Komori
Daikoku Denki (6430) · RiskHigh utilization of smart gaming machines and continued differences by model

Demand fluctuations by gaming machine model and failure to meet sales plans

First written in FY2016. 17 of 33 entries say "Materialised", first in FY2017-Q2. Latest entry: FY2026.

33entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q2 – FY2022-Q2OtherFY2022-Q3 – FY20262016: 320162017: 320172018: 320182019: 420192020: 320202021: 320212022: 420222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Failure to meet gaming machine sales plans due to model-specific demand fluctuationsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026High utilization of smart gaming machines and continued differences by modelAnnual report

    「Regarding operating levels for smart gaming machines, smart-machine operating levels from January to March 2026 were 113.1% of non-smart machines (conventional machines). By category, smart pachislot machines were at 131.8% of non-smart AT-type models, while smart pachinko machines were at 108.4% of non-smart pachinko machines (conventional machines), indicating that smart machines outperformed non-smart machines in both pachislot and pachinko (based on the same data).」

    Overall gaming-machine operating levels were 99.5% of the same period of the previous year, with pachislot machines at 100.9% and pachinko machines at 98.4%, while smart machines showed higher operating levels than non-smart machines.
  2. 2026-05-15OtherRevision to earnings forecast

    「また、スマート遊技機の稼動状況を見ると、2026年1月~3月のスマート機の稼動は非スマート機(従来機)と比較して113.1%となりました。種別稼動状況につきましては、スマートパチスロ機が非スマートAT系機種と比較して131.8%、スマートパチンコ機が非スマートパチンコ機(従来機)と比較して108.4%となっており、パチスロ、パチンコともにスマート機の方が非スマート機より高い稼動実績を示しております。」

    スマートパチスロ・スマートパチンコの稼動が、それぞれ比較対象の従来機を上回った実績を示している。
  3. FY2026-H1Overall gaming-machine operating levels fell below the previous year, while smart gaming machines maintained high operating levelsAnnual report

    「Overall gaming-machine operating levels were 98.7% of the same period of the previous year on average from July to September 2025, with pachislot machines at 99.2% and pachinko machines at 98.5% (based on the same data). Smart gaming machines, however, maintained high operating levels over the same period, with smart pachislot machines at 122.2% of non-smart AT-type models and smart pachinko machines at 121.7% of non-smart pachinko machines, indicating that smart gaming machines were supporting overall market operating levels.」

    Overall gaming-machine operating levels were 98.7% of the same period of the previous year, while smart pachislot machines and smart pachinko machines maintained high operating levels at 122.2% and 121.7%, respectively, compared with non-smart models.
  4. FY2025Overall gaming-machine operating levels were close to the previous year, with differences by model narrowingAnnual report

    「Next, regarding gaming-machine operating levels, the average for January to March 2025 was 99.7% of the same period of the previous year and 102.0% of the previous fiscal year. By category, pachislot-machine operating levels remained strong at 100.2% of the same period of the previous year and 104.2% of the previous fiscal year. Pachinko-machine operating levels were 99.0% of the same period of the previous year and 100.1% of the previous fiscal year, remaining at approximately the same level as the previous year.」

    The previous gap between strong pachislot machines, driven by smart pachislot machines, and weak pachinko machines narrowed during the fiscal year, with pachislot machines at 100.2% and pachinko machines at 99.0% of the same period of the previous year.
  5. FY2025-H1Recovery in operating levels for both pachislot and pachinko machinesAnnual report

    「Next, regarding gaming-machine operating levels, the average for July to September 2024 remained strong at 104.2% of the same period of the previous year. By category, pachislot-machine operating levels were 107.6% and pachinko-machine operating levels were 101.4% of the same period of the previous year, with both exceeding the same period of the previous year (based on the Company’s “DK-SIS” data).」

    The previous difference between strong smart pachislot machines and weak pachinko machines narrowed during the interim period, with pachislot-machine operating levels at 107.6% and pachinko-machine operating levels at 101.4% of the same period of the previous year, both exceeding the prior-year period.
  6. FY2024Continued strong performance by smart pachislot machines and weakness in pachinko machinesAnnual report

    「Pachislot-machine operating levels remained strong at 117.7% of the same period of the previous year and 122.1% of the previous fiscal year, as several smart pachislot machines that received strong support from fans were brought to market. Pachinko-machine operating levels were somewhat weak at 99.5% of the same period of the previous year and 97.1% of the previous fiscal year, but rose to 103.1% in March alone after several machines featuring a new form of gameplay called “Lucky Trigger” were introduced from March this year, including some that received strong support from fans.」

