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Toei Animation (4816) · FactWorsened

A Booming Theatrical Animation Market

First written in FY2017-Q1. 17 of 31 entries say "Worsened", first in FY2021-Q1. Latest entry: FY2026.

31entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018-Q1AdvancedFY2019-Q1 – FY2020-Q2WorsenedFY2021-Q1 – FY2022-Q3WorsenedFY2024-Q1 – FY20262016: 220162017: 320172018: 120182019: 420192020: 220202021: 320212022: 320222023: 420232024: 320242025: 220252026: 42026
Same theme, other companies
A Booming Theatrical Animation MarketA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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  1. FY2026WorsenedAnnual report

    「Revenue declined, as performance did not reach the level of The Birth of Kitaro: Mystery of GeGeGe (True Birth Edition), which was released in the previous year.」

    Although the theatrical animation segment released multiple new titles, revenue declined as performance did not reach the level of titles released in the previous year.
  2. FY2026-H1WorsenedAnnual report

    「Revenue declined due to the decline following titles that continued to be screened in the previous year, namely The First Slam Dunk (revival screening) and The Birth of Kitaro: Mystery of GeGeGe.」

    The theatrical animation segment posted a decline in revenue due to the decline following titles that continued to be screened in the previous year.
  3. FY2025WorsenedAnnual report

    「Revenue declined substantially, as performance did not reach the level of The First Slam Dunk, which was released in the previous year.」

    Although the theatrical animation segment held a revival screening of The First Slam Dunk and other events, performance did not reach the blockbuster level of the previous year, resulting in a substantial full-year decline in revenue.
  4. FY2025-H1WorsenedAnnual report

    「Revenue declined substantially, as performance did not reach the level of The First Slam Dunk, which was released in the previous year.」

    Although theatrical titles, including a revival screening of The First Slam Dunk, were released, performance did not reach the level achieved by the same title in the previous year, and the theatrical animation segment posted a substantial decline in revenue.
  5. FY2024WorsenedAnnual report

    「The First Slam Dunk, which continued to be screened from the previous year, as well as Pretty Cure All Stars F and The Birth of Kitaro: Mystery of GeGeGe, released during the current period, performed well. However, revenue declined substantially as their performance did not reach the level of Dragon Ball Super: Super Hero, One Piece Film Red and The First Slam Dunk, which were released in the previous year.」

    Although some titles released during the current period performed well, they did not reach the level of the blockbuster titles in the previous year, and the theatrical animation segment posted a substantial full-year decline in revenue.
  6. FY2024-Q3WorsenedAnnual report

    「Although Pretty Cure All Stars F and The Birth of Kitaro: Mystery of GeGeGe performed well, revenue declined substantially due to the decline following the previous year's release and blockbuster success of Dragon Ball Super: Super Hero, One Piece Film Red and The First Slam Dunk.」

    Some new titles performed well, but the theatrical animation segment posted a substantial decline in revenue due to the decline following the 3 blockbuster theatrical titles in the previous year.
  7. FY2024-Q2WorsenedAnnual report

    「In the theatrical animation segment, the company released Saint Seiya: The Beginning in April, Sailor Moon Cosmos: Part 1 and Sailor Moon Cosmos: Part 2 in June, and Pretty Cure All Stars F in September. Revenue declined substantially due to the decline following the previous year's release of Dragon Ball Super: Super Hero and One Piece Film Red.」

    Although multiple theatrical titles were released, the theatrical animation segment continued to post a substantial decline in revenue due to the decline following hit titles in the previous year.
  8. FY2024-Q1WorsenedAnnual report

    「Revenue declined substantially due to the decline following the release of Dragon Ball Super: Super Hero in the previous year.」

    The theatrical animation segment posted a substantial decline in revenue due to the decline following hit titles in the previous year, and fluctuations in the performance of theatrical titles have continued.
  9. FY2023AdvancedAnnual report

    「Revenue increased substantially year on year, driven by the record-breaking success of The First Slam Dunk, One Piece Film Red and other factors.」

    The record-breaking success of The First Slam Dunk and One Piece Film Red translated into full-year revenue growth in the theatrical animation segment.
  10. FY2023-Q3AdvancedAnnual report

