Revenue models of companies covered in the books
- In a bookVol.2, Chapter 1 (as of 2026-09-20) ADVANTEST Semiconductors are made by separate companies or divisions that divide design, manufacturing, and testing among them, and the prices and supply volumes of equipment and materials are set by product specifications, contract terms, factory production capacity, and inventory levels. The time between receiving an order and shipment, customer acceptance, revenue recognition, and receipt of payment depends on the contract, and investment in factories and equipment also becomes an expense through depreciation, spread over several years after the assets start operating. “How Prices and Supply Work in Japan's Semiconductor Industry”
- In a bookVol.2, Chapter 1 (as of 2026-09-20) Tokyo Electron Semiconductors are made by separate companies or divisions that divide design, manufacturing, and testing among them, and the prices and supply volumes of equipment and materials are set by product specifications, contract terms, factory production capacity, and inventory levels. The time between receiving an order and shipment, customer acceptance, revenue recognition, and receipt of payment depends on the contract, and investment in factories and equipment also becomes an expense through depreciation, spread over several years after the assets start operating. “How Prices and Supply Work in Japan's Semiconductor Industry”
- In a bookVol.2, Chapter 2 (as of 2026-09-20) DISCO Semiconductors are made by separate companies or divisions that divide design, manufacturing, and testing among them, and the prices and supply volumes of equipment and materials are set by product specifications, contract terms, factory production capacity, and inventory levels. The time between receiving an order and shipment, customer acceptance, revenue recognition, and receipt of payment depends on the contract, and investment in factories and equipment also becomes an expense through depreciation, spread over several years after the assets start operating. “How Prices and Supply Work in Japan's Semiconductor Industry”
- In a bookVol.2, Chapter 3 (as of 2026-09-20) Lasertec Semiconductors are made by separate companies or divisions that divide design, manufacturing, and testing among them, and the prices and supply volumes of equipment and materials are set by product specifications, contract terms, factory production capacity, and inventory levels. The time between receiving an order and shipment, customer acceptance, revenue recognition, and receipt of payment depends on the contract, and investment in factories and equipment also becomes an expense through depreciation, spread over several years after the assets start operating. “How Prices and Supply Work in Japan's Semiconductor Industry”
- In a bookVol.2, Chapter 4 (as of 2026-09-20) SUMCO Semiconductors are made by separate companies or divisions that divide design, manufacturing, and testing among them, and the prices and supply volumes of equipment and materials are set by product specifications, contract terms, factory production capacity, and inventory levels. The time between receiving an order and shipment, customer acceptance, revenue recognition, and receipt of payment depends on the contract, and investment in factories and equipment also becomes an expense through depreciation, spread over several years after the assets start operating. “How Prices and Supply Work in Japan's Semiconductor Industry”
- In a bookVol.2, Chapter 5 (as of 2026-09-20) Renesas Electronics Semiconductors are made by separate companies or divisions that divide design, manufacturing, and testing among them, and the prices and supply volumes of equipment and materials are set by product specifications, contract terms, factory production capacity, and inventory levels. The time between receiving an order and shipment, customer acceptance, revenue recognition, and receipt of payment depends on the contract, and investment in factories and equipment also becomes an expense through depreciation, spread over several years after the assets start operating. “How Prices and Supply Work in Japan's Semiconductor Industry”
- In a bookVol.2, Chapter 6 (as of 2026-09-20) Socionext Semiconductors are made by separate companies or divisions that divide design, manufacturing, and testing among them, and the prices and supply volumes of equipment and materials are set by product specifications, contract terms, factory production capacity, and inventory levels. The time between receiving an order and shipment, customer acceptance, revenue recognition, and receipt of payment depends on the contract, and investment in factories and equipment also becomes an expense through depreciation, spread over several years after the assets start operating. “How Prices and Supply Work in Japan's Semiconductor Industry”
