Komori
Plaid (4165) · RiskRestated

Revenue Dependence on the SaaS Business

First written in FY2022. 6 of 9 entries say "Restated". Latest entry: 2026-08-13.

9entries
5years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023-Q3RestatedFY2024-Q1 – FY2024-Q2RestatedFY2025-H1 – 2026-08-132022: 12023: 220232024: 320242025: 220252026: 12026
Same theme, other companies
Sensitivity to Market Changes Due to a Single Business or SegmentA theme 90 companies write about · 89 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 22 of 57 companies on the "Worse" side.

47 other companies' latest entry also says "Restated".

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 90 companies compared. The sentences above are computed from all 90.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-13RestatedEarnings

    「As our group operates a single SaaS business segment, segment information has been omitted.」

    The company continues to disclose a business structure consisting of a single SaaS business segment.
  2. FY2025RestatedAnnual report

    「Because the Group operates a single SaaS business segment, segment-specific disclosures have been omitted.」

    The company continues to disclose a business structure consisting of a single SaaS business segment.
  3. FY2025-H1RestatedAnnual report

    「Because the Group operates a single SaaS business segment, segment-specific disclosures have been omitted.」

    The company continues to omit segment information on the basis that it operates as a single SaaS business segment.
  4. FY2024ReframedAnnual report

    「Because the Group operates a single SaaS business segment, segment-specific disclosures have been omitted.」

    Although the previous fiscal year indicated that the SaaS and advertising businesses would be organized as separate reportable segments, the Group has disclosed a single SaaS business segment for the current consolidated fiscal year.
  5. FY2024-Q2RestatedAnnual report

    「The Group’s reportable segments are the SaaS business and the advertising business. However, because the advertising business accounts for only a small proportion of all segments and is not sufficiently material as disclosed information, segment information has been omitted.」

    The Group continues to report the SaaS and advertising businesses as reportable segments while omitting segment information because the advertising business accounts for only a small proportion.
  6. FY2024-Q1RestatedAnnual report

    「The Group’s reportable segments are the SaaS business and the advertising business. However, because the advertising business accounts for only a small proportion of all segments and is not sufficiently material as disclosed information, segment information has been omitted.」

    The Group continues to report the SaaS and advertising businesses as reportable segments while omitting segment information because the advertising business accounts for only a small proportion.
  7. FY2023ReframedAnnual report

    「The Group’s reportable segments are the SaaS business and the advertising business. However, because the advertising business accounts for only a small proportion of all segments and is not sufficiently material as disclosed information, segment information has been omitted.」

    The Group moved from the former single SaaS segment to reporting the SaaS and advertising businesses as separate reportable segments, but the advertising business remains immaterial and the structure centered on SaaS revenue continues.
  8. FY2023-Q3RestatedAnnual report

    「Because the Group operates a single SaaS business segment, segment-specific disclosures have been omitted.」

    The business structure consisting of a single SaaS business segment continues to be disclosed.
  9. FY2022First statedAnnual report

    「Because the Group’s sales are derived primarily from the SaaS business, it is dependent on that business.」

    Dependence on revenue from the single-segment SaaS business is disclosed as a standalone business-environment risk.
Moved together

"Impairment risk due to declining profitability of business assets" moved the same way as this thread, in the same document, in 2 of its 9 moves.

22★12
  1. ★This thread
  2. 1Impairment risk due to declining profitability of business assets2×
  3. 2Risk of impairment of goodwill and investments in affiliates due to the deterioration in エモーションテック’s performance2×

★ 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 Plaid yet. It last moved in the Earnings of 2026-08-13: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Revenue Dependence on the SaaS Business | PLAID,Inc. (4165) | Komori