Komori
m-up holdings (3661) · RiskWorsened

Intensifying competition and technological change in the mobile-content market

First written in FY2016. 25 of 27 entries say "Restated". Latest entry: FY2026.

27entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2026-H12016: 320162017: 320172018: 320182019: 320192020: 220202021: 220212022: 420222023: 320232024: 220242025: 120252026: 12026
Same theme, other companies
Intensifying Competition and New Entrants in the Mobile Content MarketA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

m-up holdings moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Worsened".

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. FY2026WorsenedAnnual report

    「However, if the Group is unable to respond quickly and appropriately to the diversifying needs of artists and other parties and fans due to sudden structural changes in the entertainment market, shifts in trends, or a decline in the Group's planning and proposal capabilities, or if competitors begin providing highly competitive platforms, payment solutions or other services that significantly outperform those of the Group, this could lead to a decline in the number of paid members and average customer spend, affecting the Group's operating results, financial position and cash flows.」

    In addition to the general risks of intensifying competition and technological change, the potential impact of competitors' highly competitive platforms and payment solutions on member numbers and average customer spend is described in specific terms.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the existing risks related to intensifying competition and technological change in the mobile-content market.
  3. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the existing risks related to intensifying competition and technological change in the mobile-content market.
  4. FY2024RestatedAnnual report

    「However, as smartphones have become more widespread, the methods of content distribution and the types of content offered have become increasingly diverse. Competition to acquire content has also intensified, and content usage fees paid to rights holders have been trending upward.」

    The diversification of distribution formats and content, competition to acquire users, and rising fees paid to rights holders continue to be identified as market risks.
  5. FY2024-Q2RestatedAnnual report

    「During the six months ended the second quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the existing risks related to intensifying competition and technological change in the mobile-content market.
  6. FY2023RestatedAnnual report

    「However, as smartphones have become more widespread, the methods of content distribution and the types of content offered have become increasingly diverse. Competition to acquire content has also intensified, and content usage fees paid to rights holders have been trending upward.」

    The diversification of distribution formats and content, competition to acquire users, and rising fees paid to rights holders are reaffirmed as existing market risks.
  7. FY2023-Q3RestatedAnnual report

    「The evolution of technology and the creation of new businesses and services are accelerating, and the business environment is changing rapidly.」

    The changing competitive environment resulting from technological advances and the creation of new businesses and services continues to be described.
  8. FY2023-Q2RestatedAnnual report

    「During the six months ended the second quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the risks related to intensifying competition and technological change in the mobile-content market.
  9. FY2023-Q1RestatedAnnual report

    「The evolution of technology and the creation of new businesses and services are accelerating, and the business environment is changing rapidly.」

    Changes in the business environment resulting from technological advances and the creation of new businesses and services continue to be described.
  10. FY2022RestatedAnnual report

    「However, as smartphones have become more widespread, the methods of content distribution and the types of content offered have become increasingly diverse. Competition to acquire content has also intensified, and content usage fees paid to rights holders have been trending upward.」

    The diversification of distribution formats and content, competition to acquire users, and rising fees paid to rights holders are reaffirmed as existing market risks.
  11. FY2022-Q3RestatedAnnual report

    「The evolution of technology and the creation of new businesses and services are accelerating, and the business environment is changing rapidly.」

    The changing competitive environment resulting from technological advances and the creation of new businesses and services continues to be described.
  12. FY2022-Q2RestatedAnnual report

    「The evolution of technology and the creation of new businesses and services are accelerating, and the business environment is changing rapidly.」

    The changing competitive environment resulting from technological advances and the creation of new businesses and services continues to be described.
  13. FY2021-Q3RestatedAnnual report

    「Meanwhile, technological advances and the creation of new businesses and services are accelerating, and the business environment is changing rapidly.」

    Changes in the business environment resulting from technological advances and the acceleration of new business and service creation continue to be described.
  14. FY2020RestatedAnnual report

    「Competition to acquire content has intensified, and content usage fees paid to rights holders have also been trending upward.」

    Diversification of content distribution, competition to acquire content, rising usage fees, and technological innovation are reiterated as existing market risks.
  15. FY2020-Q3RestatedAnnual report

    「Meanwhile, technological advances and the creation of new businesses and services are accelerating, and the business environment is changing rapidly, including the scheduled commercialization of fifth-generation mobile communications systems in 2020.」

    Changes in the business environment resulting from technological advances and the creation of new services are described, but no newly arising or significant deterioration in risks is indicated.
  16. FY2020-Q2RestatedAnnual report

    「During the six months ended the second quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the risks related to intensifying competition and technological change in the mobile-content market.
  17. FY2020-Q1RestatedAnnual report

    「During the first quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the risks related to intensifying competition and technological change in the mobile-content market.
  18. FY2019-Q3RestatedAnnual report

    「During the nine months ended the third quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the risks related to intensifying competition and technological change in the mobile-content market.
  19. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the risks related to intensifying competition and technological change in the mobile-content market.
  20. FY2018RestatedAnnual report

    「However, as smartphones have become more widespread, the methods of content distribution and the types of content offered have become increasingly diverse. Competition to acquire content has also intensified, and content usage fees paid to rights holders have been trending upward.」

    Diversification of distribution methods and content, competition to acquire content, and rising fees paid to rights holders are reiterated as existing market risks.
  21. FY2018-Q3RestatedAnnual report

    「During the nine months ended the third quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the existing risks related to intensifying competition and technological change in the mobile-content market.
  22. FY2018-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the existing risks related to intensifying competition and technological change in the mobile-content market.
  23. FY2017RestatedAnnual report

    「However, as smartphones have become more widespread, the methods of content distribution and the types of content offered have become increasingly diverse. Competition to acquire content has also intensified, and content usage fees paid to rights holders have been trending upward.」

    Diversification of distribution formats, competition to acquire content, and rising usage fees are reiterated as existing market risks.
  24. FY2017-Q3RestatedAnnual report

    「During the nine months ended the third quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the existing risks related to intensifying competition and technological change in the mobile-content market.
  25. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the 2nd quarter cumulative period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the existing risks related to intensifying competition and technological change in the mobile-content market.
  26. FY2017-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the existing risks related to intensifying competition and technological change.
  27. FY2016First statedAnnual report

    「However, as smartphones have become more widespread, the methods of content distribution and the types of content offered have become increasingly diverse. Competition to acquire content has also intensified, and content usage fees paid to rights holders have been trending upward.」

    Diversification of distribution methods and content, competition to acquire content, and rising fees paid to rights holders are identified as risk factors.
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m-up holdings's next results are scheduled for 2026-11-13. Read the earnings preview
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