Komori
Akatsuki (3932) · RiskReframed

Risk of Intensifying Competition and Changes in User Preferences

First written in FY2016. 3 of 6 entries say "Restated". Latest entry: FY2026.

6entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020ReframedFY2023 – FY20262016: 120162017: 120172018: 120182019: 020192020: 120202021: 020212022: 020222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Decline in service competitiveness due to delayed responses to competitors and changes in user preferencesA theme 27 companies write about · 28 as a headwind · 0 as a tailwind

Akatsuki moved to the "Worse" side of this theme in 2023, 1 year before the typical company in this theme (2024).

The whole theme swung hardest in 2026: 10 of 15 companies on the "Worse" side.

0 other companies' latest entry also says "Reframed".

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 27 companies compared. The sentences above are computed from all 27.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「There are also numerous competitors for the services provided in the Entertainment and Lifestyle business and the AI and DX Solutions business, and the company considers these businesses to remain in a competitive environment.」

    The scope of the risk of intensifying competition has expanded from Games and Comics to 3 businesses, including Entertainment and Lifestyle and AI and DX Solutions.
  2. FY2023ReframedAnnual report

    「The Group's Games and Comics businesses currently face numerous competitors. In addition, the spread of high-performance devices such as smartphones and tablets is expected to result in competition with operators serving PC and dedicated gaming devices, as well as global competition on the app marketplaces operated by Apple Inc. and Google Inc.」

    The scope of the risk of intensifying competition has expanded from the games market to digital content as a whole, including the Comics business.
  3. FY2020RestatedAnnual report

    「Although the timing and likelihood are unknown, if competition with other companies intensifies, the number of users of the mobile games provided by the Group could decline, which could affect the Group's results, including through a decline in its business and revenue.」

    The company has reconfirmed the risk of declining users and revenue due to intensifying competition.
  4. FY2018RestatedAnnual report

    「However, if competition with other companies intensifies, the number of users of the mobile games provided by the Group could decline, which could affect the Group's business and results.」

    The company has reiterated the risk of declining users due to domestic and overseas competition and changes in user preferences.
  5. FY2017RestatedAnnual report

    「However, if competition with other companies intensifies, the number of users of the mobile games provided by the Group could decline, which could affect the Group's business and results.」

    The company has reiterated the risk of declining users due to domestic and overseas competition and changes in user preferences.
  6. FY2016First statedAnnual report

    「However, if competition with other companies intensifies, the number of users of the social games provided by the Group could decline, which could affect the Group's business and results.」

    The company identifies as risks new entrants, competition from PC and dedicated-device operators, global competition, and the possibility that user preferences may shift away from item-based monetization.
Moved together

"Strengthening the System Management Framework" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2★1
  1. ★This thread
  2. 1Strengthening the System Management Framework2×

★ 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
No upcoming earnings preview for Akatsuki yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Intensifying Competition and Changes in User Preferences | Akatsuki Inc. (3932) | Komori