Komori
Jtp (2488) · RiskWorsened

Dependence on Specific Customers

First written in FY2016. 5 of 10 entries say "Worsened", first in FY2023. Latest entry: FY2026.

10entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2017 – FY2022WorsenedFY2023 – FY20262016: 120162017: 120172018: 120182019: 020192020: 120202021: 020212022: 120222023: 120232024: 120242025: 120252026: 22026
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

Jtp 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: 12 of 76 companies on the "Worse" side.

31 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. FY2026WorsenedAnnual report

    「SoftBank Corp. 1,595,486 16.1」

    Sales to SoftBank Corp. were ¥1,595.486 million, accounting for 16.1% of total sales, and the proportion of dependence on a specific customer increased from 15.0% in the previous fiscal year.
  2. 2026-05-11WorsenedEarnings

    「SoftBank Corp. 1,595,486」

    Revenue from SoftBank Corp. was ¥1,595,486 thousand, representing approximately 16.1% of total revenue of ¥9,897,031 thousand. Dependence on specific customers increased from 15.0% in the previous year.
  3. FY2025WorsenedAnnual report

    「SoftBank Corp. 1,382,280 15.0」

    Sales to SoftBank Corp. were ¥1,382.280 million, accounting for 15.0% of total sales, and the proportion of dependence on a specific customer increased from 13.6% in the previous fiscal year.
  4. FY2024WorsenedAnnual report

    「SoftBank Corp. 1,108,311 13.6」

    Sales to SoftBank Corp. were ¥1,108.311 million, accounting for 13.6% of total sales, and the proportion of dependence on a major customer increased from 10.8% in the previous fiscal year.
  5. FY2023WorsenedAnnual report

    「SoftBank Corp. 794,903 10.8」

    Sales to SoftBank Corp. were ¥794.903 million, accounting for 10.8% of total sales, and the company disclosed that a major customer accounted for 10% or more. Dependence on a specific customer has again been quantified as a risk.
  6. FY2022MitigatedAnnual report

    「Because no external customer accounted for 10% or more of net sales in the consolidated statement of income, this information has been omitted.」

    The company continues to disclose that no customer accounts for 10% or more of sales, indicating no dependence on a specific customer.
  7. FY2020MitigatedAnnual report

    「Because no external customer accounted for 10% or more of net sales in the consolidated statement of income, this information has been omitted.」

    The company continues to have no customers accounting for 10% or more of sales, indicating no dependence on a specific customer.
  8. FY2018MitigatedAnnual report

    「Details of sales to Hewlett-Packard Japan, Ltd. for the consolidated fiscal year have been omitted because they accounted for less than 10% of total sales.」

    There were no major customers accounting for 10% or more of sales, indicating that dependence on specific customers declined further.
  9. FY2017MitigatedAnnual report

    「Transactions with one of the leading companies promoting this initiative accounted for approximately 12%.」

    Dependence on a specific leading customer declined from approximately 20% in the previous disclosure to approximately 12%.
  10. FY2016First statedAnnual report

    「Transactions with one of the leading companies promoting this initiative accounted for approximately 20%.」

    While quantifying sales dependence on a major customer at approximately 20%, the company describes an equal strategic partnership as a countermeasure.
Moved together

"Lower profitability when launching new businesses" moved the same way as this thread, in the same document, in 3 of its 10 moves.

322222★123456
  1. ★This thread
  2. 1Lower profitability when launching new businesses3×
  3. 2Transition from hardware maintenance to software services centered on cloud, big data and robotics2×
  4. 3Executive compensation reflecting contributions to business growth and higher corporate value2×
  5. 4Integrated services from medical-device sales through support2×
  6. 5GAIT service for quantitatively visualizing IT engineers’ skills2×
  7. 6Improving earnings by exiting unprofitable operations ahead of schedule2×

★ 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
Jtp's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Earnings of 2026-05-11: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.