    Differences in demand by model continued, with smart pachislot operating levels strong at 117.7% of the same period of the previous year, while pachinko machines remained at 99.5%. New forms of gameplay indicated signs of recovery in pachinko machines as well.
  7. FY2024-Q3Higher pachislot operating levels and signs of recovery in pachinko operating levelsAnnual report

    「Next, regarding gaming-machine operating levels, the average for October to December 2023 was 104.2% of the same period of the previous year. By category, pachislot-machine operating levels rose substantially to 116.2% of the same period of the previous year, as several smart pachislot machines that received strong support from fans were introduced. Pachinko-machine operating levels remained sluggish at 97.5% of the same period of the previous year, but reached 100.7% in December alone following the introduction of smart pachinko machines that received strong support from fans (based on the Company’s “DK-SIS” data).」

    Overall operating levels were 104.2% of the same period of the previous year, with pachislot machines rising to 116.2%. Pachinko machines remained at 97.5%, but reached 100.7% in December alone.
  8. FY2024-Q2Continued increase in pachislot operating levels and sluggish pachinko operating levelsAnnual report

    「Next, regarding gaming-machine operating levels, the average for July to September 2023 was 106.4% of the same period of the previous year. By category, pachislot-machine operating levels showed a clear recovery following the introduction of 6.5-generation pachislot machines, which received strong support from fans, and the emergence of smart pachislot machines, rising substantially to 123.3% of the same period of the previous year. Pachinko-machine operating levels, however, remained sluggish at 96.3% of the same period of the previous year (comparison based on the Company’s “DK-SIS” data).」

    Differences in demand by model continued, with pachislot-machine operating levels rising to 123.3% of the same period of the previous year, while pachinko machines remained at 96.3%.
  9. FY2024-Q1Higher operating levels from smart pachislot machines and a decline in pachinko machinesAnnual report

    「Pachinko machines had driven operating levels in the previous fiscal year, but conditions became sharply more challenging, with the average for April to June 2023 at 93.6% of the same period of the previous year. Pachislot machines, meanwhile, showed a clear recovery in operating levels following the introduction of 6.5-generation pachislot machines and smart pachislot machines from the previous year, rising substantially to 132.5% of the same period of the previous year.」

    Model-specific demand fluctuations continued, with pachinko-machine operating levels falling to 93.6% of the same period of the previous year, while pachislot-machine operating levels rose to 132.5% following the introduction of 6.5-generation and smart pachislot machines.
  10. FY2023-Q3Increase in gaming-machine sales from smart pachislot machines, while display and control units declinedAnnual report

    「During the third-quarter cumulative period, gaming-machine sales across the market declined as the reaction following completion of the replacement of machines with models compliant with the new regulations continued from the start of the period, alongside efforts to assess trends in smart gaming machines. However, the successful start of the market launch of smart pachislot machines in November increased pachislot-machine sales, raising expectations for future market revitalization. Against this backdrop, sales of display and control units fell below the same period of the previous year, while component sales remained strong and exceeded the same period of the previous year.」

    Pachislot-machine sales increased following the market launch of smart pachislot machines, while display- and control-unit sales fell below the same period of the previous year and component sales exceeded it.
  11. FY2023-Q2Continued decline in display and control units and increase in component salesAnnual report

    「Against this backdrop, sales of display and control units fell below the same period of the previous year, while component sales remained strong and exceeded the same period of the previous year.」

    Amid the reaction following the replacement of machines with models compliant with the new regulations and efforts to assess the prospects for smart gaming machines, display and control units fell below the same period of the previous year, while component sales exceeded it.
  12. FY2023-Q1Decline in display and control units and increase in component salesAnnual report

    「Gaming-machine sales across the market declined as a reaction to the completion of the replacement of machines with models compliant with the new regulations, which had been carried out in the previous fiscal year. Against this backdrop, sales of display and control units fell below the same period of the previous year, while component sales remained strong and exceeded the same period of the previous year.」

    Following the reaction to the replacement of machines with models compliant with the new regulations, gaming-machine sales declined. Display and control units fell below the same period of the previous year, while component sales exceeded it.
  13. FY2022Increase from pachinko-machine sales and pachislot contract manufacturing, and decline in component salesAnnual report

    「In the Company’s business, sales of “display and control units and other products for gaming-machine manufacturers” exceeded the previous fiscal year, reflecting strong sales for pachinko machines and the start of contract manufacturing for pachislot machines as part of the expansion of the business scope. In “components and other products,” however, sales to gaming-machine manufacturers failed to increase, and sales fell below the previous fiscal year.」

    Sales for pachinko machines and the newly launched pachislot contract-manufacturing business contributed to higher revenue, while components and other products fell below the previous year.
  14. FY2022-Q3Increase from pachinko-machine sales and pachislot contract manufacturing, and decline in component salesAnnual report

