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Drecom (3793) · RiskMitigated

Dependence on Bandai Namco Entertainment Inc.

First written in FY2017. 12 of 19 entries say "Restated". Latest entry: 2026-06-22.

19entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019-Q3RestatedFY2020-Q2 – FY2021-Q3WorsenedFY20232017: 220172018: 220182019: 320192020: 320202021: 320212022: 220222023: 220232024: 020242025: 020252026: 22026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

Drecom moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

22 other companies' latest entry also says "Restated".

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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-22RestatedGovernance

    「Sales to the Bandai Namco Holdings Inc. corporate group accounted for 20.9% of the Group’s consolidated sales.」

    The Company stated that sales to the Bandai Namco Group accounted for 20.9%, reconfirming the structure of its business relationship with and dependence on the group. The scope differs from the previous ratio for sales to Bandai Namco Entertainment alone.
  2. FY2026MitigatedAnnual report

    「Bandai Namco Entertainment Inc. 2,702,252 15.3」

    Sales to Bandai Namco Entertainment accounted for 15.3% of total sales, down from 24.7% in the previous fiscal year. The dependency relationship remains a risk, but sales concentration has declined.
  3. FY2023WorsenedAnnual report

    「Bandai Namco Entertainment Inc. 4,372,063 40.4」

    Sales to Bandai Namco Entertainment accounted for 40.4% of total sales, up from 32.3% in the previous fiscal year. Sales concentration is increasing again.
  4. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  5. FY2023-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  6. FY2022WorsenedAnnual report

    「Bandai Namco Entertainment Inc. 3,409,932 32.3」

    Sales to Bandai Namco Entertainment accounted for 32.3% of total sales, up from 30.6% in the previous fiscal year. Sales concentration in the company is increasing again.
  7. FY2022-Q1RestatedAnnual report

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

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  8. FY2021MitigatedAnnual report

    「Bandai Namco Entertainment Inc. 3,624,547 30.6」

    Sales to Bandai Namco Entertainment accounted for 30.6% of total sales, down from 38.3% in the previous fiscal year. Although the company remains important as a source of dependence, sales concentration in the company has declined from the previous fiscal year.
  9. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  10. FY2021-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  11. FY2021-Q1RestatedAnnual report

    「We have also contributed to the expansion of the business as a major development and operations partner for “enza,” provided by Bandai Namco Entertainment Inc.」

    The disclosure describes our role as a major development and operations partner for enza, provided by Bandai Namco Entertainment.
  12. FY2020Changes in sales concentration among major customersAnnual report

    「Bandai Namco Entertainment Inc. 3,890,005 38.3」

    Sales to Bandai Namco Entertainment amounted to ¥3,890,005 thousand, accounting for 38.3% of total sales. This percentage increased from 34.9% in the previous fiscal year.
  13. FY2020-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  14. FY2019WorsenedAnnual report

    「Since August 2017, we have also been engaged in the development and operation of online games and a distribution platform using HTML5-based technology through BXD Inc., which we jointly established. As we aim to develop this business into a core business comparable to the social games business, we believe that our revenue dependence on the company will increase further going forward.」

    Regarding dependence on Bandai Namco Entertainment, the disclosure now states that revenue dependence is expected to increase further as a result of the policy of making the BXD business a core business.
  15. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  16. FY2019-Q1RestatedAnnual report

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

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  17. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  18. FY2018-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there has been no new development or significant change regarding its dependence on Bandai Namco Entertainment Inc.
  19. FY2017First statedAnnual report

    「We believe that the relationship between Bandai Namco Entertainment Inc. and our company has remained sound, and we intend to maintain this relationship. However, any significant change in the company's business policies could affect the operating results and financial position of our group.」

    A dependency risk has been newly identified because the company distributes multiple social games and revenue from those games accounts for a large portion of the social games business.
Moved together

"Development delays and monetization uncertainty for new games and services" moved the same way as this thread, in the same document, in 4 of its 19 moves.

422222★123456
  1. ★This thread
  2. 1Development delays and monetization uncertainty for new games and services4×
  3. 2A two-pronged approach: operating existing services and developing new services2×
  4. 3Financial Covenants Attached to Borrowing Agreements2×
  5. 4Business Selection and Concentration and Synergies Between Businesses2×
  6. 5Securing High Profit Margins and Strengthening the Earnings Base2×
  7. 6Growth centered on smartphone services2×

★ 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.

When this could move next
Drecom's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Governance of 2026-06-22: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Bandai Namco Entertainment Inc. | Drecom Co.,Ltd. (3793) | Komori