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J-Stream (4308) · RiskReframed

Slowdown in Growth of the Video Content Viewing Market

First written in FY2019. 3 of 5 entries say "Restated". Latest entry: FY2023.

5entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY20222019: 120192020: 120202021: 120212022: 120222023: 12023
Same theme, other companies
Uncertainty over Audiovisual Content Rights Value and VOD Market GrowthA theme 8 companies write about · 10 as a headwind · 0 as a tailwind

J-Stream moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).

The whole theme swung hardest in 2019: 2 of 6 companies on the "Worse" side.

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

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. FY2023ReframedAnnual report

    「We expect the provision and viewing of content over the internet to increase significantly as 5G becomes widespread and the habit of watching online videos expands amid the COVID-19 environment. However, if user acquisition by the domestic broadcasters and content providers that are our primary customers is sluggish, it could affect the group's growth potential.」

    The risk focus has been made more specific, shifting from slower growth in the overall video-viewing market to the impact on growth if user acquisition by domestic broadcasters and content providers is sluggish.
  2. FY2022RestatedAnnual report

    「We expect the provision and viewing of content over the internet to increase significantly as simultaneous broadcast streaming becomes fully established and 5G becomes widespread. However, if this market fails to grow satisfactorily for reasons such as viewers' lifestyles remaining unchanged, it could affect the group's growth potential.」

    While the company expects the market to expand through simultaneous broadcast streaming and 5G, it continues to identify the risk of slower growth if viewing habits remain unchanged.
  3. FY2021RestatedAnnual report

    「We expect the provision and viewing of content over the internet to increase significantly as simultaneous broadcast streaming becomes fully established and 5G becomes widespread. However, if this market fails to grow satisfactorily for reasons such as viewers' lifestyles remaining unchanged, it could affect the group's growth potential.」

    While the company expects the market to expand through simultaneous broadcast streaming and 5G, it continues to identify the risk of slower market growth if viewing habits do not change.
  4. FY2020RestatedAnnual report

    「If this market fails to grow satisfactorily for reasons such as viewers' lifestyles remaining unchanged, it could affect the group's growth potential.」

    The company continues to disclose the impact on growth potential if the market for viewing video content does not grow as expected.
  5. FY2019First statedAnnual report

    「If the distribution market for viewing this content does not grow satisfactorily, it could affect the group's business performance.」

    The company discloses the potential impact on business performance if growth in the distribution market for viewing video content slows.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
J-Stream's next results are scheduled for 2026-10-29. Read the earnings preview
News
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