Dependence on overseas SMS aggregators for revenue
First written in FY2018. 4 of 6 entries say "Softened", first in FY2019. Latest entry: FY2024.
Accrete moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).
The whole theme swung hardest in 2017: 4 of 15 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
- FY2024SoftenedAnnual report
「Trends among overseas SMS aggregators in the SMS delivery services business through overseas aggregators, which accounted for 29.9% of the Group’s revenue in the current consolidated fiscal year」
The Company disclosed that revenue generated through overseas aggregators accounted for 29.9%, down from 40.0% previously. - FY2023SoftenedAnnual report
「The Company provides SMPP international gateway services to overseas SMS aggregators and handles SMS delivery to domestic users commissioned by global companies to overseas SMS aggregators. In the fiscal year ended December 2023, this accounted for 40.0% of the Company’s revenue. It is taking measures to minimize the risk by reducing dependence on any one company through transactions with multiple overseas SMS aggregators and establishing a sales structure that enables it to monitor each company’s developments in a timely manner by maintaining good relationships with them.」
The proportion of revenue generated through overseas SMS aggregators declined to 40.0% in the fiscal year ended December 2023, from 50.9% in the fiscal year ended December 2021 and 43.9% in the fiscal year ended December 2020. Measures to reduce dependence through transactions with multiple companies and the sales structure are continuing. - FY2021WorsenedAnnual report
「The Company provides SMPP international gateway services to overseas SMS aggregators and handles SMS delivery to domestic users commissioned by global companies to overseas SMS aggregators. In the fiscal year ended December 2021, this accounted for 50.9% of the Company’s revenue.」
The proportion of revenue generated through overseas SMS aggregators rose from 43.9% in the fiscal year ended December 2020 to 50.9% in the fiscal year ended December 2021. Measures to reduce dependence through transactions with multiple companies and the development of the sales structure are continuing. - FY2020SoftenedAnnual report
「The Company provides SMPP international gateway services to overseas SMS aggregators and handles SMS delivery to domestic users commissioned by global companies to overseas SMS aggregators. In the fiscal year ended December 2020, this accounted for 43.9% of the Company’s revenue. It is taking measures to minimize the risk by reducing dependence on any one company through transactions with multiple overseas SMS aggregators and establishing a sales structure that enables it to monitor each company’s developments in a timely manner by maintaining good relationships with them.」
The proportion of revenue generated through overseas aggregators declined from 48.1% to 43.9%, and the Company explicitly describes measures to reduce dependence through transactions with multiple companies and the development of its sales structure. - FY2019SoftenedAnnual report
「The Company provides SMPP international gateway services to overseas SMS aggregators and handles SMS delivery to domestic users commissioned by global companies to overseas SMS aggregators. In the fiscal year ended December 2019, this accounted for 48.1% of the Company’s revenue.」
Revenue generated through overseas SMS aggregators declined from 70.1% in the fiscal year ended December 2018 to 48.1% in the fiscal year ended December 2019. Dependence remains an important factor. - FY2018First statedAnnual report
「The Company provides SMPP international gateway services to overseas SMS aggregators and handles SMS delivery to domestic users commissioned by global companies to overseas SMS aggregators. In the fiscal year ended December 2018, this accounted for 70.1% of the Company’s revenue.」
The Company expressly identifies revenue generated through overseas SMS aggregators, which accounted for 70.1% of revenue in the fiscal year ended December 2018, as a material factor affecting its financial performance.