developed in collaboration with external partners, including titles based on its business and capital alliance with Nintendo Co.,Ltd. and titles using strong IP in the Chinese market.」
The company continues its overseas expansion centered on the use of strong IP in the Chinese market and titles developed in collaboration with external partners, including Nintendo Co.,Ltd. - FY2018-Q2RestatedAnnual report
「For overseas markets, the company will continue efforts centered on titles developed in collaboration with external partners, including titles based on its business and capital alliance with Nintendo Co.,Ltd. and titles using strong IP in the Chinese market.」
The company continues its overseas expansion centered on the use of strong IP in the Chinese market and titles developed in collaboration with external partners, including Nintendo Co.,Ltd. - FY2018-Q1RestatedAnnual report
「For overseas markets, the company will continue efforts centered on titles developed in collaboration with external partners, including titles based on its business and capital alliance with Nintendo Co.,Ltd. and titles using strong IP in the Chinese market.」
The company continues its overseas expansion centered on the use of strong IP in the Chinese market and titles developed in collaboration with external partners, including Nintendo Co.,Ltd. - FY2017-Q3RestatedAnnual report
「In China, the company will continue developing applications that leverage strong IP. For global markets, including Europe and North America, it will primarily develop titles produced in collaboration with external partners, including titles covered by its business and capital alliance with Nintendo Co.,Ltd.」
The company continues to describe the use of strong IP in China and the development of titles in collaboration with Nintendo Co.,Ltd. and external partners for global markets, including Europe and North America. - FY2017-Q2ReframedAnnual report
「In China, the company will continue developing applications that leverage strong IP. For global markets, including Europe and North America, it will primarily develop titles produced in collaboration with external partners, including titles covered by its business and capital alliance with Nintendo Co.,Ltd.」
The use of strong IP in China continues, while the overseas strategy has broadened to developing titles in collaboration with Nintendo Co.,Ltd. and external partners for global markets, including Europe and North America. The previous reference to improved earnings is not explicit here. - FY2017-Q1First statedAnnual report
「Overseas, the company will seek growth centered on China, where it develops titles leveraging strong IP, while working to improve earnings.」
The company has indicated a policy of pursuing growth centered on China overseas while improving earnings in parallel.