jig.jp (5244) · RiskMitigated
Dependence on Platform Operators such as Apple and Google
First written in FY2023. 3 of 4 entries say "Mitigated", first in FY2024. Latest entry: FY2026.
4entries
4years
0from disclosures
How it moved
Same theme, other companies
Dependence on Major App Distribution PlatformsA theme 62 companies write about · 63 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2025: 7 of 32 companies on the "Worse" side.
11 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.
Showing 14 of the 62 companies compared. The sentences above are computed from all 62.Full recordFilings, disclosures and news, newest first
- FY2026MitigatedAnnual report
「Apple Inc. 2,272,094 15.53 Google Inc. 1,770,139 12.10」
Apple’s share of sales declined from 20.12% to 15.53%, while Google’s declined from 13.56% to 12.10%. However, the underlying risk of dependence on the two platform operators continues. - FY2025MitigatedAnnual report
「Apple Inc. 2,776,079 20.12 Google Inc. 1,871,075 13.56」
Apple’s share of sales declined from 26.74% to 20.12%, while Google’s declined from 19.16% to 13.56%. However, the underlying risk of dependence on the two platform operators continues. - FY2024MitigatedAnnual report
「At present, the high proportion of smartphone app services in the Group’s sales has resulted in substantial revenue dependence on the two platform operators, Apple Inc. and Google Inc.」
Apple Inc.’s share of sales declined from 34.12% to 26.74%, while Google Inc.’s declined from 23.92% to 19.16%. However, the underlying risk of dependence on the two companies continues. - FY2023First statedAnnual report
「At present, the high proportion of smartphone app services in the Group’s sales has resulted in substantial revenue dependence on the two platform operators, Apple Inc. and Google Inc.」
Apple Inc. and Google Inc. accounted for 34.12% and 23.92%, respectively, of sales in the fiscal year ending March 2023. The Company cites the potential impact of changes in commission rates, guidelines and policies.