Komori
Nintendo (7974) · TargetContinued decline in IP-related revenue

Build smart-device games into a core source of earnings

First written in FY2016. 23 of 42 entries say "Advanced", first in FY2017-Q2. Latest entry: FY2026.

42entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q2 – FY2018AdvancedFY2020-Q2 – FY2021OtherFY2022-Q3 – FY2024-Q12016: 320162017: 520172018: 520182019: 520192020: 420202021: 520212022: 420222023: 420232024: 320242025: 320252026: 12026
Same theme, other companies
Smartphone and Console Game Development and Commissioned OperationsA theme 20 companies write about · 0 as a headwind · 25 as a tailwind

The whole theme swung hardest in 2026: 4 of 15 companies on the "Worse" side.

0 other companies' latest entry also says "Other".

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026Continued decline in IP-related revenueAnnual report

    「For IP-related revenue and other revenue, the decline mainly in movie-related revenue resulted in revenue of ¥73.5 billion, down 9.7% year on year.」

    Even after the category changed from “Mobile and IP-related revenue and other revenue” to “IP-related revenue and other revenue,” the decline in movie-related revenue resulted in revenue of ¥73.5 billion, down 9.7% year on year.
  2. FY2026-H1Continued decline in movie-related revenueAnnual report

    「For IP-related revenue and other revenue, the decline mainly in movie-related revenue resulted in revenue of ¥33.3 billion, down 12.4% year on year.」

    The decline in movie-related revenue resulted in IP-related revenue and other revenue of ¥33.3 billion, down 12.4% year on year.
  3. FY2026-H1ReframedAnnual report

    「Beginning with the interim consolidated accounting period, the Group revised its internal management classifications in connection with the launch of new products, changing the previous categories of “Mobile and IP-related revenue and other revenue” and “Other” to “IP-related revenue and other revenue.”」

    Following a review of the management classifications prompted by the launch of new products, the presentation was changed from the former “Mobile and IP-related revenue and other revenue” category to “IP-related revenue and other revenue.”
  4. FY2025Continued decline in movie-related revenueAnnual report

    「For mobile and IP-related revenue and other revenue, movie-related revenue from The Super Mario Bros. Movie (released in April 2023) declined during the period, resulting in revenue of ¥67.6 billion, down 27.0% year on year.」

    The decline in movie-related revenue, which had made a significant contribution in the previous year, continued throughout the year, resulting in mobile and IP-related revenue and other revenue of ¥67.6 billion, down 27.0% year on year.
  5. FY2025-H1Decline in movie-related revenueAnnual report

    「For mobile and IP-related revenue and other revenue, revenue increased significantly in the previous corresponding period as many customers watched The Super Mario Bros. Movie (released in April 2023). During the current period, the decline in movie-related revenue resulted in revenue of ¥31.2 billion, down 43.3% year on year.」

    Mobile and IP-related revenue and other revenue came to ¥31.2 billion, down 43.3% year on year, due to a decline in movie-related revenue that had made a significant contribution in the previous corresponding period.
  6. FY2024AdvancedAnnual report

    「For mobile and IP-related revenue and other revenue, revenue related mainly to The Super Mario Bros. Movie was generated during the period, resulting in revenue of ¥92.7 billion, up 81.6% year on year.」

    Mobile and IP-related revenue and other revenue reached ¥92.7 billion, up 81.6% year on year, driven by movie-related revenue. Revenue sources are expanding beyond billing revenue from smart devices to include video content.
  7. FY2024-Q3AdvancedAnnual report

    「For mobile and IP-related revenue and other revenue, revenue related mainly to The Super Mario Bros. Movie was generated during the period, resulting in revenue of ¥75.2 billion, up 93.4% year on year.」

    Mobile and IP-related revenue and other revenue reached ¥75.2 billion, up 93.4% year on year, driven by movie-related revenue. The figures show an expansion of revenue sources beyond the traditional focus on billing revenue from smart devices to include video content.
  8. FY2024-Q2AdvancedAnnual report