- In a bookVol.1, Chapter 1 (as of 2026-09-14) The Kansai Electric Power Plant and fuel costs, together with how much electricity is actually generated, set the cost of each kilowatt-hour, and supply, demand, and contract terms set the wholesale price. Rules and contracts for transmission, distribution, and retail set the rates charged, and decide from whom, when, and how far costs can be recovered. “How Japan's Electricity Industry Moves Money and Sets Prices”
- In a bookVol.1, Chapter 1 (as of 2026-09-14) Tokyo Electric Power Plant and fuel costs, together with how much electricity is actually generated, set the cost of each kilowatt-hour, and supply, demand, and contract terms set the wholesale price. Rules and contracts for transmission, distribution, and retail set the rates charged, and decide from whom, when, and how far costs can be recovered. “How Japan's Electricity Industry Moves Money and Sets Prices”
- In a bookVol.1, Chapter 2 (as of 2026-09-14) Chubu Electric Power Plant and fuel costs, together with how much electricity is actually generated, set the cost of each kilowatt-hour, and supply, demand, and contract terms set the wholesale price. Rules and contracts for transmission, distribution, and retail set the rates charged, and decide from whom, when, and how far costs can be recovered. “How Japan's Electricity Industry Moves Money and Sets Prices”
- In a bookVol.1, Chapter 3 (as of 2026-09-14) Kyushu Electric Power Plant and fuel costs, together with how much electricity is actually generated, set the cost of each kilowatt-hour, and supply, demand, and contract terms set the wholesale price. Rules and contracts for transmission, distribution, and retail set the rates charged, and decide from whom, when, and how far costs can be recovered. “How Japan's Electricity Industry Moves Money and Sets Prices”
- In a bookVol.1, Chapter 4 (as of 2026-09-14) Tohoku Electric Power Plant and fuel costs, together with how much electricity is actually generated, set the cost of each kilowatt-hour, and supply, demand, and contract terms set the wholesale price. Rules and contracts for transmission, distribution, and retail set the rates charged, and decide from whom, when, and how far costs can be recovered. “How Japan's Electricity Industry Moves Money and Sets Prices”
- In a bookVol.1, Chapter 5 (as of 2026-09-14) Hokkaido Electric Power Plant and fuel costs, together with how much electricity is actually generated, set the cost of each kilowatt-hour, and supply, demand, and contract terms set the wholesale price. Rules and contracts for transmission, distribution, and retail set the rates charged, and decide from whom, when, and how far costs can be recovered. “How Japan's Electricity Industry Moves Money and Sets Prices”
- In a bookVol.1, Chapter 6 (as of 2026-09-14) Electric Power Development Plant and fuel costs, together with how much electricity is actually generated, set the cost of each kilowatt-hour, and supply, demand, and contract terms set the wholesale price. Rules and contracts for transmission, distribution, and retail set the rates charged, and decide from whom, when, and how far costs can be recovered. “How Japan's Electricity Industry Moves Money and Sets Prices”
- In a bookVol.10, Chapter 1 (as of 2026-09-12) IHI An order backlog represents expected future revenue, not guaranteed profit. The profit from each order depends on the contract price and the total cost of completing the work, often over several years. “Kaisha no Shikumi: Order Backlog and the Cost of Completion”
- In a bookVol.10, Chapter 1 (as of 2026-09-12) Mitsubishi Heavy Industries An order backlog represents expected future revenue, not guaranteed profit. The profit from each order depends on the contract price and the total cost of completing the work, often over several years. “Kaisha no Shikumi: Order Backlog and the Cost of Completion”
- In a bookVol.10, Chapter 2 (as of 2026-09-12) Japan Engine An order backlog represents expected future revenue, not guaranteed profit. The profit from each order depends on the contract price and the total cost of completing the work, often over several years. “Kaisha no Shikumi: Order Backlog and the Cost of Completion”
- In a bookVol.10, Chapter 3 (as of 2026-09-12) NIPPON SHARYO An order backlog represents expected future revenue, not guaranteed profit. The profit from each order depends on the contract price and the total cost of completing the work, often over several years. “Kaisha no Shikumi: Order Backlog and the Cost of Completion”
