Komori
m-up holdings (3661) · RiskReframed

Dependence on mobile carriers for sales and collections

First written in FY2016. 19 of 21 entries say "Restated". Latest entry: FY2026.

21entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2026-H12016: 320162017: 320172018: 320182019: 320192020: 220202021: 020212022: 220222023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
Sales dependence on specific telecommunications operators, including the NTT GroupA theme 18 companies write about · 18 as a headwind · 0 as a tailwind

m-up holdings 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 2026: 5 of 12 companies on the "Worse" side.

1 other company's latest entry also says "Reframed".

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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「Collection of membership fees and other payments for the paid-membership fan clubs and fan sites provided by the Group depends on a range of external payment infrastructure, including collection agency services provided by major mobile carriers such as NTT DOCOMO, Inc., KDDI Corporation, and ソフトバンク株式会社, app-store payments provided by Apple Inc. and Google LLC, and credit-card payments.」

    The risk description has expanded from dependence on sales and collections through mobile carriers to dependence on diverse external payment infrastructure, including carriers, app stores, and credit cards.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  3. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  4. FY2024-Q2RestatedAnnual report

    「During the six months ended the second quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on sales and collections through mobile carriers.
  5. FY2023-Q3RestatedAnnual report

    「During the nine months ended the third quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  6. FY2023-Q2RestatedAnnual report

    「During the six months ended the second quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on sales and collections through mobile carriers.
  7. FY2022RestatedAnnual report

    「Accordingly, the proportion of the Group's sales generated through individual carriers is high.」

    Dependence on sales and collection of usage fees through mobile carriers continues to be identified as a major risk.
  8. FY2020RestatedAnnual report

    「Accordingly, the proportion of the Group's sales generated through individual carriers is high.」

    Dependence on sales and collections through mobile carriers continues to be identified as a major risk.
  9. FY2020-Q3RestatedAnnual report

    「During the nine months ended the third quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  10. FY2020-Q2RestatedAnnual report

    「During the six months ended the second quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  11. FY2020-Q1RestatedAnnual report

    「During the first quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  12. FY2019-Q3RestatedAnnual report

    「During the nine months ended the third quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  13. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  14. FY2018RestatedAnnual report

    「Accordingly, the proportion of our sales generated through individual carriers is high.」

    Dependence on sales and collections through carriers continues to be identified as a major risk.
  15. FY2018-Q3RestatedAnnual report

    「During the nine months ended the third quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  16. FY2018-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  17. FY2017RestatedAnnual report

    「Accordingly, the proportion of our sales generated through individual carriers is high.」

    Dependence on sales and collections through carriers continues to be identified as a major risk.
  18. FY2017-Q3RestatedAnnual report

    「During the nine months ended the third quarter, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  19. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the 2nd quarter cumulative period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there were no newly arising or significant changes in the risk of dependence on mobile carriers for sales and collections.
  20. FY2017-Q1RestatedAnnual report

    「No new business or other risks arose during the 1st quarter cumulative period. There were also no material changes to the risks described in the securities report for the previous fiscal year.」

    It is explicitly stated that there were no newly arising or significant changes in business and other risks, and the risk of dependence on sales and collections through carriers is treated as unchanged from the previous fiscal year.
  21. FY2016First statedAnnual report

    「Accordingly, the proportion of our sales generated through individual carriers is high.」

    Based on sales results for the current period, NTT DOCOMO accounted for 44.4%, KDDI for 17.9%, and ソフトバンクモバイル for 7.7%, with the major carriers accounting for a combined 70.0%.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
m-up holdings's next results are scheduled for 2026-11-13. Read the earnings preview
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