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Marvelous (7844) · FactRestated

Expansion of the video streaming services market

First written in FY2017-Q1. 9 of 22 entries say "Restated". Latest entry: FY2026.

22entries
11years
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ProgressHeldSoftenedWorseOtherFY2017-Q1 – FY2020-Q3RestatedFY2024-Q1 – FY20262016: 120162017: 020172018: 120182019: 220192020: 320202021: 420212022: 320222023: 420232024: 220242025: 120252026: 12026
Same theme, other companies
Slowing growth and contraction of the video streaming services marketA theme 2 companies write about · 1 as a headwind · 1 as a tailwind

1 other company's 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

    「Meanwhile, the online streaming market continued to contract as the return to in-person experiences progressed further.」

    Alongside the stable performance of the video streaming market, the online streaming market continued to contract against a backdrop of a return to in-person experiences.
  2. FY2026-H1Stable growth in video streaming alongside contraction in the online streaming marketAnnual report

    「The video streaming market maintained stable growth as the number of service users increased, driven by the expansion of original content by individual streaming services. Meanwhile, the online streaming market trended downward against a backdrop of a return to in-person experiences.」

    Stable growth in the video streaming market and contraction in the online streaming market against a backdrop of a return to in-person experiences were reported simultaneously.
  3. FY2025-H1RestatedAnnual report

    「In the music and video market, the video streaming market remained at a high level and performed well, supported by the popularity of anime, despite rising anime production costs.」

    The assessment that the video streaming market remains at a high level and is performing well, supported by the popularity of anime, has been reaffirmed.
  4. 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 assessment that the video streaming market remains at a high level while competition intensifies has been reaffirmed.
  5. FY2024-Q2RestatedAnnual report

    「In the music and video market, while the packaged-product market continued to contract, the video streaming market remained at a high level despite intensifying competition as stay-at-home demand subsided.」

    Despite intensifying competition following the reversal of stay-at-home demand, the assessment that the video streaming market remains at a high level has been maintained.
  6. 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 previous assessment that video streaming market growth is continuing, despite intensifying competition following the reversal of stay-at-home demand, has been reaffirmed.
  7. FY2023SoftenedAnnual report

    「In the music and video market, while the packaged-product market continued to contract, competition among video streaming services intensified as stay-at-home demand declined, even in the previously strong video streaming market.」

    The assessment has shifted from one that emphasized only the expansion and buoyancy of the video streaming market to one that recognizes market contraction in demand and competition among services.
  8. FY2023-Q3New entrants and continued market expansionAnnual report

    「Nevertheless, the video streaming market continues to expand, with new services entering the domestic market.」

    The discussion states that although competition among video streaming services is intensifying, new services have launched domestically and the market continues to expand.
  9. FY2023-Q2SoftenedAnnual 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.」

    For the previously strong video streaming market, the discussion notes that stay-at-home demand has run its course and competition among services has intensified, weakening the previous view of one-way market expansion.
  10. FY2023-Q1SoftenedAnnual report

    「In the music and video market, the video streaming market, which had been performing well, is increasingly showing signs of a plateau as stay-at-home demand has ended, with declines in the subscriber numbers of major streaming services attracting attention.」

    For the previously strong video streaming market, signs of a plateau were indicated by declines in the subscriber numbers of major streaming services and the end of stay-at-home demand, weakening the assessment of continued market expansion.
  11. FY2022-Q3RestatedAnnual 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 is still regarded as performing well, the market assessment indicates that streaming services are becoming increasingly selective about titles.
  12. FY2022-Q2AdvancedAnnual report

    「In the music and video market, although the packaged-product market continued to contract, anime’s presence as one of the leading content categories in the still-active video streaming market continued to grow.」

    In addition to the buoyancy of the video streaming market, the market assessment specifically indicates that anime has gained prominence as a core content category.
  13. FY2022-Q1AdvancedAnnual report

    「In the music and video market, while the packaged-product market continued to contract, the video streaming market remained active, and demand for anime continued to grow globally.」

    In addition to the buoyancy of the video streaming market, the global increase in demand for anime has been specifically indicated.
  14. FY2021AdvancedAnnual report

    「In the music and video market, while the packaged-product market continued to contract, the video streaming market remained active on the back of stay-at-home demand, and demand for anime, particularly in overseas markets, expanded.」

    The discussion describes specific progress in the video streaming market, including continued buoyancy on stay-at-home demand and growing demand for anime in overseas markets.
  15. FY2021-Q3RestatedAnnual report

    「The video streaming market is expected to expand going forward as streaming services globalize and the streaming environment changes, including the spread of 5G.」

    The previous assessment that the video streaming market will continue to expand, driven by globalization and the spread of 5G, has been reaffirmed.
  16. FY2021-Q2AdvancedAnnual report

    「The video streaming market is expected to expand going forward as streaming services globalize and the streaming environment changes, including the spread of 5G.」

    The discussion specifies the globalization of streaming services and changes in the streaming environment, including the spread of 5G, as drivers of growth in the video streaming market.
  17. FY2021-Q1AdvancedAnnual report

    「In the music and video market, television anime broadcasts were repeatedly postponed due to the impact of COVID-19. Meanwhile, the video streaming market was buoyant, as the number of users increased substantially on stay-at-home demand.」

    The discussion states that the video streaming market was buoyant, with the number of users increasing substantially on stay-at-home demand.
  18. FY2020-Q3Entry into the video streaming services market and intensifying competitionAnnual report

    「In the music and video market, attention focused on the growth of the streaming business and intensifying competition, with the launch of video streaming services by major technology companies becoming a major topic of discussion.」

    The discussion of the video streaming market newly specifies the growth of the streaming business, the launch of video streaming services by major technology companies, and intensifying competition.
  19. FY2020-Q2RestatedAnnual report

    「In the music and video market, the anime streaming market expanded while the packaged-product market continued to contract, and efforts to diversify revenue through program sales and streaming in Japan and overseas progressed.」

    The expansion of the anime streaming market continues to be described.
  20. FY2020-Q1RestatedAnnual report

    「In the music and video market, the anime streaming market expanded while the packaged-product market continued to contract, and efforts to diversify revenue through program sales and streaming in Japan and overseas progressed.」

    The expansion of the anime streaming market continues to be described.
  21. FY2019-Q2Expansion of the anime streaming marketAnnual report

    「In the music and video market, the anime streaming market is expanding, although」

    It newly provides greater specificity to the view that the anime streaming market within the video streaming services market is expanding.
  22. FY2017-Q1First statedAnnual report

    「The video streaming services market expanded.」

    The expansion of the video streaming services market is described as an actual business development.
Moved together

"Developing and Creating New Original Content" moved the same way as this thread, in the same document, in 5 of its 22 moves.

543333★123456
  1. ★This thread
  2. 1Developing and Creating New Original Content5×
  3. 2Further Expansion of the Online Business4×
  4. 3Promoting Global Expansion3×
  5. 4Secondary Use of Video Libraries Through Distribution and Program Sales3×
  6. 5Strong launch for the new title3×
  7. 6Contraction of Japan’s Console Game Market3×

★ 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
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Expansion of the video streaming services market | Marvelous Inc. (7844) | Komori