SE Holdings and Incubations (9478) · RiskFirst stated

Maturation and Intensifying Competition in the Web Services Market, and Rising Development Costs

First written in FY2025. . Latest entry: FY2025.

1entries

1years

0from disclosures

How it moved

Same theme, other companies

Failure to Achieve Growth in the PC, Mobile and Console Game Markets and Prolonged DevelopmentA theme 10 companies write about · 11 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 1 of 8 companies on the "Worse" side.

0 other companies' latest entry also says "First stated".

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

FY2025First statedAnnual report
「The online and mobile gaming industries, formerly core businesses, remained flat in fiscal 2023, with the market for games, social games, and related products totaling ¥1,453.2 billion, or 100% of the previous fiscal year’s level (as announced in August 2024 by the Mobile Content Forum). As hit titles become more difficult to produce each year, issues including higher costs accompanying longer development periods have emerged, while market concentration among game makers with strong content and market maturity continue to advance.」
The company has identified the flat game and mobile content market, the increasing difficulty of creating hit titles, higher costs due to longer development periods, and market concentration and maturity as new risks in the web services business.

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SE Holdings and Incubations's next results are scheduled for 2026-10-22. Read the earnings preview

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