Ips (4390) · RiskWorsened
Revenue Concentration in the International Communications Business
First written in FY2025. 2 of 3 entries say "Worsened", first in 2026-05-08. Latest entry: FY2026.
3entries
2years
1from disclosures
How it moved
Same theme, other companies
Revenue Dependence on the Site Solutions BusinessA theme 52 companies write about · 52 as a headwind · 0 as a tailwind
Ips moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2019: 7 of 29 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
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 52 companies compared. The sentences above are computed from all 52.Full recordFilings, disclosures and news, newest first
- FY2026WorsenedAnnual report
「Revenue from our group’s international telecommunications business accounted for 76.1% of revenue for the current consolidated fiscal year, and the following risks exist.」
The concentration of revenue in the international telecommunications business increased from 73.5% disclosed for the previous fiscal year to 76.1%. - 2026-05-08WorsenedFinancial Results Presentation
「International communications business: Sales ¥12,943 million」
Sales in the international communications business were ¥12,943 million for the fiscal year ended March 2026, compared with consolidated sales of ¥16,999 million. The international communications business accounted for approximately 76.1% of sales based on the disclosed figures, up from 73.5% disclosed for the previous fiscal year. - FY2025First statedAnnual report
「Revenue from our group’s international telecommunications business accounted for 73.5% of revenue for the current consolidated fiscal year, and the following risks exist.」
The business mix in which the international telecommunications business accounts for 73.5% of consolidated revenue was independently identified for the first time as the basis for risks related to that business.