Dependence on App Store Policies
First written in FY2023. 2 of 4 entries say "Worsened", first in FY2024. Latest entry: FY2026.
Globee moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).
The whole theme swung hardest in 2025: 7 of 32 companies on the "Worse" side.
11 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「To address these risks, we will collect information on each platform operator's operating policies and seek to diversify our revenue sources by increasing the proportion of sales from corporate services and coaching services, which are not affected by platform developments.」
Apple Inc.'s share of sales declined from 59.1% in the previous fiscal year to 56.4%, and we continue to diversify revenue sources through corporate services and other offerings. However, the risk of dependence on app stores remains. - FY2025WorsenedAnnual report
「Unexpected changes in store operating policies could disrupt service development or cause fluctuations in our revenue and profit margins, which could affect our business and results of operations.」
Apple Inc.'s share of sales increased from 56.7% in the previous fiscal year to 59.1%, further increasing the concentration of sales in app stores. - FY2024WorsenedAnnual report
「The services we provide are primarily delivered through smartphone apps and are affected by developments at the platform operators, Apple Inc. and Google LLC.」
Apple Inc.'s share of sales increased from 54.1% to 56.7%, increasing the concentration of platform dependence. - FY2023First statedAnnual report
「The services we provide are primarily delivered through smartphone apps and are affected by developments at the platform operators, Apple Inc. and Google LLC.」
Apple Inc. accounted for 54.1% of sales and Google LLC for 10.6% as major sales channels. Diversifying revenue sources through corporate services and coaching is cited as a response.