Komori
Nintendo (7974) · RiskDropped

Impact of COVID-19 on supply, sales and development

First written in FY2020. 4 of 8 entries say "Restated". Latest entry: FY2025.

8entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2021-Q1 – FY2021RestatedFY2022-Q1 – FY20252020: 220202021: 320212022: 220222023: 020232024: 020242025: 12025
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1286 companies write about · 1298 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 103 of 175 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1312 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025DroppedAnnual report
    This filing contains no identifiable disclosure expressly presenting COVID-19 as an independent supply, sales or development risk.
  2. FY2023-Q1RestatedAnnual report

    「Regarding business risks, future disruptions to production or transportation may result from the status of procurement of materials, including semiconductor components, and the impact of COVID-19 and other factors.」

    The status of procurement of materials, including semiconductor components, and the impact of COVID-19 on production and transportation continue to be disclosed as unforeseeable risks.
  3. FY2022RestatedAnnual report

    「If production or logistics are disrupted in the future, product supply may be affected. In addition, unforeseeable risks continue to exist in the development and sales of products and services, among other areas.」

    The Company states that unforeseeable impacts of COVID-19 on production, logistics, development and sales continue to exist.
  4. FY2022-Q2RestatedAnnual report

    「Regarding business risks, the impact of COVID-19 and the global supply-demand imbalance for semiconductors and other components remains uncertain, and unforeseeable risks exist, including the possibility of continued disruptions to production and shipments. The Group will continue operating its business while taking necessary measures.」

    The Company states that the impact of COVID-19 remains an uncertain and difficult-to-predict risk and reaffirms its policy of continuing business operations while taking necessary measures.
  5. FY2022-Q1RestatedAnnual report

    「Regarding business risks, the impact of COVID-19 and the global supply-demand imbalance for semiconductors and other components remains uncertain, and unforeseeable risks exist, including the possibility of disruptions to production and shipments in the future. The Group will continue operating its business while taking necessary measures.」

    The Company states that the impact of COVID-19 remains an uncertain and difficult-to-predict risk and reaffirms its policy of continuing business operations while taking necessary measures.
  6. FY2021MitigatedAnnual report

    「Although COVID-19 caused delays in the production and shipment of dedicated game consoles and other products in some regions, the impact on performance for the current period was limited.」

    The Company states that production and shipment delays occurred in some regions, but their impact on performance for the current period was limited.
  7. FY2021-Q1MitigatedAnnual report

    「The impact of COVID-19 caused some difficulties in procuring components necessary for the production of Nintendo Switch consoles and other products, but production has generally recovered.」

    Although COVID-19 did in fact cause some difficulties in procuring components, the Company states that production of Nintendo Switch and other products has generally recovered.
  8. FY2020First statedAnnual report

    「Regarding production and shipments, if difficulties in procuring the necessary components continue, product supply may be affected. Sales channels may also be restricted by measures to prevent the spread of infection, such as restrictions on going outside and the closure of retail stores. In addition, because the Company and its partner companies have implemented teleworking, differences between internal and development environments may affect development schedules, potentially preventing product launches and service commencements from taking place as scheduled.」

    The Company disclosed for the first time the impact of COVID-19 on component procurement, supply, sales channels and development schedules as an independent risk. From February to March, production and shipment delays occurred in some regions for Nintendo Switch consoles, accessories and Ring Fit Adventure.
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 8 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. 3Maintaining customer touchpoints through My Nintendo and synergies across the gaming businesses2×
  5. 4Expansion of download and network services2×
  6. 5Foreign-exchange risk associated with overseas sales and foreign-currency-denominated assets2×
  7. 6Earnings volatility depending on whether hit products are released2×

★ 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
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