Competitive pressure on media businesses from video streaming, smartphones and other factors
First written in FY2016. 13 of 26 entries say "Worsened", first in FY2017. Latest entry: 2026-08-06.
2nd RETAILING moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).
The whole theme swung hardest in 2017: 3 of 7 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- 2026-08-06WorsenedEarnings
「Although the market continued shifting toward download sales, used Nintendo Switch 2 products contributed to revenue.」
The company stated that used Nintendo Switch 2 products contributed to revenue while the shift toward download sales continued. - FY2026WorsenedAnnual report
「Of which: Rentals 25,131 87.7%」
The impact of the contraction in the video streaming and packaged-media markets continued, and rental sales declined to 87.7% of the year-earlier level. - FY2026-H1WorsenedAnnual report
「The shift to download sales of game software has progressed, and packaged versions have been trending downward. However, reused game-related merchandise remained flat due to the launch effect of the next-generation home video game console Nintendo Switch 2.」
The company continues to describe in specific terms the shift to download sales and the resulting downward trend in packaged game software. The launch effect of Nintendo Switch 2 helped keep reused game-related merchandise flat. - FY2025WorsenedAnnual report
「Of which: Rentals 28,647 87.4%」
Rental sales declined to 87.4% of the year-earlier level. In addition to the contraction of the rental market due to the spread of video streaming, sales of new products also declined following the prior period's sales of game consoles and major titles, and pressure on the media business continued to be reflected in the results. - FY2024-Q3RestatedAnnual report
「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company continues to disclose that there have been no material changes in competitive pressure on the media business from video streaming, smartphones, and other services. - FY2024-Q2RestatedAnnual report
「Downloads have become increasingly common even for purchases of older game software, and sales of reused game software had been trending downward. However, sales increased due to long-running hits among popular game software and demand for previous titles generated by hit new releases.」
The company continues to report competitive pressure on older game software from the spread of downloadable versions. Meanwhile, sales of reused game software increased in the quarter due to long-running hits among popular titles and other factors. - FY2024-Q1RestatedAnnual report
「Downloads have become increasingly common even for purchases of older game software, and sales of reused game software had been trending downward. However, sales increased due to long-running hits among popular game software and demand for previous titles generated by hit new releases.」
The company continues to report competitive pressure on older game software from the spread of downloadable versions. Meanwhile, sales of reused game software increased in the quarter due to long-running hits among popular titles and other factors. - FY2023-Q3RestatedAnnual report
「Regarding rental merchandise, sales declined within the expected range as streaming services spread and the rental market contracted.」
The company continues to report a decline in rental sales accompanying the spread of streaming services and contraction of the rental market. - FY2023-Q2RestatedAnnual report
「Regarding rental merchandise, sales declined within the expected range as streaming services spread and the rental market contracted.」
The company continues to report a decline in rental sales accompanying the spread of streaming services and contraction of the rental market. - FY2023-Q1RestatedAnnual report
「Regarding rental merchandise, sales declined as streaming services spread and the rental market contracted.」
The company continues to report a decline in sales accompanying the spread of video streaming services and contraction of the rental market. - FY2022WorsenedAnnual report
「For rentals, whose main products are videos such as DVDs, the reduced supply of new titles continued due to the postponement of theatrical film releases since the previous consolidated fiscal year. In addition, with the spread of video streaming services, the downward trend in sales continued.」
Against a backdrop of reduced supply of new titles and the spread of video streaming services, rental sales declined to 83.4% of the year-earlier level, and the contraction of video rentals continued in the full-year results. - FY2022-Q3RestatedAnnual report
「For rentals, whose main products are videos such as DVDs, the reduced supply of new titles has continued due to the postponement of theatrical film releases since the previous fiscal year. In addition, with the spread of video streaming services, the downward trend in sales has continued.」
The company continues to report a downward trend in video rental sales driven by the reduced supply of new titles and the spread of video streaming services. - FY2022-Q2RestatedAnnual report
「For rentals, whose main products are videos such as DVDs, the reduced supply of new titles has continued due to the postponement of theatrical film releases since the previous fiscal year. In addition, with the spread of video streaming services, the downward trend in sales has continued.」
The company continues to report a downward trend in video rental sales, driven by the reduced supply of new titles and the spread of video streaming services. - FY2022-Q1WorsenedAnnual report
「The company expects this downward trend to continue for the time being, partly due to the spread of video streaming services.」
The company indicates that the downward trend in video rentals will continue for the time being, driven by the spread of video streaming services. - FY2021WorsenedAnnual report
「For video rentals, the founding business of our company, we expect the contraction of the market and the decline in the number of competing operators to continue for the time being, due not only to changes in consumers' preferences for leisure spending but also to the spread of high-speed communications and video streaming services.」
The company states that the contraction of the video rental market will continue for the time being, driven by the spread of high-speed communications and video streaming services. - FY2021-Q3WorsenedAnnual report
「The downward trend in the video rental market accelerated.」
The company states that the decline in the video rental market accelerated, indicating mounting pressure on the media business. - FY2021-Q2WorsenedAnnual report
「Stay-at-home demand for rentals contracted rapidly from June, and sales in the second quarter were below the previous period's level. In merchandise sales, new products, mainly new game consoles with low gross margins, drove revenue only.」
The temporary stay-at-home demand for rentals contracted rapidly, and the resulting pressure on the media business's sales mix and profitability became evident in the results. - FY2020WorsenedAnnual report
「Meanwhile, the downward trend in the video rental market using stores, the founding business of our group, has continued. In the home video game market, stay-at-home demand arose as people refrained from going out to help prevent the spread of COVID-19, but downloads of game software have also increased.」
The company states that the decline in the video rental market has continued and that download sales of game software have also increased, providing a more specific description of competitive pressure on the media business. - FY2020-Q1RestatedAnnual report
「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company disclosed that there had been no material changes regarding competitive pressure on the media business from video streaming, smartphones, and other services. - FY2019RestatedAnnual report
「The downward trend in the video rental market using stores, the founding business of our group, has continued.」
The company states that the contraction of the media business market has continued. It does not indicate any new changes in the competitive pressure itself from video streaming, smartphones, and other services. - FY2019-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company disclosed that there had been no material changes regarding competitive pressure on the media business from video streaming, smartphones, and other services. - FY2019-Q2RestatedAnnual report
「There have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company disclosed that there had been no material changes in its business and other risks, and continues to treat competitive pressure on the media business from video streaming, smartphones, and other services as an existing risk. - FY2017WorsenedAnnual report
「As video streaming has become more active in the domestic market, the number of companies entering the market has increased and competition has intensified. In addition, consumers' range of options for spending their time on smartphones and other devices has continued to expand.」
The company explicitly highlighted the increase in entrants to video streaming and intensifying competition, placing more specific emphasis than in the previous fiscal year on competitive pressure on the media business. - FY2016First statedAnnual report
「In addition to the need to remain mindful of competition for consumers' time from HDD recorders, smartphones, and other devices, video streaming services over the internet have become more active, whether paid or free, due to the entry of major overseas VOD operators and the full-scale rollout of catch-up streaming by commercial broadcasters.」
Online streaming, smartphones, VOD operators, and catch-up streaming are identified as competitive factors in the media business.