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Nihon Falcom (3723) · FactThe global market is stagnant, while the domestic console market is buoyed by Nintendo Switch 2

Focus on next-generation gaming environments such as PlayStation 5 and Google Stadia

First written in FY2019. 2 of 7 entries say "Restated". Latest entry: FY2025.

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7years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019 – FY2020AdvancedFY2021RestatedFY2022WorsenedFY2023OtherFY2024 – FY20252019: 12020: 120202021: 120212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Opportunities to Expand the VR, New Game Console and Home Console Online Gaming MarketsA theme 9 companies write about · 0 as a headwind · 10 as a tailwind

The whole theme swung hardest in 2023: 1 of 6 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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. FY2025The global market is stagnant, while the domestic console market is buoyed by Nintendo Switch 2Annual report

    「In the gaming industry during the fiscal year, the global gaming market was stagnant, while the arrival of Nintendo Switch 2 brought renewed activity, particularly to the home console market. The esports market and domestic PC gaming market also continued to expand, and expectations remain high for the future development of game content and intellectual property in Japan and overseas.」

    Recognition has changed from the previous fiscal year’s view that the global gaming market was showing signs of recovery to a view that the global market is now stagnant. At the same time, the statement notes renewed activity in the home console market due to Nintendo Switch 2, continued expansion of esports and the domestic PC market, and expectations for intellectual property development.
  2. FY2024The global gaming market is described as showing signs of recovery.Annual report

    「In the gaming industry, the global gaming market is showing signs of recovery, while the domestic market remains firm, led by home consoles. The domestic PC gaming market also continues to expand, and attention is focused on indie games developed and produced on a small scale. Although competition remains intense, demand for high-quality content has generally remained firm.」

    Recognition has changed from the decline in the global gaming market described in the previous filing to a recovery trend this time. The domestic home console and PC gaming markets are described as firm and expanding, respectively, while intense competition continues.
  3. FY2023WorsenedAnnual report

    「In the gaming industry, as the global gaming market contracted for the first time last year due to the backlash from stay-at-home demand and declines in disposable income caused by inflation, the domestic gaming market grew, led by home consoles, while momentum continued in PC and mobile games. Attention also focused on esports, in which computer games are treated as competitive sports. Although competition remains intense, demand for high-quality content has generally remained firm.」

    States management’s view that the global gaming market contracted for the first time against a backdrop of the backlash from stay-at-home demand and lower disposable income due to inflation. It also describes the domestic, PC, and mobile markets and demand for high-quality content as firm.
  4. FY2022RestatedAnnual report

    「In the gaming industry, the global market continues to expand across home consoles, PC games, and mobile games, while attention is focused on esports, in which computer games are treated as competitive sports, the metaverse, a virtual world on the internet, and NFTs using blockchain technology.」

    Continues to describe the expansion of the global gaming market and attention to new gaming environments such as esports.
  5. FY2021AdvancedAnnual report

    「As the PlayStation 5, successor to the home console PlayStation 4, reached 10 million units in worldwide cumulative sales at the fastest pace in history, and as Nintendo Switch, whose cumulative sales exceeded 92.87 million units, continued to expand its user base, including through the release of an OLED model, attention also focused on esports, in which computer games are treated as competitive sports.」

    Reports that PlayStation 5 reached 10 million units in worldwide cumulative sales and that Nintendo Switch exceeded 92.87 million units, and adds attention to esports as part of the market environment.
  6. FY2020RestatedAnnual report

    「While adoption continues to expand, attention is also focused on developments involving next-generation consoles and new streaming services. Although competition remains intense, demand for high-quality content has generally remained firm.」

    Continues to recognize strong attention to next-generation consoles and streaming services, and firm demand for high-quality content despite the intense competitive environment.
  7. FY2019First statedAnnual report

    「Attention is also focused on developments involving next-generation consoles such as PlayStation 5 and Google Stadia.」

    For the first time, developments involving next-generation consoles and cloud-based gaming services, including PlayStation 5 and Google Stadia, are described as part of the market environment.
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Focus on next-generation gaming environments such as PlayStation 5 and Google Stadia | NIHON FALCOM CORPORATION (3723) | Komori