GMO Commerce (410A) · RiskRestated
Worsening contractual terms with external platform operators
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: FY2026-H1.
2entries
1years
0from disclosures
How it moved
Same theme, other companies
Dependence on Major App Distribution PlatformsA theme 62 companies write about · 63 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2025: 7 of 32 companies on the "Worse" side.
31 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 62 companies compared. The sentences above are computed from all 62.Full recordFilings, disclosures and news, newest first
- FY2026-H1RestatedAnnual report
「No new business-related risks arose during the interim accounting period. There were also no material changes to the “Business-Related Risks” described in the securities report for the previous fiscal year.」
The company states that no new risks arose and that there were no material changes to previously disclosed risks. - FY2025First statedAnnual report
「Changes to the contractual terms with these platform operators may adversely affect our results.」
The likelihood of occurrence is described as low and the potential impact as large. The company will respond by developing its own services and using multiple platforms.