Komori
GREE Holdings (3632) · FactReframed

Revenue concentration in the gaming business and paid content income

First written in FY2019. 11 of 21 entries say "Restated". Latest entry: FY2026.

21entries
8years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2021RestatedFY2022-Q2 – FY2022-Q3ReframedFY2025 – FY20262019: 22020: 320202021: 420212022: 220222023: 220232024: 320242025: 220252026: 32026
Same theme, other companies
Concentration of Gaming Revenue in Paid PurchasesA theme 1 companies write about · 0 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「Our group operates Game, VTuber, IP, DX, Engineering and Investment businesses.」

    The business categories were reorganised from the former Game and Anime, Metaverse, DX, Commerce and Investment categories to Game, VTuber, IP, DX, Engineering and Investment. The group plans to discontinue the Investment business and rename the VTuber and IP businesses from the following consolidated fiscal year.
  2. 2026-08-07ReframedEarnings

    「Because the area in which the shared technology division previously classified under “Other” was commercialized has increased in quantitative significance, we have decided to classify it under the newly established “Engineering Business” segment.」

    The area commercialized by the shared technology division was established as a separate Engineering Business segment. The Company also disclosed plans to discontinue the Investment Business segment in the following consolidated fiscal year.
  3. FY2026-H1ReframedAnnual report

    「The former Metaverse business was renamed VTuber from the current interim consolidated accounting period to present its business activities more appropriately. This change involved only a segment name change and had no impact on segment information.」

    The former Metaverse business was renamed VTuber to present its business activities more appropriately. The company states that this had no impact on segment information.
  4. FY2025ReframedAnnual report

    「In connection with the establishment of the IP Business Headquarters on 1 April 2025, the anime and licensing-related businesses previously conducted in Game and Anime and the manga-related business previously included in Other outside the reportable segments will be reported as the newly established IP business from the current consolidated fiscal year. In addition, Game and Anime has been renamed Game to present its business activities more appropriately.」

    The segment structure was reorganised from the former Game and Anime and other categories to establish IP as a separate segment and rename Game and Anime as Game.
  5. FY2025-H1AchievedAnnual report

    「In connection with the organisational change dated 1 July 2024, under which the Commerce Business Headquarters was integrated into the DX Business Headquarters, Commerce will be integrated into and reported as part of DX from the current interim consolidated accounting period.」

    The integration of Commerce into DX announced in the previous fiscal year was implemented on 1 July 2024 and reflected in the reportable segments from the current interim consolidated accounting period.
  6. FY2024ReframedAnnual report

    「Our group had previously been divided into Internet Entertainment and Investment and Incubation. In connection with an organisational restructuring intended to promote understanding of our group's businesses and strengthen the autonomous management structure of each business, from the current consolidated fiscal year, the businesses previously included in Internet Entertainment will be reported separately as Game and Anime, Metaverse, DX, Commerce and Other.」

    The annual report confirms the reorganisation from the former 2 reportable segments into autonomous business categories by business. It also indicates that the Commerce business is scheduled to be integrated into the DX business from the following fiscal year.
  7. FY2024-Q3RestatedAnnual report

    「From the first quarter of the consolidated fiscal year, the businesses included in Internet Entertainment in the previous consolidated fiscal year were reported separately as Game and Anime, Metaverse, DX, Commerce and Other. Investment and Incubation was renamed Investment.」

    The separate segments for Game and Anime, Metaverse, DX and Commerce, among others, and the renaming of Investment and Incubation as Investment were reconfirmed in the third-quarter report.
  8. FY2024-Q2RestatedAnnual report

    「From the first quarter of the consolidated fiscal year, the businesses included in Internet Entertainment in the previous consolidated fiscal year were reported separately as Game and Anime, Metaverse, DX, Commerce and Other. Investment and Incubation was renamed Investment.」

    The reportable-segment reorganisation announced in the previous fiscal year and implemented from the first quarter of the current fiscal year, along with the renaming of Investment and Incubation as Investment, was reconfirmed.
  9. FY2024-Q1AchievedAnnual report

    「Our group had previously been divided into Internet Entertainment and Investment and Incubation. In connection with an organisational restructuring intended to promote understanding of our group's businesses and strengthen the autonomous management structure of each business, from the first quarter of the current consolidated cumulative period, the businesses previously included in Internet Entertainment will be reported separately as Game and Anime, Metaverse, DX, Commerce and Other. In addition, Investment and Incubation has been renamed Investment to present its business activities more appropriately.」

