Rival companies in the same industry compared side by side, with AI analysis of the winners, the laggards and the trends.
4 industry digests
Q1 FY2027 (FY ends Feb)
Film and content streaming companies diverged in FY2027's first quarter: U-NEXT grew sales and operating profit, while Toho and ANYCOLOR lifted revenue but saw profit fall. Reporting periods differ, limiting direct scale comparisons.
Q2 FY2026 (FY ends Dec)
Mobile and online games companies' Q2 FY2026 results showed Nexon pulling clear, with revenue up 17.4% and a 32.7% operating margin. DeNA's operating profit fell 46.3%, though a GO listing gain lifted net income; DeNA reported Q1, unlike the others.
FY2026
Toy and Character IP Majors saw ==highly polarized results== for the fiscal year ended March 2026. Tsuburaya Fields surged on gaming machine hits, while Takara Tomy was hit by US impairments. Toei Animation maintained high margins as Sanrio faced delay.
FY2026
Major Game Publishers saw polarized results in the FY2026 full year. Nintendo nearly doubled its revenue on the back of its new console, while highly profitable mid-tier peers contrasted with players hit by overseas writedowns.
