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Marvelous (7844) · RiskRestated

Selection of Titles Acquired by the Video Streaming Service

First written in FY2022-Q3. 4 of 7 entries say "Restated". Latest entry: FY2026.

7entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q3WorsenedFY2023-Q2 – FY2023-Q3RestatedFY2023 – FY20262022: 220222023: 320232024: 120242025: 020252026: 12026
Same theme, other companies
Intensifying competition among streaming services to acquire works and titlesA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Marvelous moved to the "Worse" side of this theme in 2022.

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. FY2026RestatedAnnual report

    「In the mobile game market, launches of new titles continued to be restrained, but titles leveraging IP maintained strong popularity. In addition, the rollout of leading titles by overseas publishers supported the momentum of the market as a whole.」

    The company describes a market environment characterized by competition surrounding new titles and the continued presence of IP-based titles and overseas publishers.
  2. FY2024-Q3RestatedAnnual report

    「In the music and video market, although the packaged-product market continued to contract, the video streaming market, which became established in people’s daily lives during the COVID-19 pandemic, remained at a high level despite intensifying competition.」

    The company has reconfirmed its view that the video streaming market remains at a high level despite intensifying competition.
  3. FY2024-Q1RestatedAnnual report

    「Although competition in the video streaming market was intensifying as a result of the reversal of stay-at-home demand, the market continued to grow moderately.」

    The company identifies both intensifying competition among video streaming services and continued market growth.
  4. FY2023RestatedAnnual report

    「Even in the strong video streaming market, competition among video streaming services intensified as demand for staying at home declined.」

    The company continues to identify intensifying competition among video streaming services.
  5. FY2023-Q3WorsenedAnnual report

    「In the music and video market, competition among video streaming services intensified as stay-at-home demand declined.」

    Competition among video streaming services intensified as demand for staying at home declined, strengthening competitive risks, including the environment for title acquisition by streaming services.
  6. FY2023-Q2WorsenedAnnual report

    「Although video streaming had been performing well, competition among streaming services has intensified as stay-at-home demand has run its course. Moves to strengthen profitability and expand the customer base, including service consolidation and the introduction of ad-supported plans, have become more widespread.」

    Competition among video streaming services has intensified, while service consolidation and the introduction of ad-supported plans have become more widespread. Competitive risks, including the environment for title acquisition and selection by streaming services, are strengthening.
  7. FY2022-Q3First statedAnnual report

    「Even in the video streaming market, which continues to perform well, streaming services are increasingly selective about the titles they acquire.」

    While the video streaming market continues to perform well, the company has newly identified as a risk the competitive and hiring environment in which streaming services are being selective about the titles they acquire.
Moved together

"Contraction of Japan’s Console Game Market" moved the same way as this thread, in the same document, in 2 of its 7 moves.

222222★123456
  1. ★This thread
  2. 1Contraction of Japan’s Console Game Market2×
  3. 2Sluggish game software sales and dependence on hit titles2×
  4. 3Sluggish Sales of Packaged Music and Video Products2×
  5. 4Strength of the Live Entertainment Market and Growth in Stage Productions2×
  6. 5Slowing Growth in the Prize Game Market2×
  7. 6Cancellation of Stage Performances and Insufficient Audience Attendance2×

★ 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
Marvelous's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Selection of Titles Acquired by the Video Streaming Service | Marvelous Inc. (7844) | Komori