Komori
Axel Mark (3624) · FactDropped

Expansion of the Smartphone Content Market

First written in FY2016-Q3. 11 of 14 entries say "Restated". Latest entry: FY2021.

14entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY20212016: 120162017: 420172018: 420182019: 420192020: 020202021: 12021
Same theme, other companies
Combined Expansion of the Internet, E-Commerce, and Mobile Content MarketsA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

1 other company's latest entry also says "Dropped".

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. FY2021DroppedAnnual report
    The body of the report for the fiscal year under review contains no direct reference to the smartphone penetration rate or expansion of the mobile content market. The explanation of the business environment has shifted to internet use, DX, IoT, digital content and e-commerce.
  2. FY2019RestatedAnnual report

    「The household smartphone penetration rate for the market in which the Group primarily provides services rose to 79.2% in 2018, indicating that the market is maturing.」

    While smartphone penetration has reached a high level, the company presents the latest data, showing a household penetration rate of 79.2%, to indicate that the market is maturing.
  3. FY2019-Q3RestatedAnnual report

    「Domestic smartphone shipments in fiscal 2018 totaled 30.61 million units, the second-highest shipment volume in the 10 years since statistical research began in 2009. However, this was a slight decrease from shipments in calendar 2018, and unit sales are expected to decline going forward due to factors including the separation of communications and handset charges.」

    The company explains that domestic smartphone shipments remain at a high level but declined slightly from the previous year's calendar-year results, and that unit sales are expected to decrease going forward due to factors including the separation of communications and handset charges.
  4. FY2019-Q2RestatedAnnual report

    「In the smartphone environment during the cumulative second quarter under review, according to MM Research Institute, domestic smartphone shipments in 2018 totaled 31.16 million units, the second-highest shipment volume in the 10 years since statistical research began in 2009.」

    The company presents the market view that domestic smartphone shipments remain at a high level, together with the latest shipment data.
  5. FY2019-Q1RestatedAnnual report

    「At the end of 2017, smartphone ownership in Japan was 75.1%, up only 3.3 percentage points from the previous year, indicating a slowdown in the pace of adoption.」

    While the smartphone ownership rate continues to rise, the company recognizes that the pace of adoption is slowing. It states that the gaming and social gaming market expanded to ¥1.3632 trillion.
  6. FY2018RestatedAnnual report

    「Within the smartphone and related markets, the gaming, social gaming and related markets expanded from 2016 to 2017 to ¥1.3632 trillion, or 115.1% of the previous year's level.」

    While the growth in the number of smartphone users has slowed, the company updates its market-size data to show that the gaming, social gaming and related markets are expanding.
  7. FY2018-Q3RestatedAnnual report

    「The mobile content market to which the Group's gaming business belongs expanded from 2016 to 2017 to ¥2.1109 trillion, or 112.5% of the previous year's level. In particular, the smartphone and related markets expanded to ¥2.059 trillion, or 114.1% of the previous year's level.」

    While the number of smartphone users continues to increase, the company presents new market data showing expansion in the mobile content market and the smartphone and related markets.
  8. FY2018-Q2RestatedAnnual report

    「In the mobile internet environment during the cumulative second quarter under review, the number of smartphone users continued to increase, driven by higher smartphone shipments and the diversification of communications services offered by low-cost SIM providers and major telecom carriers.」

    The company reiterates its view that the number of users continues to increase, driven by higher smartphone shipments and the diversification of communications services.
  9. FY2018-Q1RestatedAnnual report

    「The number of smartphone users continues to increase, driven by higher smartphone shipments and the diversification of communications services offered by low-cost SIM providers and major telecom carriers. Meanwhile, smartphone adoption has reached a certain level, and the pace of adoption has gradually slowed.」

    The company continues to express its longstanding view that the number of smartphone users is increasing, while the pace of adoption is slowing.
  10. FY2017RestatedAnnual report

    「Smartphone adoption has reached a certain level, and the pace of adoption has gradually slowed.」

    The annual report likewise states that the number of smartphone users continues to increase, while the pace of adoption has slowed.
  11. FY2017-Q3RestatedAnnual report

    「The number of smartphone users continues to increase, driven by higher smartphone shipments and the diversification of communications services offered by low-cost SIM providers and major telecom carriers. Meanwhile, the pace of adoption has gradually slowed. The mobile content market is likewise showing signs of slower growth, in line with the pace of smartphone adoption.」

    The company continues to recognize that the number of smartphone users and the mobile content market are growing, while the pace of adoption and market growth is slowing.
  12. FY2017-Q2RestatedAnnual report

    「The number of smartphone users continues to increase. Meanwhile, the pace of adoption has gradually slowed. The mobile content market is likewise showing signs of slower growth.」

    The company maintains the same view as in the previous quarter regarding the expansion of smartphone users and the mobile content market, as well as the slowdown in their growth.
  13. FY2017-Q1SoftenedAnnual report

    「The number of smartphone users continues to increase. Meanwhile, the pace of adoption has gradually slowed. The mobile content market is likewise showing signs of slower growth.」

    While the number of smartphone users and the content market continue to expand, the explanation has changed to reflect a slowdown in the pace of adoption and market growth.
  14. FY2016-Q3First statedAnnual report

    「The market has been expanding as smartphones become more widespread, and is expected to continue expanding.」

    The company recognizes that its addressable content market is expanding against the backdrop of wider smartphone adoption.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Axel Mark yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.