Dependence on Specific Customers
First written in FY2017. 3 of 10 entries say "Materialised", first in FY2024-Q1. Latest entry: FY2026.
Media Do moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
62 other companies' latest entry also says "Other".
- FY2026Major Customers and Revenue Mix UpdatedAnnual report
「NTT Solmare Co., Ltd. ¥29,907 million (27.6%) / Amazon Services International LLC ¥17,483 million (16.1%)」
The composition of major customer revenue was updated, with NTT Solmare and Amazon together accounting for 43.7% of full-year revenue. - FY2025Major Customers and Revenue Mix UpdatedAnnual report
「NTT Solmare Co., Ltd. ¥26,825 million (26.3%) / Amazon Services International LLC ¥16,031 million (15.7%)」
The composition of major customer revenue was updated, with NTT Solmare and Amazon Services International LLC together accounting for 42.0% of full-year revenue. - FY2024MaterialisedAnnual report
「During the consolidated fiscal year, the Company was affected by a one-time revenue decline of approximately ¥11 billion because backend operations for LINE Manga, operated by LINE Digital Frontier Co., Ltd., previously a major business partner in the e-book distribution business, were transferred to eBook Initiative Japan Co., Ltd.」
Customer concentration risk arising from the transfer of a major business partner's operations materialized in full-year performance as a one-time revenue decline of approximately ¥11 billion. - FY2024-Q3Limitation of the period affected by the transfer of a major customer's operationsAnnual report
「Through the cumulative second-quarter period, the Company was significantly affected by lower revenue resulting from the transfer of backend operations for LINE Manga, operated by LINE Digital Frontier Co., Ltd., previously a major business partner in the e-book distribution business, to eBook Initiative Japan Co., Ltd.」
The period affected by the lower revenue resulting from the transfer of backend operations for LINE Manga is stated as “through the cumulative second-quarter period,” as in the previous disclosure. - FY2024-Q2MaterialisedAnnual report
「Through the cumulative second-quarter period, the Company was significantly affected by lower revenue resulting from the transfer of backend operations for LINE Manga, operated by LINE Digital Frontier Co., Ltd., previously a major business partner in the e-book distribution business, to eBook Initiative Japan Co., Ltd.」
The Company explains that the impact of lower revenue from the transfer of backend operations for LINE Manga continued to be significant through the cumulative FY2024-Q2 period. - FY2024-Q1MaterialisedAnnual report
「The Company was affected by lower revenue resulting from the transfer of backend operations for LINE Manga, operated by LINE Digital Frontier Co., Ltd., previously a major business partner in the e-book distribution business, to eBook Initiative Japan Co., Ltd.」
The Company explains that the transfer of operations for LINE Manga from a major business partner resulted in an actual decline in revenue. - FY2021Update to major customer composition and revenue sharesAnnual report
「LINE Digital Frontier Co., Ltd. ¥17,002 million (20.4%) / Amazon Services International Inc. ¥11,501 million (13.8%) / NTT Solmare Co., Ltd. ¥10,573 million (12.7%) / BookLive Co., Ltd. ¥8,514 million (10.2%)」
The composition of major customers and revenue shares was updated, with NTT Solmare newly disclosed as a major customer. - FY2020Update to major customer composition and revenue sharesAnnual report
「LINE Digital Frontier Co., Ltd. ¥13,785 million (20.9%) / Amazon Services International Inc. ¥8,449 million (12.8%) / BookLive Co., Ltd. ¥7,541 million (11.5%)」
The major customers and revenue composition were updated, with the revenue shares of the top 3 customers disclosed. - FY2018Update to major customer composition and revenue sharesAnnual report
「Sales to major counterparties during the consolidated fiscal year were ¥6,724.224 million to LINE Corporation (18.1%), ¥5,000.023 million to BookLive Co., Ltd. (13.4%) and ¥3,849.552 million to Amazon Services International Inc. (10.3%).」
The three major customers, LINE, BookLive and Amazon, were disclosed, together with each company's revenue and share of total company revenue. - FY2017First statedAnnual report
「In the fiscal year ended February 2017, combined sales to the Company’s major customers, LINE Corporation and NTT DOCOMO, INC., were ¥7,922,518 thousand, accounting for 51.0% of total sales.」
Discloses customer concentration, with combined sales to LINE and NTT DOCOMO of ¥7,922,518 thousand, or 51.0% of total sales.