Sales dependence on 3 major customers
First written in FY2016. 5 of 8 entries say "Softened", first in FY2017. Latest entry: FY2025.
BroadBand Tower moved to the "Worse" side of this theme in 2017, 3 years before the typical company in this theme (2020).
The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2025ReframedAnnual report
「Nintendo Co.,Ltd. 2,358,218 15.4」
Regarding dependence on major customers for revenue, Nintendo Co.,Ltd. was listed as a major customer for the fiscal year ending December 2025, accounting for 15.4% of revenue, replacing LINE Yahoo, which had previously been disclosed. - FY2022SoftenedAnnual report
「The principal customer of our group is Yahoo Japan Corporation (hereinafter, Yahoo). Yahoo's share of sales was 15.1% for the fiscal year ended December 2021, but declined to 12.0% for the fiscal year ended December 2022.」
Yahoo's share of sales declined from 15.1% to 12.0%. However, the tendency toward a high degree of dependence continued. - FY2021SoftenedAnnual report
「The group's main customer is Yahoo Japan Corporation (hereinafter, Yahoo). Yahoo's share of net sales was 20.2% in the fiscal year ended December 2020, but declined to 15.1% in the fiscal year ended December 2021. Although Yahoo's share of net sales has declined, the group continues to show a high degree of dependence on the company.」
Yahoo's share of sales declined from 20.2% to 15.1%, but the company stated that dependence remained high. - FY2020SoftenedAnnual report
「The main customer of our group is Yahoo Japan Corporation (hereinafter, Yahoo). Yahoo’s share of revenue was 25.0% in the fiscal year ended December 2019, but declined to 20.2% in the fiscal year ended December 2020. Although Yahoo’s share of revenue has declined, our high degree of dependence on the company continues.」
Dependence on Yahoo for sales continued, but its share of sales declined from 25.0% to 20.2%. - FY2018SoftenedAnnual report
「The Group's main customer is ヤフー株式会社 (Yahoo), and its share of revenue was 26.4% in the fiscal year ended December 2018, indicating that the Group continues to show a high degree of dependence on a specific customer.」
Dependence on Yahoo for sales continued, but the disclosed ratio declined from 30.1% for the fiscal year ended June 2018 to 26.4% for the fiscal year ended December 2018. The current fiscal year covered 6 months. - FY2018WorsenedAnnual report
「The group’s major customer is Yahoo Japan Corporation (hereinafter “Yahoo”), and dependence on a specific customer has remained high, with Yahoo accounting for 30.1% of net sales for the fiscal year ended June 2018.」
The previous dependence on multiple customers, namely しまむら, QVC and Yahoo, shifted to a structure in which Yahoo alone accounted for 30.1% of sales, increasing concentration among major customers. - FY2017SoftenedAnnual report
「For the fiscal year ended June 2017, しまむら accounted for 15.7% of sales, QVC for 9.0% and Yahoo for 8.3%, and the company continued to exhibit a high degree of dependence on specific customers.」
The combined sales ratio for the 3 companies declined from 35.7% in the previous fiscal year to 33.0%, and the ratios for QVC and Yahoo also declined, but the company stated that dependence on specific customers remained high. - FY2016First statedAnnual report
「In the fiscal year ended June 2016, Shimamura accounted for 15.7% of net sales, QVC for 10.6% and Yahoo for 9.4%, indicating continued high dependence on specific customers.」
しまむら, QVC and Yahoo accounted for 35.7% of sales in the current fiscal year, and the company disclosed that changes in its transaction policies could affect business performance.