Meeq (332A) · RiskWorsened
Dependence on Sales to Specific Customers
First written in FY2025. 1 of 2 entries say "Worsened", first in FY2026. Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Sales dependence on specific telecommunications operators, including the NTT GroupA theme 8 companies write about · 8 as a headwind · 0 as a tailwind
Meeq moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Worsened".
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
- FY2026WorsenedAnnual report
「For the fiscal year ending March 2026, ソニーネットワークコミュニケーションズ株式会社 and 株式会社カブ＆ピース accounted for 47.8% of our group's net sales.」
The company disclosed that sales to 2 specific customers accounted for 47.8%, indicating a change in the composition and level of customer concentration risk from the previous combined 15.2% for Rakuten Mobile and SoftBank. - FY2025First statedAnnual report
「For the fiscal year ended March 2025, Rakuten Mobile, Inc. and SoftBank Corp. accounted for a combined 15.2% of our net sales as specific customers.」
Although the company states that dependence has declined through the conversion of specific customers into carriers and the acquisition of new customers, the possibility of continued customer concentration is identified as a risk.