Komori
m-up holdings (3661) · FactAdvanced

The mobile market's shift toward a smartphone-centered model

First written in FY2016. 16 of 30 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

30entries
11years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017 – FY2019-Q3AdvancedFY2020-Q3 – FY2022-Q2RestatedFY2022-Q3 – FY2023-Q3RestatedFY2024-Q2 – FY2025-H12016: 320162017: 320172018: 420182019: 320192020: 220202021: 320212022: 420222023: 320232024: 220242025: 220252026: 12026
Same theme, other companies
Smartphone Market Contraction and Regulatory/Technological Change RiskA theme 24 companies write about · 23 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 6 of 14 companies on the "Worse" side.

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

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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In the internet-related market to which the Group belongs, the social implementation of advanced technologies such as generative AI, XR, and the metaverse is accelerating further, alongside the advancement of communications infrastructure and the spread of smart devices, broadening the creation of new services and revenue models. In particular, in entertainment, live streaming and content experiences in virtual spaces are becoming more sophisticated, advancing the delivery of new user value that combines the physical and digital worlds.」

    The description states that the market environment has progressed from the social implementation of advanced technologies to service implementation based on generative AI, XR, and the metaverse, and to the convergence of the physical and digital worlds through live streaming and virtual spaces.
  2. FY2026-H1ReframedAnnual report

    「In the internet-related market to which the Group belongs, the social implementation of advanced technologies such as generative AI, XR, and the metaverse is accelerating further, alongside the advancement of communications infrastructure and the spread of smart devices, broadening the creation of new services and revenue models. In particular, in entertainment, live streaming and content experiences in virtual spaces are becoming more sophisticated, advancing the delivery of new user value that combines the physical and digital worlds.」

    The description of the business environment has expanded from the previous focus on smartphones, 5G, generative AI, and XR to include the metaverse, virtual spaces, and the convergence of the physical and digital worlds.
  3. FY2025ReframedAnnual report

    「In the internet-related market to which the Group belongs, technological advances such as generative AI and XR have become increasingly pronounced in addition to the spread of 5G, accelerating the emergence of new services and business models using these technologies.」

    The description of the market environment has expanded from a smartphone- and 5G-centered view to include generative AI, XR, new service models, multilingual content development and global distribution, and the deepening of fan-focused businesses.
  4. FY2025-H1RestatedAnnual report

    「In the internet-related market, the Group's business domain, expectations are growing for the creation of new businesses and further market expansion as networks become more advanced and digital services diversify. The digital shift in various services, particularly entertainment, is also advancing rapidly.」

    The advancement of networks, diversification of digital services, and the digital shift in entertainment continue to be described as business-environment factors.
  5. FY2024RestatedAnnual report

    「In the internet-related market, the Group's business domain, expectations are growing for the creation of new businesses and further market expansion as communications infrastructure advances and digital services diversify.」

    The advancement of communications infrastructure and the diversification of digital services are reaffirmed as business-environment factors.
  6. FY2024-Q2RestatedAnnual report

    「In the internet-related market, the Group's business domain, network infrastructure, including fifth-generation mobile communications systems, is becoming more advanced, and expectations are growing for the creation of new markets and businesses and further market expansion as high-speed, highly reliable connectivity services become widespread.」

    The advancement of network infrastructure, including 5G, and the spread of high-speed, highly reliable connectivity services are reaffirmed as business-environment factors.
  7. FY2023AdvancedAnnual report

    「In the internet-related market, the Group's business domain, commercialization of fifth-generation mobile communications systems is progressing, and expectations are growing for the creation of new markets and businesses and further market expansion as high-speed, highly reliable connectivity services become widespread.」

    The progress of 5G in the business environment is described as having advanced from the initial commercialization stage to the progress of commercialization and the spread of high-speed, highly reliable connectivity services.
  8. FY2023-Q3RestatedAnnual report

    「In the internet-related market, the Group's business domain, commercialization of fifth-generation mobile communications systems has begun, raising expectations for the creation and expansion of new markets going forward. While the spread of the novel coronavirus restricted socioeconomic activity, changes in behavior led to a marked increase in the frequency and duration of internet use from home. The digitalization of society and the digital shift in various services, particularly entertainment, also advanced rapidly.」

