Komori
Drecom (3793) · InitiativeRestated

Growth strategy centered on games based on third-party intellectual property

First written in FY2016. 14 of 27 entries say "Advanced", first in FY2017-Q3. Latest entry: FY2026-H1.

27entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q3 – FY2026-H12016: 320162017: 420172018: 320182019: 320192020: 420202021: 220212022: 420222023: 320232024: 020242025: 12025
Same theme, other companies
Expanding the Global Games Business Through Growth Reinvestment of Stable Cash FlowsA theme 5 companies write about · 0 as a headwind · 6 as a tailwind

4 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「The core game business is primarily engaged in the development and operation of games, including third-party IP games, game platforms and original games.」

    The company continues to maintain a business structure centered on game development and operations, including third-party IP games, while also handling game platforms and original games.
  2. FY2024-Q1RestatedAnnual report

    「The core game business is primarily engaged in the development and operation of games, including third-party IP games, game platforms and original games.」

    The company continues to focus on game development and operations, including third-party IP games, while also handling game platforms and original games.
  3. FY2023RestatedAnnual report

    「In the game business, we provide services to individual users, including the planning, development and provision of games. In the media business, we provide business support services to corporate customers by applying the expertise we have developed and our advanced technologies, while also pursuing the creation of new businesses in entertainment areas outside gaming that will drive our medium- to long-term growth.」

    The company continues to operate with a two-business structure, centered on the game business while exploring entertainment areas outside gaming through the media business.
  4. FY2023-Q3RestatedAnnual report

    「In the game business, one of our flagship titles, an IP game that reached its 8th anniversary, maintained its strong performance, driven by the popularity of the IP, and contributed to earnings.」

    It states that the 8th-anniversary title maintained its strong performance and contributed to earnings as part of initiatives centered on flagship IP games as a growth driver.
  5. FY2023-Q2AdvancedAnnual report

    「In the game business, one of our flagship titles, an IP game that reached its 8th anniversary, performed well globally, driven by the popularity of the IP, and contributed to earnings.」

    Regarding initiatives centered on third-party IP games as a growth driver, the flagship IP title reached its 8th anniversary, performed well globally against the backdrop of the IP's popularity and contributed to earnings.
  6. FY2023-Q1AdvancedAnnual report

    「In the games business, an IP game title, one of the company's key titles, performed well globally as it reached its 8th anniversary and contributed to earnings.」

    Regarding initiatives centered on third-party IP games as a growth driver, the flagship IP game title reached its 8th anniversary, performed well globally and contributed to earnings.
  7. FY2022AdvancedAnnual report

    「A third-party IP game title, one of the company's key titles, performed well throughout the year as it reached its 7th anniversary and contributed to earnings. In addition to releasing 3 new titles, the company worked to close unprofitable titles and improve operating cost efficiency to enhance profitability.」

    Regarding its strategy of using third-party IP games as a growth driver, the company reported the full-year contribution of its key title at its 7th anniversary and the release of 3 new titles.
  8. FY2022-Q3AdvancedAnnual report

    「An event held in September for a third-party IP game app, one of the company's key titles, performed well and contributed to earnings at a level approaching that of the anniversary event held in May.」

    Regarding its growth strategy centered on third-party IP games, the company reported that the event held for its key title in September performed well and contributed to earnings at a level approaching that of the May anniversary event.
  9. FY2022-Q1RestatedAnnual report

    「Among third-party IP games, the company's key IP game app released in May 2014 reached its 7th anniversary in May, while the enza title released in April 2018 reached its 3rd anniversary. Both performed well with strong user support despite intense competition from powerful rival titles.」

    The company continues its policy of using third-party IP games as a growth driver and reported strong performance driven by anniversary events for its key IP game app and the enza title.
  10. FY2021-Q3AdvancedAnnual report

    「Among third-party IP games, many titles, led by Derby Stallion Masters, which reached its 4th anniversary in November, performed well as they attracted user support through major events and other initiatives.」

