Komori
Gloe (9565) · RiskRestated

Competitor Entry and Declining Content Advantage

First written in FY2022. 11 of 12 entries say "Restated". Latest entry: FY2026.

12entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20262023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Decline in service competitiveness due to delayed responses to competitors and changes in user preferencesA theme 27 companies write about · 28 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 10 of 15 companies on the "Worse" side.

10 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.
Showing 14 of the 27 companies compared. The sentences above are computed from all 27.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「However, if we hold events or tournaments that diverge from user preferences, or if the event content provided by our group can no longer maintain its competitive advantage over competitors, this may affect our group's business and performance.」

    It reconfirms as risks the divergence from user preferences and the declining competitiveness of its event content relative to competitors.
  2. FY2026-H1RestatedAnnual report

    「During the six months ended 30 September 2024, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous consolidated fiscal year.」

    It concludes that there have been no material changes regarding the risks of competitor entry and declining content competitiveness.
  3. FY2025RestatedAnnual report

    「However, if we hold events or tournaments that diverge from user preferences, or if the event content provided by our group can no longer maintain its competitive advantage over competitors, this may affect our group's business and performance.」

    It specifically reconfirms as risks the divergence from user preferences and the declining competitiveness of its event content relative to competitors.
  4. FY2025-H1RestatedAnnual report

    「During the six months ended 30 September 2024, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous consolidated fiscal year.」

    It states that there have been no material changes regarding the risks of competitor entry and declining content competitiveness.
  5. FY2024RestatedAnnual report

    「Several companies currently operate esports businesses in Japan, and we expect a succession of new entrants as the market expands in the future. By providing services from the perspectives of game developers, esports players and viewers, our group will build relationships of trust with stakeholders and the esports community, and work to expand the fan base of our group and the esports tournaments it operates.」

    It reconfirms the risk of competitor entry and identifies expanding the fan base through the perspectives of the three parties and relationships of trust with the community as its response.
  6. FY2024-Q2RestatedAnnual report

    「During the six months ended 31 August 2023, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous consolidated fiscal year.」

    It concludes that there have been no material changes regarding the risks of competitor entry and declining content competitiveness.
  7. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It states that there have been no material changes regarding the risks of competitor entry and declining content competitiveness.
  8. FY2023RestatedAnnual report

    「Several companies currently operate esports businesses in Japan, and we expect a succession of new entrants as the market expands in the future.」

    It reiterates the risk of declining content competitiveness due to the presence of competitors and new entrants.
  9. FY2023-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    It concludes that there have been no material changes regarding the risks of competitor entry and declining content competitiveness.
  10. FY2023-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    It concludes that there have been no material changes regarding the risks of competitor entry and declining content competitiveness.
  11. FY2023-Q1RestatedAnnual report

    「During the six months ended [current first quarter], there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    It concludes that there have been no material changes regarding the risks of competitor entry and declining content competitiveness.
  12. FY2022First statedAnnual report

    「Several companies currently operate esports businesses in Japan, and we expect a succession of new entrants as the market expands in the future.」

    It identifies the possibility that the presence of competitors and new entrants could reduce the competitiveness of its content.
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