Komori
coly (4175) · RiskRestated

Dependence on Specific Content

First written in FY2021. 7 of 19 entries say "Softened", first in FY2023-Q2. Latest entry: FY2027-H1.

19entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseSoftenedFY2023-Q2 – FY2023WorsenedFY2024-Q1 – FY2024-Q3SoftenedFY2025-H1 – FY20252021: 420212022: 420222023: 420232024: 320242025: 220252026: 22026
Same theme, other companies
Reliance on sales of core game titlesA theme 21 companies write about · 23 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 2023: 8 of 18 companies on the "Worse" side.

5 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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「Drug Prince & Matri Princess 3,106 Stand My Heroes 243,253 Promise of Wizard 554,467 Break My Case 982,731」

    The three major titles together accounted for approximately 99.8% of mobile online game sales in the current interim accounting period, and high concentration in specific titles continued.
  2. FY2026SoftenedAnnual report

    「Sales from the mobile online games “Stand My Heroes”, “Promise of Wizard” (including the Chinese version) and “Break My Case” accounted for 59.1% of our total sales in the fiscal year ended January 2025 (11.8% for “Stand My Heroes”, 27.4% for “Promise of Wizard” and 20.0% for “Break My Case”) and 58.0% in the fiscal year ended January 2026 (9.7% for “Stand My Heroes”, 25.2% for “Promise of Wizard” and 23.1% for “Break My Case”), representing the majority of total sales.」

    Dependence on the three major titles as a proportion of total sales declined from 59.1% to 58.0%. They nevertheless still accounted for the majority of total sales.
  3. FY2026-H1RestatedAnnual report

    「Drug Prince & Matri Princess 5,507 3,829 12,653 Stand My Heroes 330,422 261,967 763,969 Promise of Wizard 775,758 792,490 1,778,532 Break My Case 598,411 927,909 1,299,467」

    The three major titles, “Stand My Heroes”, “Promise of Wizard” and “Break My Case”, together accounted for approximately 99.8% of mobile online game sales in the current interim accounting period, and high concentration in specific titles continued.
  4. FY2025SoftenedAnnual report

    「Sales from the mobile online games “Stand My Heroes” (including the Traditional Chinese version), “Promise of Wizard” (including the Chinese version) and “Break My Case” accounted for 63.7% of our total sales in the fiscal year ended January 2024 (19.8% for “Stand My Heroes”, 43.8% for “Promise of Wizard” and 0% for “Break My Case”, which was released in May 2024) and 59.1% in the fiscal year ended January 2025 (11.8% for “Stand My Heroes”, 27.4% for “Promise of Wizard” including the Chinese version, and 20.0% for “Break My Case”), representing the majority of total sales.」

    Dependence on the three major titles as a proportion of total sales declined from 63.7% to 59.1%, with “Break My Case” accounting for 20.0%. They nevertheless still accounted for the majority of total sales.
  5. FY2025-H1SoftenedAnnual report

    「Stand My Heroes 416,976 330,422 1,004,701 Promise of Wizard 943,372 775,758 2,220,348 Break My Case - 598,411 -」

    The addition of ¥598.411 million in sales from “Break My Case” brought the share of the two major titles in game sales for the interim period to approximately 64.4%. Concentration declined from approximately 98.0% in the same period of the previous year, easing dependence on individual titles.
  6. FY2025-Q1WorsenedAnnual report

    「Stand My Heroes 171,507 Promise of Wizard 416,209」

    The two major titles generated sales of ¥587.716 million out of mobile online game sales of ¥590.868 million in the three months ended the first quarter, accounting for approximately 99.5%. Concentration increased from approximately 97% in the same period of the previous year, strengthening dependence on the major titles.
  7. FY2024SoftenedAnnual report

    「Sales from the mobile online games “Stand My Heroes” (including the Traditional Chinese version) and “Promise of Wizard” accounted for 71.3% of our total sales in the fiscal year ended January 2023 (20.0% for “Stand My Heroes” and 51.3% for “Promise of Wizard”) and 63.7% in the fiscal year ended January 2024 (19.8% for “Stand My Heroes” and 43.8% for “Promise of Wizard”), representing the majority of total sales.」

    Dependence on the two major titles as a proportion of total sales declined from 71.3% to 63.7%. Nevertheless, they still accounted for the majority of total sales.
  8. FY2024-Q3WorsenedAnnual report

    「Drug Prince & Matri Princess 31,067 Stand My Heroes 808,294 Promise of Wizard 1,364,242」

    Of mobile online game sales of ¥2,206.460 million in the nine months ended the third quarter, “Stand My Heroes” and “Promise of Wizard” together accounted for ¥2,172.536 million, or approximately 98.5%. Concentration increased from approximately 96.0% in the same period of the previous fiscal year, strengthening dependence on the two major titles.
  9. FY2024-Q2WorsenedAnnual report

    「Stand My Heroes 415,207 416,976 1,107,614 Promise of Wizard 1,412,494 943,372 2,840,013」

    Of mobile online game sales of ¥1,387.493 million in the six months ended the second quarter, the two major titles accounted for ¥1,360.348 million, or approximately 98.0%. Although this was down from approximately 99.0% in the six months ended the second quarter of the previous fiscal year, it was up from approximately 97.0% in the previous quarter, and concentration remained high.
  10. FY2024-Q1WorsenedAnnual report