    The commercialization of 5G, increased internet use from home, and the digital shift in society and the entertainment sector continue to be described as business-environment factors.
  9. FY2023-Q2RestatedAnnual report

    「In the internet-related market, the Group's business domain, commercialization of fifth-generation mobile communications systems has begun, raising expectations for the creation and expansion of new markets going forward. While the spread of the novel coronavirus restricted socioeconomic activity, changes in behavior led to a marked increase in the frequency and duration of internet use from home. The digitalization of society and the digital shift in various services, particularly entertainment, also advanced rapidly.」

    The commercialization of 5G, increased internet use from home, and the digital shift in society and the entertainment sector continue to be described as business-environment factors.
  10. FY2023-Q1RestatedAnnual report

    「In the internet-related market, the Group's business domain, commercialization of fifth-generation mobile communications systems has begun, raising expectations for the creation and expansion of new markets going forward. While the spread of the novel coronavirus restricted socioeconomic activity, changes in behavior led to a marked increase in the frequency and duration of internet use from home. The digitalization of society and the digital shift in various services, particularly entertainment, also advanced rapidly.」

    The commercialization of 5G, increased internet use from home, and the digitalization of society and the entertainment sector continue to be described as business-environment factors.
  11. FY2022RestatedAnnual report

    「In the internet-related market, the Group's business domain, commercialization of fifth-generation mobile communications systems has begun, raising expectations for the creation and expansion of new markets going forward. While the spread of the novel coronavirus restricted socioeconomic activity, changes in behavior led to a marked increase in the frequency and duration of internet use from home.」

    The commercialization of 5G, increased internet use from home, and the digital shift in society and the entertainment sector continue to be described as business-environment factors.
  12. FY2022-Q3RestatedAnnual report

    「In the internet-related market, the Group's business domain, commercialization of fifth-generation mobile communications systems has begun, raising expectations for the creation and expansion of new markets going forward. While the spread of the novel coronavirus and related calls for people to refrain from going out restricted socioeconomic activity, the frequency and duration of internet use from home increased markedly. The digitalization of society and the use of digital technologies in various services, particularly entertainment, also advanced rapidly.」

    The commercialization of 5G, increased internet use from home, and the digitalization of society and the entertainment sector continue to be described as business-environment factors.
  13. FY2022-Q2AdvancedAnnual report

    「While the spread of the novel coronavirus and related calls for people to refrain from going out restricted socioeconomic activity, the frequency and duration of internet use from home increased markedly. The digitalization of society and the use of digital technologies in various services, particularly entertainment, also advanced rapidly.」

    In addition to the smartphone- and internet-centered market environment, increased use from home and the accelerated digitalization of society and entertainment services are described as new environmental changes.
  14. FY2022-Q1AdvancedAnnual report

    「While the spread of the novel coronavirus and related calls for people to refrain from going out restricted socioeconomic activity, the frequency and duration of internet use from home increased markedly, and the digitalization of society and the use of digital technologies in various services advanced rapidly.」

    In addition to the commercialization of 5G, the increased frequency and duration of internet use from home and the accelerated digitalization of society and services are described as new market-environment factors.
  15. FY2021-Q3AdvancedAnnual report

    「In the internet-related market, the Group's business domain, commercialization of fifth-generation mobile communications systems has begun, raising expectations for the creation and expansion of new markets going forward.」

    The progress in the market environment is described, with commercialization of the previously scheduled fifth-generation mobile communications systems having begun.
  16. FY2020AdvancedAnnual report

    「Against the backdrop of smartphone adoption, the internet is becoming increasingly mobile, and steady growth and market expansion are continuing as time spent using the internet and consumption of services through it increase. Meanwhile, technological advances and the creation of new businesses and services are accelerating, and the business environment is changing rapidly, including the start of commercialization of fifth-generation mobile communications systems in 2020.」

    In addition to smartphone-led market expansion, the start of commercialization of fifth-generation mobile communications systems is described as a new environmental change.
  17. FY2020-Q3AdvancedAnnual 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.」

    In addition to the smartphone-centered market environment, the acceleration of technological advances and new services, as well as the scheduled commercialization of fifth-generation mobile communications systems in 2020, are described as new environmental changes.
  18. FY2020-Q2RestatedAnnual report

