Komori
Dle (3686) · RiskMitigated

New market entrants and intensifying competition driven by low-cost production methods

First written in FY2016. 9 of 11 entries say "Restated". Latest entry: FY2020.

11entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q32016: 220162017: 320172018: 420182019: 020192020: 22020
Same theme, other companies
Decline in Content Development and System Utilization Advantages Due to Intensifying CompetitionA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

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

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. FY2020MitigatedAnnual report

    「Accordingly, while using Flash, we are developing production methods that deliberately limit expression through the movement of images while enhancing the value of content through stories and ideas. In addition, to maintain and develop the commercialization of Flash works, we are optimizing our production system for the stable supply of large volumes of works and further advancing the deployment of IP across various media and devices to promote IP growth.」

    The company describes enhancing value through stories and ideas, optimizing its production system, and expanding into various media as measures to address the risk of new market entry based on low-cost production methods.
  2. FY2020-Q3RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No material change is considered to have occurred regarding new market entrants and intensifying competition driven by low-cost production methods.
  3. FY2019-Q2RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or to the business and other risks described in the securities report for the previous fiscal year.」

    No material change is considered to have occurred regarding new market entrants and intensifying competition driven by low-cost production methods.
  4. FY2018RestatedAnnual report

    「However, Flash is overwhelmingly less expensive than other production methods such as 2D and 3D and runs on PCs with standard specifications, making it relatively easy to establish a production environment. If a new entrant with greater brand strength than ours, stable supply capabilities, production capabilities for growing IP, and sufficient financial resources emerges, intensified competition could affect our group's business and performance.」

    The competitive risk that low-cost production methods could attract new market entrants is reiterated.
  5. FY2018-Q4RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    No material change is considered to have occurred regarding new market entrants and intensifying competition driven by low-cost production methods.
  6. FY2018-Q3RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    No material change is considered to have occurred regarding new market entrants and intensifying competition driven by low-cost production methods.
  7. FY2018-Q2RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or to the business and other risks described in the securities report for the previous fiscal year.」

    No material change is considered to have occurred regarding new market entrants and intensifying competition driven by low-cost production methods.
  8. FY2017-Q4RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    No material change is considered to have occurred regarding new market entrants and intensifying competition driven by low-cost production methods.
  9. FY2017-Q3RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    No material change is considered to have occurred regarding new market entrants and intensifying competition driven by low-cost production methods.
  10. FY2017-Q2RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or to the business and other risks described in the securities report for the previous fiscal year.」

    No material change is considered to have occurred regarding new market entrants and intensifying competition driven by low-cost production methods.
  11. FY2016First statedAnnual report

    「However, Flash is overwhelmingly less expensive than other production methods such as 2D and 3D and runs on PCs with standard specifications, making it relatively easy to establish a production environment. If a new entrant with greater brand strength than ours, stable supply capabilities, production capabilities for growing IP, and sufficient financial resources emerges, intensified competition could affect our business and performance.」

    The company recognizes as a competitive risk that its advantage in low-cost production is unlikely to constitute a significant barrier to entry.
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Dle's next results are scheduled for 2026-11-13. Read the earnings preview
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