Komori
Ubiquitous AI (3858) · RiskMaterialised

Risk of changes in distribution rights due to acquisitions by overseas suppliers and changes in agency policies

First written in FY2018-Q1. 3 of 8 entries say "Restated". Latest entry: FY2026.

8entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019MaterialisedFY2020RestatedFY20242017: 220172018: 020182019: 120192020: 120202021: 020212022: 020222023: 120232024: 120242025: 020252026: 22026
Same theme, other companies
Non-Exclusive Supplier Sales Rights and Supply Disruption RiskA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

Ubiquitous AI moved to the "Worse" side of this theme in 2020.

The whole theme swung hardest in 2018: 1 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "Materialised".

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. FY2026MaterialisedAnnual report

    「This was due to the early recognition in the previous fiscal year of license revenue from existing customers for network management products, the absence in the current fiscal year of revenue from middleware products that arose in the previous fiscal year, and a decline in revenue following the termination of the distribution agreement for an OSS inspection tool.」

    The risk of changes in distribution rights due to changes in overseas suppliers' distribution policies and agreements materialized through the termination of the distribution agreement for an OSS inspection tool and the resulting decline in revenue.
  2. 2026-05-20MaterialisedEarnings

    「This was due to lower sales following the termination of the agency agreement for the OSS inspection tool.」

    The termination of the agency agreement resulted in an actual decline in the relevant products and sales.
  3. FY2024RestatedAnnual report

    「If a supplier is acquired by a third party or revises its distribution policy, our distribution rights may change, potentially affecting business performance.」

    The risk of changes in distribution rights due to acquisitions of overseas suppliers or changes in distribution policies in the distribution and data analytics businesses continues to be disclosed.
  4. FY2023ReframedAnnual report

    「In the distribution and data analytics businesses, we import and sell products from overseas software vendors and source products from overseas software vendors with leading-edge technologies and products. We have entered into distribution agreements and other arrangements with these suppliers and maintain good relationships with them. However, if a supplier is acquired by a third party or revises its distribution policy, our distribution rights may change, potentially affecting business performance.」

    The scope of the risk of changes in distribution rights due to acquisitions of overseas suppliers or changes in distribution policies has been restructured to include the data analytics business in addition to the existing distribution business.
  5. FY2020MaterialisedAnnual report

    「Although core products contributed to earnings, expected products struggled to gain traction, and there were also cases in which products disappeared following M&A transactions by suppliers.」

    The loss of products as a result of M&A by suppliers actually occurred, bringing the risk of changes in distribution rights due to acquisitions of overseas suppliers or changes in distribution policies to the fore.
  6. FY2019RestatedAnnual report

    「We have entered into distribution agreements and other arrangements with these suppliers and maintain good relationships with them. However, if a supplier is acquired by a third party or its distribution policy is revised, our distribution rights may change, potentially affecting business performance.」

    The risk of changes in sales and distribution rights due to acquisitions of overseas suppliers or changes in distribution policies continues to be disclosed.
  7. FY2018-Q2RestatedAnnual report

    「We have entered into distribution agreements and other arrangements with these suppliers and maintain good relationships with them. However, if a supplier is acquired by a third party or its distribution policy is revised, our distribution rights may change, potentially affecting business performance.」

    The risk of changes in distribution rights due to acquisitions of overseas suppliers or changes in distribution policies continues to be disclosed.
  8. FY2018-Q1First statedAnnual report

    「We have entered into distribution agreements and other arrangements with these suppliers and maintain good relationships with them. However, if a supplier is acquired by a third party or revises its distribution policy, our distribution rights may change, potentially affecting business performance.」

    A new risk was disclosed for AI Corporation's overseas embedded software suppliers: acquisitions of suppliers or revisions to distribution policies may change its distribution rights and affect business performance.
Moved together

"Early operating profitability across the Group" moved the same way as this thread, in the same document, in 4 of its 8 moves.

433222★123456
  1. ★This thread
  2. 1Early operating profitability across the Group4×
  3. 2Repeated Operating Losses and Delayed Monetization of the IoT Business3×
  4. 3Dependence of royalty revenue on customer product shipments and sales strategies3×
  5. 4Strengthening Earnings Power through エイム's Data Content Licensing2×
  6. 5Risk of Goodwill Impairment and Impact on Results from the Acquisition of エイム2×
  7. 6Securing the Position of the No. 1 Embedded Software Vendor2×

★ 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
No upcoming earnings preview for Ubiquitous AI yet. It last moved in the Earnings of 2026-05-20: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.