External Dependence on Mobile Communications Lines and Device Supply
First written in FY2020. 1 of 3 entries say "Restated". Latest entry: FY2023.
MarketEnterprise moved to the "Worse" side of this theme in 2023, 3 years before the typical company in this theme (2026).
The whole theme swung hardest in 2025: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- FY2023WorsenedAnnual report
「If a contract expires or its terms are changed in the future, the company may need to review its sales strategy and pricing policy.」
Regarding its reliance on external companies for telecommunications lines and devices, the company disclosed the impact that the termination or modification of contracts with network providers could have on its sales strategy and pricing policy, in addition to the previously identified risk of supply disruptions. - FY2021RestatedAnnual report
「In the mobile communications business, the company procures the lines used to provide internet connectivity services from telecommunications network providers.」
The company is reaffirming its reliance on external companies for telecommunications lines and devices, as well as the risk of lost business opportunities due to contract changes and supply disruptions. - FY2020First statedAnnual report
「In the mobile communications business, the company procures the lines used to provide internet connectivity services from telecommunications network providers. In addition, the spread of COVID-19 since January 2020 has disrupted the supply chain for telecommunications devices. If this situation continues for an extended period, device inventories may become tight, and the Group's results may be adversely affected by lost business opportunities resulting from an inability to supply customers in a timely manner.」
In addition to its reliance on external companies for telecommunications lines, the company identified for the first time the risk of disruptions to the device supply chain and tight inventories caused by infectious diseases.