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Ai (4388) · RiskMitigated

Risk of Dependence on Transactions with NTT DOCOMO and AHS

First written in FY2018. 5 of 9 entries say "Mitigated", first in FY2020. Latest entry: FY2026.

9entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2020 – FY20222018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

38 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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「As of the reporting date for the consolidated fiscal year ended March 2026, 9.4% of trade receivables were attributable to specific major customers.」

    The concentration of trade receivables among specific major customers declined from 11.6% in the previous consolidated fiscal year to 9.4%.
  2. FY2025ReframedAnnual report

    「As of the reporting date for the consolidated fiscal year ended March 2025, 11.6% of trade receivables were attributable to specific major customers.」

    Following the merger, the disclosure was reorganized from the standalone-based risk of dependence on sales to NTT DOCOMO and others to the concentration of consolidated trade receivables among specific major customers.
  3. FY2024MitigatedAnnual report

    「As of the date of submission of this document, the company has a high degree of dependence on NTT DOCOMO, INC. For the fiscal year ended March 2024, NTT DOCOMO, INC. accounted for 13.0% of net sales. If transactions with NTT DOCOMO, INC. decline in the future for various reasons, this could affect the company’s business and operating results.」

    NTT DOCOMO’s share of net sales declined from 17.0% in the previous fiscal year to 13.0%, reducing the degree of transaction dependence numerically. The dependence risk itself remains.
  4. FY2023WorsenedAnnual report

    「For the fiscal year ended March 2023, NTT DOCOMO, INC. accounted for 17.0% of net sales. If transactions with NTT DOCOMO, INC. decline in the future for various reasons, this could affect the company’s business and operating results.」

    NTT DOCOMO’s share of net sales increased from 15.5% in the previous fiscal year to 17.0%, increasing the degree of transaction dependence numerically.
  5. FY2022MitigatedAnnual report

    「For the fiscal year ended March 2022, NTT DOCOMO, INC. accounted for 15.5% of net sales. If transactions with NTT DOCOMO, INC. decline in the future for various reasons, this could affect the company’s business and operating results.」

    NTT DOCOMO’s share of net sales declined from 17.2% in the previous fiscal year to 15.5%, reducing the degree of dependence numerically. The dependence risk itself remains.
  6. FY2021MitigatedAnnual report

    「For the fiscal year ended March 2021, NTT DOCOMO, INC. accounted for 17.2% of net sales. If transactions with NTT DOCOMO, INC. decline in the future for various reasons, this could affect the company’s business and operating results.」

    NTT DOCOMO’s share of net sales declined from 20.2% in the previous fiscal year to 17.2%, reducing the degree of dependence numerically. The dependence risk itself remains.
  7. FY2020MitigatedAnnual report

    「For the fiscal year ended March 2020, NTT DOCOMO, INC. accounted for 20.2% of net sales and AHS Co., Ltd. for 8.1%. If transactions with NTT DOCOMO, INC. or AHS Co., Ltd. decline in the future for various reasons, this could affect the company’s business and operating results.」

    NTT DOCOMO’s share of net sales declined from 22.7% in the previous fiscal year to 20.2%, while AHS’s share declined from 10.2% to 8.1%. The dependence risk decreased numerically.
  8. FY2019WorsenedAnnual report

    「For the fiscal year ended March 2019, NTT DOCOMO, INC. accounted for 22.7% of net sales and AHS Co., Ltd. for 10.2%. If transactions with NTT DOCOMO, INC. or AHS Co., Ltd. decline in the future for various reasons, this could affect the company’s business and operating results.」

    NTT DOCOMO’s share of net sales increased from 16.7% to 22.7%, increasing the dependence risk. AHS’s share declined from 11.5% to 10.2%. The company disclosed that 47.90% of trade receivables were attributable to specific major customers.
  9. FY2018First statedAnnual report

    「For the fiscal year ended March 2018, NTT DOCOMO, INC. accounted for 16.7% of net sales and AHS Co., Ltd. for 11.5%. If transactions with NTT DOCOMO, INC. or AHS Co., Ltd. decline in the future for various reasons, this could affect the company’s business and operating results.」

    The disclosure also states that 46.0% of trade receivables were attributable to specific major customers.
Moved together

"Research and development in Japanese language analysis, deep neural networks (DNNs), emotional speech, and related areas" moved the same way as this thread, in the same document, in 6 of its 9 moves.

655444★123456
  1. ★This thread
  2. 1Research and development in Japanese language analysis, deep neural networks (DNNs), emotional speech, and related areas6×
  3. 2Integration with speech recognition, intent interpretation, translation and multilingual speech synthesis5×
  4. 3Sales and Profit Growth and Growth in Products and Services for Corporate Customers5×
  5. 4Management Using Operating Profit as a Profitability Metric4×
  6. 5Strengthening the Consumer-Facing Business4×
  7. 6Prioritizing Retained Earnings and a No-Dividend Policy for the Foreseeable Future4×

★ 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.

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Risk of Dependence on Transactions with NTT DOCOMO and AHS | AI,Inc. (4388) | Komori