- In a bookVol.10, Chapter 4 (as of 2026-09-12) Kanadevia An order backlog represents expected future revenue, not guaranteed profit. The profit from each order depends on the contract price and the total cost of completing the work, often over several years. “Kaisha no Shikumi: Order Backlog and the Cost of Completion”
- In a bookVol.10, Chapter 5 (as of 2026-09-12) METAWATER An order backlog represents expected future revenue, not guaranteed profit. The profit from each order depends on the contract price and the total cost of completing the work, often over several years. “Kaisha no Shikumi: Order Backlog and the Cost of Completion”
- In a bookVol.10, Chapter 6 (as of 2026-09-12) TOYO ENGINEERING An order backlog represents expected future revenue, not guaranteed profit. The profit from each order depends on the contract price and the total cost of completing the work, often over several years. “Kaisha no Shikumi: Order Backlog and the Cost of Completion”
- In a bookVol.9, Chapter 1 (as of 2026-09-11) Nintendo The long-term profits from a hit depend not just on its initial success, but on how long it keeps earning, how many forms it takes, and how many markets it reaches. “Kaisha no Shikumi: Selling the Same Hit Again and Again”
- In a bookVol.9, Chapter 1 (as of 2026-09-11) Sanrio The long-term profits from a hit depend not just on its initial success, but on how long it keeps earning, how many forms it takes, and how many markets it reaches. “Kaisha no Shikumi: Selling the Same Hit Again and Again”
- In a bookVol.9, Chapter 2 (as of 2026-09-11) SONY GROUP The long-term profits from a hit depend not just on its initial success, but on how long it keeps earning, how many forms it takes, and how many markets it reaches. “Kaisha no Shikumi: Selling the Same Hit Again and Again”
- In a bookVol.9, Chapter 3 (as of 2026-09-11) Bandai Namco The long-term profits from a hit depend not just on its initial success, but on how long it keeps earning, how many forms it takes, and how many markets it reaches. “Kaisha no Shikumi: Selling the Same Hit Again and Again”
- In a bookVol.9, Chapter 4 (as of 2026-09-11) CAPCOM The long-term profits from a hit depend not just on its initial success, but on how long it keeps earning, how many forms it takes, and how many markets it reaches. “Kaisha no Shikumi: Selling the Same Hit Again and Again”
- In a bookVol.9, Chapter 5 (as of 2026-09-11) TOHO The long-term profits from a hit depend not just on its initial success, but on how long it keeps earning, how many forms it takes, and how many markets it reaches. “Kaisha no Shikumi: Selling the Same Hit Again and Again”
- In a bookVol.9, Chapter 6 (as of 2026-09-11) GungHo Online Entertainment The long-term profits from a hit depend not just on its initial success, but on how long it keeps earning, how many forms it takes, and how many markets it reaches. “Kaisha no Shikumi: Selling the Same Hit Again and Again”
- In a bookVol.8, Chapter 1 (as of 2026-09-10) Komehyo In the secondhand business, profits depend not just on selling prices, but on whether a company buys goods for resale or earns fees by connecting buyers and sellers. “Kaisha no Shikumi: Buying to Resell or Brokering the Sale”
- In a bookVol.8, Chapter 1 (as of 2026-09-10) ブックオフ In the secondhand business, profits depend not just on selling prices, but on whether a company buys goods for resale or earns fees by connecting buyers and sellers. “Kaisha no Shikumi: Buying to Resell or Brokering the Sale”
- In a bookVol.8, Chapter 2 (as of 2026-09-10) 2nd RETAILING In the secondhand business, profits depend not just on selling prices, but on whether a company buys goods for resale or earns fees by connecting buyers and sellers. “Kaisha no Shikumi: Buying to Resell or Brokering the Sale”
- In a bookVol.8, Chapter 3 (as of 2026-09-10) トレジャー・ファクトリー In the secondhand business, profits depend not just on selling prices, but on whether a company buys goods for resale or earns fees by connecting buyers and sellers. “Kaisha no Shikumi: Buying to Resell or Brokering the Sale”
- In a bookVol.8, Chapter 4 (as of 2026-09-10) Valuence In the secondhand business, profits depend not just on selling prices, but on whether a company buys goods for resale or earns fees by connecting buyers and sellers. “Kaisha no Shikumi: Buying to Resell or Brokering the Sale”
- In a bookVol.8, Chapter 5 (as of 2026-09-10) Mercari In the secondhand business, profits depend not just on selling prices, but on whether a company buys goods for resale or earns fees by connecting buyers and sellers. “Kaisha no Shikumi: Buying to Resell or Brokering the Sale”
