Komori
Basis (4068) · RiskMitigated

Dependence on Specific Telecommunications Operators and Diversification of the Customer Base

First written in FY2021. 4 of 7 entries say "Mitigated", first in FY2023. Latest entry: FY2026.

7entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021RestatedFY2023-Q1MitigatedFY2023 – FY20262021: 120212022: 220222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Sales dependence on specific telecommunications operators, including the NTT GroupA theme 8 companies write about · 8 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.

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

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. FY2026MitigatedAnnual report

    「Revenue from SoftBank Corp. accounted for 18.2% of the Group’s revenue in the fiscal year, and this trend is expected to continue.」

    The Group’s revenue dependence on SoftBank Corp. declined from 24.5% in the previous fiscal year to 18.2%. The Group continues to explain that it intends to reduce this dependence by expanding into new areas and developing new customers.
  2. FY2025MitigatedAnnual report

    「In particular, sales to SoftBank Corp. amounted to ¥1,954.064 million (24.5%) in the fiscal year under review, and this trend is expected to continue.」

    Revenue dependence on SoftBank Corp. declined from 34.5% in the previous fiscal year to 24.5%. The company continues to pursue customers in new industries through its IoT engineering services as a measure to reduce this dependence.
  3. FY2024MitigatedAnnual report

    「In particular, revenue from SoftBank Corp. was ¥2,172.092 million, or 34.5%, of consolidated revenue for the fiscal year, and this trend is expected to continue going forward.」

    Revenue dependence on SoftBank Corp. declined from 41.6% in the previous fiscal year to 34.5%. The company continues to pursue customers in new industries through its IoT engineering services as a measure to reduce this dependence.
  4. FY2023MitigatedAnnual report

    「In particular, revenue from SoftBank Corp. was ¥2,856.723 million, or 41.6%, of revenue for the fiscal year, and this trend is expected to continue going forward.」

    Revenue dependence on SoftBank declined from 49.9% in the previous fiscal year to 41.6%. The company continues to develop customers in new industries through its IoT engineering services to reduce dependence.
  5. FY2023-Q1RestatedAnnual report

    「Against this economic backdrop, in the information and communications sector in which the company operates, telecommunications carriers have cut communication charges using group sub-brands in response to Rakuten Mobile, Inc. This could affect future infrastructure investment, but no such impact has emerged to date.」

    The company reaffirmed the possibility that lower communication charges could affect future infrastructure investment, while stating that no impact had emerged as of the end of the quarter.
  6. FY2022WorsenedAnnual report

    「In particular, revenue from SoftBank Corp. was ¥3,128.356 million, or 49.9%, of revenue for the fiscal year, and this trend is expected to continue going forward.」

    Revenue dependence on SoftBank Corp. increased from 45.5% in the previous fiscal year to 49.9%. The company continues to cite the development of customers in new industries through its IoT engineering services as a mitigation measure.
  7. FY2021First statedAnnual report

    「Revenue from SoftBank Corp. was ¥2,226.832 million, or 45.5%, of revenue for the fiscal year, and this trend is expected to continue going forward.」

    The company cited the development of customers in new industries through its IoT engineering services as a measure to reduce the risk of dependence on a specific telecommunications carrier.
Moved together

"Focus on the Growing 5G/IoT Market and Establishment of a Stable Revenue Base" moved the same way as this thread, in the same document, in 4 of its 7 moves.

444333★123456
  1. ★This thread
  2. 1Focus on the Growing 5G/IoT Market and Establishment of a Stable Revenue Base4×
  3. 2Frontline DX using RPA, AI, drones and other technologies4×
  4. 3Expansion of ベイシスパートナーズ4×
  5. 4Business structure combining mobile’s stock-based model with IoT’s flow-based model3×
  6. 5Strengthening marketing to expand the business beyond the telecommunications industry3×
  7. 6Recruiting and developing talent and creating a supportive work environment3×

★ 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 Basis yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Specific Telecommunications Operators and Diversification of the Customer Base | Basis Corporation (4068) | Komori