Komori
fonfun (2323) · RiskRestated

Dependence on sales of Remote Mail Personal Edition

First written in FY2018. 1 of 4 entries say "Mitigated", first in FY2019. Latest entry: FY2021.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MitigatedFY2019ReframedFY20202018: 120182019: 120192020: 120202021: 12021
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

29 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.
Showing 14 of the 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2021RestatedAnnual report

    「Most of the mobile content provided by the Company through its Remote Mail business is offered as official services of mobile network operators ( “communications carriers”).」

    The Company continues to describe the former risk in terms of dependence on the structure under which Remote Mail Personal Edition is offered as an official service of communications carriers, rather than in terms of its revenue share.
  2. FY2020ReframedAnnual report

    「Most of the mobile content provided by the Company through its Remote Mail business is offered as official services of mobile network operators ( “communications carriers”).」

    The disclosure no longer states that Remote Mail Personal Edition accounts for approximately 28% of consolidated revenue. It currently describes dependence on official service agreements with communications carriers and their billing methods.
  3. FY2019MitigatedAnnual report

    「“Remote Mail (Personal Edition)” accounts for approximately 28% of the Company's group revenue, a high proportion. If the performance of “Remote Mail (Personal Edition)” deteriorates for any reason, it could adversely affect the performance of the Company's group.」

    Dependence on revenue from Remote Mail Personal Edition continues to be identified as a risk, although its share of revenue has declined from approximately 31% to approximately 28%.
  4. FY2018First statedAnnual report

    「“Remote Mail (Personal Edition)” accounts for approximately 31% of the Company's group revenue, a high proportion. If the performance of “Remote Mail (Personal Edition)” deteriorates for any reason, it could adversely affect the performance of the Company's group.」

    Remote Mail Personal Edition accounts for approximately 31% of consolidated revenue, indicating that deterioration in the service's performance could affect group performance.
Moved together

"Negative operating cash flow due to upfront investment in the SMS business" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22★12
  1. ★This thread
  2. 1Negative operating cash flow due to upfront investment in the SMS business2×
  3. 2Increase in operating profit despite lower sales in the remote email business2×

★ 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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