Komori
Ips (4390) · RiskMitigated

Dependence on Specific Customers and Outsourced Sales Partners

First written in FY2018. 2 of 5 entries say "Worsened", first in FY2019. Latest entry: FY2025.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2019 – FY2020MitigatedFY2022 – FY20252018: 120182019: 120192020: 120202021: 020212022: 120222023: 020232024: 020242025: 12025
Same theme, other companies
Reliance on Sales Agents for SalesA theme 49 companies write about · 50 as a headwind · 0 as a tailwind

Ips moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).

The whole theme swung hardest in 2020: 6 of 27 companies on the "Worse" side.

4 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 49 companies compared. The sentences above are computed from all 49.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Because no external customer accounted for 10% or more of net sales in the consolidated statement of income, this information has been omitted.」

    In the fiscal year ending March 2025, no single external customer accounted for 10% or more of consolidated sales, indicating a numerical decline in dependence on specific customers and sales agents previously disclosed.
  2. FY2022MitigatedAnnual report

    「In particular, sales through Amerille Management Consultancy Co. for the fiscal year ended March 2022 were approximately ¥909 million, representing approximately 24.7% of sales in the overseas telecommunications business.」

    Dependence on overseas telecommunications sales through Amerille Management Consultancy Co. declined from approximately 77% in the previous fiscal year to approximately 24.7%. Sales amounted to approximately ¥909 million, indicating a numerical reduction in dependence on a specific sales agent.
  3. FY2020WorsenedAnnual report

    「In particular, sales through Amerille Management Consultancy Co. for the fiscal year ended March 2020 were approximately ¥982 million, representing approximately 77% of sales in the overseas telecommunications business.」

    Dependence on sales through Amerille Management Consultancy Co. increased from approximately 75.6% in the previous fiscal year to approximately 77%. Sales themselves amounted to approximately ¥982 million.
  4. FY2019WorsenedAnnual report

    「In particular, sales through Amerille Management Consultancy Co. for the fiscal year ended March 2019 were approximately ¥1,136 million, representing approximately 75.6% of sales in the overseas telecommunications business.」

    Sky Cable's share of sales declined from 15.7% to 15.1% in the risk disclosure, while dependence on sales through Amerille Management Consultancy Co. increased to approximately 75.6% of overseas telecommunications sales, from approximately 64% in the previous disclosure.
  5. FY2018First statedAnnual report

    「The Group has become highly dependent on Sky Cable Corporation, which accounted for 15.7% of consolidated net sales for the current fiscal year.」

    Discloses that Sky Cable accounts for 15.7% of sales, while sales through Amerille Management Consultancy Co. account for approximately 64% of overseas telecommunications sales.
Moved together

"Shift from voice communications to contact center solutions incorporating SNS and AI" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1Shift from voice communications to contact center solutions incorporating SNS and AI2×
  3. 2Expansion of International Data Circuit Sales Outside Metro Manila2×
  4. 3Policy of prioritizing retained earnings and considering future dividends2×
  5. 4Launch of a Japanese-style comprehensive health screening and medical checkup center business in the Philippines2×
  6. 5Investment in Telecommunications Infrastructure in the Philippines through InfiniVAN's Capital Increase2×
  7. 6Declining Demand for Voice Communications Due to Free Calling Apps and Similar Services2×

★ 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 Ips yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Specific Customers and Outsourced Sales Partners | IPS,Inc. (4390) | Komori