Komori
Rakus (3923) · RiskReframed

Revenue dependence on Mail Dealer

First written in FY2016. 5 of 21 entries say "Restated". Latest entry: FY2026.

21entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2016 – FY2023-Q3OtherFY2024-Q1 – FY2026-H12016: 120162017: 120172018: 120182019: 120192020: 120202021: 320212022: 420222023: 420232024: 320242025: 120252026: 12026
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

Rakus moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

2 other companies' latest entry also says "Reframed".

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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「Rakuraku Seisan (expense reimbursement system) and Rakuraku Meisai (document issuance system) are our core services and drive the performance of our group. The two services account for a significant proportion of our group’s revenue.」

    The focus has shifted from an explanation centered on profit dependence on Mail Dealer to the risk of revenue dependence on the two services, Rakuraku Seisan and Rakuraku Meisai. Revenue for the fiscal year ending March 2026 is ¥20,723 million and ¥13,061 million, respectively.
  2. FY2026-H1Updated interim sales by serviceAnnual report

    「Rakuraku Seisan 10,045 Rakuraku Meisai 6,112 Rakuraku Hanbai 3,392 Mail Haishin 1,997 Mail Dealer 1,671」

    Updated consolidated revenue by service for the interim consolidated accounting period: Rakuraku Seisan, ¥10,045 million; Rakuraku Meisai, ¥6,112 million; Rakuraku Hanbai, ¥3,392 million; Mail Haishin, ¥1,997 million; and Mail Dealer, ¥1,671 million.
  3. FY2025-H1Updated interim sales by serviceAnnual report

    「Rakuraku Seisan 8,251 Rakuraku Meisai 4,537 Rakuraku Hanbai 2,484 Mail Haishin 1,771 Mail Dealer 1,506」

    Updated consolidated revenue by service for the interim consolidated accounting period: Rakuraku Seisan, ¥8,251 million; Rakuraku Meisai, ¥4,537 million; Rakuraku Hanbai, ¥2,484 million; Mail Haishin, ¥1,771 million; and Mail Dealer, ¥1,506 million.
  4. FY2024Updated full-year revenue by serviceAnnual report

    「Rakuraku Seisan (expense reimbursement system), with revenue of ¥14,446 million for the fiscal year ended March 2024, is our core service and drives the performance of our group.」

    Disclosed revenue of ¥14,446 million for Rakuraku Seisan for the fiscal year ended March 2024 and updated the risk of revenue dependence on a specific service. Rakuraku Meisai generated ¥6,840 million.
  5. FY2024-Q3Updated third-quarter revenue by serviceAnnual report

    「Rakuraku Seisan 10,511 Rakuraku Meisai 4,860 Rakuraku Hanbai 2,530 Mail Haishin 2,220 Mail Dealer 2,115」

    Updated cumulative revenue by service for the first three quarters: Rakuraku Seisan, ¥10,511 million; Rakuraku Meisai, ¥4,860 million; Rakuraku Hanbai, ¥2,530 million; Mail Haishin, ¥2,220 million; and Mail Dealer, ¥2,115 million.
  6. FY2024-Q2Updated first-half revenue by serviceAnnual report

    「Rakuraku Seisan 6,713 Rakuraku Meisai 2,956 Rakuraku Hanbai 1,595 Mail Haishin 1,449 Mail Dealer 1,399」

    Updated cumulative revenue by service for the first half: Rakuraku Seisan, ¥6,713 million; Rakuraku Meisai, ¥2,956 million; Rakuraku Hanbai, ¥1,595 million; Mail Haishin, ¥1,449 million; and Mail Dealer, ¥1,399 million.
  7. FY2024-Q1Updated first-quarter revenue by serviceAnnual report

    「Rakuraku Seisan 3,167 Rakuraku Meisai 1,294 Rakuraku Hanbai 753 Mail Haishin 714 Mail Dealer 696」

    Updated cumulative revenue by service for the first quarter: Rakuraku Seisan, ¥3,167 million; Rakuraku Meisai, ¥1,294 million; Rakuraku Hanbai, ¥753 million; Mail Haishin, ¥714 million; and Mail Dealer, ¥696 million.
  8. FY2023ReframedAnnual report

    「Rakuraku Seisan (expense reimbursement system), with revenue of ¥10,343 million for the fiscal year ended March 2023, is our core service and drives the performance of our group. Rakuraku Seisan accounts for a significant proportion of our group’s revenue, and a substantial decline in revenue due to intensifying competition with competing products could materially affect the performance of our group.」

    The focus has shifted from the previous explanation, which included dependence on Mail Dealer for profit, to a risk disclosure centered on revenue dependence on Rakuraku Seisan alone.
  9. FY2023-Q3Updated third-quarter revenue by serviceAnnual report

    「Rakuraku Seisan 7,483 Rakuraku Meisai 2,614 Mail Haishin 1,970 Rakuraku Hanbai 1,883 Mail Dealer 1,803」

    Updated cumulative revenue by service for the first three quarters: Rakuraku Seisan, ¥7,483 million; Rakuraku Meisai, ¥2,614 million; Mail Haishin, ¥1,970 million; Rakuraku Hanbai, ¥1,883 million; and Mail Dealer, ¥1,803 million.
  10. FY2023-Q2Updated first-half revenue by serviceAnnual report

    「Rakuraku Seisan 4,816 Rakuraku Meisai 1,626 Mail Haishin 1,281 Rakuraku Hanbai 1,207 Mail Dealer 1,188」