    「During the third-quarter cumulative period, as the gaming-machine market gradually recovered, sales of “display and control units and other products for gaming-machine manufacturers” exceeded the same period of the previous year. This reflected strong sales for pachinko machines and the start of contract manufacturing for pachislot machines as part of the expansion of the business scope. Sales of “components and other products,” however, fell below the same period of the previous year.」

    As the gaming-machine market recovered, sales of display and control units and other products exceeded the same period of the previous year on strong pachinko-machine sales and the newly launched pachislot contract-manufacturing business, while component and other sales fell below the same period of the previous year.
  15. FY2022-Q2MaterialisedAnnual report

    「During the second-quarter cumulative period, as the gaming-machine market gradually recovered, sales of “display and control units and other products for gaming-machine manufacturers” exceeded the same period of the previous year. This reflected strong sales for pachinko machines and the start of contract manufacturing for pachislot machines as part of the expansion of the business scope. Sales of “components and other products,” however, fell below the same period of the previous year.」

    Differences in demand by product category and gaming-machine type continued, reflected in results through strong sales for pachinko machines, the start of contract manufacturing for pachislot machines, and year-on-year declines in component and other sales.
  16. FY2021MaterialisedAnnual report

    「In the Company’s business, component sales exceeded the previous fiscal year, while sales of display and control units fell below the previous fiscal year.」

    Model- and product-specific demand fluctuations were reflected in results as lower full-year sales of display and control units.
  17. FY2021-Q3MaterialisedAnnual report

    「Pachinko halls implemented closures and reduced operating hours from April to May to prevent the spread of COVID-19, and the subsequent recovery in operating conditions also slowed. As a result, pachinko and pachislot manufacturers delayed the sales launches of new titles, and pachinko-machine sales across the market fell substantially. In the Company’s business, component sales were on par with the previous year, while display- and control-unit sales fell below the same period of the previous year.」

    Closures, reduced operating hours and the slowing recovery in operating conditions led to delays in new-title launches and lower gaming-machine sales, reflected in results as year-on-year declines in display- and control-unit sales.
  18. FY2021-Q2MaterialisedAnnual report

    「During the second-quarter cumulative period, pachinko halls implemented closures and reduced operating hours to prevent the spread of COVID-19. As a result, pachinko and pachislot manufacturers delayed the sales launches of new titles, and pachinko-machine sales across the market fell substantially. In the Company’s business, sales of display units, control units and components all fell below the same period of the previous year.」

    Delays in new-title launches and the decline in market-wide unit sales resulting from hall closures and reduced operating hours were reflected in results as year-on-year declines in display-unit, control-unit and component sales.
  19. FY2021-Q1MaterialisedAnnual report

    「During the first-quarter cumulative period, sales of components for pachinko machines remained strong, but sales of gaming machines across the market fell substantially because pachinko halls were closed, and sales of display and control units fell below the same period of the previous year.」

    The decline in gaming-machine sales across the market caused by hall closures was reflected in results as lower display- and control-unit sales.
  20. FY2020-Q3MaterialisedAnnual report

    「During the third-quarter cumulative period, sales of components for pachinko machines remained strong, but sales of display and control units were significantly below the same period of the previous year as pachinko and pachislot manufacturers revised their sales plans in response to the decline in new-machine sales across the market.」

    The decline in new-machine sales and manufacturers’ revisions to their sales plans were reflected in results as lower year-on-year sales of display and control units.
  21. FY2020-Q2MaterialisedAnnual report

    「Sales of control units and components for pachinko machines used in major titles remained strong, but profits fell substantially as display-unit sales came in below the same period of the previous year, creating a challenging environment.」

    Continuing differences in demand and sales trends by product type were reflected in results as lower display-unit sales and lower profits.
  22. FY2020-Q1MaterialisedAnnual report

    「During the first-quarter cumulative period, sales of control units for pachinko machines remained strong, but display-unit sales fell below the same period of the previous year.」

    Sales trends diverged by product type, with fluctuations in demand and sales timing reflected in results as lower display-unit sales.
  23. FY2019MaterialisedAnnual report

    「Approximately 5,500 pachislot machines were brought to market in the previous fiscal year, but there were no sales during the current fiscal year.」

    Zero pachislot-machine sales were recorded for the full year, with continuing model-specific fluctuations in demand and sales timing reflected in results.
  24. FY2019-Q3MaterialisedAnnual report

    「Approximately 5,500 pachislot machines were brought to market in the same period of the previous year, but there were no sales during the nine-month period ended in the third quarter.」

    Sales of pachislot machines, for which approximately 5,500 units were brought to market in the same period of the previous year, fell to zero during the nine-month period ended in the third quarter, reflecting fluctuations in demand and sales timing in results.
  25. FY2019-Q2MaterialisedAnnual report

