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Mercari (4385) · RiskRestated

Dependence on App Stores, Payment Providers and Delivery Companies

First written in FY2018. 3 of 5 entries say "Restated". Latest entry: FY2026.

5entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY20262018: 12019: 120192020: 020202021: 120212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Dependence on Major App Distribution PlatformsA theme 62 companies write about · 63 as a headwind · 0 as a tailwind

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

31 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 62 companies compared. The sentences above are computed from all 62.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The Group uses Google Cloud, provided by Google LLC, to manage internal email and documents. If Google Cloud services are suspended or experience an outage for any reason, the Group's operations could be disrupted.」

    The Group continues to disclose its dependence on third parties for app stores, payments, delivery, data centres and Google Cloud.
  2. FY2024Expansion of third-party dependenciesAnnual report

    「The Group uses Google Cloud, provided by Google LLC, to manage internal email and documents. If Google Cloud services are suspended or experience an outage for any reason, the Group's operations could be disrupted.」

    In addition to its existing dependence on app stores, payment providers, delivery providers and data centres, the Group has specifically added its dependence on Google Cloud, including the risks of service suspension, outages and changes to terms of service.
  3. FY2021RestatedAnnual report

    「The Group depends on delivery providers such as Yamato Transport Co., Ltd. and Japan Post Co., Ltd. to deliver its products. Accordingly, changes in transaction terms, revisions to business policies or changes in delivery conditions at these providers could affect the Group's business, operating results and financial condition.」

    The Group continues to identify its dependence on third-party providers, including app stores, external payment providers and delivery providers, as a risk.
  4. FY2019RestatedAnnual report

    「The Group depends on delivery providers such as Yamato Transport Co., Ltd. and Japan Post Co., Ltd. to deliver its products. Accordingly, changes in transaction terms, revisions to business policies or changes in delivery conditions at these providers could affect the Group's business, operating results and financial condition.」

    The Group continues to indicate its dependence on app stores, external payment providers and delivery providers' transaction terms, policies and delivery conditions.
  5. FY2018First statedAnnual report

    「As the Group provides smartphone applications to users, providing applications through platforms operated by Apple Inc. and Google Inc. is currently an important prerequisite for the Group's business.」

    The Group states that changes in the business policies or terms of third parties, such as app distribution platforms, external payment providers and delivery networks, could affect its operating results.
Moved together

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Dependence on App Stores, Payment Providers and Delivery Companies | Mercari,Inc. (4385) | Komori