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coly (4175) · RiskSoftened

Dependence on App Distribution Platforms Such as Apple and Google

First written in FY2021. 5 of 6 entries say "Softened", first in FY2022. Latest entry: FY2026.

6entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021SoftenedFY2022 – FY20262021: 120212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on Major App Distribution PlatformsA theme 62 companies write about · 63 as a headwind · 0 as a tailwind

coly moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).

The whole theme swung hardest in 2025: 7 of 32 companies on the "Worse" side.

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

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
  1. FY2026SoftenedAnnual report

    「Apple Inc. 1,273,472 18.1 Google LLC 793,235 11.3」

    The combined share of sales to Apple and Google fell from 52.6% in the previous period to 29.4%, further reducing the concentration of sales on major platforms. Platform dependence itself, however, remains.
  2. FY2025SoftenedAnnual report

    「Apple Inc. 2,263,230 34.8 Google LLC 1,156,704 17.8」

    The combined share of revenue from Apple and Google declined from 63.6% in the previous period to 52.6%, further reducing concentration on the major platforms. However, dependence remains.
  3. FY2024SoftenedAnnual report

    「Apple Inc. 2,096,602 41.4 Google LLC 1,126,026 22.2」

    The combined share of revenue from Apple and Google declined from 73.1% in the previous period to 63.6%, further reducing concentration on the major platforms. However, dependence remains.
  4. FY2023SoftenedAnnual report

    「Apple Inc. 3,583,625 55.0 2,641,285 47.7 Google LLC 1,787,629 27.4 1,408,044 25.4」

    The combined share of revenue from Apple and Google declined from 82.4% to 73.1%, further reducing concentration on the major platforms. However, dependence remains.
  5. FY2022SoftenedAnnual report

    「Apple Inc.」

    Apple Inc.’s share of revenue declined from 56.4% to 55.0%, while Google LLC’s declined from 27.9% to 27.4%, reducing the combined share from 84.3% to 82.4%. However, dependence on the major platforms remains high.
  6. FY2021First statedAnnual report

    「If a platform operator changes its business policies or commission rates fluctuate, or if we are unable to enter into or continue an agreement concerning the provision of content because our content does not sufficiently meet the requirements of the platform operator, among other reasons」

    The filing also states that Apple Inc. accounted for 56.4% of revenue and Google Inc. for 27.9% by customer. As of the filing date, no event affecting the continuation of these agreements or otherwise had occurred.
Moved together

"Dependence on Specific Content" moved the same way as this thread, in the same document, in 5 of its 6 moves.

5432★1234
  1. ★This thread
  2. 1Dependence on Specific Content5×
  3. 2The Burden of Game Development and Advertising Costs4×
  4. 3Steady and sustained enhancement of corporate value3×
  5. 4Expanding Overseas from East Asia as a Foothold2×

★ 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
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News
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Dependence on App Distribution Platforms Such as Apple and Google | coly Inc. (4175) | Komori