Hmcomm (265A) · RiskMitigated
Risk of Dependence on Specific Customers
First written in FY2024. 1 of 2 entries say "Materialised", first in FY2024. Latest entry: FY2025.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 313 companies write about · 327 as a headwind · 3 as a tailwind
The whole theme swung hardest in 2020: 29 of 92 companies on the "Worse" side.
38 other companies' 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.
Showing 14 of the 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 331 threads.Full recordFilings, disclosures and news, newest first
- FY2025MitigatedAnnual report
「The company’s top 5 customers accounted for 42.8% of revenue in fiscal 2025. This ratio is expected to decline as total company revenue grows.」
The top-5 customer share declined from 50.5% to 42.8%; increasing and diversifying the customer base is identified as a response. - FY2024MaterialisedAnnual report
「The company’s top 5 customers accounted for 50.5% of revenue in fiscal 2024.」
The top 5 customers accounted for 50.5% of revenue. The company also disclosed the end of its relationship with FRACORA, a major customer.