Dependence on Platform Operators such as Apple and Google
First written in FY2022. 8 of 11 entries say "Mitigated", first in FY2024. Latest entry: 2026-09-14.
The whole theme swung hardest in 2025: 7 of 32 companies on the "Worse" side.
11 other companies' latest entry also says "Mitigated".
- FY2027-H1MitigatedAnnual report
「Further changes in the revenue structure accompanying the decline in the proportion of app payments for point sales」
Changes in the revenue structure accompanying the decline in the proportion of app payments progressed, and the Company's reliance on app platforms such as Apple and Google for payment processing continued to decline. - 2026-06-10MitigatedEarnings presentation
「Payment processing expenses declined as the proportion of app payments decreased.」
The continued decline in the proportion of app payments indicated a reduction in dependence on payment processing by platform operators. - FY2026MitigatedAnnual report
「Apple Inc. 2,648,131 40 ／ PAY株式会社 1,839,515 28 ／ Google Inc. 1,231,047 18」
Sales through Apple and Google accounted for a combined 58%, down from 68% in the previous fiscal year. Dependence declined as transactions shifted to web payments and other channels. - FY2025WorsenedAnnual report
「Apple Inc. 2,998,405 45 Google Inc. 1,512,998 23」
Sales through Apple Inc. and Google Inc. accounted for a combined 68%, up from 67% in the previous fiscal year. Dependence on platform operators continues. - FY2024MitigatedAnnual report
「Apple Inc. 2,820,240 44 ／ PAY株式会社 1,673,937 26 ／ Google Inc. 1,477,916 23」
Sales through Apple and Google accounted for a combined 67%, down from 71% in the previous fiscal year, although dependence on platform operators continues. - FY2023RestatedAnnual report
「Apple Inc. 3,103,666 47 ／ Google Inc. 1,615,314 24」
Dependence on platform operators such as Apple and Google continues, and their shares of sales results for the fiscal year were disclosed. - FY2022First statedAnnual report
「The smartphone applications we provide are made available to general users through platform operators such as Apple Inc. and Google Inc., and we depend to a considerable extent on these platform operators for payment collection, system use and user acquisition.」
In sales results for the fiscal year ended January 2022, Apple Inc. accounted for 49% and Google Inc. for 24%.