Komori
Tenda (4198) · RiskWorsened

Changes in the Game Market and Platform Environment

First written in FY2021. 8 of 14 entries say "Restated". Latest entry: 2026-10-13.

14entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q3 – FY2024-Q1RestatedFY2024-Q3 – FY20242021: 220212022: 320222023: 320232024: 320242025: 020252026: 32026
Same theme, other companies
Slowing Growth in the Online Game Market and Regulatory RestrictionsA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Tenda moved to the "Worse" side of this theme in 2026.

0 other companies' 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. 2026-10-13WorsenedEarnings

    「ゲーム関連分野においても、顧客企業による開発案件の選別や投資配分の見直しが進むなか、開発・制作能力に加え、受注の継続性、開発期間の管理及び案件単位の採算確保が事業の安定性を左右する環境となっております。」

    ゲーム市場のリスク認識が、案件選別・投資配分の見直しに加え、受注継続性、開発期間、案件採算へ広がっている。
  2. FY2026WorsenedAnnual report

    「In the Game Contents market, changes in outsourcing policies for contract development of consumer games, intensifying competition to win projects and increasingly demanding quality standards are progressing, creating a need to improve proposal capabilities, development quality, operational capabilities and profit management capabilities.」

    The company’s risk assessment of the gaming market has expanded beyond intensifying competition and development costs to include restraint on outsourcing, higher quality requirements and the need for profit management capabilities.
  3. 2026-07-14WorsenedEarnings

    「コンシューマーゲーム受託開発市場における外注抑制や案件獲得競争の激化、品質要求水準の高度化等により、受託開発会社には、企画提案力、開発品質、運営力および収益管理能力のさらなる向上が求められております。」

    ゲーム市場のリスクとして、外注抑制、案件獲得競争、品質要求水準の高度化を具体的に記載した。
  4. FY2024RestatedAnnual report

    「In the gaming market in which the Game Contents business operates, the market continued to expand, while competition to acquire users intensified, development costs increased in connection with the creation of attractive content, and development periods tended to lengthen.」

    The company has reiterated its view that, alongside the expansion of the gaming market, competition continues to intensify, development costs to rise and development periods to lengthen.
  5. FY2024-Q3RestatedAnnual report

    「In the gaming market in which the Game Contents business operates, the market continues to expand as content services diversify. The pursuit of attractive content that draws users and the increasing complexity and sophistication of services have become more pronounced, while development costs continue to rise and development periods continue to lengthen.」

    The company has reiterated its view that development costs continue to rise and development periods continue to lengthen as services become more complex and sophisticated in the gaming market.
  6. FY2024-Q2WorsenedAnnual report

    「In the gaming market in which the Game Contents business operates, development costs are trending higher as major IP and the quality of images, music and other content improve.」

    The company has newly identified rising development costs associated with major IP and improvements in content quality as changes in the gaming market environment.
  7. FY2024-Q1RestatedAnnual report

    「In the gaming market in which the Game Contents business operates, competition to develop content playable on a variety of devices continues, while real-world initiatives such as various events have increased as restrictions on activities related to COVID-19 have been eased.」

    The company describes a gaming market in which competition to develop content for a variety of devices continues, while noting that real-world events have increased following the easing of activity restrictions.
  8. FY2023-Q3RestatedAnnual report

    「In the Game Contents business, competition among service providers is becoming increasingly intense as they seek to halt declining sales of titles that have been on the market for a long time.」

    The company continues to regard declining sales of long-running titles and intensifying competition among service providers as conditions affecting the Game business.
  9. FY2023-Q2RestatedAnnual report

    「In the Game Contents business, competition among service providers is becoming increasingly intense as they seek to halt declining sales of titles that have been on the market for a long time.」

    The company continues to recognise declining sales of long-running titles and intensifying competition among service providers as conditions affecting the Game business.
  10. FY2023-Q1RestatedAnnual report

    「In the Game Contents business, competition among service providers is becoming increasingly intense as they seek to halt declining sales of titles that have been on the market for a long time.」

    The company continues to recognise declining sales of long-running titles and intensifying competition among service providers as conditions affecting the Game business.
  11. FY2022RestatedAnnual report

    「In the Game Contents business, overseas companies are gradually making inroads into the Japanese market, and competition within the industry is becoming increasingly intense.」

    The entry of overseas companies into the Japanese market and intensifying competition remain environmental risks for the Game business.
  12. FY2022-Q3RestatedAnnual report

    「In the Game Contents business, overseas companies are gradually making inroads into the Japanese market, and competition within the industry is becoming increasingly intense.」

    The company continues to recognise the entry of overseas companies into the Japanese market and intensifying competition as risks.
  13. FY2022-Q1WorsenedAnnual report

    「In the Game Contents business, overseas companies are gradually making inroads into the Japanese market, and competition within the industry is becoming increasingly intense.」

    The company specifically describes overseas companies’ entry into the Japanese market and intensifying competition in the gaming market.
  14. FY2021First statedAnnual report

    「Unexpected legal regulations or changes in the trends of social game platform operators and others could lead to a slowdown in overall gaming market growth or rapid changes in the operating environment, which may affect the Group’s performance.」

    The company identifies regulations and changes in the policies of platform operators as factors that could slow growth in the gaming market.
Moved together

"Estimation Errors, Delivery Delays and Profitability Deterioration in Contract Development" moved the same way as this thread, in the same document, in 3 of its 14 moves.

33222★12345
  1. ★This thread
  2. 1Estimation Errors, Delivery Delays and Profitability Deterioration in Contract Development3×
  3. 2Strengthening Operations of Core Game Titles and Cost Management3×
  4. 3Sales and Operating Profit Growth and Higher ROE2×
  5. 4Sustainable and Stable Dividends2×
  6. 5Revenue dependence on specific game titles2×

★ 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 Tenda yet. It last moved in the Earnings of 2026-10-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.