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Media Kobo (3815) · TargetWorsenedLatest Earnings presentation (2026-10-23): "Advanced"

Sustaining Hit Content and Improving the Quality of New Content

First written in FY2016. 12 of 25 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-10-23.

25entries
11years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018AdvancedFY2021-Q3 – FY20222016: 12017: 120172018: 120182019: 020192020: 020202021: 320212022: 420222023: 220232024: 320242025: 220252026: 82026
Same theme, other companies
Strengthening the production structure and quality control for information contentA theme 7 companies write about · 0 as a headwind · 7 as a tailwind

Media Kobo moved to the "Worse" side of this theme in 2023.

2 other companies' latest entry also says "Advanced".

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-H1WorsenedAnnual report

    「The company proceeded with development investment associated with rebuilding its production system and framework, but delays in starting operation of the new framework resulted in insufficient efforts to revitalize new content.」

    The company is rebuilding its production structure to improve the quality and appeal of new content, but delays in starting operation resulted in insufficient efforts to revitalize new content.
  2. FY2025WorsenedAnnual report

    「As new horoscopes content failed to produce hits, recruitment and personnel expenses increased as the Company built the necessary structure, resulting in year-on-year declines in both revenue and earnings.」

    Regarding the creation of successful new content and quality improvements, the company continued to lack successful titles, while costs associated with establishing the production structure also arose, resulting in weaker earnings.
  3. FY2025-H1AdvancedAnnual report

    「Because it took time to establish a production structure for creating 1 new piece of content each month, sales declined year on year during the current interim consolidated accounting period. The new production structure began operating in March.」

    The production structure for continuing and improving the quality of new content was formalized as a system for producing 1 title per month and began operating in March. Sales declined during the interim period because establishing the structure took time.
  4. FY2024-Q3WorsenedAnnual report

    「Although new content performed poorly,」

    Regarding earnings improvement through the creation of successful new content and quality improvements, the company continues to struggle with weak performance by new content.
  5. FY2024-Q2WorsenedAnnual report

    「Although new content and the one-to-one fortune-telling services by phone and chat, which had increased sales for several years, performed somewhat poorly during the cumulative second quarter,」

    New content performed somewhat poorly, indicating a setback against the goal of improving earnings through the creation and continuation of successful content.
  6. FY2024-Q1Shifted focus from reducing the number of new productions to operating profitable existing contentAnnual report

    「From the cumulative first quarter, the company reduced the annual production of new fortune-telling content from 12 titles to 5, while focusing on strengthening the operation of profitable content. As one-to-one fortune-telling services by phone and chat maintained stable earnings, net sales increased year on year.」

    The company reduced annual production of new content from 12 titles to 5 and shifted its focus to strengthening the operation of profitable existing content. Net sales increased year on year, while operating income declined due to higher advertising and personnel expenses.
  7. FY2023-Q3WorsenedAnnual report

    「During the cumulative third quarter period, new content performed poorly and failed to offset the decline in revenue caused by the suspension or reduction of fortune-telling content distribution by ISPs, resulting in lower earnings.」

    Regarding the creation of successful new content and earnings improvement, the company reported a setback due to weak performance by new content and a reduction in distribution channels.
  8. FY2023-Q2WorsenedAnnual report

    「During the cumulative second quarter of the fiscal year, revenue was affected by ISPs' suspension or reduction of horoscopes content distribution, weak performance from new content, and a declining revenue trend associated with the long-term operation of existing content.」

    The company explicitly stated that new content had performed poorly, indicating a setback against the goal of improving earnings by continuing successful content and improving its quality.
  9. FY2022AdvancedAnnual report

    「Several new pieces of content released during the third quarter became medium-sized hits. In addition, efforts to strengthen operations led to year-on-year increases in net sales and earnings, particularly from content for mobile network operators.」

    Multiple new pieces of content became medium-sized hits, and, together with stronger operations, contributed to year-on-year increases in net sales and earnings.
  10. FY2022-Q3AdvancedAnnual report

    「Several new pieces of content released during the third quarter became medium-sized hits. In addition, efforts to strengthen operations led to year-on-year increases in net sales and earnings, particularly from content for mobile network operators.」

