Komori
Sankyo (6417) · TargetRestated

Recovery in the fan base through gaming machines that appeal to a broad audience

First written in FY2016. 12 of 24 entries say "Restated". Latest entry: FY2027-H1.

24entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021AdvancedFY2024 – 2026-03-192016: 120162017: 020172018: 220182019: 320192020: 120202021: 320212022: 320222023: 420232024: 220242025: 120252026: 42026
Same theme, other companies
Recovery of the Pachinko and Pachislot Fan BaseA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

0 other companies' latest entry also says "Restated".

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-H1RestatedAnnual report

    「In the pachinko market, the introduction of machines equipped with the new form of gameplay “Lucky Trigger 3.0 Plus” has been progressing since July 2025, but this has not led to improved utilization across the market as a whole. Parlors have remained cautious about introducing new machines, resulting in challenging market conditions. From November 2026 onward, machines equipped with the new form of gameplay “normal-play flags” are scheduled to be introduced, along with 4 new category labels indicating pachinko machine performance and ease of play. These developments are expected to diversify gameplay and make it easier for fans to choose machines suited to them, thereby revitalizing the pachinko market.」

    Even after the introduction of Lucky Trigger 3.0 Plus, overall market utilization and a full-scale recovery in the fan base have yet to be achieved. Meanwhile, the company expresses expectations for revitalization from new forms of gameplay and 4 category labels from November 2026 onward.
  2. FY2026Failure to achieve full-scale growth in the fan base and new expansion initiativesAnnual report

    「The fan base has shown positive signs, including signs that its decline may have bottomed out and an influx of younger customers, but it has not yet begun to increase in earnest. We recognize that expanding the fan base and creating an environment that is easy to enjoy are important challenges for the market’s sustainable growth.」

    The company states that the fan base has stopped declining and that younger users are entering the market, but that full-scale growth has yet to be achieved. It continues to identify expanding the fan base and creating an easier-to-play environment as challenges, and describes measures involving a new pricing policy and the KUGITAMA Project.
  3. FY2026-H1AdvancedAnnual report

    「In the pachinko market, the adoption of machines equipped with the new form of gameplay “Lucky Trigger 3.0 Plus” has driven the spread of smart pachinko machines, while machines showing strong utilization have begun to emerge. Bright signs of market revitalization are beginning to appear.」

    The company describes tangible progress toward market revitalization, as the adoption of smart pachinko machines has advanced following the introduction of machines equipped with Lucky Trigger 3.0 Plus and some machines have begun to show strong utilization.
  4. FY2024AdvancedAnnual report

    「Our share of pachinko machine unit sales exceeded 30%, and we achieved the top sales share for the second consecutive year.」

    The company states that its share of pachinko machine unit sales exceeded 30%, giving it the leading share for the second consecutive year. The results of its product rollout aimed at restoring the fan base and market are demonstrated by this concrete sales-share achievement.
  5. FY2024-Q3Continued strength in smart pachislot machines, while the shift to smart pachinko remains immature despite multiple hitsAnnual report

    「In the pachinko and pachislot industry, the pachislot market has maintained strong operating levels as hit smart pachislot machines have continued to emerge, and conditions have remained favorable as smart pachislot machines account for an increasing share of titles sold and installed machines. In the pachinko market, meanwhile, several smart pachinko machines have become hits, but the shift toward smart machines has not yet gathered full momentum, and no new titles are available to drive operating levels, whether conventional or smart. As a result, conditions remain somewhat sluggish compared with the pachislot market.」

    Smart pachislot machines continue to perform well, supported by recurring hits and a rising installation ratio. In smart pachinko, however, even the emergence of multiple hit machines has not led to a full-scale shift to smart machines, and the pachinko market remains sluggish.
  6. FY2024-Q2Continued adoption of smart pachislot machines alongside delayed adoption of smart pachinko machinesAnnual report

    「In the pachinko and pachislot industry, adoption of smart gaming machines has progressed. Smart pachislot has entered a phase of widespread adoption, as many new titles have been launched and hit models have emerged, making a significant contribution to improved utilization. For smart pachinko, however, differentiating its game mechanics from current machines remains a challenge. Although some models have succeeded through trial and error, full-scale adoption is expected to take more time.」

    The adoption of smart pachislot machines is gaining full momentum on the back of new titles and hit machines, while differentiating gameplay is an issue for smart pachinko machines, meaning that their full-scale adoption will take time. The company describes this divergence by machine type.
  7. FY2024-Q1Partial progress driven by hit products and market polarizationAnnual report

    「In the pachinko and pachislot industry, the pachislot market has shown a marked recovery in utilization since the arrival of 6.5-generation machines and smart pachislot machines. By contrast, no new titles have emerged to drive utilization in the pachinko market, which has struggled to grow. Against this backdrop, parlors have strong purchase appetite for pachislot machines, particularly smart pachislot machines, and the pachislot sales market is performing well. Meanwhile, the pachinko sales market, where smart pachinko machines have yet to gain full momentum, has remained somewhat sluggish.」