    「In the pachislot-machine business, approximately 5,500 machines were brought to market in the same period of the previous year, but there were no sales during the six-month period ended in the second quarter.」

    Pachislot-machine sales fell to zero during the cumulative period under review, reflecting the impact of model-specific demand fluctuations and sales plans in results.
  26. FY2018MaterialisedAnnual report

    「During the fiscal year, sales of new gaming machines across the market remained sluggish. Development schedules and sales launches were delayed at individual gaming-machine manufacturers because of changes in model specifications in preparation for the new regulations, and sales of display and control units fell below the previous fiscal year. Approximately 5,500 pachislot machines were brought to market in July 2017, compared with approximately 12,300 machines in the previous fiscal year.」

    Delays in sales timing and lower unit sales arising from compliance with the new regulations were reflected in full-year results, while pachislot machines brought to market also fell below the previous fiscal year.
  27. FY2018-Q3MaterialisedAnnual report

    「In the control systems business, sales of display units and control units declined substantially from the same period of the previous year, mainly due to delays in sales timing associated with changes in pachinko and pachislot manufacturers’ sales strategies following regulatory revisions.」

    Changes in manufacturers’ sales strategies and delays in sales timing following regulatory revisions are reflected in results as lower sales volumes of display and control units.
  28. FY2018-Q2MaterialisedAnnual report

    「Sales of components for pachinko gaming machines remained strong, but sales of one display unit model were postponed to the second half of the fiscal year or later, causing unit sales to fall below the same period of the previous year. For pachislot gaming machines, approximately 5,500 units were launched in the market, slightly exceeding the initial plan, compared with approximately 8,800 units in the same period of the previous year.」

    The impact of model-specific shifts in sales timing and demand is reflected in results through delays in display-unit model launches, lower unit sales, and fewer pachislot machines brought to market.
  29. FY2018-Q1MaterialisedAnnual report

    「Sales of control units and components for pachinko gaming machines remained strong, but the number of display units sold fell below the same period of the previous year. For pachislot gaming machines, 8,800 units were launched in the market during the same period of the previous year, but no units were sold during the cumulative first-quarter period of the current fiscal year.」

    Demand fluctuations by model were reflected in performance through declining display unit sales and zero pachislot gaming machine sales during the current quarter.
  30. FY2017-Q3MaterialisedAnnual report

    「Pachislot Witch Craft Works, launched in the market in November 2016, was limited to approximately 3,500 units due to weak utilization of pachislot gaming machines under the new standards, but its utilization at pachinko halls remained relatively strong.」

    Weak utilization of pachislot gaming machines under the new standards was reflected in the actual launch volume of a specific machine model, which was limited to approximately 3,500 units.
  31. FY2017-Q2MaterialisedAnnual report

    「As pachinko machine manufacturers revised their sales plans, several machine models were pushed back to the second half of the fiscal year or later, resulting in a decline in display unit sales from the same period of the previous year.」

    Delays in machine launch timing and declining sales volumes due to regulations and testing delays also occurred during the cumulative period of the current quarter.
  32. FY2017-Q1RestatedAnnual report

    「During the cumulative first-quarter period of this business, results for pachinko display units and components fell below the same period of the previous year due to declines in the number of models and units sold.」

    The company states that fluctuations in the number of models and units sold continued, resulting in pachinko display unit and component performance below the same period of the previous year.
  33. FY2016First statedAnnual report

    「For pachislot gaming machines, we initially planned to sell 30,000 units across 4 models, but 3 models were pushed back to the fiscal year ending March 2017 or later due to specification changes resulting from voluntary regulations and other factors. Sales totaled 5,100 units, and the inventories already procured were revalued.」

    Sales totaled 5,100 units against a sales plan of 30,000 units, resulting in a shortfall against the plan.
Moved together

"Active investment in next-generation development and expansion of R&D" moved the same way as this thread, in the same document, in 9 of its 33 moves.

984332★123456
  1. ★This thread
  2. 1Active investment in next-generation development and expansion of R&D9×
  3. 2Fluctuations in Pachinko Hall Capital Investment Driven by Legal Regulations and Industry Self-Regulation8×
  4. 3Growth Investment Based on Increased Operating Cash Flow and a Sound Financial Position4×
  5. 4Uncertain Economic Outlook Due to Yen Appreciation, Stagnant Capital Investment and a Slowdown in Emerging-Market Economies3×
  6. 5Pachinko Hall Closures and Stagnant Capital Investment Due to COVID-193×
  7. 6Inventory valuation loss due to failure to meet the sales plan2×

★ 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
Daikoku Denki's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-05-15: "Other".
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