    Multiple new pieces of content became medium-sized hits, and, together with stronger operations, contributed to year-on-year increases in net sales and earnings.
  11. FY2022-Q2AdvancedAnnual report

    「During the cumulative second quarter period, several ISPs decided to reduce the distribution of fortune-telling content, creating a factor behind the decline in earnings. However, as a result of focusing on strengthening content operations, content lifecycles lengthened and revenue increased year on year.」

    The company reported that strengthening content operations extended the life cycles of its content, including successful content, which also contributed to higher net sales year on year.
  12. FY2022-Q1AdvancedAnnual report

    「During the cumulative first quarter, the company strengthened the operation of existing content in its digital content business and promoted the launch of its social networking business. These initiatives began to bear fruit, with the life cycle of each successful piece of content showing a tendency to lengthen, a slight increase in revenue from the social networking business and steady growth in the one-to-one business, resulting in higher net sales year on year.」

    Strengthening the operation of existing content extended the life cycle of each successful piece of content, and the company reported concrete progress in continuing and monetizing successful content.
  13. FY2021AdvancedAnnual report

    「Efforts to recruit prominent and highly appealing fortune-tellers led to the creation of hit content from the third quarter onward, led by content featuring the clairvoyant comedian Sequence Hayatomo, resulting in a year-on-year increase in revenue.」

    New content featuring well-known and highly appealing fortune-tellers became a hit, marking concrete progress in creating successful content.
  14. FY2021-Q3AdvancedAnnual report

    「Content supervised by a prominent and highly appealing fortune-teller became a hit, while the expansion of paid content on the Company's own website also proved effective, resulting in a slight year-on-year increase in revenue.」

    Regarding improvements in the quality and appeal of new content, the company made concrete progress when content featuring well-known and highly appealing fortune-tellers became a hit.
  15. FY2021-Q2WorsenedAnnual report

    「Revenue declined because no hit content was produced among the new content, which is an important part of the business's revenue model, and this weakness was compounded by other factors.」

    Regarding earnings improvement through the creation of successful content, no new content became a hit, and progress toward the target has regressed.
  16. FY2018AdvancedAnnual report

    「The company plans to apply the knowledge it has accumulated in secondary operations through collaboration with other companies, and to develop new titles as well as operate its secondary business.」

    The company has specified plans to apply its existing operating expertise to collaboration with other companies and the development of new titles.
  17. FY2017-Q3AdvancedAnnual report

    「To prioritize quality, the company postponed until next fiscal year the release of a new title based on the intellectual property of an existing secondary game that had been scheduled for release in the current fiscal year.」

    The company described specific measures to prioritize quality by postponing the release of the new title until next fiscal year.
  18. FY2016First statedAnnual report

    「In the core fortune-telling content business, continuing successful content is the current priority. The company believes that the organizational changes it made to allow more time for planning and producing new content, including a review of the number of releases and staff allocation, will improve the quality of content to be released next fiscal year and help address this issue.」

    The company identified the continuation of successful titles as a priority and set a goal of improving the quality of new content by reviewing the number of releases and staff allocation.
Moved together

"Sluggish Paid-Content Revenue Due to Declining Membership and the Absence of a Major Hit Content Offering" moved the same way as this thread, in the same document, in 15 of its 25 moves.

1512111097★123456
  1. ★This thread
  2. 1Sluggish Paid-Content Revenue Due to Declining Membership and the Absence of a Major Hit Content Offering15×
  3. 2Outlook for a Recovery in Revenue from the Fortune-Telling Content Business12×
  4. 3Rebuilding the User Acquisition Structure and Revenue Framework for Fortune-Telling Content11×
  5. 4Addressing Diverse Needs for Fortune-Telling Services10×
  6. 5Revenue decline, sharp drop in operating profit, and shift to an ordinary loss9×
  7. 6Selection and Concentration of Investment Areas Across All Businesses7×

★ 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
Media Kobo's next results are scheduled for 2026-10-09. Read the earnings preview It last moved in the Earnings presentation of 2026-10-23: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sustaining Hit Content and Improving the Quality of New Content | Media Kobo,Inc. (3815) | Komori