    Updated cumulative revenue by service for the first half: Rakuraku Seisan, ¥4,816 million; Rakuraku Meisai, ¥1,626 million; Mail Haishin, ¥1,281 million; Rakuraku Hanbai, ¥1,207 million; and Mail Dealer, ¥1,188 million.
  11. FY2023-Q1Updated first-quarter revenue by serviceAnnual report

    「Rakuraku Seisan 2,321 Rakuraku Meisai 779 Mail Haishin 629 Mail Dealer 587 Rakuraku Hanbai 580」

    Updated first-quarter revenue by service: Rakuraku Seisan, ¥2,321 million; Rakuraku Meisai, ¥779 million; Mail Haishin, ¥629 million; Mail Dealer, ¥587 million; and Rakuraku Hanbai, ¥580 million.
  12. FY2022Updated full-year revenue by serviceAnnual report

    「Rakuraku Seisan (expense reimbursement system) and Mail Dealer (inquiry email-sharing and centralized management system) are the two core services driving our group’s performance. Revenue for the fiscal year ended March 2022 was ¥7,658 million for Rakuraku Seisan and ¥2,178 million for Mail Dealer.」

    Added fiscal-year revenue of ¥7,658 million for Rakuraku Seisan and ¥2,178 million for Mail Dealer for the fiscal year ended March 2022 to the discussion of dependence on core services.
  13. FY2022-Q3Added third-quarter revenue by serviceAnnual report

    「Rakuraku Seisan 5,466 Mail Haishin 1,745 Mail Dealer 1,610 Rakuraku Meisai 1,582 Rakuraku Hanbai 1,329」

    Added cumulative revenue by service for the first three quarters: Rakuraku Seisan, ¥5,466 million; Mail Haishin, ¥1,745 million; Mail Dealer, ¥1,610 million; Rakuraku Meisai, ¥1,582 million; and Rakuraku Hanbai, ¥1,329 million.
  14. FY2022-Q2Added first-half revenue by serviceAnnual report

    「Rakuraku Seisan 3,470 Mail Haishin 1,139 Mail Dealer 1,059 Rakuraku Meisai 972 Rakuraku Hanbai 845」

    Added cumulative revenue by service for the first half: Rakuraku Seisan, ¥3,470 million; Mail Haishin, ¥1,139 million; Mail Dealer, ¥1,059 million; Rakuraku Meisai, ¥972 million; and Rakuraku Hanbai, ¥845 million.
  15. FY2022-Q1Added first-quarter revenue by serviceAnnual report

    「Rakuraku Seisan 1,677 Mail Haishin 560 Mail Dealer 524 Rakuraku Meisai 449 Rakuraku Hanbai 406」

    Added first-quarter revenue by service: Rakuraku Seisan, ¥1,677 million; Mail Haishin, ¥560 million; Mail Dealer, ¥524 million; Rakuraku Meisai, ¥449 million; and Rakuraku Hanbai, ¥406 million.
  16. FY2021RestatedAnnual report

    「Rakuraku Seisan (expense reimbursement system) and Mail Dealer (inquiry email-sharing and centralized management system) are the two core services driving our group’s performance. Revenue for the fiscal year ended March 2021 was ¥5,559.478 million for Rakuraku Seisan and ¥1,979.305 million for Mail Dealer.」

    We have reconfirmed our dependence on Rakuraku Seisan and Mail Dealer, showing revenue for the fiscal year ended March 2021. Revenue-based dependence on Mail Dealer is trending lower, but dependence in terms of profit remains high.
  17. FY2020RestatedAnnual report

    「Rakuraku Seisan (expense reimbursement system) and Mail Dealer (inquiry email-sharing and centralized management system) are the two core services driving our group’s performance. Revenue for the fiscal year ended March 2020 was ¥3,935.191 million for Rakuraku Seisan and ¥1,732.898 million for Mail Dealer.」

    We disclosed the risk of dependence on core services together with fiscal-year revenue of ¥3,935.191 million for Rakuraku Seisan and ¥1,732.898 million for Mail Dealer, and reconfirmed that although revenue-based dependence is trending lower, dependence on Mail Dealer remains high in terms of profit.
  18. FY2019RestatedAnnual report

    「Although the rapid growth of Rakuraku Seisan has reduced revenue dependence on Mail Dealer, dependence on Mail Dealer remains high in terms of profit.」

    We have reconfirmed that growth in Rakuraku Seisan is reducing revenue-based dependence on Mail Dealer, while dependence on Mail Dealer remains high in terms of profit.
  19. FY2018RestatedAnnual report

    「Although the rapid growth of Rakuraku Seisan has reduced revenue dependence on Mail Dealer, dependence on Mail Dealer remains high in terms of profit.」

    We continue to recognize that growth in Rakuraku Seisan is reducing revenue-based dependence on Mail Dealer, while dependence on Mail Dealer remains high in terms of profit.
  20. FY2017RestatedAnnual report

    「Although the rapid growth of Rakuraku Seisan has reduced revenue dependence on Mail Dealer, dependence on Mail Dealer remains high in terms of profit.」

    We continue to recognize that growth in Rakuraku Seisan is reducing revenue-based dependence on Mail Dealer, while dependence on Mail Dealer remains high in terms of profit.
  21. FY2016First statedAnnual report

    「A substantial decline in revenue from Mail Dealer could materially affect the performance of our group.」

    Although dependence is trending lower due to increased revenue from other services, we explain that revenue dependence remains high.
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Revenue dependence on Mail Dealer | RAKUS Co.,Ltd. (3923) | Komori