Komori
Moi (5031) · TargetWorsened

Expanding the Customer Base

First written in FY2022. 19 of 21 entries say "Worsened", first in FY2024-Q1. Latest entry: 2026-09-10.

21entries
5years
9from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023WorsenedFY2024-Q1 – 2026-09-102022: 120222023: 420232024: 320242025: 220252026: 112026
Same theme, other companies
Further Expansion of the User BaseA theme 21 companies write about · 1 as a headwind · 19 as a tailwind

Moi moved to the "Worse" side of this theme in 2023.

1 other company's latest entry also says "Worsened".

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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1WorsenedAnnual report

    「Monthly average points PU (Paid User, or the number of paying users) was strongly affected by changes in the competitive environment in Japan's live-streaming services market, falling to 57 thousand, down 15.7% year on year,」

    The number of paying users was 57 thousand, down 15.7% year on year, and the downward trend in the customer base continued.
  2. FY2026WorsenedAnnual report

    「Monthly average points PU, which stands for Paid Users and represents the number of paying users, fell below the initial forecast and was 65 thousand, down 9.6% from the previous fiscal period,」

    The number of paying users was 65 thousand, down 9.6% from the previous fiscal period, and the decline in the customer base continued.
  3. FY2026-H1WorsenedAnnual report

    「Meanwhile, monthly average points PU, which stands for Paid Users and represents the number of paying users, was 67 thousand, down 7.6% year on year, and point sales revenue correspondingly came to ¥2,923 million, down 1.1% year on year.」

    Monthly average points PU was 67 thousand, down 7.6% year on year, and the decline in the customer base continued. Point sales revenue also declined 1.1% year on year.
  4. FY2025WorsenedAnnual report

    「Monthly average points PU, which stands for Paid Users and represents the number of paying users, fell below the initial forecast and was 72 thousand, down 3.0% from the previous fiscal period,」

    The number of paying users was 72 thousand, down 3.0% from the previous fiscal period, and the declining trend below the initial forecast continued.
  5. FY2025-H1WorsenedAnnual report

    「Monthly average points PU, which stands for Paid Users and represents the number of paying users, came to 73 thousand, down 3.4% year on year.」

    The number of paying users was 73 thousand, down 3.4% year on year, and the decline in the customer base continued.
  6. FY2025-Q1WorsenedAnnual report

    「Monthly average points PU, which stands for Paid Users and represents the number of paying users, was 73 thousand, down 4.5% year on year」

    The number of paying users was 73 thousand, down 4.5% year on year, and the decline in the customer base continuing from the previous fiscal period was not reversed.
  7. FY2024WorsenedAnnual report

    「Monthly average points PU, which stands for Paid Users and represents the number of paying users, fell below the initial forecast, strongly affected by changes in the external environment, including the competitive environment and the diversification of creator activity,」

    The number of paying users fell below expectations due to changes in the competitive environment and other factors, and challenges in expanding the customer base continue.
  8. FY2024-Q3WorsenedAnnual report

    「Meanwhile, monthly average points PU, which stands for Paid Users and represents the number of paying users, had not recovered from its declining trend and was 75 thousand, down 11.7% year on year. As a result, point sales revenue from TwitCasting was ¥4,458 million, down 4.9% year on year.」

    The number of paying users was 75 thousand, down 11.7% year on year, and the decline was not reversed. Point sales revenue also declined 4.9% year on year.
  9. FY2024-Q2WorsenedAnnual report

    「Meanwhile, monthly average points PU, which stands for Paid Users and represents the number of paying users, had not recovered from the decline since the previous fiscal year and was 76 thousand, down 10.9% year on year. As a result, point sales revenue from TwitCasting was ¥2,976 million, down 2.3% year on year.」

    The number of paying users was 76 thousand, down 10.9% year on year, and the decline from the previous fiscal year was not reversed.
  10. FY2024-Q1WorsenedAnnual report

    「Meanwhile, monthly average points PU, which stands for Paid Users and represents the number of paying users, was 76 thousand, down 12.3% year on year, following the decline from the previous fiscal period,」

    The number of paying users, a customer-base metric, was 76 thousand, down 12.3% year on year, and the decline continued.
  11. FY2023RestatedAnnual report

    「We will seek to expand revenue opportunities by acquiring new streamers and viewers and improving features and service operations to increase satisfaction among existing users.」

    The policy of expanding the customer base among both new and existing users remains in place.
  12. FY2022First statedAnnual report

    「Expanding the Customer Base」

    The policy is to broaden the user base through multiple channels, including video social media, corporate users, paid live streaming and VTubers.
Moved together

"Intensifying competition from domestic and overseas competitors and new entrants" moved the same way as this thread, in the same document, in 11 of its 21 moves.

1165332★123456
  1. ★This thread
  2. 1Intensifying competition from domestic and overseas competitors and new entrants11×
  3. 2Risk of failing to respond to changes in user preferences and interests6×
  4. 3Further Growth in Point Sales Revenue, PU, ARPPU, and Adjusted Gross Profit5×
  5. 4Live Streaming Becomes Everyday Communication Infrastructure3×
  6. 5Dilution of Share Value Through the Exercise of Stock Acquisition Rights3×
  7. 6Achieving profitability for the fiscal year2×

★ 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 Earnings presentation materials of 2026-09-10: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.