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Amazia (4424) · RiskUpdated platform dependence ratiosLatest Results presentation (2026-05-14): "Mitigated"

Dependence on Apple and Google, Operators of Major App Distribution Platforms

First written in FY2018. 1 of 8 entries say "Worsened", first in FY2019. Latest entry: 2026-05-14.

8entries
9years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2019OtherFY2021 – FY20252018: 12019: 120192020: 020202021: 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

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

11 other companies' latest entry also says "Mitigated".

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. 2026-05-14MitigatedResults presentation

    「Under the Smartphone Software Competition Promotion Act (the Smartphone Act), which took effect on 18 December, Apple platform fees were reduced from 30% to 26%, with annual cost savings of approximately ¥50 million expected.」

    Dependence on the Apple platform continues, but the lower fee rate is expected to reduce the associated cost burden.
  2. FY2025Updated platform dependence ratiosAnnual report

    「Apple Inc. 1,499,087 52.7 Google Inc. 295,850 10.4」

    Apple Inc.'s share of consolidated sales has been updated from 57.0% to 52.7%, and Google Inc.'s share from 10.8% to 10.4%. Dependence on both companies continues.
  3. FY2024Updated platform dependence ratiosAnnual report

    「Apple Inc. ¥2,043 million (57.0%) Google Inc. ¥387 million (10.8%)」

    The sales performance and respective shares of Apple Inc. and Google Inc. in consolidated sales have been updated.
  4. FY2023Updated platform dependence ratiosAnnual report

    「Apple Inc. ¥2,671 million (57.4%) Google Inc. ¥514 million (11.1%)」

    The share of sales attributable to Apple Inc. has been updated from 56.2% to 57.4%, and Google Inc.'s share from 11.4% to 11.1%. Dependence on both companies continues.
  5. FY2022Updated platform dependence ratiosAnnual report

    「Apple Inc. ¥3,677.169 million (56.2%) Google Inc. ¥744.005 million (11.4%)」

    It updates Apple's share of revenue from 55.9% to 56.2% and Google's from 13.0% to 11.4%. Dependence on both companies continues.
  6. FY2021Updated platform dependence ratiosAnnual report

    「Apple Inc. ¥4,193.233 million (55.9%); Google Inc. ¥972.540 million (13.0%)」

    It updates the shares of revenue accounted for by Apple Inc. and Google Inc., showing that dependence on both platforms continues.
  7. FY2019WorsenedAnnual report

    「Apple Inc. ¥1,980.337 million (58.5%); Google Inc. ¥361.031 million (10.7%)」

    Apple's share of revenue rose from 53.7% in the previous fiscal year to 58.5%, while Google's reached 10.7%, quantifying the dependence of revenue on both platforms.
  8. FY2018First statedAnnual report

    「Our business model has become highly dependent on Apple Inc. and Google Inc., the operators of the two platforms.」

    It states that changes in commission rates and other terms, and the deletion of apps or accounts, could affect performance. Apple Inc. accounted for 53.7% of sales, and Google Inc. for 8.1%.
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
No upcoming earnings preview for Amazia yet. It last moved in the Results presentation of 2026-05-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Apple and Google, Operators of Major App Distribution Platforms | Amazia,inc. (4424) | Komori