Green Monster (157A) · RiskMitigated
Concentration of Sales in Specific ASPs and Risk to Partnership Continuity
First written in FY2025. 1 of 2 entries say "Mitigated", first in FY2026. Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Dependence on Sales to Sales and OEM PartnersA theme 34 companies write about · 33 as a headwind · 1 as a tailwind
The whole theme swung hardest in 2017: 4 of 15 companies on the "Worse" side.
5 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.
Showing 14 of the 34 companies compared. The sentences above are computed from all 34.Full recordFilings, disclosures and news, newest first
- FY2026MitigatedAnnual report
「In the 13th fiscal year, the top 2 companies accounted for approximately 50% of revenue generated through ASPs.」
The concentration of revenue among the top 2 ASPs declined from approximately 94% in the previous fiscal year to approximately 50%. The risk of concentration in specific ASPs remains, but the concentration disclosed has decreased. - FY2025First statedAnnual report
「In the 12th fiscal year, the top 2 companies accounted for approximately 94% of revenue generated through ASPs. Accordingly, if a change in policy or relationship involving an ASP or an advertising securities or FX company causes any impediment to operating our apps, this may affect the group’s financial results and other matters.」
The company quantifies the concentration of ASP-derived revenue in the top 2 companies at approximately 94% and cites development of alternative ASPs as a response to changes in relationships.