Komori
ValueCommerce (2491) · RiskMitigated

Concentration Risk Related to Major Advertisers and Advertising Media

First written in FY2017. 3 of 5 entries say "Restated". Latest entry: FY2024.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY20202018: 120182019: 120192020: 120202021: 120212022: 020222023: 020232024: 020242025: 1
Same theme, other companies
Concentration of transactions with media operators and major customersA theme 7 companies write about · 8 as a headwind · 0 as a tailwind

1 other company's latest entry also says "Mitigated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「LINEヤフー株式会社 3,582 11.8」

    Sales to LY Corporation, a major customer, fell from 12.7% of consolidated net sales in the previous fiscal year to 11.8%.
  2. FY2020RestatedAnnual report

    「The group works to expand new business relationships so that it does not depend on specific industries or advertisers.」

    The company continues its policy of expanding new business relationships to avoid dependence on specific industries or advertisers.
  3. FY2019RestatedAnnual report

    「The group works to expand new business relationships so that it does not depend on specific industries or advertisers. However, because it also seeks to further improve results by providing existing advertisers with consulting based on advertising technology and marketing data, despite maintaining strong and stable relationships with them, the proportion of revenue attributable to some advertisers may increase.」

    The document continues to state that, while seeking to avoid dependence on particular industries or advertisers, the sales ratio of some advertisers may increase as a result of improving the performance of existing advertisers.
  4. FY2018RestatedAnnual report

    「The group works to expand new business relationships so that it does not depend on specific industries or advertisers.」

    The company continues to address the impact on performance of changes in the business strategies, financial conditions and transaction policies of major advertisers and advertising media, as well as expanding new business relationships.
  5. FY2017First statedAnnual report

    「If there is a change in the business strategy, financial condition or transaction policy of these major advertisers toward our group, this could have a material impact on our group’s results.」

    Describes the potential impact of changes in the policies, financial condition or business strategies of major advertisers and high-traffic advertising media.
Moved together

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