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Soracom (147A) · RiskSoftened

Dependence on Sales to Specific Major Customers

First written in FY2024. 2 of 3 entries say "Softened", first in FY2025. Latest entry: FY2026.

3entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024SoftenedFY2025 – FY20262024: 120242025: 120252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

Soracom moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

10 other companies' latest entry also says "Softened".

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.
Showing 14 of the 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「Sales to KDDI Corporation, a major shareholder, accounted for 9.3% of the Group’s consolidated sales in the 13th consolidated fiscal year.」

    KDDI’s sales ratio declined from 10.6% to 9.3%, and the Company disclosed that no customer accounted for 10% or more of sales during the consolidated fiscal year. Dependence on major customers remains a risk.
  2. FY2025SoftenedAnnual report

    「Sales to Energy Uchu Co., Ltd., a wholly owned subsidiary of Nippon Gas Co., Ltd., accounted for 10.7% of the Group’s consolidated sales in the 12th consolidated fiscal year. Sales to KDDI Corporation, a major shareholder, accounted for 10.6%.」

    The sales ratios for major customers changed from 23.7% for Nippon Gas and 12.7% for KDDI in the previous period to 10.7% for Energy Uchu and 10.6% for KDDI following the organizational restructuring. Dependence on major customers is expected to continue for the time being.
  3. FY2024First statedAnnual report

    「Sales to Nippon Gas Co., Ltd. accounted for 23.7% of the Group’s consolidated sales for the fiscal year ended March 2024.」

    The Company disclosed sales ratios of 23.7% for Nippon Gas and 12.7% for KDDI and plans to reduce dependence by acquiring new customers.
Moved together

"Share Dilution from Stock Acquisition Rights and Other Instruments" moved the same way as this thread, in the same document, in 2 of its 3 moves.

2★1
  1. ★This thread
  2. 1Share Dilution from Stock Acquisition Rights and Other Instruments2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
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News
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Dependence on Sales to Specific Major Customers | SORACOM,INC. (147A) | Komori