    Utilization has recovered markedly in the pachislot market following the arrival of 6.5-generation and smart pachislot machines, while the pachinko market is considered sluggish in the absence of new titles to drive utilization. Progress in restoring the fan base and the market is diverging by machine type.
  8. FY2023RestatedAnnual report

    「Smart pachinko machines also began to appear in April 2023, and the full-scale adoption of smart gaming machines has finally begun. Their adoption is expected to reduce parlors' operating costs, diversify opening locations and machine layouts, increase the fan base, encourage new parlor openings and increase the number of installed machines, providing an opportunity to revitalize the pachinko and pachislot industry, where challenging conditions continue.」

    The company has reconfirmed its existing direction of pursuing growth in the fan base and industry revitalization through the arrival of smart pachinko machines and the full-scale adoption of smart gaming machines.
  9. FY2023-Q3AdvancedAnnual report

    「In the pachinko and pachislot industry, the spread of Type 6.5 pachislot machines, which began appearing in June 2022, has progressed, and operating levels in pachislot, which had remained sluggish, have improved. Smart pachislot machines, introduced sequentially from November, have also achieved operating levels that meet parlor expectations, and improvement in pachislot market conditions is steadily progressing. In pachinko, meanwhile, demand has shifted toward pachislot in the short term against the backdrop of the improving pachislot market, but stable operating levels and demand for new-machine purchases have continued.」

    The pachislot market is steadily improving as 6.5-generation machines and smart pachislot machines become more widely adopted and achieve high utilization, while stable utilization and demand for new machines continue in pachinko. Conditions for attracting a broad range of fans and restoring the market have improved further.
  10. FY2023-Q2AdvancedAnnual report

    「Following the transition to machines compliant with the new regulations, the pachislot market, which had remained sluggish, saw 6.5 machines with expanded game mechanics begin to gain widespread adoption. Their utilization has met parlors' expectations and is making a significant contribution to the recovery of the pachislot market. In addition, the arrival of smart pachislot in November is expected to drive further improvement in market conditions.」

    The pachislot market is improving as 6.5-generation machines become widely adopted and deliver utilization that meets expectations, while the arrival of smart pachislot machines is expected in November. The company states that conditions for attracting a broad range of fans and restoring the market have improved.
  11. FY2022RestatedAnnual report

    「Meanwhile, the next-generation gaming machines, “smart pachinko” and “smart pachislot,” are scheduled to feature improved gameplay compared with current machines. They will also contribute to infection-control measures because players will not need to touch balls or medals while playing. In addition to improved gameplay, lower operating costs at parlors and greater diversity in locations and machine layouts are expected to increase the fan base, encourage new parlor openings and increase the number of installed machines, providing an opportunity to revitalize the pachinko and pachislot industry, where challenging conditions continue.」

    The company has reconfirmed its existing direction of pursuing growth in the fan base and industry revitalization through improved gameplay and infection-control measures for next-generation gaming machines and more efficient parlor operations.
  12. FY2022-Q3AdvancedAnnual report

    「During the nine-month consolidated period, our group launched 7 pachinko titles, excluding reused machines and other products, and 2 pachislot titles. In pachinko, “Fever Mobile Suit Gundam Unicorn,” released in August, performed strongly enough to drive the pachinko market and became a hit that generated additional orders. Despite difficulties procuring components, we worked fully to secure components for the increased production, enabling us to build unit sales above plan. In addition, the 15th installment in the series, “Neon Genesis Evangelion: Roar of the Future,” released in December, became a hit with sales exceeding 40,000 units, and utilization remained strong after installation. As a result, our group's sales remained firm.」

    In addition to launching multiple new machines, the company received additional orders for “Fever Mobile Suit Gundam Unicorn,” while “Neon Genesis Evangelion: Roar of the Future” became a hit with sales exceeding 40,000 units, marking tangible progress in restoring the fan base through sales and machine utilization.
  13. FY2022-Q2AdvancedAnnual report

    「In the pachinko and pachislot industry, replacement with new-regulation machines is progressing ahead of the removal deadline for old-regulation machines at the end of January 2022. Although the global semiconductor shortage has caused some new machine launches to be postponed and sales volumes to be restricted, pachinko manufacturers have expanded their lineup of supplied titles and fans have become established users of new-regulation machines, so replacements are proceeding generally smoothly.」

    The company states that replacements are progressing toward the removal deadline at the end of January 2022, while in pachinko the lineup of supplied titles is expanding and fans are becoming established users of new-regulation machines.
  14. FY2021RestatedAnnual report