    「For mobile and IP-related revenue and other revenue, revenue related mainly to The Super Mario Bros. Movie was generated during the period, resulting in revenue of ¥55.0 billion, up 133.3% year on year.」

    Revenue from mobile and IP-related revenue and other revenue reached ¥55.0 billion, up 133.3% year on year, driven by movie-related revenue. Its role as a key earnings pillar is expanding toward revenue growth through video content.
  9. FY2024-Q1Increase in video content and royalty revenueAnnual report

    「For mobile and IP-related revenue and other revenue, royalty revenue increased, and many customers watched The Super Mario Bros. Movie, resulting in revenue of ¥31.8 billion, up 190.1% year on year.」

    Rather than billing revenue from smart devices, increases in royalty revenue and movie viewership drove mobile and IP-related revenue and other revenue to ¥31.8 billion, up 190.1% year on year.
  10. FY2023Continued decline in billing revenue from smart devicesAnnual report

    「For mobile and IP-related revenue and other revenue, royalty revenue increased, but the decline in billing revenue from smart devices resulted in revenue of ¥51.0 billion, down 4.3% year on year.」

    Royalty revenue increased, but the decline in billing revenue from smart devices continued, resulting in mobile and IP-related revenue and other revenue of ¥51.0 billion, down 4.3% year on year.
  11. FY2023-Q3Continued decline in billing revenue from smart devicesAnnual report

    「For mobile and IP-related revenue and other revenue, royalty revenue remained stable, but the decline in billing revenue from smart devices resulted in revenue of ¥38.9 billion, down 2.3% year on year.」

    While royalty revenue remained stable, the decline in billing revenue from smart devices continued, resulting in mobile and IP-related revenue and other revenue of ¥38.9 billion, down 2.3% year on year.
  12. FY2023-Q2Continued decline in billing revenue from smart devicesAnnual report

    「For mobile and IP-related revenue and other revenue, royalty revenue remained stable, but billing revenue from smart devices declined, resulting in revenue of ¥23.5 billion, down 7.5% year on year.」

    Royalty revenue remained stable, but the decline in billing revenue from smart devices resulted in mobile and IP-related revenue and other revenue of ¥23.5 billion, down 7.5% year on year.
  13. FY2023-Q1Decline in smart-device subscription revenueAnnual report

    「Although royalty income remained stable, sales of mobile and IP-related revenue and other income fell to ¥10.9 billion, down 16.8% year on year, due to a decline in subscription revenue from smart devices.」

    Royalty income remained stable, but mobile and IP-related revenue and other income fell to ¥10.9 billion, down 16.8% year on year, due to a decline in subscription revenue from smart devices.
  14. FY2022Decline in mobile and IP-related revenueAnnual report

    「In the mobile business, many customers continue to enjoy the apps, while royalty income remained stable. As a result, sales of mobile and IP-related revenue and other income were ¥53.3 billion, down 6.5% year on year.」

    The Company describes the continued use of existing apps and stable royalty income, while mobile and IP-related revenue and other income was ¥53.3 billion, down 6.5% year on year.
  15. FY2022-Q3Decline in mobile and IP-related revenueAnnual report

    「In the mobile business, many customers continue to enjoy distributed apps, and royalty income remained stable. As a result, sales of mobile and IP-related revenue and other income were ¥39.8 billion, down 5.2% year on year.」

    The Company describes the continued use of distributed apps and stable royalty income, while mobile and IP-related revenue and other income was ¥39.8 billion, down 5.2% year on year.
  16. FY2022-Q2AdvancedAnnual report

    「In the mobile business, the Company jointly developed the new mobile app Pikmin Bloom with Niantic, began distributing it sequentially from the end of October with Niantic as the distributor, and will focus on operating it alongside previously distributed apps so that more customers can continue to enjoy them.」

    The Company began the sequential distribution of Pikmin Bloom, jointly developed with Niantic, and is strengthening the operation of its mobile business together with existing apps.
  17. FY2022-Q1AdvancedAnnual report