    「Revenue increased substantially year on year, driven by the record-breaking success of The First Slam Dunk, One Piece Film Red and other factors.」

    The record-breaking success of The First Slam Dunk and One Piece Film Red translated into substantial revenue growth in the theatrical animation segment.
  11. FY2023-Q2AdvancedAnnual report

    「Revenue increased substantially year on year, driven by the record-breaking success of One Piece Film Red and other factors.」

    The record-breaking success of One Piece Film Red resulted in substantial revenue growth in the theatrical animation segment, turning the growth opportunity in theatrical animation into tangible results.
  12. FY2023-Q1AdvancedAnnual report

    「In the theatrical animation segment, the company released Butt Detective: Shiriarty in March and Dragon Ball Super: Super Hero in June. Revenue increased substantially year on year due to the recognition of production revenue from Dragon Ball Super: Super Hero.」

    Although new theatrical titles were released, production revenue from Dragon Ball Super: Super Hero resulted in substantial revenue growth in the theatrical animation segment.
  13. FY2022-Q3WorsenedAnnual report

    「In the theatrical animation segment, the company released Healin' Good Pretty Cure the Movie in March, Journey in June, Toei Manga Matsuri in August, and Tropical-Rouge! Pretty Cure the Movie in October. Revenue declined substantially due to the decline following the previous year's recognition of production revenue from multiple titles, including Sailor Moon Eternal and Looking for Witch Apprentices.」

    The theatrical animation segment posted a substantial decline in revenue due to the decline following production revenue from multiple titles in the previous year, worsening performance in the growth opportunity area.
  14. FY2022-Q2WorsenedAnnual report

    「In the theatrical animation segment, the company released Healin' Good Pretty Cure the Movie in March, Journey in June, and Toei Manga Matsuri in August. Revenue declined substantially due to the impact of the spread of COVID-19 and the decline following the previous year's recognition of production revenue from multiple titles, including Sailor Moon Eternal.」

    Theatrical animation posted a substantial decline in revenue due to the impact of the spread of COVID-19 and the decline following production revenue from multiple titles in the previous year.
  15. FY2021WorsenedAnnual report

    「Revenue fell sharply due to the impact of COVID-19 and the decline following the success of the theatrical film "ONE PIECE STAMPEDE" in the previous consolidated fiscal year.」

    Theatrical animation posted a substantial full-year decline in revenue due to the impact of the spread of COVID-19 and the decline following the strong performance of hit titles in the previous year.
  16. FY2021-Q3WorsenedAnnual report

    「Revenue fell sharply year on year due to the impact of the spread of COVID-19 and the decline following the success of the theatrical film "ONE PIECE STAMPEDE" in the same period of the previous year.」

    In addition to the impact of the spread of COVID-19, the decline following the previous year's hit title continued to weigh on revenue in the theatrical anime business.
  17. FY2021-Q2WorsenedAnnual report

    「In addition to the decline following the success of the theatrical film "ONE PIECE STAMPEDE" in the same period of the previous year, the releases of "Pretty Cure Miracle Leap" (originally scheduled for 20 March 2020) and "Looking for Magical Doremi" (originally scheduled for 15 May 2020) were postponed due to the spread of COVID-19, resulting in a sharp decline in revenue from the same period of the previous year.」

    In addition to the decline following the previous year's hit title, the postponement of 2 releases due to COVID-19 expanded the factors contributing to lower revenue in the theatrical anime business.
  18. FY2021-Q1WorsenedAnnual report

    「In the theatrical anime business, the releases of "Pretty Cure Miracle Leap" (originally scheduled for 20 March 2020) and "Toei Manga Matsuri" (originally scheduled for 24 April 2020) were postponed due to the spread of COVID-19, resulting in lower revenue than initially planned for the fiscal year.」

    Regarding growth opportunities in theatrical animation, the spread of COVID-19 led to the postponement of scheduled releases, resulting in lower revenue than initially planned for the fiscal year.
  19. FY2020-Q2AdvancedAnnual report

    「Revenue increased sharply from the same period of the previous year due to the success of the theatrical film "ONE PIECE STAMPEDE."」

    The success of the theatrical film "ONE PIECE STAMPEDE" was reflected in a sharp increase in revenue in the theatrical anime business, translating the growth opportunity in theatrical animation into actual results.
  20. FY2020-Q1AdvancedAnnual report

