Komori
Moi (5031) · RiskMitigated

Concentration of sales in point sales

First written in FY2022. 15 of 16 entries say "Mitigated", first in FY2023. Latest entry: 2026-09-14.

16entries
5years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022MitigatedFY2023 – 2026-09-142022: 120222023: 220232024: 320242025: 220252026: 82026
Same theme, other companies
Dependence on revenue from points salesA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1MitigatedAnnual report

    「Revenue from contracts with customers 2,762,185 305,956 106,638 6,263 3,181,044」

    Point sales revenue accounted for approximately 86.8%, down from approximately 88.4% in the same period of the previous year. Revenue diversification into Membership, TwitCasting Premier and other offerings is progressing.
  2. FY2026MitigatedAnnual report

    「① Point and item ticket sales revenue (hereinafter, point sales revenue) 88.2%」

    Point sales revenue accounted for 88.2% of the revenue mix, down from 89.7% in the previous fiscal year. Revenue diversification into memberships, TwitCasting Premium and other areas is progressing.
  3. FY2026-H1MitigatedAnnual report

    「Revenue from contracts with customers 2,923,159 272,243 106,124 4,028 3,305,556」

    Point sales revenue accounted for approximately 88.4% of the revenue mix, down from 89.7% in FY2025. Revenue diversification into memberships, the official store and other areas is progressing.
  4. FY2025MitigatedAnnual report

    「89.7%」

    Point sales revenue accounted for 89.7% of the revenue mix, down further from 91.9% in the previous fiscal year. Revenue diversification into memberships, the official store and other areas is progressing.
  5. FY2025-H1MitigatedAnnual report

    「Revenue from contracts with customers consisted of ¥2,954.875 million in point sales revenue, ¥205.162 million in membership sales commission revenue, ¥106.522 million in ticket and content sales commission revenue from the Official Store, and ¥1.653 million in other revenue, for a total of ¥3,268.213 million.」

    Point sales revenue accounted for approximately 90.4% of the revenue mix, down from 91.9% in FY2024. Revenue diversification into memberships, the official store and other areas is progressing.
  6. FY2025-Q1MitigatedAnnual report

    「Revenue from contracts with customers 1,426,819 97,744 51,450 1,092 1,577,106」

    Point sales revenue accounted for approximately 90.5% of the revenue mix, down from 91.9% in FY2024. Revenue diversification into memberships, the official store and other areas is progressing.
  7. FY2024MitigatedAnnual report

    「① Point sales revenue 91.9%」

    Point sales revenue accounted for 91.9% of the revenue mix in the fiscal year ended January 2024, down from 93.9% in the previous fiscal year.
  8. FY2024-Q2MitigatedAnnual report

    「Revenue from contracts with customers 2,976,903 108,178 116,078 2,531 3,203,691」

    Point sales revenue accounted for approximately 92.9% of the revenue mix, down from 93.9% in FY2023. Revenue diversification into memberships, the official store and other areas is continuing.
  9. FY2023MitigatedAnnual report

    「Point sales revenue 93.9%」

    Dependence on point sales revenue continues, but its share of the revenue mix declined from 94.84% in the previous fiscal year to 93.9%.
  10. FY2022First statedAnnual report

    「Point sales revenue」

    Point sales accounted for 94.84% of the revenue mix in the fiscal year ended January 2022, indicating a business structure in which trends in point sales have a significant impact on performance.
Moved together

"Reducing Reliance on Point Sales and Creating New Revenue Opportunities" moved the same way as this thread, in the same document, in 15 of its 16 moves.

1514131277★123456
  1. ★This thread
  2. 1Reducing Reliance on Point Sales and Creating New Revenue Opportunities15×
  3. 2Supporting the organic emergence and development of user-led cultures and communities14×
  4. 3Expanding Revenue per Customer13×
  5. 4Expansion of streamer-support subscriptions12×
  6. 5Measures to Address Excessive Spending7×
  7. 6Diversification and Expansion of the Streamer Support Program7×

★ 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
No upcoming earnings preview for Moi yet. It last moved in the Financial results presentation of 2026-09-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.