Dependence on Google and salesforce.com Platforms
First written in FY2020. 2 of 9 entries say "Restated". Latest entry: 2026-05-28.
rakumo moved to the "Worse" side of this theme in 2024, the same year as the typical company in this theme.
The whole theme swung hardest in 2023: 3 of 8 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- FY2025WorsenedAnnual report
「The applications provided to customers by us or AvePoint Japan are built on cloud platforms provided by Google, Salesforce or Microsoft.」
The scope of platform dependence has expanded from Google and Salesforce to Microsoft, and the dependencies, including the relationship with AvePoint Japan, have been explicitly identified. - FY2025-H1Impact of existing factors partly subsided, while cancellations due to other factors continuedAnnual report
「これは、複数の大型案件の獲得や、GWSのリセラーマージン変更による影響（GWS利用顧客の他社パートナーへの移行、代理店経由での案件数の減少等）の落ち着きはあったものの、会社解散・統合・事業縮小、GWSからM365への移管等の一時的な事由での解約が重なったこと等によるものとなります。」
While the impact of the change in GWS reseller margins appears to have eased, cancellations, including customers switching to other providers and migrating to M365, continue to affect the customer base. - FY2024MaterialisedAnnual report
「The impact of changes to GWS resale prices continued throughout the year. The number of projects acquired through resellers declined, and cancellations by GWS customers progressed, resulting in unstable trends in the number of clients and unique users.」
The company states that a decline in reseller projects and cancellations by GWS customers occurred throughout the year following Google’s resale price changes, affecting the customer base through platform dependence risk. - FY2024-H1MaterialisedAnnual report
「契約更新の集中月における解約の増加（Googleの再販プログラム変更に伴うGWS利用顧客のパートナーへの移行、GWSからM365への利用転換等）等の一時的な事由によるものが多い状況となっております。」
Customer migrations and cancellations actually occurred following changes to Google’s resale program and the shift in usage from GWS to M365, bringing the risks associated with platform dependence to the fore. - FY2022RestatedAnnual report
「Neither company currently plans to withdraw from Japan, and we believe that we have maintained smooth relationships with both companies. Accordingly, we expect our contractual relationships to remain stable and continue in the future. However, the Group’s business operations, business performance and financial position could be affected if platform services in Japan are discontinued or suspended due to changes in either company’s business strategy; if a platform malfunction affects the company’s applications; if the platforms undergo major functional changes; if their competitive advantages are lost; if the company is required to accept increases in platform usage fees or fees for individual services; or if its contracts are terminated because the company has violated a ground for termination or for another reason.」
The company expects its relationships with Google and Salesforce to remain stable and continue, while retaining the risks associated with dependence on their platforms and contracts. - FY2021RestatedAnnual report
「The applications the company provides to customers are built on cloud platforms provided by Google and Salesforce.」
The company continues to describe its dependence on both companies’ platforms and resale agreements and indicates the potential impact of service discontinuation, malfunctions, functional changes and contract termination, among other events. - FY2020First statedAnnual report
「However, the Group’s business operations, business performance and financial position could be affected if platform services in Japan are discontinued or suspended due to changes in either company’s business strategy; if a platform malfunction affects the company’s applications; if the platforms undergo major functional changes; if their competitive advantages are lost; if the company is required to accept increases in platform usage fees or fees for individual services; or if its contracts are terminated because the company has violated a ground for termination or for another reason.」
The company lists multiple risks associated with relying on Google and Salesforce for the infrastructure of its principal applications and its resale agreements.