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Globalway (3936) · RiskWorsened

Dependence on sales to specific business partners and specific development projects

First written in FY2016. 5 of 9 entries say "Worsened", first in FY2017. Latest entry: FY2026.

9entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2018WorsenedFY2020 – FY2021WorsenedFY2024 – FY20262016: 120162017: 120172018: 120182019: 020192020: 120202021: 120212022: 120222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Dependence on sales to TikTok and MercariA theme 2 companies write about · 3 as a headwind · 0 as a tailwind

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

0 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. FY2026WorsenedAnnual report

    「TikTok Pte.Ltd. 1,251,276 31.2」

    Sales to major customer TikTok Pte. Ltd. amounted to ¥1,251.276 million, or 31.2% of consolidated sales, making dependence on a specific customer more concrete in addition to the previously disclosed customer concentration risk.
  2. FY2024WorsenedAnnual report

    「Sales to NTT Communications Corporation and the percentage of total sales represented by those sales have been high, as shown in the table below.」

    Sales to NTT Communications increased from ¥204.710 million, or 11.7%, in the previous fiscal year to ¥432.073 million, or 17.6%, and dependence on a specific customer rose again.
  3. FY2023ReframedAnnual report

    「Although the Company Group has numerous clients, approximately half of consolidated sales comes from around its top 10 customers, resulting in a high level of dependence.」

    The scope was revised from the previous explanation of dependence on one specific customer to an explanation of customer concentration risk, with approximately half of consolidated sales coming from around the top 10 customers.
  4. FY2022MitigatedAnnual report

    「Sales to NTT Communications Corporation and the percentage of total sales represented by those sales have been high, as shown in the table below.」

    NTT Communications' share of sales declined from 20.2% to 11.0%, while sales also declined from ¥246.356 million to ¥199.152 million, reducing dependence on a specific customer.
  5. FY2021WorsenedAnnual report

    「Sales to NTT Communications Corporation and the percentage of total sales represented by those sales have been high, as shown in the table below.」

    NTT Communications' share of sales rose from 13.8% in the previous fiscal year to 20.2%, while sales also increased from ¥179.341 million to ¥246.356 million. Dependence on a specific customer increased further.
  6. FY2020WorsenedAnnual report

    「Sales to NTT Communications Corporation and the percentage of total sales represented by those sales have been high, as shown in the table below.」

    NTT Communications' share of sales rose from 11.7% in the previous fiscal year to 13.8%, while sales also increased from ¥156.722 million to ¥179.341 million.
  7. FY2018MitigatedAnnual report

    「Sales to NTT Communications Corporation and the percentage of total sales represented by those sales have been high, as shown in the table below.」

    NTT Communications' share of sales declined from 17.3% in the previous fiscal year to 17.0%. However, sales themselves increased from ¥177.026 million to ¥214.135 million, and the dependence risk continues to be disclosed.
  8. FY2017WorsenedAnnual report

    「Sales to NTT Communications Corporation and the percentage of total sales represented by those sales have been high, as shown in the table below.」

    NTT Communications' share of sales rose from 15.9% to 17.3%. Although sales declined, dependence on a specific customer increased.
  9. FY2016First statedAnnual report

    「In the most recent 2 fiscal years, sales to NTT Communications Corporation and らでぃっしゅぼーや株式会社, and the percentages of total sales represented by those sales, have been high, as shown in the table below.」

    In FY2016, sales represented 15.9% for NTT Communications and 6.0% for らでぃっしゅぼーや. The Company also states that it plans to reduce this dependence by increasing the number of customer companies and through other measures.
Moved together

"Significant Increases in Revenue and Profit" moved the same way as this thread, in the same document, in 4 of its 9 moves.

444433★123456
  1. ★This thread
  2. 1Significant Increases in Revenue and Profit4×
  3. 2Increase in revenue and profit in the business web application segment4×
  4. 3Potential Dilution from the Exercise of Stock Acquisition Rights4×
  5. 4Revenue decline and segment loss in the Social Web Media business4×
  6. 5Expansion of Recruiting Services in the Foreign-Affiliated, Medical and IT Sectors3×
  7. 6Higher revenue and a wider segment loss in the sharing business3×

★ 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
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Dependence on sales to specific business partners and specific development projects | Globalway,Inc. (3936) | Komori