Komori
NJ Holdings (9421) · InitiativeRestated

Transition from a mobile-focused business to portfolio management centered on games and other businesses

First written in FY2016. 19 of 26 entries say "Restated". Latest entry: FY2026.

26entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q2ReframedFY2019-Q2 – FY2020RestatedFY2021-Q1 – FY2023-Q3RestatedFY2025-H1 – FY20262016: 220162017: 320172018: 420182019: 120192020: 220202021: 320212022: 420222023: 320232024: 220242025: 120252026: 12026
Same theme, other companies
Business structure centered on the mobile game businessA theme 7 companies write about · 0 as a headwind · 5 as a tailwind

NJ Holdings moved to the "Worse" side of this theme in 2019.

The whole theme swung hardest in 2018: 1 of 6 companies on the "Worse" side.

3 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

    「Under its business portfolio strategy, the Company comprises two segments: the Games business and the Mobile business.」

    The Company continues to operate through two core segments, the Games business and the Mobile business. In Games, it is supporting distribution capabilities in Japan and overseas, while in Mobile it is expanding in-store support and new store operations businesses.
  2. FY2025-H1RestatedAnnual report

    「There were no material changes in the nature of the businesses conducted by the Group (the Company and its affiliated companies) during the interim consolidated accounting period.」

    The company explains that there have been no material changes to its business portfolio centered on the game and mobile businesses.
  3. FY2024ReframedAnnual report

    「The company comprises two segments, the game business and the mobile business, under its business portfolio strategy. In the game business, it aims to bring creators' creativity to market as valuable content through game planning and development, while expanding into areas that support an operating structure enabling creators to focus on development and distribute games in Japan and overseas. In the mobile business, in addition to working to maintain profitability in a mature market, the company is exploring opportunities to open locally focused retail stores as a new growth strategy, leveraging its expertise and personnel in operating community-based stores.」

    The company has made its strategy for the two businesses more specific: the game business is expanding from planning and development into areas supporting distribution in Japan and overseas, while the mobile business is maintaining profitability in a mature market and exploring opportunities to open locally focused stores.
  4. FY2024-Q3RestatedAnnual report

    「There were no material changes in the nature of the businesses operated by the Group, comprising the Company and its affiliates, during the cumulative third quarter of the current consolidated fiscal year.」

    The company continues to explain that there have been no material changes to its business mix centered on the game and mobile businesses. The exclusion of デルタエンジニアリング from the scope of equity-method accounting following the transfer of all its shares has also been reconfirmed.
  5. FY2024-Q1AdvancedAnnual report

    「During the first quarter of the consolidated fiscal period, the company transferred all shares of its equity-method affiliate, 株式会社デルタエンジニアリング, and consequently excluded it from the scope of equity-method accounting.」

    While there have been no material changes to the business centered on the game and mobile businesses, the transfer of all shares of an equity-method affiliate has advanced portfolio management focused on streamlining peripheral businesses.
  6. FY2023-Q3RestatedAnnual report

    「There were no material changes in the nature of the businesses operated by the Group, comprising the Company and its affiliates, during the cumulative third quarter of the current consolidated fiscal year.」

    The company continues to explain that there have been no material changes to its business mix centered on the game and mobile businesses.
  7. FY2023-Q2RestatedAnnual report

    「There have been no material changes in the nature of the businesses conducted by our group (the Company and its affiliated companies) during the cumulative second quarter of the current consolidated fiscal year.」

    The company continues to explain that there have been no material changes to its business mix centered on the game and mobile businesses.
  8. FY2023-Q1RestatedAnnual report

    「There were no material changes in the nature of the businesses operated by the Group, comprising the Company and its affiliates, during the cumulative first quarter of the current consolidated fiscal year.」

    The company explains that there have been no material changes to its business mix centered on the game and mobile businesses.
  9. FY2022RestatedAnnual report

