Komori
SpiderPlus & Co. (4192) · RiskMitigated

Dependence on a Specific Sales Agency Partner

First written in FY2020. 2 of 5 entries say "Worsened", first in FY2021. Latest entry: FY2024.

5entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020WorsenedFY2021 – FY2022MitigatedFY2023 – FY20242021: 120212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 161 companies write about · 161 as a headwind · 0 as a tailwind

SpiderPlus & Co. moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2017: 9 of 63 companies on the "Worse" side.

61 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.
Showing 14 of the 161 companies compared. The sentences above are computed from all 161.
Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「当連結会計年度末の連結貸借対照表における営業債権のうち59.3%が同社に対するものであります。」

    特定の大口取次店に対する営業債権集中は、2023年12月期の62.1%から59.3%へ低下した。販売パートナーへの営業・技術支援と毎月の情報交換は継続している。
  2. FY2023MitigatedAnnual report

    「なお、現状では大口取引先などを含め、全体売上の過半数の債権回収をジャパンギャランティサービス株式会社に依頼しており、当事業年度末の貸借対照表における営業債権のうち62.1%が同社に対するものであります。」

    特定パートナーへの営業債権集中は64.0%から62.1%へ低下した。販売パートナーへの営業・技術支援や毎月の情報交換は継続している。
  3. FY2022WorsenedAnnual report

    「なお、現状では大口取引先などを含め、全体売上の過半数の債権回収をジャパンギャランティサービス株式会社に依頼しており、当事業年度末の貸借対照表における営業債権のうち64.0%が同社に対するものであります。」

    特定パートナーへの営業債権集中が、2021年12月期の62.6%から64.0%へ上昇した。
  4. FY2021WorsenedAnnual report

    「なお、現状では大口取引先などを含め、全体売上の過半数の債権回収をジャパンギャランティサービス株式会社に依頼しており、当事業年度末の貸借対照表における営業債権のうち、62.6%が特定の大口取次店に対するものであります。」

    特定大口取次店に対する営業債権集中が、前回開示の58.7%から62.6%へ上昇している。
  5. FY2020First statedAnnual report

    「Of trade receivables on the balance sheet at the end of the fiscal year, 58.7% were attributable to a specific major referral agent.」

    The company discloses concentration of trade receivables with a specific major referral agent to which sales referrals and collection of receivables are outsourced.
Moved together

"ARR Growth" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1ARR Growth2×
  3. 2Growth in IDs, Contracted Companies, MRR and ARR2×
  4. 3Higher-Than-Expected Churn2×
  5. 4Dependence on the Founder and Representative Director2×
  6. 5Dilution from the exercise of stock options2×
  7. 6Strengthening Internal Controls Suited to Business Scale2×

★ 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 SpiderPlus & Co. yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on a Specific Sales Agency Partner | SpiderPlus & Co. (4192) | Komori