Dependence of royalty revenue on customer product shipments and sales strategies
First written in FY2016. 8 of 17 entries say "Materialised", first in FY2017. Latest entry: 2026-08-14.
Ubiquitous AI moved to the "Worse" side of this theme in 2020.
1 other company's latest entry also says "Materialised".
- 2026-08-14MaterialisedEarnings
「While royalty revenue from major overseas customers for the Company's core fast-boot product exceeded that of the same quarter of the previous year, royalty revenue declined because some government-related demand for the Uni-Voice audio-code product that arose in the same quarter of the previous year did not occur in the current quarter.」
For royalty revenue dependent on the sales, adoption volumes, and demand for customer products, a decline due to the absence of some government-related demand was reflected in the first-quarter results. - FY2026MaterialisedAnnual report
「This decline was due to a decrease in sales for the area as a whole because royalty revenue from security and OS-related products fell substantially in the current fiscal year, despite higher sales of Uni-Voice products than in the previous consolidated fiscal year.」
For royalty revenue dependent on customer product sales and adoption volumes, the substantial decline in royalty revenue from security and OS-related products has made the dependence risk apparent in full-year results. - 2026-05-20MaterialisedEarnings
「This was due to a decline in YOMI license revenue for automotive equipment.」
Lower license revenue related to customers' automotive products was reflected in the full-year results. - FY2025WorsenedAnnual report
「If automotive-related companies do not allocate resources to development investment because of declining revenue, this could affect software development support tools, the various software development kits and related outsourced development services.」
In addition to the previously disclosed dependence on vehicle sales volumes and manufacturing royalty revenue, the company explicitly states that restrained development investment by automotive-related companies could affect development support tools, SDKs and outsourced development services, broadening the scope of dependence. - FY2025-H1MaterialisedAnnual report
「The increase in the segment loss was due to a decline in royalty revenue following the discontinuation of production of certain products by existing customers.」
Royalty revenue actually declined following the discontinuation of production of customer products, and the risk of dependence on customer product sales and production trends materialised in performance. - FY2024RestatedAnnual report
「Approximately 60% of our business revenue is related to the automotive industry, accounting for the majority. Accordingly, a decline in vehicle sales volumes could affect manufacturing royalty revenue, primarily from in-vehicle information terminals.」
Automotive-related revenue accounts for approximately 60%, and the structure of royalty revenue remains dependent on customer product sales volumes. - FY2023WorsenedAnnual report
「Approximately 60% of our business revenue is related to the automotive industry, accounting for the majority. Accordingly, a decline in vehicle sales volumes could affect manufacturing royalty revenue, primarily from in-vehicle information terminals.」
Automotive-related revenue is shown as accounting for approximately 60%, up from the approximately 40% previously disclosed, indicating greater dependence. The company continues to face the risk that a decline in vehicle sales will affect royalty revenue. - FY2023-Q3MaterialisedAnnual report
「This was due to sales and profit being recorded from a large security-related product project in the second quarter of the previous fiscal year, existing customers for database-related products being significantly affected in their product production by the COVID-19 pandemic, and personnel expenses for the current quarter in this business increasing as a result of organisational restructuring.」
The company records that the risk of its product sales and profit being affected by customer product production conditions materialised when existing customers' production was significantly affected by the COVID-19 pandemic. - FY2023-Q1MaterialisedAnnual report
「Although inquiries for new projects, which had been sluggish in the previous and second-to-previous fiscal years, are showing signs of recovery, royalty revenue from existing customers was significantly affected.」
Although inquiries for new projects are showing signs of recovery, royalty revenue from existing customers was significantly affected, and the risk of dependence on customer product sales trends has materialised in actual performance. - FY2021-Q1MaterialisedAnnual report
「The impact of the COVID-19 pandemic has included a substantial decline in global vehicle sales, resulting in lower shipments and sales volumes of customer products and affecting royalty revenue in the automotive equipment sector. In addition, customer-related factors have led to cancellations or postponements of planned orders, reductions in order volumes and amounts, and delays in orders due to delays in internal procedures associated with remote working.」
Declines in customer product shipments and sales volumes, the resulting impact on royalty revenue, and order cancellations, postponements and volume reductions have actually occurred. - FY2020RestatedAnnual report
「Accordingly, the group's revenue is affected by the number of units of customers' semiconductors and other products sold. If sales of customers' semiconductors and other products are strong, the group may record unexpected revenue. Conversely, if the launch of a customer's new product is delayed, sales fall below the initial forecast, or the customer's sales strategy changes, the group's revenue could decline.」
The company continues to disclose that running royalty revenue depends on customer product sales volumes, launch timing and sales strategies. - FY2019RestatedAnnual report
「The group has entered into agreements with customers under which it receives running royalties based on the number of units of semiconductors and other products incorporating the group's software that are sold. Accordingly, the group's revenue is affected by the number of units of customers' semiconductors and other products sold.」
The company continues to disclose that royalty revenue depends on customer product sales volumes, the launch timing of new products and sales strategies. - FY2017MaterialisedAnnual report
「Royalty revenue from a new large-scale project for an overseas customer not realised in the current period due to customer-related factors, including shipment delays」
A delay in shipments of customer products has resulted in royalty revenue not being realised in the current period. - FY2017-Q3RestatedAnnual report
「Revenue is heavily dependent on trends in the sales expansion of customers' mass-produced products and services, including developments in related markets.」
The company continues to disclose that revenue from royalties and other sources is dependent on trends in the sales expansion of customers' mass-produced products and services. - FY2017-Q2RestatedAnnual report
「Revenue is heavily dependent on trends in the sales expansion of customers' mass-produced products and services, including developments in related markets.」
The structure of revenue from royalties and other sources remains dependent on trends in the sales expansion of customers' mass-produced products and services. - FY2017-Q1RestatedAnnual report
「In embedded networking, adoption is progressing mainly in smart energy and HEMS (Home Energy Management System: an in-home power management system that includes power visualisation and control) projects. Orders for customised development for existing mass-produced products and royalty revenue are contributing to earnings, but revenue is heavily dependent on the sales expansion of customers' mass-produced products and services.」
The structure of royalty revenue remains dependent on trends in the sales expansion of customers' mass-produced products and services. - FY2016First statedAnnual report
「Our revenue is affected by the number of units of customers' semiconductors and other products sold.」
The structure of royalty revenue is dependent on customer product sales volumes, the launch timing of new products and sales strategies.