    Regarding its strategy of using third-party IP games as a growth driver, the company reported that its key title reached its 4th anniversary in November and that many titles performed well through major events and other initiatives.
  11. FY2021-Q2RestatedAnnual report

    「Among third-party IP games, although there was no major event in the first quarter that significantly drove results, all titles continued to perform steadily and attract consistent user support.」

    The company states that, despite the absence of a major event, each title in its third-party IP games business attracted user support and performed steadily.
  12. FY2021-Q1AdvancedAnnual report

    「Among third-party IP games, the company's key IP game app released in May 2014 reached its 6th anniversary in May, while the enza title released in April 2018 reached its 2nd anniversary. Both performed strongly, with strong user support and without showing the effects of time elapsed since their release. Key IP game titles such as Boku to Dragon and Derby Stallion Masters also continued to perform steadily.」

    Regarding its initiative to use third-party IP games as a growth driver, the company reported strong performance by the IP game app at its 6th anniversary and the enza title at its 2nd anniversary, while Boku to Dragon and Derby Stallion Masters also performed steadily.
  13. FY2020AdvancedAnnual report

    「Third-party IP games, led by key titles, continued to perform steadily. Anniversary events in May 2019 and November 2019 continued to be supported by fans and performed in a manner that overcame the effects of time elapsed since their release. The company also released new titles in August 2019 and November 2019. In particular, the title in whose operation the company has been involved since November got off to a rapid start and contributed more than expected to earnings.」

    The company reported that key third-party IP games performed steadily through anniversary events, that new titles were released in August and November 2019, and that the title operated by the company since November contributed more to earnings than expected.
  14. FY2020-Q3AdvancedAnnual report

    「In November 2019, Derby Stallion Masters, one of the company's key titles, reached its 3rd anniversary and continued to contribute steadily to earnings without showing the effects of time elapsed since its release. The title in whose development and operation the company has been involved since November also got off to a rapid start and contributed more than expected.」

    The company's key third-party IP title continued to contribute steadily to earnings at its 3rd anniversary, while the title with which it newly became involved in development and operation contributed more than expected from November.
  15. FY2020-Q2AdvancedAnnual report

    「Among third-party IP games, an event held in September for the company's key IP game app, released in May 2014, was well received and performed strongly, on a par with the anniversary event held in May. The company also released a new IP title in August, which got off to a strong start. Its original game, meanwhile, maintained its revenue level and performed steadily as it implemented events focused on maintaining and improving existing-user satisfaction eight years after its launch.」

    Regarding its strategy of using third-party IP games as a growth driver, the company reported the August release and strong start of a new IP title, as well as strong performance by existing IP titles driven by events.
  16. FY2019RestatedAnnual report

    「The company will concentrate management resources on its core games business and pursue sustained growth over the medium to long term through further advancement of its strategy centered on third-party content currently under development.」

    The company continues its strategy of making third-party content and IP games the core of its games business and concentrating management resources on them.
  17. FY2019-Q3RestatedAnnual report

    「In its core social games business, the Group is pursuing business expansion through the development and operation of new IP-based games under a strategy focused on IP-based games. In addition, the new browser game service enza, provided by a joint venture with Bandai Namco Entertainment Inc., began service in April 2018, and the Group is pursuing business development aimed at developing a new games market.」

    The company continues its strategy of using IP games as a growth driver and developing a new games market through enza.
  18. FY2019-Q2RestatedAnnual report

    「In its core social games business, the Group is pursuing business expansion through the development and operation of new IP-based games under a strategy focused on IP-based games, and currently operates 8 IP-based game apps. In addition, the new browser game service enza, provided by a joint venture with Bandai Namco Entertainment Inc., began service in April, and initiatives to develop a new games market have also gained momentum.」

    The company continues its strategy of using IP games as a growth driver and reported 8 IP game apps in operation and the provision of enza.
  19. FY2019-Q1AdvancedAnnual report

