Komori
Tokyo Communications Group (7359) · InitiativeAdvanced

Making overseas hyper-casual game apps a growth driver

First written in FY2020. 8 of 15 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2026-H1.

15entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q1 – FY2022-Q3RestatedFY2023-Q3 – FY2024-Q1MitigatedFY2024 – FY2026-H12021: 420212022: 320222023: 420232024: 220242025: 120252026: 12026
Same theme, other companies
Overseas and global expansion of mobile online gamesA theme 9 companies write about · 0 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2023: 1 of 7 companies on the "Worse" side.

3 other companies' latest entry also says "Advanced".

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. FY2026-H1AdvancedAnnual report

    「In the media business during the interim consolidated accounting period, the hyper-casual game app business drove sales and segment profit and performed well, with second-quarter sales from April through June setting a record high on a quarterly basis.」

    The media business, including overseas hyper-casual games, drove sales and segment profit, and second-quarter sales reached a record high on a quarterly basis.
  2. FY2024MitigatedAnnual report

    「Following a review of the allocation of management resources, segment profit in the fourth quarter increased 119.9% year on year, returning to profit growth.」

    In response to declining sales and profit from existing games caused by upfront investment in hybrid casual games, management resources were reallocated, resulting in a 119.9% year-on-year increase in fourth-quarter media-business segment profit.
  3. FY2024-H1WorsenedAnnual report

    「In the media business during the interim consolidated accounting period, we continued releasing titles in the existing casual-game and hyper-casual-game businesses. However, sales and segment profit declined because new-title releases were delayed and development and test-marketing expenses were incurred in the hybrid casual-game field to expand the business.」

    While continuing title releases in casual and hyper-casual games, the company reported lower media-business sales and segment profit due to delays in new-title releases and spending on a new field.
  4. FY2024-Q1More title releases and discontinuation of some servicesAnnual report

    「In our existing casual-game and hyper-casual-game businesses, the number of ongoing title releases has increased. Meanwhile, the number of titles being distributed temporarily declined because some point-earning games were discontinued.」

    Title releases in casual and hyper-casual games increased, while the number of distributed titles temporarily declined because some point-earning games were discontinued.
  5. FY2023-Q3RestatedAnnual report

    「The global hyper-casual game app “Hoarding and Cleaning,” which began operations in March, continues to contribute to earnings.」

    “Hoarding and Cleaning,” a global hyper-casual game, continues to contribute to earnings. No new figures or new title launches are reported.
  6. FY2023-Q2AdvancedAnnual report

    「In the media business, casual games combined with point-earning activities have performed well as part of the Play-to-Earn field.」

    The overseas content portfolio gained a new contributor, the hyper-casual game app “Hoarding and Cleaning,” alongside the previous growth drivers.
  7. FY2023-Q1Reallocation of global development resources to JapanAnnual report

    「In the media business, we are reallocating some development resources intended for global markets to the domestic market.」

    The company describes reallocating some development resources to Japan in the media business, including overseas hyper-casual games.
  8. FY2022WorsenedAnnual report

    「In the consolidated fiscal year, sales declined in the internet media business partly because we were unable to create a hit title following the globally successful hyper-casual game app “Save them all.”」

    The policy of making overseas hyper-casual game apps a growth driver continues, but sales declined because no follow-on hit was created after the existing blockbuster.
  9. FY2022-Q3AdvancedAnnual report

    「Among the new titles, “draw flights,” which began full-scale operations in October, ranked first in the domestic free-games category on the App Store, showing early signs of becoming a hit title.」

    In line with the growth strategy for overseas hyper-casual games, full-scale operations for “draw flights” began in October, and the title ranked first among domestic free games.
  10. FY2022-Q2AdvancedAnnual report

    「“Big Makeover,” released in May, ranked highly in the free-games category on the App Store in both Japan and the United States, ranking fourth in Japan and ninth in the United States, and began contributing to earnings. However, sales declined because we have not yet created a hit title comparable with the globally successful hyper-casual game app “Save them all.”」

    The new title “Big Makeover” was released in May, ranked fourth in Japan and ninth in the United States, and began contributing to earnings. The company stated that it had not yet created another hit on the scale of “Save them all.”
  11. FY2022-Q1AdvancedAnnual report

    「Although sales of existing titles such as “Save them all,” which was a major hit last year, are trending downward, the new title “shoot’em all” has begun contributing to earnings. In addition, as part of further overseas expansion, we began full-scale distribution of our apps in East Asia, primarily Taiwan, Hong Kong and South Korea.」

    While declining sales of existing hit titles were reported, the new title “shoot’em all” began contributing to earnings, and full-scale distribution in East Asia also began.
  12. FY2021-Q3AdvancedAnnual report

    「In overseas hyper-casual game apps, global sales reached ¥1,618 million as “Save them all,” a hit title released last year, continued to drive sales and the new title “stop the flow!,” which began full-scale operations in July, contributed to performance.」

    In addition to continued sales momentum from the existing hit title, full-scale operations for the new title “stop the flow!” began in July, with global sales of ¥1,618 million.
  13. FY2021-Q2AdvancedAnnual report

    「In overseas hyper-casual game apps, “Save them all,” a hit title released by the Group last year, continued to drive sales in the second quarter, with global sales reaching ¥1,203 million.」

    “Save them all” continued to drive sales, with global sales of ¥1,203 million in the first half of 2021.
  14. FY2021-Q1AdvancedAnnual report

    「“Save them all,” which began full-scale operations in November 2020, continued to perform well in the first quarter, with global sales of ¥722 million, making a significant contribution.」

    The company reported continued strong performance by a specific overseas hyper-casual game positioned as a growth driver, with first-quarter global sales of ¥722 million.
  15. FY2020First statedAnnual report

    「We position our efforts in overseas hyper-casual game apps within our core app business as a growth driver.」

    The Group has outlined a plan to drive growth by increasing the number of apps in operation, leading to the acquisition of overseas users and expansion of advertising revenue.
Moved together

"Building a business portfolio not concentrated in specific sectors" moved the same way as this thread, in the same document, in 8 of its 15 moves.

877644★123456
  1. ★This thread
  2. 1Building a business portfolio not concentrated in specific sectors8×
  3. 2Including newly established subsidiaries in the scope of consolidation7×
  4. 3Developing a communication platform using voice-matching technology7×
  5. 4Diversifying funding sources and maintaining liquidity6×
  6. 5Improving advertising delivery and expanding the number of domestic casual game apps in operation4×
  7. 6Investing in unlisted companies with high growth potential4×

★ 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
No upcoming earnings preview for Tokyo Communications Group yet.
News
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