Komori
Toei Company (9605) · RiskWorsened

Dramatic changes in the window strategy

First written in FY2017-Q1. 13 of 15 entries say "Restated". Latest entry: FY2023.

15entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2021-Q12016: 220162017: 420172018: 420182019: 320192020: 120202021: 020212022: 020222023: 12023
Same theme, other companies
Contraction of Traditional Video and Gaming Markets and Shift to Online and New TechnologiesA theme 12 companies write about · 10 as a headwind · 1 as a tailwind

Toei Company moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).

The whole theme swung hardest in 2017: 3 of 8 companies on the "Worse" side.

2 other companies' latest entry also says "Worsened".

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. FY2023WorsenedAnnual report

    「Declining competitive advantage due to delays in responding to or adopting technological innovations; declining revenue due to the end of original works for existing IP and the loss of rights to use original works for new IP; and declining revenue due to the difficulty of forecasting the box-office performance of theatrical films」

    The disclosure specified declining revenue caused by delays in technology adoption, loss of IP usage rights and difficulty forecasting box-office performance, in addition to changes in the existing video distribution and media environment, as business-environment risks.
  2. FY2021-Q1RestatedAnnual report

    「During the first three months of the consolidated fiscal year, there were no material changes concerning matters described in the quarterly securities report that could materially affect investors' decisions, or to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure stated that there had been no significant changes in existing business and other risks, including changes in the window strategy.
  3. FY2020-Q2RestatedAnnual report

    「Although Japan's economy during the cumulative second-quarter period of the current consolidated fiscal year remained on a moderate recovery trend, the outlook remained uncertain due to factors including the impact of developments in trade issues on the global economy and uncertainty surrounding overseas economies and policies.」

    The disclosure continued to cover uncertainty about the outlook caused by trade issues and uncertainty surrounding overseas economies and policies.
  4. FY2019RestatedAnnual report

    「As part of the diversified use of video content, overseas sales have become increasingly active in recent years, and exports of television films, animation and related merchandising rights are expected to become promising businesses. In Japan as well, amid the shift to an era of multiple media and channels, we will conduct active sales activities using the group's extensive content, including the specialized entertainment channels "Toei Channel" and "Cinema Plus," as well as various video streaming businesses.」

    The disclosure continued to cover responses to changes in the window strategy through overseas sales, multiple media and channels, and video streaming.
  5. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure stated that there had been no significant changes in existing business and other risks, including changes in the window strategy.
  6. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The disclosure stated that there had been no significant changes in existing business and other risks, including changes in the window strategy.
  7. FY2019-Q1RestatedAnnual report

    「Although Japan's economy during the cumulative first-quarter period of the current consolidated fiscal year remained on a moderate recovery trend, the outlook continued to be uncertain due to factors including uncertainty in overseas economies.」

    The disclosure continued to identify uncertainty about the outlook caused by uncertainty in overseas economies as an external-environment risk.
  8. FY2018RestatedAnnual report

    「The window strategy, which continues to undergo dramatic changes through the spread of digital cinema, the rise of BS and CS broadcasting following the transition to terrestrial digital broadcasting, and video streaming businesses」

    The disclosure continued to recognize changes in the video distribution environment driven by digital cinema, broadcasting and video streaming.
  9. FY2018-Q3RestatedAnnual report

    「To respond to the window strategy's continuing dramatic changes, including the spread of digital cinema, the rise of BS and CS broadcasting following the transition to terrestrial digital broadcasting, and video streaming businesses」

    The disclosure continued to indicate a response to changes in the video distribution environment driven by digital cinema, broadcasting and video streaming.
  10. FY2018-Q2RestatedAnnual report

    「To respond to the window strategy's continuing dramatic changes, including the spread of digital cinema, the rise of BS and CS broadcasting following the transition to terrestrial digital broadcasting, and video streaming businesses」

    The disclosure continued to indicate a response to changes in the video distribution environment driven by digital cinema, broadcasting and video streaming.
  11. FY2018-Q1RestatedAnnual report

    「To respond to the window strategy's continuing dramatic changes, including the spread of digital cinema, the rise of BS and CS broadcasting following the transition to terrestrial digital broadcasting, and video streaming businesses」

    The disclosure continued to indicate a response to changes in the video distribution environment driven by digital cinema, broadcasting and video streaming.
  12. FY2017RestatedAnnual report

    「The Digital Center at the Tokyo Studio, intended to establish an integrated workflow from filming through post-production (the finishing process from editing to completion) in response to digital cinema and terrestrial digital broadcasting」

    The disclosure continued to cover responses to changes in the window strategy driven by digital cinema, terrestrial digital broadcasting and video streaming.
  13. FY2017-Q3RestatedAnnual report

    「To respond to the window strategy's continuing dramatic changes, including the spread of digital cinema, the rise of BS and CS broadcasting following the transition to terrestrial digital broadcasting, and video streaming businesses」

    The disclosure continued to indicate a response to changes in the video distribution environment driven by digital cinema, broadcasting and video streaming.
  14. FY2017-Q2RestatedAnnual report

    「The window strategy, which continues to undergo dramatic changes through the spread of digital cinema, the rise of BS and CS broadcasting following the transition to terrestrial digital broadcasting, and video streaming businesses」

    The disclosure continued to recognize changes in the video distribution environment driven by digital cinema, broadcasting and video streaming.
  15. FY2017-Q1First statedAnnual report

    「The window strategy, which continues to undergo dramatic changes through the spread of digital cinema, the rise of BS and CS broadcasting following the transition to terrestrial digital broadcasting, and video streaming businesses」

    The disclosure recognized that the window strategy for video distribution is changing due to digital cinema, broadcasting and video streaming.
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