Komori
Quest (2332) · FactWorsened

Sales Concentration in Toshiba Information Systems

First written in FY2016. 4 of 8 entries say "Worsened", first in FY2020. Latest entry: FY2025.

8entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2020 – FY20222016: 120162017: 020172018: 120182019: 120192020: 120202021: 120212022: 120222023: 020232024: 120242025: 12025
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

Quest moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

32 other companies' latest entry also says "Worsened".

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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「キオクシア株式会社 2,912,913 20.5 3,113,310 20.8」

    The proportion of sales to major customer キオクシア株式会社 rose from 20.5% in the previous consolidated fiscal year to 20.8%, and the company disclosed that sales concentration increased.
  2. FY2024MitigatedAnnual report

    「キオクシア株式会社 3,470,070 24.4 2,912,913 20.5」

    The proportion of sales to major customer キオクシア株式会社 declined from 24.4% in the previous consolidated fiscal year to 20.5%. However, concentration remained above 20% of total sales.
  3. FY2022WorsenedAnnual report

    「キオクシア株式会社 2,051,817 18.4 2,373,812 20.1」

    The proportion of sales to major customer キオクシア株式会社 rose from 18.4% in the previous period to 20.1%, and the company disclosed that sales concentration increased further.
  4. FY2021WorsenedAnnual report

    「キオクシア株式会社 1,792,762 17.4 2,051,817 18.4」

    The proportion of sales to major customer キオクシア株式会社 rose from 17.4% in the previous period to 18.4%, and the company disclosed that sales concentration increased further.
  5. FY2020WorsenedAnnual report

    「キオクシア株式会社 1,232,980 12.9 1,792,762 17.4」

    The proportion of sales to キオクシア株式会社, whose corporate name changed from 東芝メモリ株式会社 to キオクシア株式会社, rose from 12.9% in the previous period to 17.4% in the current period. The company disclosed that sales concentration among major customers increased.
  6. FY2019Major customer changedAnnual report

    「東芝メモリ株式会社 1,232,980 12.9」

    東芝メモリ株式会社 was disclosed in the current period as a major customer, accounting for 12.9% of total sales, replacing the previously disclosed sales concentration in 東芝インフォメーションシステムズ.
  7. FY2018SoftenedAnnual report

    「Because sales to each customer accounted for less than 10% of total sales, the company has omitted disclosure of sales by major customer and the proportion of total sales represented by those sales.」

    The 23.9% sales concentration in 東芝インフォメーションシステムズ disclosed previously was not separately identified as a major customer in the current period; the company stated that sales to each customer were below 10%.
  8. FY2016First statedAnnual report

    「東芝インフォメーションシステムズ株式会社 1,946,536 23.9」

    Sales to one major customer accounted for 23.9% of consolidated net sales. The company disclosed this as sales by major customer.
Moved together

"Uncertainty surrounding financial markets, the Chinese economy, crude oil prices, and other factors" moved the same way as this thread, in the same document, in 4 of its 8 moves.

44322★12345
  1. ★This thread
  2. 1Uncertainty surrounding financial markets, the Chinese economy, crude oil prices, and other factors4×
  3. 2Targeting ROE of 10.0% under the Three-Year Medium-Term Plan4×
  4. 3The Virtuous Cycle of Growth and Value Creation3×
  5. 4Emphasis on CGC and ESG Management and the Resolution of Social Issues2×
  6. 5Strengthening Cost Competitiveness and Technological Development Capabilities Through Retained Earnings2×

★ 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.

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