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coly (4175) · RiskRestated

Risk of intensifying competition and difficulty differentiating titles

First written in FY2021. 8 of 15 entries say "Restated". Latest entry: 2026-09-11.

15entries
6years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2022-Q3RestatedFY2024-Q3 – FY20252021: 320212022: 020222023: 220232024: 220242025: 220252026: 62026
Same theme, other companies
Difficulty Differentiating Game Titles and Competition for User AcquisitionA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

coly moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).

1 other company's latest entry also says "Worsened".

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. 2026-09-11WorsenedEarnings

    「However, the market environment is becoming increasingly challenging as high-quality products, including mobile online games from overseas developers, gain traction, development periods lengthen, development costs rise, and competition continues to capture users’ discretionary time and spending.」

    高品質商品の台頭、開発長期化・高騰に加え、可処分時間及び支出の獲得競争が継続し、市場環境の厳しさが強調されている。
  2. FY2027-H1RestatedAnnual report

    「However, the market environment is becoming increasingly challenging as high-quality products, including mobile online games from overseas developers, gain traction, development periods lengthen, development costs rise, and competition continues to capture users’ discretionary time and spending.」

    The company continues to recognize that the market environment is challenging due to the emergence of high-quality products, longer development times, rising development costs and competition to capture users’ time and spending.
  3. 2026-06-12WorsenedEarnings

    「However, the market environment is becoming increasingly challenging as high-quality products, including mobile online games from overseas developers, gain traction, development periods lengthen, development costs rise, and competition continues to capture users’ discretionary time and spending.」

    The Company stated that the market environment is becoming more difficult because high-quality products are emerging, development periods and costs are rising, and competition for users’ time and spending continues.
  4. FY2026RestatedAnnual report

    「However, the market environment is becoming increasingly challenging as high-quality products, including mobile online games from overseas developers, gain traction, development periods lengthen, development costs rise, and competition continues to capture users’ discretionary time and spending.」

    The company continues to recognize that the market environment is challenging due to the emergence of high-quality products, longer development times, rising development costs and competition to capture users’ time and spending.
  5. FY2026-H1WorsenedAnnual report

    「However, in addition to the emergence of high-quality products, including mobile online games from overseas developers, longer development times and rising development costs, competition to capture users’ discretionary time and spending continues, making the market environment increasingly challenging.」

    In addition to the previously identified high-quality products, longer development times and rising development costs, the company explicitly identifies competition to capture users’ discretionary time and spending and explains the increasingly challenging market environment.
  6. FY2025RestatedAnnual report

    「However, if competition with other companies intensifies or we are unable to differentiate our titles from those offered by competitors, the number of users of our mobile online games may decline, which could affect our business and financial performance.」

    The company continues to disclose the risk that intensifying competition and difficulty differentiating titles could affect the number of users and financial performance.
  7. FY2025-H1RestatedAnnual report

    「During the current interim accounting period, there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    The company reconfirms that no new business or other risks have arisen and that there have been no material changes to existing risks.
  8. FY2025-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    The company states that no new business or other risks have arisen and that there have been no material changes to existing risks.
  9. FY2024-Q3RestatedAnnual report

    「However, the market environment is becoming increasingly challenging due to the emergence of high-quality products, including mobile online games from overseas developers, as well as longer development times and rising development costs.」

    The company continues to recognize that the market environment is challenging due to the emergence of high-quality products from overseas developers, longer development times and rising development costs.
  10. FY2024-Q1WorsenedAnnual report

    「However, the market environment is becoming increasingly challenging due to the emergence of high-quality products, including mobile online games from overseas developers, as well as longer development times and rising development costs.」

    The company explained that the market environment is becoming increasingly challenging, citing the emergence of high-quality products from overseas developers, longer development times and rising development costs.
  11. FY2022-Q3RestatedAnnual report

    「As competition intensifies, the trend toward demand for high product quality is expected to strengthen.」

    The company continues to indicate that competition is intensifying and quality requirements are rising in the women-oriented games market.
  12. FY2022-Q2RestatedAnnual report

    「As competition intensifies, the trend toward demand for high product quality is expected to strengthen.」

    The company reiterates its expectation of intensifying competition in the women-oriented games market and increasing competition between titles and quality requirements.
  13. FY2021First statedAnnual report

    「If competition with other companies intensifies or we are unable to differentiate our titles from those offered by competitors, the number of users of our mobile online games may decline, which could affect our business and financial performance.」

    The company identifies intensifying competition and difficulty differentiating titles as risks that could lead to a decline in the number of users and affect performance.
Moved together

"Content Creation Centered on “More Interesting”" moved the same way as this thread, in the same document, in 3 of its 15 moves.

32★12
  1. ★This thread
  2. 1Content Creation Centered on “More Interesting”3×
  3. 2The Burden of Game Development and Advertising Costs2×

★ 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 coly yet. It last moved in the Earnings of 2026-09-11: "Worsened".
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 difficulty differentiating titles | coly Inc. (4175) | Komori