    「In its core social games business, the Group is pursuing business expansion through the development and operation of new IP-based games under a strategy focused on IP-based games, and currently operates 8 IP-based game apps. In addition, the new browser game service enza, provided by a joint venture with Bandai Namco Entertainment Inc., began service in April, and initiatives to develop a new games market have also gained momentum.」

    The company reported concrete progress under its strategy of using IP games as a growth driver, with 8 IP game apps in operation and the launch of the enza service.
  20. FY2018-Q3AdvancedAnnual report

    「In its core social games business, the Group is pursuing business expansion through the development and operation of new IP-based games under a strategy focused on IP-based games. In December 2017, it released 3 new IP-based games.」

    The company made concrete progress under its strategy of using IP games as a growth driver, with 3 new titles scheduled for release in December 2017.
  21. FY2018-Q2AdvancedAnnual report

    「In its core social games business, the Group is pursuing business expansion through the development and operation of new IP-based games under a strategy focused on IP-based games. In July 2017, it released 2 new IP-based games.」

    The company made concrete progress under its strategy of using IP games as a growth driver, with 2 new IP games scheduled for release in July 2017.
  22. FY2018-Q1AdvancedAnnual report

    「For several years, the company has pursued a strategy focused on IP games, seeking medium- to long-term business expansion and enhancement of corporate value through the expansion of its core social games business. As part of these efforts, it decided to raise ¥2.5 billion through a new borrowing in the form of a syndicated loan to fund the development of new IP games, and entered into the syndicated loan agreement described below.」

    As a specific funding measure for its IP games strategy, the company decided to raise ¥2.5 billion through a syndicated loan for the development of new IP games. The loan term runs from 27 July 2017 to 31 July 2019, and no collateral is provided.
  23. FY2017RestatedAnnual report

    「In the social games business, the company's core business, we operate existing games and are working to expand the business through the development and operation of new IP-based games under a strategy focused on IP games. In November 2016, we released Derby Stallion Masters, the first new title under the new strategy.」

    The company continues to pursue a strategy centered on IP games as a growth driver, combining the operation of existing games with new development.
  24. FY2017-Q3AdvancedAnnual report

    「In its core social games business, the Group is pursuing business expansion by operating existing games and, under a strategy focused on IP-based games, concentrating management resources on developing new IP-based social games. In November 2016, it released Derby Stallion Masters, the first new title under the new strategy.」

    Under the new strategy centered on IP games, the company actually released the first new title under development, Derby Stallion Masters.
  25. FY2017-Q2RestatedAnnual report

    「The company stated that this share transfer would have no impact on its business expansion strategy centered on IP games, which it has pursued since the previous year, and that it would continue advancing its Group-wide IP strategy.」

    The company explains that, following the transfer of shares in Grimoire, it will continue its business expansion strategy centered on IP games and its Group-wide IP strategy.
  26. FY2017-Q1RestatedAnnual report

    「In its core social games business, in addition to operating existing games, the Group has designated IP-based games as a strategic focus, concentrated management resources on developing new IP-based games and is working to expand the business.」

    The company continues to pursue a policy of making IP games, including third-party IP games, its strategic focus and concentrating management resources on new development.
  27. FY2016First statedAnnual report

    「Based on the growth strategy centered on third-party IP games announced in the second quarter, the company is developing new third-party IP games.」

    In the second quarter, the company announced a growth strategy centered on third-party IP games and began developing new titles.
Moved together

"A two-pronged approach: operating existing services and developing new services" moved the same way as this thread, in the same document, in 10 of its 27 moves.

1087533★123456
  1. ★This thread
  2. 1A two-pronged approach: operating existing services and developing new services10×
  3. 2Securing High Profit Margins and Strengthening the Earnings Base8×
  4. 3Business Selection and Concentration and Synergies Between Businesses7×
  5. 4Development delays and monetization uncertainty for new games and services5×
  6. 5Financial Covenants Attached to Borrowing Agreements3×
  7. 6Expansion of the Game Operations Portfolio Through the Acquisition of スタジオレックス3×

★ 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
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.