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Kids Star (248A) · RiskRestated

Dependence on the specific service “Gokko Land”

First written in FY2024. 2 of 5 entries say "Restated". Latest entry: 2026-08-12.

5entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025-H1Softened2026-03-252025: 220252026: 32026
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

Kids Star moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

2 other companies' latest entry also says "Materialised".

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.
Showing 14 of the 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-12MaterialisedEarnings presentation

    「Declining play counts are creating challenges for the platform's appeal to sponsors.」

    The decline in Gokko Land usage indicators was identified as a challenge to the platform's appeal to sponsors.
  2. FY2026-H1RestatedAnnual report

    「Gokko World (Digital)」

    Following the change in the presentation of revenue by service, revenue from “Gokko World (Digital)” was ¥459.751 million, representing approximately 91.0% of total revenue of ¥505.501 million. Revenue concentration in the core service remains evident.
  3. 2026-03-25SoftenedBusiness Plan

    「A phase in which investment costs temporarily precede earnings as the company moves away from the single-business model centered on Gokko Land (digital) and simultaneously develops multiple businesses, including real-world and overseas operations.」

    In response to dependence on a specific service, the company explicitly stated its policy of diversifying its business portfolio by developing real-world, overseas and new businesses.
  4. FY2025-H1RestatedAnnual report

    「Gokko World and Jimoto Guide」

    By major service, revenue from “Gokko World and Jimoto Guide” was ¥499.189 million, representing approximately 85.9% of total revenue of ¥580.885 million. However, this disclosure combines the two services rather than showing revenue for “Gokko World” alone.
  5. FY2024First statedAnnual report

    「Approximately 80% of our total revenue consists of participation fees collected from customers for operating our core social-experience app, “Gokko World.”」

    The likelihood is low and the potential impact is high. The Company intends to reduce its dependence by considering new businesses and expanding other core services.
Moved together

"Increase in the Number of Domestic Pavilion Locations Through Expansion of the Sales Structure" moved the same way as this thread, in the same document, in 2 of its 5 moves.

2★1
  1. ★This thread
  2. 1Increase in the Number of Domestic Pavilion Locations Through Expansion of the Sales Structure2×

★ 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 Kids Star yet. It last moved in the Earnings presentation of 2026-08-12: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on the specific service “Gokko Land” | KIDS STAR Inc. (248A) | Komori