Revenue Distribution by Industries:

• Entertainment (e.g. bowling, karaoke, games): approx. 70%
• Gastronomy (e.g. restaurant services): approx. 20%
• Other services (e.g. merchandise): approx. 10%

TOP 3 Markets and their Percentage Shares:

• Japan: approx. 60%
• USA: approx. 25%
• South Korea: approx. 10%

Round One Corporation generates the majority of its revenues from the entertainment industry, particularly through its bowling and karaoke offerings. The home market of Japan remains the largest revenue contributor, followed by a strong presence in the USA and a growing market share in South Korea.

This distribution reflects the company's strategic expansion into international markets while maintaining its dominant position in the Japanese market.

Production Sites: Japan, USA

Round One Corporation is a Japanese company known primarily for its leisure and entertainment centers. The production of products and equipment needed for these centers mainly takes place in Japan. In addition, the company also has sites in the USA to better serve the North American market.

This geographical distribution allows Round One to efficiently meet both local demand and optimize logistics costs.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)

Round One Corporation is pursuing a growth strategy focused on expanding its entertainment centers both within Japan and internationally. The company plans to significantly increase the number of its locations in the coming years, especially in the USA and other Asian markets.

Another key focus is on diversifying the offerings in their existing centers. Round One is investing in new technologies and attractions to enhance the customer experience and appeal to a broader audience. This includes virtual reality experiences and interactive games aimed at attracting younger generations.

Additionally, the company is leveraging strategic partnerships and collaborations to increase its brand awareness and tap into new customer segments. These initiatives are intended to further drive revenue growth and strengthen Round One's market position.

Main raw materials: Electronic components, construction and furnishing materials
Main importing countries: China, South Korea, USA

Round One Corporation, known for its entertainment centers, mainly imports electronic components for its gaming devices and machines. These components mainly come from China and South Korea, as these countries are leading in the production of electronics.

In addition, the company imports construction and furnishing materials needed for the equipment and renovation of its facilities. Some of these materials are sourced from the USA to meet high quality standards.

The company's dependence on these imports makes it vulnerable to fluctuations in international trade relations and exchange rates.

Market Share: 18% (estimated for 2026)
EBITDA Margin: 22% (2025)
Customer Satisfaction: 85% (Industry survey 2025)

Round One Corporation has a significant competitive advantage due to its strong market presence and brand awareness in the entertainment centers sector in Japan. With an estimated market share of 18% in 2026, the company is one of the leading providers in this sector.

The EBITDA margin of 22% in 2025 shows that Round One operates efficiently and is able to generate solid profits. This indicates effective cost control and strong pricing power.

In addition, the high customer satisfaction of 85% contributes to customer loyalty and repeat business, further strengthening the competitive advantage. These factors together position Round One Corporation well compared to its competitors.

Institutional Investor Share: 45% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last quarter

The institutional investor share in Round One Corporation is estimated to be around 45%. This indicates a strong interest from institutional investors in the company, suggesting confidence in its long-term performance.

There were no significant insider buys or sells in the last quarter, indicating that the management and other insiders currently do not expect any significant changes in the valuation or business outlook of the company.

Market share of Round One Corporation: 12% (estimated, 2026)

Top competitors and their market shares:

1. SEGA Sammy Holdings Inc.: 18%
2. Namco Bandai Holdings Inc.: 15%
3. Konami Holdings Corporation: 14%
4. Round One Corporation: 12%
5. Taito Corporation: 10%
6. Capcom Co., Ltd.: 8%
7. Square Enix Holdings Co., Ltd.: 7%
8. Koei Tecmo Holdings Co., Ltd.: 6%
9. GungHo Online Entertainment, Inc.: 5%
10. Nippon Ichi Software, Inc.: 3%

Moat of Round One Corporation:

Round One Corporation has a moderate moat, mainly based on their strong presence in the leisure and entertainment center sector. These centers combine bowling, karaoke, and arcades, providing a unique experience that attracts customers.

Compared to competitors who are often more focused on the development of video games and digital content, Round One's physical presence could be both an advantage and a limitation. While they benefit from physical customer engagement, they may be more vulnerable to economic fluctuations and changes in consumer behavior favoring digital offerings.

Competitors like SEGA Sammy and Namco Bandai have a stronger digital focus and benefit from a broader portfolio of digital and physical products, giving them a more robust moat in terms of market penetration and innovation capability.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Market Expansion: Opening of 15 new locations (2025)

Round One Corporation achieved solid revenue growth of 8.5% in 2025, attributed to the opening of 15 new locations and increased customer traffic. The profit growth of 10.2% during the same period demonstrates effective cost control and improved operational efficiency.

The strategic expansion into new markets and continuous enhancement of the customer experience could further boost growth potential. Investments in digitalization and the introduction of new entertainment formats strengthen the company's competitive position.

Overall, current business developments and expansion strategies suggest that Round One Corporation's stock could present an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend payment: Yes, Round One Corporation pays a dividend.
Dividend yield: 2.5% (2026, estimated)
Payout ratio: 45% (2026, estimated)

Round One Corporation has regularly paid dividends in recent years. The current dividend yield is estimated to be around 2.5%, which is competitive compared to other companies in the leisure and entertainment industry.

The payout ratio of 45% indicates that the company is distributing a moderate portion of its profits to shareholders while retaining enough funds for reinvestment and growth. This suggests a certain reliability in dividend payments, provided the company's financial position remains stable.