    「In the mobile business, the Company will focus on operating apps distributed to date. It plans to distribute an app featuring Pikmin from Niantic in the second half of 2021 and will work to ensure that more customers can continue to enjoy its apps.」

    In addition to strengthening the operation of existing apps, the Company plans to distribute a new app featuring Pikmin from Niantic in the second half of 2021.
  18. FY2022-Q1RestatedAnnual report

    「In the mobile business, many customers continue to enjoy apps distributed by the end of the previous period. Sales of mobile and IP-related revenue and other income were ¥13.1 billion, down 0.6% year on year.」

    The Company reaffirmed its policy of developing the mobile business through the continued operation of existing apps. Sales were ¥13.1 billion, down 0.6% year on year.
  19. FY2021AdvancedAnnual report

    「In the mobile business, many customers continue to enjoy the apps. Sales of mobile and IP-related revenue and other income were ¥57.0 billion, up 11.3% year on year.」

    Mobile and IP-related revenue and other income reached ¥57.0 billion, up 11.3% year on year, through the continued use of existing apps rather than the addition of new ones.
  20. FY2021-Q3AdvancedAnnual report

    「In the mobile business, many customers continue to enjoy the apps. Sales of mobile and IP-related revenue and other income were ¥42.0 billion, up 13.8% year on year.」

    Through the continued use of previously distributed apps, sales of mobile and IP-related revenue and other income reached ¥42.0 billion, up 13.8% year on year. This demonstrates the results of efforts to develop the mobile business into one of the Company's core sources of earnings.
  21. FY2021-Q2AdvancedAnnual report

    「In the mobile business, many customers continue to enjoy apps distributed by the end of the previous period. Sales of mobile and IP-related revenue and other income were ¥26.7 billion, up 33.9% year on year.」

    Mobile and IP-related revenue and other income reached ¥26.7 billion, up 33.9% year on year, driven by the continued use of previously distributed apps rather than the addition of new apps.
  22. FY2021-Q1AdvancedAnnual report

    「In the mobile business, many customers continue to enjoy apps distributed by the end of the previous period. Sales of mobile and IP-related revenue and other income were ¥13.2 billion, up 32.7% year on year.」

    Through the continued use of previously distributed apps, mobile and IP-related revenue and other income reached ¥13.2 billion, up 32.7% year on year.
  23. FY2020AdvancedAnnual report

    「In the mobile business, many customers continue to enjoy apps, including Mario Kart Tour and other apps launched during the period, as well as apps distributed previously. Sales of mobile and IP-related revenue and other income were ¥51.2 billion, up 11.5% year on year.」

    Following the release of new apps including Mario Kart Tour and the continued use of existing apps, mobile and IP-related revenue and other income reached ¥51.2 billion, up 11.5% year on year.
  24. FY2020-Q3AdvancedAnnual report

    「In the mobile business, in addition to Mario Kart Tour and other apps launched during the current fiscal year, many customers continue to enjoy previously released apps. Revenue from mobile, IP-related income and other sources totaled ¥36.9 billion, up 10.6% year on year.」

    The Company distributed Mario Kart Tour and other apps and continued operating existing apps. Mobile and IP-related revenue and other income was ¥36.9 billion, up 10.6% year on year.
  25. FY2020-Q2AdvancedAnnual report

    「In the mobile business, we released the new game apps Dr. Mario World (July) and Mario Kart Tour (September). Many customers also continue to enjoy apps released by the previous fiscal year. Revenue from mobile, IP-related income and other sources totaled ¥19.9 billion, up 6.4% year on year.」

    The Company distributed Dr. Mario World and Mario Kart Tour and continued operating existing apps. Mobile and IP-related revenue and other income was ¥19.9 billion, up 6.4% year on year.
  26. FY2020-Q1New app release planAnnual report

    「In the mobile business, in addition to the new apps Dr. Mario World and Mario Kart Tour, which will launch this summer, the Company will focus on operating previously distributed apps so that more customers can continue to enjoy them.」

    The Company plans to launch Dr. Mario World and Mario Kart Tour this summer and explicitly states that it will continue operating existing apps.
  27. FY2020-Q1RestatedAnnual report