    「Under its business portfolio strategy, in the game business the company aims to increase orders through value creation based on the planning and development of game content, while working to improve the profitability of game operations support and exploring expansion into new areas and additional order opportunities by leveraging its technology. In the mobile business, the company is pursuing stable growth while continuing to explore business opportunities in adjacent areas.」

    The company continues to pursue a portfolio strategy centered on the game and mobile businesses, targeting expansion in game development orders and operations support alongside stable growth in mobile and exploration of adjacent areas.
  10. FY2022-Q3RestatedAnnual report

    「There were no material changes in the nature of the businesses operated by the Group, comprising the Company and its affiliates, during the cumulative third quarter of the current consolidated fiscal year.」

    The company continues to explain that there have been no material changes to its business mix centered on the game and mobile businesses.
  11. FY2022-Q2RestatedAnnual report

    「There have been no material changes in the nature of the businesses conducted by our group (the Company and its affiliated companies) during the cumulative second quarter of the current consolidated fiscal year.」

    The company explains that there have been no material changes to its business mix centered on the game and mobile businesses.
  12. FY2022-Q1RestatedAnnual report

    「There were no material changes in the nature of the businesses operated by the Group, comprising the Company and its affiliates, during the cumulative first quarter of the current consolidated fiscal year.」

    The company continues to explain that there have been no material changes to its business mix centered on the game and mobile businesses.
  13. FY2021RestatedAnnual report

    「The Group's principal businesses are the game business and the mobile business.」

    There have been no material changes to the business portfolio centered on the game and mobile businesses, and the company continues to operate with those two businesses at its core.
  14. FY2021-Q3RestatedAnnual report

    「There were no material changes in the nature of the businesses operated by the Group, comprising the Company and its affiliates, during the cumulative third quarter of the current consolidated fiscal year.」

    The company explains that there have been no material changes to its business mix centered on the game and mobile businesses.
  15. FY2021-Q1RestatedAnnual report

    「There were no material changes in the nature of the businesses operated by the Group, comprising the Company and its affiliates, during the cumulative first quarter of the current consolidated fiscal year.」

    The company explains that there have been no material changes to its business mix centered on the game and mobile businesses.
  16. FY2020ReframedAnnual report

    「The Group's principal businesses are the game business and the mobile business.」

    The consolidated business portfolio has been clarified as being centered on the game and mobile businesses. The Human Resources Solutions business is now conducted through an equity-method affiliate.
  17. FY2019-Q2ReframedAnnual report

    「Because the sale of 70% of the shares of consolidated subsidiary 株式会社トーテック, which operated the Human Resources Solutions business during the second quarter of the consolidated fiscal period, reduced the materiality of that business, it is included in Other, which is not part of the reportable segments.」

    Following the sale of 70% of トーテック's shares, the Human Resources Solutions business was reclassified from a standalone reportable segment to Other, reflecting the company's business mix centered on games and mobile in its reporting.
  18. FY2019-Q1RestatedAnnual report

    「During the second quarter of the current consolidated accounting period, the company transferred 70% of the shares of トーテック, formerly a consolidated subsidiary engaged in the human resources solutions business, and it consequently became an equity-method affiliate.」

    The transfer of 70% of the shares of トーテック removed the human resources solutions business from the group’s consolidation, and the company is reflecting this in the business structure and segment classifications following the portfolio restructuring.
  19. FY2018-Q4ReframedAnnual report

    「In the human resources solutions business, the company determined that greater growth and enhancement of business value could be achieved than through initiatives within the group. Accordingly, on 2 July 2018, it transferred 70% of the shares of トーテック to DELTA Holdings, a comprehensive human resources services company.」

    As a specific measure to restructure its business portfolio, the company transferred 70% of the shares of トーテック in the human resources solutions business to an external comprehensive human resources services company. Its policy has shifted from expanding the business within the group to pursuing growth and enhancement of business value through an external partner.
  20. FY2018AdvancedAnnual report

    「Following its shift to portfolio management in order to invest management resources in business areas with the potential for high returns on invested capital, the group has pursued business expansion, including through acquisitions.」

