Komori
Ye Digital (2354) · RiskRestated

Dependence on Sales to the Yaskawa Electric Group

First written in FY2021. 10 of 16 entries say "Restated". Latest entry: FY2027-H1.

16entries
6years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2022-Q3RestatedFY2023-Q1 – FY2023-Q2RestatedFY2025-Q1 – FY2026-H12021: 320212022: 420222023: 120232024: 420242025: 120252026: 32026
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

Ye Digital moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.

The whole theme swung hardest in 2017: 11 of 75 companies on the "Worse" side.

22 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 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. FY2027-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  2. FY2026WorsenedAnnual report

    「Of the Group’s customers, sales to YASKAWA Electric Corporation, an associate in which the company held 39.0% of the voting rights as of 28 February 2026, and its group companies consist of transactions including contracted software development, data processing, information processing, and contracted system management and operation services, and accounted for 50.5% of revenue for the fiscal year ended February 2026.」

    The percentage of sales to the YASKAWA Electric Corporation group increased from 49.9% to 50.5%, indicating a numerical increase in customer concentration risk.
  3. 2026-04-24WorsenedGovernance

    「親会社等の企業グループに対する売上比率は50.5%となっています。」

    安川電機グループへの売上比率を50.5%と記載しており、直近の49.9%から上昇している。
  4. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  5. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  6. FY2025-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  7. FY2024WorsenedAnnual report

    「Of the Group’s customers, sales to YASKAWA Electric Corporation, an associate in which the company held 38.3% of the voting rights as of 29 February 2024, and its group companies consist of transactions including contracted software development, data processing, information processing, and contracted system management and operation services, and accounted for 49.9% of revenue for the fiscal year ended February 2024.」

    The percentage of sales to the YASKAWA Electric Corporation group increased from 48.2% to 49.9%. The company continued to disclose the possibility that dependence on customers could affect results and financial condition.
  8. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  9. FY2023WorsenedAnnual report

    「Of the Group’s customers, sales to YASKAWA Electric Corporation, an associate in which the company held 38.3% of the voting rights as of 28 February 2023, and its group companies consist of transactions including contracted software development, data processing, information processing, and contracted system management and operation services, and accounted for 48.2% of revenue for the fiscal year ended February 2023.」

    The percentage of sales to the YASKAWA Electric Corporation group increased from the previously reported 44.3% to 48.2%. The company continued to disclose the possibility that changes in management policies or business development could affect results and financial condition.
  10. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  11. FY2023-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  12. FY2022WorsenedAnnual report

    「Of the Group’s customers, sales to YASKAWA Electric Corporation, an associate in which the company held 38.3% of the voting rights as of 28 February 2022, and its group companies consist of transactions including contracted software development, data processing, information processing, and contracted system management and operation services, and accounted for 44.3% of revenue for the fiscal year ended February 2022.」

    The percentage of sales to the YASKAWA Electric Corporation group increased from the previously reported 44.2% to 44.3%. The company continued to disclose the possibility that significant changes in management policies or business development could affect results and financial condition.
  13. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  14. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  15. FY2022-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    Regarding dependence on sales to the YASKAWA Electric Corporation group, the company stated that there had been no new major risks or material changes to existing risks.
  16. FY2021First statedAnnual report

    「Of the Group’s customers, sales to YASKAWA Electric Corporation, an associate in which the company held 38.3% of the voting rights as of 28 February 2021, and its group companies consist of transactions including contracted software development, data processing, information processing, and contracted system management and operation services, and accounted for 44.2% of revenue for the fiscal year ended February 2021.」

    Sales to YASKAWA Electric Corporation and its group companies accounted for 44.2% of revenue for the fiscal year ended February 2021. The company identified the possibility that significant changes in management policies or business development could affect results and financial condition as an independent risk.
Moved together

"Uncertainty over the Outlook Due to Overseas Economic Conditions, Exchange Rates and Stock Prices" moved the same way as this thread, in the same document, in 3 of its 16 moves.

322★123
  1. ★This thread
  2. 1Uncertainty over the Outlook Due to Overseas Economic Conditions, Exchange Rates and Stock Prices3×
  3. 2Transition from Contract Development to IT Partner Solutions and Services2×
  4. 3Environmentally Responsible Activities and the Provision of Products and Services2×

★ 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
No upcoming earnings preview for Ye Digital yet. It last moved in the Governance of 2026-04-24: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.