    「Stand My Heroes 207,551 210,319 1,107,614 Promise of Wizard 712,010 432,210 2,840,013」

    Sales from the two major titles were ¥642.529 million in the three months ended the first quarter, accounting for approximately 97% of mobile online game sales of ¥662.646 million. Sales declined from ¥919.561 million for the two titles combined in the same period of the previous year, while concentration remained high.
  11. FY2023SoftenedAnnual report

    「Sales from the mobile online games “Stand My Heroes” (including the Traditional Chinese version) and “Promise of Wizard” accounted for 80.9% of our total sales in the fiscal year ended January 2022 (21.7% for “Stand My Heroes” and 59.2% for “Promise of Wizard”) and 71.3% in the fiscal year ended January 2023 (20.0% for “Stand My Heroes” and 51.3% for “Promise of Wizard”), representing the majority of total sales.」

    Dependence on the two major titles as a proportion of total sales declined from 80.9% to 71.3%. Nevertheless, they still accounted for the majority of total sales.
  12. FY2023-Q3SoftenedAnnual report

    「Stand My Heroes 1,050,320 859,552 1,416,607 Promise of Wizard 2,637,251 1,838,890 3,857,022 &0 - 85,267 - Total 3,720,947 2,810,513 5,316,789」

    Of game sales of ¥2,810.513 million in the nine months ended the third quarter, the two major titles accounted for ¥2,698.442 million, or approximately 96.0%. Dependence declined from approximately 96.7% in the six months ended the second quarter, and sales from “&0” slightly diversified the composition, but dependence remained high.
  13. FY2023-Q2SoftenedAnnual report

    「Stand My Heroes 497,171 415,207 1,416,607 Promise of Wizard 1,849,615 1,412,494 3,857,022 &0 - 47,237 - Total 2,369,852 1,889,740 5,316,789」

    Of game sales of ¥1,889.740 million in the six months ended the second quarter, the two major titles accounted for ¥1,827.701 million, or approximately 96.7%. Dependence declined from approximately 99.1% in the previous quarter but remained high. The composition became slightly more diversified as sales from the new title “&0” were recorded.
  14. FY2023-Q1RestatedAnnual report

    「Stand My Heroes 240,733 207,551 1,416,607 Promise of Wizard 876,081 712,010 3,857,022 Total 1,128,317 927,897 5,316,789」

    Of game sales of ¥927.897 million in the three months ended the first quarter, the two major titles accounted for ¥919.561 million, or approximately 99.1%, and dependence on the major titles remained high.
  15. FY2022WorsenedAnnual report

    「Sales from the mobile online games “Stand My Heroes” (including the Traditional Chinese version) and “Promise of Wizard” accounted for 79.1% of our total sales in the fiscal year ended January 2021 (27.8% for “Stand My Heroes” and 51.2% for “Promise of Wizard”) and 80.9% in the fiscal year ended January 2022 (21.7% for “Stand My Heroes” and 59.2% for “Promise of Wizard”), representing the majority of total sales.」

    Dependence on the two major titles increased from 79.1% to 80.9%, while “Promise of Wizard” increased its share from 51.2% to 59.2%.
  16. FY2022-Q3RestatedAnnual report

    「Stand My Heroes 1,050,320 On Air! - Promise of Wizard 2,637,251 Total 3,720,947」

    Of game sales of ¥3,720.947 million in the nine months ended the third quarter, the two major titles accounted for ¥3,687.571 million, or approximately 99.1%. Dependence on the major titles remained high.
  17. FY2022-Q2RestatedAnnual report

    「Stand My Heroes 497,171 Promise of Wizard 1,849,615 Total 2,369,852」

    Of game sales of ¥2,369.852 million in the six months ended the second quarter, the two major titles accounted for ¥2,346.786 million, or approximately 99.0% of total sales of ¥2,369.852 million. Dependence on the major titles remained high, as in the previous quarter.
  18. FY2022-Q1WorsenedAnnual report

    「Mobile online game sales by our principal titles are as follows.」

    In the current quarter, sales by title were ¥240.733 million for “Stand My Heroes” and ¥876.081 million for “Promise of Wizard”, for a total of ¥1,128.317 million. The two titles together accounted for approximately 99.0% of game sales. The composition ratio is based on the figures reported for the quarter.
  19. FY2021First statedAnnual report

    「Sales from the mobile online games “Stand My Heroes” (including the Traditional Chinese version) and “Promise of Wizard” accounted for 61.8% of our total sales in the fiscal year ended January 2020 and 79.1% in the fiscal year ended January 2021, representing the majority of total sales.」

    The company has quantified its dependence on its two major titles and plans to reduce it by strengthening other existing content and releasing new content.
Moved together

"The Burden of Game Development and Advertising Costs" moved the same way as this thread, in the same document, in 8 of its 19 moves.

8532★1234
  1. ★This thread
  2. 1The Burden of Game Development and Advertising Costs8×
  3. 2Dependence on App Distribution Platforms Such as Apple and Google5×
  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.

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Dependence on Specific Content | coly Inc. (4175) | Komori