    「The internet-related market, the Group's business domain, is continuing to grow and expand steadily as mobile devices, led by smartphones, have become the devices most closely integrated into daily life, while time spent using the internet and consumption of services through it have also increased.」

    The spread of mobile devices, led by smartphones, and the increase in usage time and service consumption are reaffirmed as business-environment factors.
  19. FY2020-Q1RestatedAnnual report

    「The internet-related market, the Group's business domain, is continuing to grow and expand steadily as mobile devices, led by smartphones, have become the devices most closely integrated into daily life, while time spent using the internet and consumption of services through it have also increased.」

    The spread of mobile devices, led by smartphones, and the increase in usage time and service consumption are reaffirmed as business-environment factors.
  20. FY2019-Q3AdvancedAnnual report

    「As of the end of September 2018, total mobile-phone subscriptions had increased steadily, albeit moderately, to 171.00 million (up 4.2% year on year). In terms of information and communications equipment ownership, smartphone ownership had reached 75.1% (up 3.3 percentage points year on year) and tablet ownership 36.4% (up 2.0 percentage points), and the market was transitioning to stable growth after penetration had reached a plateau.」

    New market data is presented: 171.00 million mobile-phone subscriptions, smartphone ownership of 75.1%, and tablet ownership of 36.4%, together with the transition to stable growth after penetration reached a plateau.
  21. FY2019-Q2AdvancedAnnual report

    「Along with the spread and increased use of smartphones and tablets, the mobile-content market reached ¥2.1109 trillion in 2017 (up 12.5% year on year), continuing to expand at a high rate.」

    New market data is presented: smartphone ownership of 75.1%, tablet ownership of 36.4%, and expansion of the mobile-content market to ¥2.1109 trillion.
  22. FY2019-Q1AdvancedAnnual report

    「In 2017, ownership of information and communications equipment reached 75.1% for smartphones (up 3.3 percentage points year on year) and 36.4% for tablets (up 2.0 percentage points). As penetration reached a plateau, the market was beginning to transition to stable growth. Internet use via smartphones continued to increase, with a usage rate of 59.7% (up 1.8 percentage points year on year) and average usage time of 64.7 minutes (up 5.5%). As an information device owned by one person each, smartphones are becoming central to daily life. Along with the spread and increased use of smartphones and tablets, the mobile-content market reached ¥1.9478 trillion in 2017 (up 9.5% year on year), continuing to expand at a high rate.」

    New market data is presented, including smartphone ownership of 75.1%, a usage rate of 59.7%, average usage time of 64.7 minutes, and a mobile-content market of ¥1.9478 trillion.
  23. FY2018AdvancedAnnual report

    「As of the end of December 2017, total mobile-phone subscriptions had reached 165.82 million (up 3.2% year on year). In terms of information and communications equipment ownership, smartphone ownership was 71.8% (down 0.2 percentage points year on year) and tablet ownership was 34.4% (up 1.1 percentage points), with penetration advancing as communications networks became faster.」

    New market data is presented: 165.82 million mobile-phone subscriptions, smartphone ownership of 71.8%, and tablet ownership of 34.4%.
  24. FY2018-Q3AdvancedAnnual report

    「As of the end of September 2017, total mobile-phone subscriptions had reached 164.12 million (up 2.9% year on year), although the pace of growth had slowed (Source: Telecommunications Carriers Association). In terms of information and communications equipment ownership, smartphone ownership was 71.8% (down 0.2 percentage points year on year) and tablet ownership was 34.4% (up 1.1 percentage points), with penetration advancing as communications networks became faster. Internet use via smartphones also increased, with a usage rate of 58% (up 4 percentage points year on year) and daily usage time of 82.1 minutes, and smartphones are becoming central to daily life (Source: all figures from the Ministry of Internal Affairs and Communications' 2017 White Paper on Information and Communications).」

    New market data is presented, including 164.12 million mobile-phone subscriptions, smartphone ownership of 71.8%, a usage rate of 58%, and daily usage time of 82.1 minutes, showing the continued shift toward smartphone-centered use.
  25. FY2018-Q1AdvancedAnnual report

