Impact on Business Performance and Financial Position from Changes in Large Customers
First written in FY2024. 2 of 5 entries say "Mitigated", first in FY2025. Latest entry: FY2026.
The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.
6 other companies' latest entry also says "Other".
- FY2026Number of major customers flat; increase in customers with high-value transactionsAnnual report
「The number of customers generating annual revenue of at least ¥100 million remained flat at 55, while the number generating at least ¥50 million but less than ¥100 million rose by 23 from the previous fiscal year to 64, indicating progress in building a customer base that will support medium- to long-term growth.」
The number of customers generating annual revenue of at least ¥100 million remained flat at 55, while the number generating at least ¥50 million but less than ¥100 million increased by 23 to 64. The number generating at least ¥300 million annually was 14, up 3 from the previous fiscal year. - 2026-05-14MitigatedEarnings presentation
「The number of clients generating ¥50 million to less than ¥100 million was 64, up 23 year on year, forming a client base that will support future growth.」
The client base in different transaction-size categories is expanding, mitigating the risk of fluctuations among large clients. - FY2026-H1Fewer major customers; higher revenue per customerAnnual report
「Meanwhile, the number of customers generating annual revenue of at least ¥100 million was 47 at the end of the interim accounting period, down 3 from the same period of the previous year. Although the number of customers declined, the decrease was temporary, and revenue from customers generating at least ¥100 million increased 3.5% year on year, while revenue per customer increased 10.2% year on year, both showing steady growth.」
The number of major customers declined by 3 year on year to 47, while revenue from the relevant customers increased 3.5% and revenue per customer increased 10.2%. The company described the decline in customer numbers as temporary. - FY2025MitigatedAnnual report
「At the end of the current fiscal year, the number of client companies generating annual revenue of at least ¥100 million reached 55, up 9 from the end of the previous fiscal year, representing steady growth.」
To address the risk of fluctuations in major customers, the company is expanding transactions with each customer and developing new customers, increasing the number of customers generating annual revenue of at least ¥100 million to 55. - FY2024First statedAnnual report
「The group has major customers in each business, but no customer currently accounts for more than 10% of revenue. However, if transactions with a major customer were to end or contract substantially for any reason, including changes in economic conditions or changes to the customer’s business policies or digital investment plans, this could affect the group’s financial position and business performance.」
The company newly disclosed, as a standalone key risk, the impact on business performance from the termination or contraction of transactions with major customers. It states that no customer currently accounts for more than 10% of revenue.