Komori
Nintendo (7974) · RiskRestated

Seasonal fluctuations in demand concentrated around Christmas and New Year

First written in FY2016. 3 of 6 entries say "Restated". Latest entry: FY2025.

6entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019MitigatedFY2023 – FY20242016: 120162017: 120172018: 020182019: 120192020: 020202021: 020212022: 020222023: 120232024: 120242025: 12025
Same theme, other companies
Seasonal fluctuations in game sales associated with holidays and extended vacationsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

2 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. FY2025RestatedAnnual report

    「Our Group seeks to maintain stable performance throughout the year by developing games that customers can continue to purchase long after launch and providing paid services in our digital businesses that customers can enjoy on an ongoing basis.」

    The Group is reiterating its response to demand being concentrated in the year-end shopping and New Year periods, namely, offering games with long sales lives and paid digital services throughout the year.
  2. FY2024MitigatedAnnual report

    「Our Group seeks to maintain stable performance throughout the year by developing games that customers can continue to purchase long after launch and providing paid services in our digital businesses that customers can enjoy on an ongoing basis.」

    The Group is reiterating its response to demand being concentrated in the year-end shopping and New Year periods, namely, offering games with long sales lives and paid digital services throughout the year.
  3. FY2023MitigatedAnnual report

    「Our Group seeks to maintain stable performance throughout the year by developing games that customers can continue to purchase long after launch and providing paid services in our digital businesses that customers can enjoy on an ongoing basis.」

    The Group explicitly states that its response to the risk of demand being concentrated in the year-end shopping and New Year periods is to offer games with long sales lives and paid digital services throughout the year.
  4. FY2019RestatedAnnual report

    「Demand for many of our products fluctuates seasonally because it is concentrated around Christmas and the New Year period.」

    The Group is reiterating the risk of seasonal fluctuations resulting from demand being concentrated around year-end and New Year.
  5. FY2017RestatedAnnual report

    「Demand for our products fluctuates seasonally because a substantial portion is concentrated around Christmas and the New Year period.」

    The Group is reiterating the risk of seasonal fluctuations resulting from demand being concentrated around year-end and New Year.
  6. FY2016First statedAnnual report

    「Demand for our products fluctuates seasonally because a substantial portion is concentrated around Christmas and the New Year period.」

    The Group identifies the potential impact on results if it is unable to launch attractive new products in time for the year-end shopping season or if supply cannot keep pace.
Moved together

"Expanding the population that engages with Nintendo IP" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222222★123456
  1. ★This thread
  2. 1Expanding the population that engages with Nintendo IP2×
  3. 2Making a software-led integrated hardware-and-software business the core business2×
  4. 3Expansion of download and network services2×
  5. 4Foreign-exchange risk associated with overseas sales and foreign-currency-denominated assets2×
  6. 5Earnings volatility depending on whether hit products are released2×
  7. 6Variable compensation for directors linked to consolidated operating income2×

★ 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
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