Komori
Capcom (9697) · FactSoftened

Recovery in the home video game market and adoption of new game consoles

First written in FY2018-Q1. 2 of 6 entries say "Advanced", first in FY2018-Q3. Latest entry: FY2019.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018-Q1 – FY2018-Q2AdvancedFY2018-Q3 – FY2018SoftenedFY2019-Q3 – FY20192017: 220172018: 220182019: 22019
Same theme, other companies
Opportunities to Expand the VR, New Game Console and Home Console Online Gaming MarketsA theme 9 companies write about · 0 as a headwind · 10 as a tailwind

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

The whole theme swung hardest in 2019: 1 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "Softened".

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. FY2019SoftenedAnnual report

    「During the current consolidated fiscal year, mobile games slowed, while the home video game market remained generally solid overall despite uneven performance amid a trend toward market maturation.」

    Regarding the home video game market, the assessment became more limited, shifting from the previous period's description of market expansion to an overall solid performance, albeit with signs of maturation and mixed results.
  2. FY2019-Q3SoftenedAnnual report

    「During the cumulative third-quarter consolidated period, the industry operated in an environment in which mobile games showed signs of slowing, while the home game market remained resilient despite mixed conditions.」

    Regarding the home video game market, the description became more limited, shifting from market expansion to a resilient trend with mixed performance.
  3. FY2018AdvancedAnnual report

    「During the current consolidated fiscal year, the home video game market expanded in size as both hardware and software performed well.」

    The explanation progressed from the previous view that the market was showing signs of recovery to an explanation that the market had expanded against the backdrop of strong performance by home video game hardware and software.
  4. FY2018-Q3AdvancedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, the market for home video games expanded in size, with both hardware and software performing well, including the expanding penetration of the home video game console PlayStation 4 and strong performance by the console version of the new Nintendo Switch.」

    The explanation has progressed from the previous view that the market was showing signs of recovery to an explanation that the home video game market had expanded against the backdrop of strong performance by PlayStation 4 and Nintendo Switch.
  5. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, the industry showed signs of recovery. The home video game market, which had been pressured by mobile games centered on smartphones, became more active as the penetration of the home video game console PlayStation 4 expanded and the new Nintendo Switch performed well.」

    Against the backdrop of expanding PlayStation 4 adoption and strong performance by Nintendo Switch, the Company has continued to express its view that the home video game market is becoming more active and recovering.
  6. FY2018-Q1First statedAnnual report

    「During the first quarter, the console game market showed signs of an overall recovery, supported by wider adoption of PlayStation 4, strong performance by the new Nintendo Switch, and signs of recovery in console game software.」

    The expansion in PlayStation 4 adoption, strong performance by Nintendo Switch and signs of recovery in the home video game software market were identified as changes in the market environment.
Moved together

"One-content, multi-use strategy" moved the same way as this thread, in the same document, in 2 of its 6 moves.

22222★12345
  1. ★This thread
  2. 1One-content, multi-use strategy2×
  3. 2Strengthening the pachislot machine business and expanding commercial equipment2×
  4. 3Dependence on popular series and hit titles2×
  5. 4Dependence on the amusement market, business partners and type approval testing2×
  6. 5Risk of rising development costs and game software obsolescence2×

★ 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 Capcom yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.