    「In the mobile business, many customers continue to enjoy apps released by the previous fiscal year. Revenue from mobile, IP-related income and other sources totaled ¥10.0 billion, up 10.0% year on year.」

    The Company reaffirmed its policy of developing the mobile business into one of its core sources of earnings through the continued operation of existing apps. Related revenue and other income was ¥10.0 billion, up 10.0% year on year.
  28. FY2019AdvancedAnnual report

    「In the mobile business, many customers in Japan and overseas continue to enjoy apps, including Dragalia Lost, which was launched during the period. Sales of mobile and IP-related revenue and other income were ¥46.0 billion, up 17.0% year on year.」

    Following the launch of Dragalia Lost and the continued operation of existing apps, mobile and IP-related revenue and other income reached ¥46.0 billion, up 17.0% year on year.
  29. FY2019-Q3AdvancedAnnual report

    「In the smart-device business, many customers in Japan and overseas are enjoying released apps, including Dragalia Lost, which was launched during the current fiscal year. Revenue from smart devices, IP-related income and other sources totaled ¥33.3 billion, up 14.7% year on year.」

    Following the launch of Dragalia Lost and the continued operation of existing apps, smart-device and IP-related revenue and other income reached ¥33.3 billion, up 14.7% year on year.
  30. FY2019-Q2AdvancedAnnual report

    「In the smart-device business, Dragalia Lost, released in September in Japan, the United States, Taiwan, Hong Kong and Macau, has been enjoyed by many customers and got off to a solid start. Super Mario Run, Fire Emblem Heroes and Animal Crossing: Pocket Camp, released by the previous fiscal year, have each maintained steady popularity. Revenue from smart devices, IP-related income and other sources totaled ¥18.7 billion, up 4.7% year on year.」

    The Company began distributing the new app Dragalia Lost and continued operating existing apps. Sales of smart-device and IP-related revenue and other income were ¥18.7 billion.
  31. FY2019-Q1New app release planAnnual report

    「In the smart-device business, the Company plans to distribute the new original game app Dragalia Lost this summer and Mario Kart Tour, a smart-device app based on Mario Kart, during the period. Alongside these new game apps, the Company will focus on operating both them and previously distributed apps so that more customers can continue to enjoy them.」

    The Company presents specific plans to distribute the new apps Dragalia Lost and Mario Kart Tour and describes efforts to strengthen the operation of existing apps.
  32. FY2019-Q1RestatedAnnual report

    「In the smart-device business, many customers continue to enjoy Super Mario Run, Fire Emblem Heroes and Animal Crossing: Pocket Camp, which are currently available. Revenue from smart devices, IP-related income and other sources totaled ¥9.0 billion, up 0.4% year on year.」

    The Company describes the continued operation of existing apps and the performance of related revenue and other income, reaffirming its policy of developing the smart-device business into one of its core sources of earnings.
  33. FY2018AdvancedAnnual report

    「In the smart-device business, we launched Animal Crossing: Pocket Camp during the current fiscal year in addition to Super Mario Run and Fire Emblem Heroes, which had been launched by the previous fiscal year. Many customers in Japan and overseas are enjoying these apps, and revenue from smart devices, IP-related income and other sources totaled ¥39.3 billion, up 62% from the previous fiscal year.」

    The Company added new apps to its smart-device business, generating related revenue and other income of ¥39.3 billion, up 62% from the previous period. This demonstrates concrete results consistent with the policy of developing the business into one of its major sources of earnings.
  34. FY2018-Q3AdvancedAnnual report

    「In the smart-device business, many customers are enjoying Super Mario Run and Fire Emblem Heroes, launched by the previous fiscal year, as well as Animal Crossing: Pocket Camp, launched in Japan and overseas between October and November. Revenue from smart devices, IP-related income and other sources totaled ¥29.1 billion, up 172% year on year.」

    Animal Crossing: Pocket Camp was distributed in Japan and overseas, and sales of smart-device and IP-related revenue and other income reached ¥29.1 billion, up 172% year on year. This demonstrates specific progress in the effort to develop the smart-device business into one of the Company's core sources of earnings.
  35. FY2018-Q2AdvancedAnnual report

