Dependence on Mobile Information Service Agreements and OS Distribution Platforms
First written in FY2016. 1 of 4 entries say "Reframed", first in FY2018. Latest entry: FY2023.
The whole theme swung hardest in 2025: 7 of 32 companies on the "Worse" side.
3 other companies' latest entry also says "Other".
- FY2023Continued Increase in Dependence on App RevenueAnnual report
「The group's applications have very large numbers of visits and users, and the proportion of revenue based on them is increasing. The company expects this trend to continue.」
The company continues to describe the increasing proportion of revenue based on Apple's and Google's app distribution platforms, in addition to traditional mobile information provision agreements. - FY2019Lower Dependence on Carriers and Higher Dependence on AppsAnnual report
「Although the proportion of consolidated sales related to mobile information services is gradually declining, it remains high. …The group's applications have very large numbers of visits and users, and revenue based on them is also expanding. The company expects this proportion to increase further going forward.」
The company states that sales related to traditional mobile information services are trending downward, while dependence on revenue based on Apple's and Google's app platforms is increasing. - FY2018ReframedAnnual report
「The company also offers applications for smartphone and tablet services through the operating systems and distribution platforms of Apple Inc. and Google Inc. The group's applications have very large numbers of visits and users, and revenue based on them is also expanding. The company expects this proportion to increase further going forward.」
The company states that, in addition to its telecommunications carrier agreements, dependence on app revenue based on Apple's and Google's platforms may increase further. - FY2016First statedAnnual report
「The company has entered into agreements with NTT DOCOMO, INC., KDDI CORPORATION and SoftBank Corp., among others, concerning the provision of information and collection of information fees, and provides information for mobile devices under those agreements. It also offers applications for smartphone and tablet services through the operating systems and distribution platforms of Apple Inc. and Google Inc.」
The company identifies its information provision and collection agreements with telecommunications carriers, and policy changes by Apple's and Google's operating system and distribution platforms, as risks to user numbers and profitability.