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Media Do (3678) · RiskPurchasing Amount Updated; Dependence Continues

Dependence on Major Publishers and Other Suppliers

First written in FY2017. . Latest entry: FY2022.

5entries
6years
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ProgressHeldSoftenedWorseOtherFY2017 – FY20222017: 120172018: 120182019: 020192020: 120202021: 120212022: 12022
Same theme, other companies
Concentrated dependence on specific suppliersA theme 102 companies write about · 102 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 20 of 63 companies on the "Worse" side.

8 other companies' latest entry also says "Other".

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 102 companies compared. The sentences above are computed from all 102.
Full recordFilings, disclosures and news, newest first
  1. FY2022Purchasing Amount Updated; Dependence ContinuesAnnual report

    「The proportion of major leading publishers in the Company's total purchases of e-book content (¥90,647 million) has tended to remain high in recent years.」

    The total purchases of e-book content were updated to ¥90,647 million, and the Company continues to recognize that dependence on major leading publishers remains high.
  2. FY2021Update to procurement amount and dependence assessmentAnnual report

    「The proportion of major leading publishers in the Company's total purchases of e-book content (¥73,775 million) has tended to remain high in recent years.」

    The total purchases of e-book content were updated to ¥73,775 million, with the Company indicating that dependence on major leading publishers remains high.
  3. FY2020Update to procurement amount and dependence assessmentAnnual report

    「The proportion of major leading publishers in the Company's total purchases of e-book content (¥57,256 million) has tended to remain high in recent years.」

    The disclosure was updated from specific percentages for the top 3 companies to an assessment that total purchases from and dependence on major leading publishers remain high.
  4. FY2018Update to procurement dependenceAnnual report

    「In the fiscal year ending February 2018, total purchases from the top 3 providers of e-book content were ¥14,662.128 million. This represented 46.4% of the Group's total purchases of ¥31,607.329 million, excluding manufacturing expenses and content amortization from cost of sales, a very high proportion.」

    The procurement dependence ratio on the top 3 suppliers changed from 65.8% in the previous fiscal year to 46.4%, but the Company still described the proportion as very high.
  5. FY2017First statedAnnual report

    「In the fiscal year ended February 2017, purchases from the top three suppliers of e-book content totaled ¥8,416,517 thousand. This represented 65.8% of the Company’s total purchases of ¥12,792,555 thousand, excluding manufacturing expenses and content amortization from cost of sales, an extremely high percentage. The Company expects its dependence on these major publishers and other suppliers to remain high for the foreseeable future.」

    Purchases from the top three suppliers totaled ¥8,416,517 thousand, or 65.8% of total purchases, creating a risk from changes in transaction terms and other factors.
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Dependence on Major Publishers and Other Suppliers | MEDIA DO Co.,Ltd. (3678) | Komori