    「In the smart-device business, we began the early release of the new game app Animal Crossing: Pocket Camp in Australia on 25 October and plan to begin releasing it in other regions in late November.」

    The Company began an advance release of the new game app Animal Crossing: Pocket Camp in Australia and specified plans to distribute it in other regions.
  36. FY2018-Q2AdvancedAnnual report

    「In the smart-device business, many customers continue to enjoy Super Mario Run and Fire Emblem Heroes, which were launched in the previous fiscal year. Revenue from smart devices, IP-related income and other sources totaled ¥17.9 billion, up 426% year on year.」

    Through the continued operation of existing apps, smart-device and IP-related revenue and other income rose to ¥17.9 billion, up 426% year on year.
  37. FY2018-Q1AdvancedAnnual report

    「In the smart-device business, many customers continue to enjoy Super Mario Run and Fire Emblem Heroes, which were launched in the previous fiscal year. Revenue from smart devices, IP-related income and other sources totaled ¥9.0 billion, up 450% year on year.」

    The Company describes specific progress from continuing to operate existing apps, with smart-device and IP-related revenue and other income of ¥9.0 billion, up 450% year on year.
  38. FY2017AdvancedAnnual report

    「In the smart-device business, the Company aims to expand its business domain and strengthen its management base by developing the business into one of its major sources of earnings. It also aims to generate synergies with its dedicated game console business and maximize the Company's business as a whole.」

    The Company began distributing Super Mario Run and Fire Emblem Heroes. Smart-device and IP-related revenue and other income was ¥24.25 billion, up 322.9% year on year.
  39. FY2017-Q3AdvancedAnnual report

    「In the smart-device business, Super Mario Run, a new Mario action game app, began distribution in 150 countries and regions on 15 December (Pacific Standard Time) and exceeded 40 million downloads worldwide within 4 days of launch, generating a strong response.」

    For smart-device games, the Company describes the specific progress of distributing Super Mario Run in 150 countries and regions and exceeding 40 million downloads within 4 days of launch.
  40. FY2017-Q2AdvancedAnnual report

    「In the smart-device business, the Company plans to globally distribute Super Mario Run, a new Mario action game optimized for smart devices, in December. Apps based on Fire Emblem and Animal Crossing are scheduled to be distributed sequentially following Super Mario Run.」

    Although the phrase “core source of earnings” remains unused, the Company presents a specific rollout plan comprising the global distribution of Super Mario Run in December followed by the sequential distribution of subsequent apps.
  41. FY2017-Q1ReframedAnnual report

    「In the smart-device business, following our first smart-device app, Miitomo, released in March this year, we plan to release apps including Fire Emblem and Animal Crossing. By continuing to launch smart-device apps, we aim to maximize the population that engages with Nintendo IP (intellectual property), create new demand and enhance synergies with our dedicated game-platform business.」

    The phrase “core source of earnings” used in the previous filing was not repeated this time. Instead, the purposes of continued releases were described as maximizing the audience reached by the Company's IP, creating new demand and generating synergies with dedicated game consoles.
  42. FY2016First statedAnnual report

    「The Company will develop its game business for smart devices into a core source of earnings.」

    The Company aims to develop smart-device games into a core source of earnings rather than limiting them to a means of expanding the audience reached by its IP.
Moved together

"Expanding the population that engages with Nintendo IP" moved the same way as this thread, in the same document, in 20 of its 37 moves.

20201916159★123456
  1. ★This thread
  2. 1Expanding the population that engages with Nintendo IP20×
  3. 2Making a software-led integrated hardware-and-software business the core business20×
  4. 3Earnings volatility depending on whether hit products are released19×
  5. 4Expansion of download and network services16×
  6. 5Maintaining customer touchpoints through My Nintendo and synergies across the gaming businesses15×
  7. 6Foreign-exchange risk associated with overseas sales and foreign-currency-denominated assets9×

★ 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
Nintendo's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.