Worth reading
45Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
8.7
Improvement in operating margin (percentage points)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Annual updateOperating profit margin+3.0pt
基準 2,026Target2,029%
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. For metrics expressed as percentages, differences are shown in percentage points (pt).
Investment amount by sectorField Content Creation / Amount Not disclosed, Field SCOP / Amount Not disclosed
Key initiatives
01Strengthen integrated marketing
02Increase investment in growth areas
03Develop producer talent and enhance the event knowledge database
04Strengthen strategic sales activities targeting key customers and deepen business relationships
05Develop co-creation models and talent
06Form projects combining expertise across all GLOE business areas
07Strengthen development, including autonomous operating functions
08Establish a sales model
09Automation and enhancement of operations through the company-wide use of generative AI
10Increase event co-hosting and investment in production committees
11Pilot new forms of co-creation, including game publishing
12Promote the development of new businesses in amusement poker
Plan assumptionsAlthough upfront investment is expected to temporarily reduce profitability in the fiscal year ending June 2027, the company aims for a 10% operating margin in the fiscal year ending June 2029.
Size of the Target MarketMarket Esports market / Scale ¥8.4 billion (2020) / Source General Incorporated Association Japan Esports Association, “Japan Esports White Paper 2025”, Market Esports market / Scale ¥16.1 billion (2024) / Source General Incorporated Association Japan Esports Association, “Japan Esports White Paper 2025”, Market Influencer Marketing Market / Scale ¥86.0 billion / Source CyberBuzz / Digital Infact, “2024 Domestic Social Media Marketing Market Trends Survey”, Market Live entertainment market / Scale ¥856.4 billion / Source Pia Research Institute, “Live Entertainment Market Size”, Market Domestic game content market / Scale ¥2.6 trillion / Source Kadokawa ASCII Research Laboratories, “Famitsu Game White Paper 2026”, Market Oshi-katsu market / Scale ¥4.1 trillion / Source CDG / oshicoco, “Oshikatsu Research Institute,” 3rd Survey on Oshikatsu Activities, Market Regional revitalization market / Scale ¥820.8 billion / Source Yano Research Institute, “FY2025 Status and Outlook for the Solutions Market for Local Governments”, Market Wellness market / Scale ¥25 trillion / Source Ministry of Economy, Trade and Industry, “FY2023 Project to Promote the Advancement of the Healthcare Industry Infrastructure (Survey of the Healthcare Services Market, etc.)” / “Health and Medical Strategy”
Risks identified by the company
Industry trends (likelihood of materialization: medium / frequency: high)
Regulatory requirements (likelihood of materialization: medium / frequency: medium)
New businesses and services (likelihood of materialization: medium / frequency: high)
Relationships with game manufacturers (likelihood of materialization: medium / frequency: high)
Reason for revision or withdrawal
Service categories and metrics were consolidated and discontinued to reflect the actual business. New businesses were positioned as part of the growth strategies for each business and service, and the company adopted a policy of prioritizing quality of growth over the medium term.
| Item | Details |
|---|---|
| Plan name | Business Plan and Growth Potential |
| Progress against the plan | Annual update |
| Operating profit margin target | 1.3% (actual for the fiscal year ended June 2026) → 10% (target for the fiscal year ending June 2029) |
| Investment amount by sector | Field Content Creation / Amount Not disclosed, Field SCOP / Amount Not disclosed |
| Plan assumptions | Although upfront investment is expected to temporarily reduce profitability in the fiscal year ending June 2027, the company aims for a 10% operating margin in the fiscal year ending June 2029. |
| Key initiatives | Strengthen integrated marketing, Increase investment in growth areas, Develop producer talent and enhance the event knowledge database, Strengthen strategic sales activities targeting key customers and deepen business relationships, Develop co-creation models and talent, Form projects combining expertise across all GLOE business areas, Strengthen development, including autonomous operating functions, Establish a sales model, Automation and enhancement of operations through the company-wide use of generative AI, Increase event co-hosting and investment in production committees, Pilot new forms of co-creation, including game publishing, Promote the development of new businesses in amusement poker |
| Reason for revision or withdrawal | Service categories and metrics were consolidated and discontinued to reflect the actual business. New businesses were positioned as part of the growth strategies for each business and service, and the company adopted a policy of prioritizing quality of growth over the medium term. |
| Size of the Target Market | Market Esports market / Scale ¥8.4 billion (2020) / Source General Incorporated Association Japan Esports Association, “Japan Esports White Paper 2025”, Market Esports market / Scale ¥16.1 billion (2024) / Source General Incorporated Association Japan Esports Association, “Japan Esports White Paper 2025”, Market Influencer Marketing Market / Scale ¥86.0 billion / Source CyberBuzz / Digital Infact, “2024 Domestic Social Media Marketing Market Trends Survey”, Market Live entertainment market / Scale ¥856.4 billion / Source Pia Research Institute, “Live Entertainment Market Size”, Market Domestic game content market / Scale ¥2.6 trillion / Source Kadokawa ASCII Research Laboratories, “Famitsu Game White Paper 2026”, Market Oshi-katsu market / Scale ¥4.1 trillion / Source CDG / oshicoco, “Oshikatsu Research Institute,” 3rd Survey on Oshikatsu Activities, Market Regional revitalization market / Scale ¥820.8 billion / Source Yano Research Institute, “FY2025 Status and Outlook for the Solutions Market for Local Governments”, Market Wellness market / Scale ¥25 trillion / Source Ministry of Economy, Trade and Industry, “FY2023 Project to Promote the Advancement of the Healthcare Industry Infrastructure (Survey of the Healthcare Services Market, etc.)” / “Health and Medical Strategy” |
| Risks identified | Industry trends (likelihood of materialization: medium / frequency: high), Regulatory requirements (likelihood of materialization: medium / frequency: medium), New businesses and services (likelihood of materialization: medium / frequency: high), Relationships with game manufacturers (likelihood of materialization: medium / frequency: high) |
| Publication date | 24 September 2026 |
Items this document does not state (15)
Plan periodSales TargetOperating profit targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planSegment targetNon-financial targetsResults under the previous planDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To consolidate and discontinue service categories and metrics in line with the actual business, and to prioritize quality of growth over the medium term.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.