Komori
Toei Animation (4816) · RiskRestated

Concentration of earnings in specific businesses and franchises

First written in FY2018. 19 of 20 entries say "Restated". Latest entry: FY2025.

20entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY20252018: 220182019: 320192020: 320202021: 420212022: 320222023: 420232024: 020242025: 12025
Same theme, other companies
Reliance on sales of core game titlesA theme 22 companies write about · 23 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 9 of 19 companies on the "Worse" side.

6 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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「During the consolidated fiscal year under review, domestic and overseas app game adaptation rights and large-scale video distribution rights for China continued to account for a large proportion of revenue and profit by business. Among individual titles, the Dragon Ball series and One Piece continued to account for a large proportion of revenue and profit, with these 2 titles remaining the dominant contributors.」

    Revenue remained concentrated in app game adaptation rights, large-scale video distribution rights for China, and Dragon Ball and One Piece for the full year.
  2. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the major risks, including concentration of revenue in specific businesses and content.
  3. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks associated with concentration of revenue in specific businesses and content.
  4. FY2023RestatedAnnual report

    「During the fiscal year, as in the previous fiscal year, mobile game adaptation rights in Japan and overseas and large-scale video distribution rights for China accounted for a substantial proportion of revenue and profit. In terms of content, the “Dragon Ball” series and “One Piece” also continued to account for a substantial proportion of revenue and profit.」

    Revenue remains concentrated in app game adaptation rights, large-scale video distribution rights for China, and Dragon Ball and One Piece, including for the full year.
  5. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks associated with concentration of revenue in specific businesses and content.
  6. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the existing risks associated with concentration of revenue in specific businesses and content.
  7. FY2023-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the major risks, including concentration of revenue in specific businesses and content.
  8. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the existing risks associated with concentration of revenue in mobile game adaptation rights and major content.
  9. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the existing risks associated with concentration of revenue in mobile game adaptation rights and major content, among other areas.
  10. FY2022-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the existing risks associated with concentration of revenue in mobile game adaptation rights and major content, among other areas.
  11. FY2021RestatedAnnual report

    「During the fiscal year, as in the previous fiscal year, mobile game adaptation rights in Japan and overseas and large-scale video distribution rights for China accounted for a substantial proportion of revenue and profit. In terms of content, the “Dragon Ball” series and “One Piece” also continued to account for a substantial proportion of revenue and profit.」

    Revenue remains concentrated in mobile game adaptation rights, large-scale distribution rights for China, Dragon Ball and One Piece.
  12. FY2021-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no new occurrences of major risks that management recognizes as potentially having a material impact on the financial condition, operating results or cash flows of the consolidated companies, and no significant changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the existing risks associated with concentration of revenue in mobile game adaptation rights and major content.
  13. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the existing risks associated with concentration of revenue in mobile game adaptation rights and major content, among other areas.
  14. FY2021-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks associated with concentration of revenue in mobile game adaptation rights, video distribution rights for China and major content.
  15. FY2020-Q3RestatedAnnual report

    「During the third quarter of the current consolidated cumulative period, there were no significant changes to, or newly arising issues among, the business and financial matters that our group needs to address.」

    The Company states that there have been no material changes or new issues concerning the existing risks associated with concentration of revenue in mobile game adaptation rights and major content, among other areas.
  16. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks associated with concentration of revenue in mobile game adaptation rights, video distribution rights for China and major content.
  17. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks associated with concentration of revenue in mobile game adaptation rights, large-scale video distribution rights for China, Dragon Ball and One Piece.
  18. FY2019RestatedAnnual report

    「During the fiscal year, as in the previous fiscal year, mobile game adaptation rights in Japan and overseas and large-scale video distribution rights for China accounted for a substantial proportion of revenue and profit. In terms of content, the “Dragon Ball” series and “One Piece” also continued to account for a substantial proportion of revenue and profit.」

    Revenue remains concentrated in mobile game adaptation rights, large-scale distribution rights for China, Dragon Ball and One Piece.
  19. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes to the risks associated with concentration of revenue in mobile games and specific content.
  20. FY2018First statedAnnual report

    「During the fiscal year, the licensing business generated substantial revenue and profit growth. However, the proportion of mobile games in revenue and profit increased both in Japan and overseas. In terms of content, the proportion of the “Dragon Ball” series and “One Piece” in revenue and profit also increased. In addition to the increasing concentration in specific businesses and content, we recognize that the market environment surrounding the Group is also undergoing significant change.」

    The increasing concentration of revenue and profit in mobile games, Dragon Ball and One Piece is recognized alongside changes in the business environment.
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
Toei Animation's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.