Komori
Mirait One (1417) · RiskRestated

Dependence on Specific Telecommunications Operators, Including the NTT Group

First written in FY2016. 7 of 8 entries say "Restated". Latest entry: FY2026.

8entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20262016: 120162017: 020172018: 120182019: 120192020: 020202021: 020212022: 120222023: 120232024: 020242025: 120252026: 22026
Same theme, other companies
Sales dependence on specific telecommunications operators, including the NTT GroupA theme 8 companies write about · 8 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.

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

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. FY2026RestatedAnnual report

    「NTT East Corporation (formerly East Japan Telegraph and Telephone Corporation) 91,494 (15.2); NTT West Corporation (formerly West Japan Telegraph and Telephone Corporation) 61,591 (10.2)」

    The Group continued to disclose its concentration of sales among specific communications operators. NTT East accounted for 15.2% and NTT West for 10.2%, and disclosure of the risk of dependence on specific customers continued.
  2. 2026-05-12RestatedEarnings

    「NTT東日本㈱ 90,058 NTT西日本㈱ (formerly 西日本電信電話㈱) 54,978 ㈱NTTドコモ 34,418」

    NTT東日本, NTT西日本 and ㈱NTTドコモ continue to be listed as major customers, reconfirming the concentration of revenue among specific telecommunications operators.
  3. FY2025RestatedAnnual report

    「NTT East ¥86,964 million (15.0%), NTT West ¥60,149 million (10.4%)」

    The Group continued to disclose its concentration of sales among specific communications operators. NTT East accounted for 15.0% and NTT West for 10.4%.
  4. FY2023RestatedAnnual report

    「NTT East ¥89,497 million (18.5%), NTT West ¥59,668 million (12.3%)」

    The Group continued to disclose its concentration of sales among specific communications operators. NTT East accounted for 18.5% and NTT West for 12.3%, and disclosure of the risk of dependence on major customers continued.
  5. FY2022RestatedAnnual report

    「NTT East ¥90,257 million (19.2%), NTT West ¥63,066 million (13.4%)」

    The Group continued to disclose its concentration of sales among specific communications operators. NTT East accounted for 19.2%, NTT West for 13.4%, and NTT DOCOMO for approximately 8.5% of the sales mix.
  6. FY2019RestatedAnnual report

    「NTT East ¥74,299 million (19.8%), NTT DOCOMO ¥42,645 million (11.3%), NTT West ¥39,616 million (10.5%)」

    The Group continued to disclose its concentration of sales among specific communications operators: NTT East 19.8%, NTT DOCOMO 11.3%, and NTT West 10.5%. Disclosure of the risk of dependence on specific customers also continued.
  7. FY2018RestatedAnnual report

    「Net sales to NTT East were ¥61,810 million (19.8%), while net sales to NTT DOCOMO were ¥40,370 million (12.9%).」

    The Group continued to disclose its concentration of sales among specific communications operators, including the NTT Group. The major customer shares were 19.8% for NTT East and 12.9% for NTT DOCOMO.
  8. FY2016First statedAnnual report

    「The Group's principal customers are telecommunications companies, including the NTT Group, and they account for a high proportion of revenue. Trends in their capital investment and technological innovation could therefore affect the Group's performance.」

    Customer concentration was quantified by disclosing revenue shares of 22.2% for Nippon Telegraph and Telephone East Corporation and 14.0% for NTT DOCOMO, INC.
Moved together

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No upcoming earnings preview for Mirait One yet. It last moved in the Earnings of 2026-05-12: "Restated".
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