- In a bookVol.7, Chapter 1 (as of 2026-08-31) SHIMANO A company's profits depend not just on how advanced its technology is, but on how hard it is for customers to switch suppliers. “Kaisha no Shikumi: The Companies You Use Every Day”
- In a bookVol.7, Chapter 1 (as of 2026-08-31) YKK A company's profits depend not just on how advanced its technology is, but on how hard it is for customers to switch suppliers. “Kaisha no Shikumi: The Companies You Use Every Day”
- In a bookVol.7, Chapter 2 (as of 2026-08-31) 村田製作所 A company's profits depend not just on how advanced its technology is, but on how hard it is for customers to switch suppliers. “Kaisha no Shikumi: The Companies You Use Every Day”
- In a bookVol.7, Chapter 3 (as of 2026-08-31) KEYENCE A company's profits depend not just on how advanced its technology is, but on how hard it is for customers to switch suppliers. “Kaisha no Shikumi: The Companies You Use Every Day”
- In a bookVol.7, Chapter 4 (as of 2026-08-31) Shin-Etsu Chemical A company's profits depend not just on how advanced its technology is, but on how hard it is for customers to switch suppliers. “Kaisha no Shikumi: The Companies You Use Every Day”
- In a bookVol.7, Chapter 5 (as of 2026-08-31) DAIFUKU A company's profits depend not just on how advanced its technology is, but on how hard it is for customers to switch suppliers. “Kaisha no Shikumi: The Companies You Use Every Day”
- In a bookVol.7, Chapter 6 (as of 2026-08-31) HOYA A company's profits depend not just on how advanced its technology is, but on how hard it is for customers to switch suppliers. “Kaisha no Shikumi: The Companies You Use Every Day”
- In a bookVol.7, Chapter 7 (as of 2026-08-31) ジャパンディスプレイ A company's profits depend not just on how advanced its technology is, but on how hard it is for customers to switch suppliers. “Kaisha no Shikumi: The Companies You Use Every Day”
- In a bookVol.6, Chapter 1 (as of 2026-08-26) Alphabet A free service's profits depend not just on how many people use it, but on who pays. “Kaisha no Shikumi: Free”
- In a bookVol.6, Chapter 1 (as of 2026-08-26) LY A free service's profits depend not just on how many people use it, but on who pays. “Kaisha no Shikumi: Free”
- In a bookVol.6, Chapter 2 (as of 2026-08-26) Mercari A free service's profits depend not just on how many people use it, but on who pays. “Kaisha no Shikumi: Free”
- In a bookVol.6, Chapter 3 (as of 2026-08-26) Kakaku.com A free service's profits depend not just on how many people use it, but on who pays. “Kaisha no Shikumi: Free”
- In a bookVol.6, Chapter 4 (as of 2026-08-26) CyberAgent A free service's profits depend not just on how many people use it, but on who pays. “Kaisha no Shikumi: Free”
- In a bookVol.6, Chapter 5 (as of 2026-08-26) Nippon Television A free service's profits depend not just on how many people use it, but on who pays. “Kaisha no Shikumi: Free”
- In a bookVol.6, Chapter 6 (as of 2026-08-26) Cookpad A free service's profits depend not just on how many people use it, but on who pays. “Kaisha no Shikumi: Free”
- In a bookVol.5, Chapter 1 (as of 2026-08-24) AEON A company's profits depend not just on what it sells, but on who pays, and what they pay for. “Kaisha no Shikumi: Earning Beyond the Till”
- In a bookVol.5, Chapter 1 (as of 2026-08-24) Seven Bank A company's profits depend not just on what it sells, but on who pays, and what they pay for. “Kaisha no Shikumi: Earning Beyond the Till”
- In a bookVol.5, Chapter 2 (as of 2026-08-24) 丸井 A company's profits depend not just on what it sells, but on who pays, and what they pay for. “Kaisha no Shikumi: Earning Beyond the Till”
- In a bookVol.5, Chapter 3 (as of 2026-08-24) Rakuten Group A company's profits depend not just on what it sells, but on who pays, and what they pay for. “Kaisha no Shikumi: Earning Beyond the Till”
- In a bookVol.5, Chapter 4 (as of 2026-08-24) TSURUHA A company's profits depend not just on what it sells, but on who pays, and what they pay for. “Kaisha no Shikumi: Earning Beyond the Till”
- In a bookVol.5, Chapter 5 (as of 2026-08-24) Takashimaya A company's profits depend not just on what it sells, but on who pays, and what they pay for. “Kaisha no Shikumi: Earning Beyond the Till”
- In a bookVol.5, Chapter 6 (as of 2026-08-24) East Japan Railway A company's profits depend not just on what it sells, but on who pays, and what they pay for. “Kaisha no Shikumi: Earning Beyond the Till”
- In a bookVol.5, Chapter 7 (as of 2026-08-24) COSMOS Pharmaceutical A company's profits depend not just on what it sells, but on who pays, and what they pay for. “Kaisha no Shikumi: Earning Beyond the Till”
