Concentration of sales among specific business partners and in "Shisei Karte"
First written in FY2024. 1 of 3 entries say "Mitigated", first in FY2025. Latest entry: 2026-08-13.
The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.
41 other companies' latest entry also says "Restated".
- 2026-08-13RestatedEarnings presentation
「Revenue from Karty Shisei Karte accounts for approximately 70%–80% of total AI-product revenue.」
The company reiterated that Shisei Karte accounts for approximately 70%–80% of total AI-product revenue. No comparison with the past was provided. - FY2025MitigatedAnnual report
「The top 3 business partners accounted for 26.9% of total revenue in the fiscal year under review. In addition, revenue from 'Shisei Karte' accounted for approximately 80% of AI product revenue in the fiscal year ending September 2025, although this ratio has recently been trending downward as sales of 'Karty Roleplay' have expanded.」
The share of revenue from the top 3 business partners declined from 29.0% to 26.9%, and dependence on Shisei Karte has also been trending downward as Karty Roleplay and other products have expanded. - FY2024First statedAnnual report
「The top 3 business partners accounted for 29.0% of total revenue in the fiscal year under review.」
The Company stated that Shisei Karte accounts for approximately 80% of AI product revenue and expects this ratio to decline as it expands its new customers and services.