Komori
Internet Initiative Japan (3774) · RiskWorsened

Dependence on External Sourcing of Communications and Mobile Lines

First written in FY2016. 7 of 12 entries say "Restated". Latest entry: FY2024.

12entries
9years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY20232016: 120162017: 420172018: 320182019: 220192020: 020202021: 020212022: 020222023: 120232024: 12024
Same theme, other companies
Dependence on Telecommunications Lines Supplied by External Telecommunications OperatorsA theme 14 companies write about · 14 as a headwind · 0 as a tailwind

Internet Initiative Japan moved to the "Worse" side of this theme in 2024, 2 years before the typical company in this theme (2026).

The whole theme swung hardest in 2025: 3 of 6 companies on the "Worse" side.

3 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
  1. FY2024WorsenedAnnual report

    「For equipment, software and other items procured from third parties, procurement prices may rise due to higher price levels, foreign exchange fluctuations and other factors. This could make it impossible, or difficult or delayed, to agree with suppliers on how to allocate the burden or pass the costs on to customers. Supply of equipment and software could also become unstable or insufficient, resulting in additional costs for procurement.」

    While continuing to procure from multiple carriers, the risks of higher procurement prices and additional costs arising from inflation, foreign exchange fluctuations, supply instability and shortages have materialised.
  2. FY2023RestatedAnnual report

    「Communications lines required to provide backbone lines and WAN services are procured from NTT Communications Corporation, KDDI and others, while access lines are procured from NTT East, NTT West and regional electric utility-affiliated telecommunications carriers. For mobile data communications services provided under the MVNO model, the company uses the mobile infrastructure of NTT DOCOMO and KDDI in exchange for interconnection charges.」

    While procuring from multiple carriers, the company reconfirms its structure of dependence on the NTT Group, KDDI and others for backbone, access and mobile lines.
  3. FY2019RestatedAnnual report

    「NTT Communications accounted for 49.5% of our domestic backbone line costs in the fiscal year ended March 2019, and most of our mobile communications lines are procured from NTT DOCOMO.」

    While procuring from multiple carriers, the company reconfirms its 49.5% dependence on NTT Communications for domestic backbone lines and its dependence on NTT DOCOMO for mobile lines.
  4. FY2019-Q3RestatedAnnual report

    「The Group believes it mitigates the risk of service interruptions by using multiple telecommunications companies, suppliers and alternative providers, but disruptions to telecommunications services could adversely affect the Group's operating results.」

    Mitigation measures involving the use of multiple telecommunications companies, suppliers and alternative providers, as well as the remaining risk of communications disruption, are reiterated.
  5. FY2019-Q1RestatedAnnual report

    「The Group believes it mitigates the risk of service interruptions by using multiple telecommunications companies, suppliers and alternative providers, but disruptions to telecommunications services could adversely affect the Group's operating results.」

    Mitigation measures for dependency risk in procuring lines through the use of multiple telecommunications companies, suppliers and alternative providers, as well as the residual risk of communications disruption, are reiterated.
  6. FY2018MitigatedAnnual report

    「Backbone lines are procured from NTT Communications Corporation, KDDI Corporation and others; access lines are procured from NTT East, NTT West and regional electric utility-affiliated telecommunications carriers; and mobile communications lines provided under the MVNO model are procured from NTT DOCOMO and KDDI. The stable provision of communications lines therefore depends on these telecommunications carriers. NTT Communications accounted for 49.3% of our domestic backbone line costs in the fiscal year ended March 2018, and most of our mobile communications lines are procured from NTT DOCOMO.」

    Procurement from multiple carriers has been disclosed, and the share of domestic backbone lines procured from NTT Communications declined to 49.3%.
  7. FY2018-Q3RestatedAnnual report

    「The Group believes it mitigates the risk of service interruptions by using multiple telecommunications companies, suppliers and alternative providers, but disruptions to telecommunications services could adversely affect the Group's operating results.」

    Mitigation measures for dependency risk in procuring lines through multiple telecommunications companies, suppliers and alternative providers, as well as the residual risk of communications disruption, are reiterated.
  8. FY2018-Q2RestatedAnnual report

    「The Group believes it mitigates the risk of service interruptions by using multiple telecommunications companies, suppliers and alternative providers, but disruptions to telecommunications services could adversely affect the Group's operating results.」

    Mitigation measures for dependency risk in procuring lines through the use of multiple telecommunications companies, suppliers and alternative providers, as well as the remaining risk of communications disruption, are reiterated.
  9. FY2018-Q1RestatedAnnual report

    「The Group believes it mitigates the risk of service interruptions by using multiple telecommunications companies, suppliers and alternative providers, but disruptions to telecommunications services could adversely affect the Group's operating results.」

    Mitigation measures for procurement dependency risk through the use of multiple telecommunications companies, suppliers and alternative providers, as well as the remaining risk of service disruption, are reiterated.
  10. FY2017MitigatedAnnual report

    「NTT Communications accounted for 54.2% of procurement costs for the company's domestic backbone network in the fiscal year ended March 2017, and most mobile communications lines were procured from NTT DOCOMO.」

    The share of procurement from NTT Communications declined from 56.3% in the previous period to 54.2%, and mitigation measures involving the use of multiple telecommunications companies and other suppliers are described.
  11. FY2017-Q3MitigatedAnnual report

    「The Group believes it mitigates the risk of service interruptions by using multiple telecommunications companies, suppliers and alternative providers, but disruptions to telecommunications services could adversely affect the Group's operating results.」

    The disclosure stated that using multiple telecommunications companies, suppliers and alternative providers mitigates the risk of service interruptions associated with dependence on external suppliers for communications lines.
  12. FY2016First statedAnnual report

    「NTT Communications accounted for 56.3% of procurement costs for the company's domestic backbone network in the fiscal year ended March 2016, and most mobile communications lines were procured from NTT DOCOMO.」

    The disclosure identified the possibility that network services could be interrupted by outages at telecommunications carriers or the inability to procure alternatives as a risk.
Moved together

"Provision of Highly Reliable, High-Value-Added IT Services" moved the same way as this thread, in the same document, in 3 of its 12 moves.

333333★123456
  1. ★This thread
  2. 1Provision of Highly Reliable, High-Value-Added IT Services3×
  3. 2Comprehensive Network Solutions Built on Technical Expertise and Customer Base3×
  4. 3Expanding Mobile Services for Corporate and Individual Customers3×
  5. 4Expansion of Security Services3×
  6. 5Strengthening the Overseas Network, SI and Cloud Business Infrastructure3×
  7. 6Building recurring revenue centered on mobile services and operations and maintenance3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Internet Initiative Japan's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.