    「In 2016, ownership of information and communications equipment was broadly unchanged from the previous year as penetration reached a plateau: smartphone ownership was 71.8% (down 0.2 percentage points year on year) and tablet ownership was 34.4% (up 1.1 percentage points). Meanwhile, internet use via smartphones increased, with the usage rate at 58% (up 4 percentage points year on year) and average usage time at 61.3 minutes (up 13.9%). As an information device owned by one person each, smartphones are becoming central to daily life. Along with increased smartphone and tablet use, the mobile-content market reached ¥1.8757 trillion in 2016 (up 20.0% year on year), continuing to expand substantially (Source: all figures from the Ministry of Internal Affairs and Communications' 2017 White Paper on Information and Communications).」

    Against the plateau in device ownership rates, the expansion of smartphone internet usage, usage time, and the mobile-content market is presented as new market data.
  26. FY2017AdvancedAnnual report

    「As of the end of December 2016, total mobile-phone subscriptions had reached 160.70 million (up 4.1% year on year), although the pace of growth had slowed. In terms of information and communications equipment penetration, smartphone ownership had risen significantly to 72.0% (up 7.8 percentage points year on year) and tablet ownership to 33.3% (up 7.0 percentage points).」

    High smartphone and tablet penetration and the increase in mobile-phone subscriptions are presented as new market data.
  27. FY2017-Q3RestatedAnnual report

    「As of the end of September 2016, total mobile-phone subscriptions had reached 159.54 million (up 4.4% year on year), although the pace of growth had slowed (Source: Telecommunications Carriers Association). In terms of information and communications equipment penetration, smartphone ownership had risen significantly to 72.0% (up 7.8 percentage points year on year) and tablet ownership to 33.3% (up 7.0 percentage points), and opportunities to access the internet and the frequency of use continued to increase. Driven by the spread of smartphones and tablets, the mobile-content market reached ¥1.5632 trillion in 2015 (up 7.3% year on year) and continued to expand (Source: all figures from the Ministry of Internal Affairs and Communications' White Paper on Information and Communications).」

    The spread of smartphones and tablets and the expansion of the mobile-content market continue to be described as business-environment factors. Mobile-phone subscriptions increased to 159.54 million.
  28. FY2017-Q2AdvancedAnnual report

    「As of the end of March 2016, total mobile-phone subscriptions had reached 156.48 million (up 1.3% year on year), although the pace of growth had slowed. In terms of information and communications equipment penetration, smartphone ownership had risen significantly to 72.0% (up 7.8 percentage points year on year) and tablet ownership to 33.3% (up 7.0 percentage points), and opportunities to access the internet and the frequency of use continued to increase. Driven by the spread of smartphones and tablets, the mobile-content market reached ¥1.5632 trillion in 2015 (up 7.3% year on year) and continued to expand (Source: all figures from the Ministry of Internal Affairs and Communications' White Paper on Information and Communications).」

    New market data is presented: smartphone ownership of 72.0%, tablet ownership of 33.3%, and a mobile-content market of ¥1.5632 trillion.
  29. FY2017-Q1AdvancedAnnual report

    「In terms of penetration, smartphone penetration reached 67.4% (up 6.8% year on year), exceeding feature-phone penetration for the first time. Driven by smartphones, the internet-related market is also continuing to expand (Source: Cabinet Office).」

    The 67.4% smartphone penetration rate, which exceeded feature-phone penetration for the first time, is described as a new market milestone.
  30. FY2016First statedAnnual report

    「Total shipments from January through December 2015 decreased 6.6% year on year to 35.77 million units, but smartphones accounted for 77.1% of total shipments, indicating further market penetration.」

    The 77.1% smartphone shipment ratio is described as a structural change in the business environment.
Moved together

"Materialisation of inventory risks and losses in the e-commerce business" moved the same way as this thread, in the same document, in 12 of its 30 moves.

1298877★123456
  1. ★This thread
  2. 1Materialisation of inventory risks and losses in the e-commerce business12×
  3. 2Entry into the electronic ticketing business through integration with EMTG9×
  4. 3Declining profit levels and the e-commerce business moving into the red8×
  5. 4Mid- to long-term business growth and increased corporate value through paid stock options8×
  6. 5Expansion of the customer base and number of paying members7×
  7. 6Expansion of smartphone sites, content and apps7×

★ 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.

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