GMO TECH Holdings (415A) · RiskFirst statedLatest Management Planning (2026-03-31): "Restated"
Dependence on Apple, Google and search platforms
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: 2026-03-31.
2entries
1years
1from 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
- 2026-03-31RestatedManagement Planning
「当社の事業モデルは、Apple Inc.及びGoogle Inc.の２社のプラットフォーム及びGoogle・Yahoo!の検索プラットフォームへの依存が大きいと言えます。」
プラットフォーム依存リスクを改めて記載し、依存しないビジネスモデルの開発を対応策として示している。 - FY2025First statedAnnual report
「The Group’s business model can be said to be highly dependent on the platforms of Apple Inc. and Google Inc., as well as the Google and Yahoo! search platforms.」
The company specifically identifies 2 companies on which it depends and regards changes in the platform operators’ strategies and business conditions as risks.