    The reportable-segment reorganisation announced in the previous fiscal year was implemented from the first quarter of the current consolidated cumulative period, resulting in separate segments including Game and Anime, Metaverse, DX and Commerce, as well as the renaming of Investment and Incubation as Investment.
  10. FY2023ReframedAnnual report

    「In connection with an organisational restructuring intended to promote understanding of our group's businesses and strengthen the autonomous management structure of each business, from the following consolidated fiscal year, the businesses previously included in Internet Entertainment will be reported separately as Game and Anime, Metaverse, DX, Commerce and Other. In addition, Investment and Incubation will be renamed Investment to present its business activities more appropriately.」

    A policy was announced to reorganise the former 2 reportable segments into autonomous business categories including Game and Anime, Metaverse, DX, Commerce and Investment, and to rename Investment and Incubation as Investment.
  11. FY2022-Q3RestatedAnnual report

    「In addition, the classification and names of the reportable segments were changed during the first quarter of the consolidated fiscal year. Details are provided under “Part 4. Financial Information, 1. Quarterly Consolidated Financial Statements, Notes, Segment Information, etc.”」

    The change from the former single segment to 2 reportable segments, Internet Entertainment and Investment and Incubation, was reconfirmed.
  12. FY2022-Q2RestatedAnnual report

    「In addition, the classification and names of the reportable segments were changed during the first quarter of the consolidated fiscal year. Details are provided under “Part 4. Financial Information, 1. Quarterly Consolidated Financial Statements, Notes, Segment Information, etc.”」

    The change to 2 reportable segments, Internet Entertainment and Investment and Incubation, was reconfirmed.
  13. FY2022-Q1ReframedAnnual report

    「Our group had previously operated as a single Internet Media segment, but from the first quarter of the current consolidated cumulative period, the reportable segments were changed to Internet Entertainment and Investment and Incubation.」

    The company changed from the former single Internet Media segment to 2 reportable segments: Internet Entertainment and Investment and Incubation.
  14. FY2021RestatedAnnual report

    「Our group operates as a single segment, the Internet Media business, and most of its revenue consists of paid user charges from the games business.」

    The business structure consisting of a single segment, with most revenue from paid user charges in the games business, was restated.
  15. FY2021-Q3RestatedAnnual report

    「Because our group operates as a single segment, the Internet Media business, this information has been omitted.」

    The business structure consisting of a single Internet Media segment was restated.
  16. FY2021-Q2RestatedAnnual report

    「Because our group operates as a single segment, the Internet Media business, this information has been omitted.」

    The business structure consisting of a single Internet Media segment was restated.
  17. FY2021-Q1RestatedAnnual report

    「Because our group operates as a single segment, the Internet Media business, this information has been omitted.」

    The business structure consisting of a single Internet Media segment was restated.
  18. FY2020-Q3RestatedAnnual report

    「Because our group operates as a single segment, the Internet Media business, this information has been omitted.」

    The single-segment structure of the Internet Media business was restated.
  19. FY2020-Q2RestatedAnnual report

    「Because our group operates as a single segment, the Internet Media business, this information has been omitted.」

    The single-segment structure of the Internet Media business was restated.
  20. FY2020-Q1RestatedAnnual report

    「Because our group operates as a single segment, the Internet Media business, this information has been omitted.」

    The single-segment structure of the Internet Media business was restated. However, no new explanation was provided regarding the fact that most revenue consists of paid user charges from the games business.
  21. FY2019First statedAnnual report

    「Our group operates as a single segment, the Internet Media business, and most of its revenue consists of paid user charges from the games business.」

    The filing explicitly states that the group operates as a single segment, with most revenue consisting of paid user charges from the games business.
Moved together

"Decrease in GREE revenue from paid charges" moved the same way as this thread, in the same document, in 4 of its 21 moves.

443322★123456
  1. ★This thread
  2. 1Decrease in GREE revenue from paid charges4×
  3. 2Failure to achieve an investee’s plans, failure to realize synergies, and inability to recover the investment4×
  4. 3Launch and growth of a live entertainment business related to virtual YouTubers3×
  5. 4Response to Internet, Consumer Protection and Overseas Legal and Regulatory Requirements3×
  6. 5Diversification into New Revenue Sources Outside Gaming2×
  7. 6Reliance on Growth in the Internet-Related Market2×

★ 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 GREE Holdings yet. It last moved in the Earnings of 2026-08-07: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.