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and factory,inc (7035) · RiskDropped

Dependence on Apple and Google’s App Platforms

First written in FY2018. 7 of 9 entries say "Restated". Latest entry: FY2025.

9entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY20252018: 12019: 320192020: 120202021: 020212022: 220222023: 120232024: 020242025: 12025
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.

4 other companies' latest entry also says "Dropped".

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
  1. FY2025DroppedAnnual report
    The FY2025 Business and Other Risks section does not list dependence on Apple and Google's app platforms as a standalone item.
  2. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there were no material changes to the risk of dependence on Apple and Google's app platforms.
  3. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there were no material changes to the risk of dependence on Apple and Google's app platforms.
  4. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It states that there were no material changes to the risk of dependence on Apple and Google's app platforms.
  5. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It explicitly states that there were no material changes to the risk of dependence on Apple and Google's app platforms.
  6. FY2019RestatedAnnual report

    「Our business model has become highly dependent on Apple Inc. and Google Inc., the operators of the two platforms.」

    Dependence on the Apple and Google platforms and the possibility of impacts from changes to terms, app deletions and other events are reproduced.
  7. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It explicitly states that there were no material changes to the risk of dependence on Apple and Google's app platforms.
  8. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no new businesses or other developments, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    It explicitly states that there were no material changes to the risk of dependence on Apple and Google's app platforms.
  9. FY2018First statedAnnual report

    「Our business model has become highly dependent on Apple Inc. and Google Inc., the operators of the two platforms.」

    It discloses the possibility of impacts from changes to terms of use, shifts in business strategy, and the deletion of apps or accounts.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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and factory,inc's next results are scheduled for 2026-10-15. Read the earnings preview
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Dependence on Apple and Google’s App Platforms | and factory,inc (7035) | Komori