    The company explained that restructuring its business portfolio had established a certain business foundation and that it had progressed to the stage of investing for the next phase of growth.
  21. FY2018-Q2RestatedAnnual report

    「Amid this business environment, in the games business we worked to manage the progress of development projects, strengthen the operating structure for projects in operation and increase sales. In the human resources solutions business, we strengthened recruitment services and worked to secure personnel for staffing. In the mobile business, the au Shop division worked to improve store operating efficiency and strengthen sales of peripheral products, while the retail outlet division worked to expand sales by broadening the range of devices handled by operators offering low-cost SIM services and through other measures.」

    The company has continued combining the 3 businesses of games, human resources solutions and mobile, with measures covering progress management, operating structures, recruitment services, store efficiency and new products.
  22. FY2018-Q1RestatedAnnual report

    「Amid this business environment, in the games business we worked to manage the progress of development projects, strengthen the operating structure for projects in operation and increase sales. In the human resources solutions business, we strengthened recruitment services and worked to secure job seekers for staffing. In the mobile business, the au Shop division worked to improve store operating efficiency and strengthen sales of peripheral products, while the retail outlet division worked to expand its handling of MVNO services.」

    The company has continued combining the 3 businesses of games, human resources solutions and mobile, along with measures for each business.
  23. FY2017-Q4RestatedAnnual report

    「Amid this business environment, in the games business we worked to manage the progress of development projects, strengthen the operating structure for projects in operation and increase sales. In the human resources solutions business, we strengthened recruitment services and worked to secure job seekers for staffing. In the mobile business, the au Shop division worked to improve store operating efficiency and strengthen sales of peripheral products, while the retail outlet division worked to expand its handling of MVNO services.」

    The company has continued its portfolio combining the games, human resources solutions and mobile businesses, along with measures for each business.
  24. FY2017-Q2RestatedAnnual report

    「Amid this business environment, in the games business we worked to control unallocated costs (*1), strengthen sales efforts to acquire new projects and establish an operating structure. In the human resources solutions business, we worked to expand placement projects and temp-to-perm staffing. In the mobile business, we worked to improve store operating efficiency, strengthen efforts to retain local customers and introduce new products at retail outlets.」

    The company has continued combining the games, human resources solutions and mobile businesses, along with measures for each.
  25. FY2017-Q1RestatedAnnual report

    「Amid this business environment, in the games business we worked to acquire new projects and strengthen relationships with clients and other parties. In the human resources solutions business, we focused on securing applicants for staffing positions and technical personnel. In the mobile business, we worked to improve store operating efficiency and introduce new products at retail outlets.」

    The company has continued combining the games, human resources solutions and mobile businesses, along with measures for each business.
  26. FY2016First statedAnnual report

    「We have shifted from a business structure centred on the traditional mobile business to portfolio management centred on the games business and other operations. By maximising the potential of each business and group synergies, we aim to achieve growth and enhance corporate value.」

    The company explained its shift to a structure combining the games, human resources solutions and mobile businesses. During the current fiscal year, it acquired 1 company each in the games and human resources solutions businesses and established a new company in the games business.
Moved together

"Expanding Recruitment and Registered Worker Numbers and Improving Productivity in the Temporary Staffing Business" moved the same way as this thread, in the same document, in 4 of its 26 moves.

432222★123456
  1. ★This thread
  2. 1Expanding Recruitment and Registered Worker Numbers and Improving Productivity in the Temporary Staffing Business4×
  3. 2Delays in Game Development and Slippage in Project Deliveries and Order Acquisition3×
  4. 3Turning Group Earnings Profitable and Establishing a Foundation for Growth2×
  5. 4Revenue Diversification Through Contracted Operations and Revenue Sharing2×
  6. 5Diversifying Mobile Business Revenue through New Products and Services2×
  7. 6Balancing Stable Dividends with Growth Investment2×

★ 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
No upcoming earnings preview for NJ Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Transition from a mobile-focused business to portfolio management centered on games and other businesses | NJ Holdings Inc. (9421) | Komori