- In a bookVol.4, Chapter 1 (as of 2026-08-22) Amazon.com A subscription business's profits cannot be judged by member count alone. “Kaisha no Shikumi: Subscriptions”
- In a bookVol.4, Chapter 1 (as of 2026-08-22) Costco Wholesale A subscription business's profits cannot be judged by member count alone. “Kaisha no Shikumi: Subscriptions”
- In a bookVol.4, Chapter 2 (as of 2026-08-22) Netflix A subscription business's profits cannot be judged by member count alone. “Kaisha no Shikumi: Subscriptions”
- In a bookVol.4, Chapter 3 (as of 2026-08-22) Adobe A subscription business's profits cannot be judged by member count alone. “Kaisha no Shikumi: Subscriptions”
- In a bookVol.4, Chapter 4 (as of 2026-08-22) オイシックス A subscription business's profits cannot be judged by member count alone. “Kaisha no Shikumi: Subscriptions”
- In a bookVol.4, Chapter 5 (as of 2026-08-22) CURVES A subscription business's profits cannot be judged by member count alone. “Kaisha no Shikumi: Subscriptions”
- In a bookVol.4, Chapter 6 (as of 2026-08-22) RIZAP GROUP A subscription business's profits cannot be judged by member count alone. “Kaisha no Shikumi: Subscriptions”
- In a bookVol.4, Chapter 7 (as of 2026-08-22) Nintendo A subscription business's profits cannot be judged by member count alone. “Kaisha no Shikumi: Subscriptions”
- In a bookVol.3, Chapter 1 (as of 2026-08-19) Seven & i A chain's profits depend on how the money is divided, not just on how many stores it has. “Kaisha no Shikumi: Franchising”
- In a bookVol.3, Chapter 1 (as of 2026-08-19) ZENSHO A chain's profits depend on how the money is divided, not just on how many stores it has. “Kaisha no Shikumi: Franchising”
- In a bookVol.3, Chapter 2 (as of 2026-08-19) WORKMAN A chain's profits depend on how the money is divided, not just on how many stores it has. “Kaisha no Shikumi: Franchising”
- In a bookVol.3, Chapter 3 (as of 2026-08-19) ICHIBANYA A chain's profits depend on how the money is divided, not just on how many stores it has. “Kaisha no Shikumi: Franchising”
- In a bookVol.3, Chapter 4 (as of 2026-08-19) MOS FOOD SERVICES A chain's profits depend on how the money is divided, not just on how many stores it has. “Kaisha no Shikumi: Franchising”
- In a bookVol.3, Chapter 5 (as of 2026-08-19) DUSKIN A chain's profits depend on how the money is divided, not just on how many stores it has. “Kaisha no Shikumi: Franchising”
- In a bookVol.3, Chapter 6 (as of 2026-08-19) TORIDOLL A chain's profits depend on how the money is divided, not just on how many stores it has. “Kaisha no Shikumi: Franchising”
- In a bookVol.2, Chapter 1 (as of 2026-08-18) FOOD & LIFE COMPANIES Pricing power comes from structure, not the product. “Kaisha no Shikumi: Raising Prices”
- In a bookVol.2, Chapter 1 (as of 2026-08-18) saizeriya Pricing power comes from structure, not the product. “Kaisha no Shikumi: Raising Prices”
- In a bookVol.2, Chapter 2 (as of 2026-08-18) FAST RETAILING Pricing power comes from structure, not the product. “Kaisha no Shikumi: Raising Prices”
- In a bookVol.2, Chapter 3 (as of 2026-08-18) RYOHIN KEIKAKU Pricing power comes from structure, not the product. “Kaisha no Shikumi: Raising Prices”
- In a bookVol.2, Chapter 4 (as of 2026-08-18) SHIMAMURA Pricing power comes from structure, not the product. “Kaisha no Shikumi: Raising Prices”
- In a bookVol.2, Chapter 5 (as of 2026-08-18) Seria Pricing power comes from structure, not the product. “Kaisha no Shikumi: Raising Prices”
- In a bookVol.1, Chapter 1 (as of 2026-08-14) DOUTOR NICHIRES Dividends are produced by structure, not by performance. “Kaisha no Shikumi: Dividends”
- In a bookVol.1, Chapter 1 (as of 2026-08-14) KOMEDA Dividends are produced by structure, not by performance. “Kaisha no Shikumi: Dividends”
- In a bookVol.1, Chapter 2 (as of 2026-08-14) Nitori Dividends are produced by structure, not by performance. “Kaisha no Shikumi: Dividends”
- In a bookVol.1, Chapter 3 (as of 2026-08-14) Pan Pacific International Dividends are produced by structure, not by performance. “Kaisha no Shikumi: Dividends”
- In a bookVol.1, Chapter 4 (as of 2026-08-14) McDonald's Holdings Company(Japan) Dividends are produced by structure, not by performance. “Kaisha no Shikumi: Dividends”
- In a bookVol.1, Chapter 5 (as of 2026-08-14) MonotaRO Dividends are produced by structure, not by performance. “Kaisha no Shikumi: Dividends”
- In a bookVol.1, Chapter 6 (as of 2026-08-14) KOBE BUSSAN Dividends are produced by structure, not by performance. “Kaisha no Shikumi: Dividends”
- In a bookVol.1, Chapter 7 (as of 2026-08-14) YAMATO Dividends are produced by structure, not by performance. “Kaisha no Shikumi: Dividends”