Informetis (281A) · RiskFirst statedLatest Other Disclosures (2026-03-06): "Mitigated"

Sales dependence on Energy Gateway Co., Ltd. and other customers

First written in FY2024. 1 of 3 entries say "Materialised", first in 2026-03-05. Latest entry: 2026-03-06.

3entries

2years

2from disclosures

How it moved

Same theme, other companies

Slower Implementation and Sales Growth Due to Dependence on Specific CustomersA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

0 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.

Full recordFilings, disclosures and news, newest first

FY2024First statedAnnual report
「Our Group’s revenue depends on Energy Gateway Co., Ltd., an equity-method affiliate. In the fiscal year ended December 2024, sales to that company accounted for 69.5% of total revenue.」
The filing states that new deployments were temporarily adjusted in the fiscal year ended December 2024 following a review of the customer’s business processes, moderating the pace of growth in upfront revenue and other revenue streams.

Moved together

"Shift from flow-based to stock-based and recurring revenue" moved the same way as this thread, in the same document, in 2 of its 3 moves.

★This thread
1Shift from flow-based to stock-based and recurring revenue2×

★ 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

Informetis's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Other Disclosures of 2026-03-06: "Mitigated".

News

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