Soracom (147A) · RiskWorsenedLatest Other Disclosures (2026-07-01): "Mitigated"
Disruptions in Telecommunications Line Procurement and Rising Costs
First written in FY2024. 1 of 5 entries say "Worsened", first in FY2025. Latest entry: 2026-07-01.
5entries
3years
3from disclosures
How it moved
Same theme, other companies
Dependence on Telecommunications Lines Supplied by External Telecommunications OperatorsA theme 12 companies write about · 12 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2025: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Mitigated".
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
- FY2025WorsenedAnnual report
「If prolonged interruptions or suspensions of communications line services from sourcing partners, system errors, deliberate human destruction, natural disasters or other unforeseen events result in large-scale communications failures, the Group may be unable to provide services adequately.」
In addition to sourcing disruptions and cost increases, the Company identifies service delivery failures caused by prolonged interruptions or large-scale communications failures, as well as higher capital expenditures and deposits associated with contracts with multiple overseas carriers, as risks. - FY2024First statedAnnual report
「Some communications lines are difficult to replace, and if line sourcing is disrupted for any reason, the Group’s business operations may be affected.」
The Company identifies line sourcing from MNOs as a business foundation and cites difficult-to-replace lines, higher sourcing costs, capital expenditures and deposits as risks.