    「Against this backdrop, our Group launched 9 pachinko titles and 2 pachislot titles. Although the number of titles sold declined from ordinary years because we limited releases after assessing market trends during the COVID-19 pandemic, we stimulated demand by introducing a wide variety of products, including machines featuring “Yutime,” drum machines and dot machines without LCD displays.」

    Although narrowing the number of titles sold, the company continues to stimulate demand and appeal to fans by introducing a diverse range of products, including machines equipped with “Yutime,” drum machines and dot machines.
  15. FY2021-Q3RestatedAnnual report

    「In pachinko, manufacturers' product lineups have become more robust, and total market unit sales in October-December 2020 recovered to levels above the previous year.」

    The company has reconfirmed its existing direction of reaching a broad audience and restoring the fan base through a stronger product lineup and the recovery in pachinko market sales.
  16. FY2021-Q2RestatedAnnual report

    「In the pachinko and pachislot industry, parlors have been working to create a safe and secure gaming environment by thoroughly implementing measures to prevent the spread of COVID-19. Operating conditions have been recovering from their low point in May, when the state of emergency was lifted, and parlors' willingness to purchase new machines is consequently showing signs of improvement. Against this backdrop, the introduction of so-called new-interpretation-standard machines with unprecedented gameplay has gathered pace in pachinko following changes to the technical standards interpretation guidelines. Expectations among fans and parlors for these machines are rising, while the planned replacement of old-regulation machines is progressing in line with the removal deadlines set by industry organizations. Accordingly, monthly unit sales are expected to recover to levels comparable to the previous year toward year-end.」

    The company has described the development of a safe and secure gaming environment, the recovery trend in operating conditions and purchase appetite, and fans' and parlors' expectations for new-interpretation-standard machines, thereby reconfirming its existing policy aimed at restoring the fan base.
  17. FY2020-Q2RestatedAnnual report

    「Against this backdrop, industry-wide events were held, organized by associations of amusement machine manufacturers and others: the “Minna no Pachinko Fest” in February 2019 and “Pachislot Summit 2019 in Akihabara” in September 2019. The industry is working as one to promote new-regulation machines and attract new and lapsed fans by creating opportunities for many fans to experience these machines.」

    The company has reconfirmed its initiative of creating opportunities for fans to experience new-regulation machines through industry events, with a view to promoting their adoption and attracting new and lapsed fans.
  18. FY2020-Q1RestatedAnnual report

    「The industry as a whole, led mainly by gaming machine manufacturers and pachinko parlors, is also pursuing various initiatives to address addiction issues, while working to create a gaming environment where existing fans, as well as new and dormant fans, can enjoy themselves easily and with peace of mind.」

    The company has reconfirmed its direction of providing a comfortable, safe and secure gaming environment for new and lapsed fans as well as existing fans.
  19. FY2019RestatedAnnual report

    「Alongside efforts to address gambling addiction, there is increasing scope for ingenuity in developing a diverse range of products that new and lapsed fans can enjoy with ease.」

    The company has reconfirmed its policy of reaching a broad audience, including new and lapsed fans, through the development of diverse products that are easy to enjoy.
  20. FY2019-Q1RestatedAnnual report

    「Meanwhile, new-regulation machines are expected to be dominated by types that are easier to play than their predecessors, and they also include features that could lead to new forms of gameplay, such as pachinko machines with selectable settings. Pachinko and pachislot machine manufacturers are therefore actively filing model applications, and machines that have already passed the conformity tests are beginning to emerge.」

    The company has reconfirmed its direction of promoting new-regulation machines by making types that are easier to play than their predecessors the mainstream and using new forms of gameplay, such as pachinko machines with selectable settings.
  21. FY2018RestatedAnnual report

    「As a Group, we will move quickly to develop gaming machines with lower spending requirements and lead the market toward their widespread adoption.」

    The company has reiterated its policy of pursuing recovery in the fan base through the development and adoption of gaming machines with lower spending requirements.
  22. FY2016First statedAnnual report

    「We will continue developing gaming machines that appeal to a broad range of customers and contribute to the recovery of the fan base.」

    The company has set recovery in the fan base as a goal and identified product development for a broad range of users as the means to achieve it.
Moved together

"Responding to new standards and launching diverse gaming machines" moved the same way as this thread, in the same document, in 6 of its 24 moves.

655444★123456
  1. ★This thread
  2. 1Responding to new standards and launching diverse gaming machines6×
  3. 2Improvement and enhancement of the operating profit margin on sales5×
  4. 3Declining fan population and shrinking demand for gaming machines5×
  5. 4Share buybacks based on capital efficiency4×
  6. 5Stable, sustainable growth through market share expansion4×
  7. 6Development and sales of gaming machines with lower playing costs and pachinko machines with settings4×

★ 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.

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No upcoming earnings preview for Sankyo yet. It last moved in the Revision to earnings forecasts of 2026-05-13: "Restated".
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