    「Revenue increased sharply from the same period of the previous year due to production fees for "Toei Manga Matsuri" and the success of "Pretty Cure Miracle Universe."」

    Production fees for "Toei Manga Matsuri" and the success of "Pretty Cure Miracle Universe" were reflected in a sharp increase in revenue in the theatrical anime business.
  21. FY2019AdvancedAnnual report

    「Revenue increased sharply from the previous consolidated fiscal year due to the success of "Dragon Ball Super: Broly" and the "Precure" series.」

    The success of theatrical titles and series was reflected in a sharp increase in full-year revenue from the video production and distribution business.
  22. FY2019-Q3AdvancedAnnual report

    「In the theatrical anime business, the company released "Pretty Cure Super Stars!" in March, "Digimon Adventure tri. Chapter 6" in May, "HUGtto! Precure the Movie" in October and "Dragon Ball Super: Broly" in December. Revenue increased sharply from the same period of the previous year because the company received production fees for "Dragon Ball Super: Broly."」

    Production fees for the new theatrical anime "Dragon Ball Super: Broly" led to a sharp increase in revenue, demonstrating the growth opportunity in theatrical animation through actual results.
  23. FY2019-Q1AdvancedAnnual report

    「Revenue increased sharply from the same period of the previous year due to the success of "Pretty Cure Super Stars!" and "Digimon Adventure tri. Chapter 6."」

    The company specifically states that the success of 2 titles led to a sharp increase in revenue in the theatrical anime business.
  24. FY2018-Q1RestatedAnnual report

    「Although the business environment surrounding the animation industry still shows no signs of improvement in the downward trend in television ratings and the sluggish packaged-software market, among other factors, there are also many areas where growth opportunities are expected, including the strong performance of theatrical animation, the expansion of streaming and app-game markets in Japan and overseas driven by the spread of smart devices, and the diversification of the video business resulting from advances in computer-generated imagery.」

    The company continues to cite the strong performance of theatrical animation as a growth opportunity alongside the expansion of streaming and the app-game market.
  25. FY2017RestatedAnnual report

    「There are also many areas where growth opportunities are expected, including the strong performance of theatrical animation.」

    The company continues to cite the strong performance of theatrical animation as a growth opportunity.
  26. FY2017-Q3RestatedAnnual report

    「On the other hand, there are many areas where growth opportunities are expected for the animation business, including the strong performance of theatrical animation, the expansion of video-streaming services and the app-game market driven by the spread of smartphones, growth in Asian markets led by China, and the diversification of the video business resulting from advances in computer-generated imagery.」

    The company continues to position the strong performance of theatrical animation as a growth opportunity for the animation business.
  27. FY2017-Q2RestatedAnnual report

    「On the other hand, there are many areas where growth opportunities are expected for the animation business, including the strong performance of theatrical animation, the expansion of video-streaming services and the app-game market driven by the spread of smartphones, growth in Asian markets led by China, and the diversification of the video business resulting from advances in computer-generated imagery.」

    The company continues to position the strong performance of theatrical animation as a growth opportunity.
  28. FY2017-Q1First statedAnnual report

    「On the other hand, there are many areas where growth opportunities are expected for the animation business, including the strong performance of theatrical animation, the expansion of video-streaming services as exposure platforms, growth in Asian markets led by China, and the diversification of the video business resulting from advances in computer-generated imagery.」

    The company positions the strong performance of theatrical animation as a growth opportunity for the animation business.
Moved together

"Expansion of the Intellectual Property Rights Business as the Core Revenue Stream" moved the same way as this thread, in the same document, in 15 of its 31 moves.

151413131212★123456
  1. ★This thread
  2. 1Expansion of the Intellectual Property Rights Business as the Core Revenue Stream15×
  3. 2Monetizing Character IP Through Licensing Rights and Product Sales14×
  4. 3Improved earnings in the product sales business13×
  5. 4Profit growth through highly profitable overseas video sales and licensing businesses13×
  6. 5Using Video Distribution Services as a Growth Channel12×
  7. 6Expansion of Event Programs and Character Shows12×

★ 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
Toei Animation's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Financial results presentation of 2026-05-13: "Worsened".
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