baudroie (4413) · RiskSoftened
Dependence on a Specific Customer
First written in FY2022. 3 of 5 entries say "Softened", first in FY2024. Latest entry: FY2026.
5entries
5years
0from disclosures
How it moved
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
baudroie moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
14 other companies' latest entry also says "Softened".
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
- FY2026SoftenedAnnual report
「SoftBank Corp. 1,273,642 10.9 1,471,528 8.5」
SoftBank Corp.'s share of sales revenue declined from 10.9% in the previous fiscal year to 8.5%, indicating a relative decrease in dependence on major customers. - FY2025SoftenedAnnual report
「SoftBank Corp. 1,273,642 10.9」
SoftBank Corp.'s share of sales revenue declined from 13.0% in the previous fiscal year to 10.9%. - FY2024SoftenedAnnual report
「SoftBank Corp. 954,216 13.0」
Sales to SoftBank Corp. were ¥954,216 thousand, accounting for 13.0% of total sales, down from 14.1% in the previous fiscal year. - FY2023Breakdown of major customersAnnual report
「SoftBank Corp. 738,623 14.1」
The company disclosed sales of ¥738,623 thousand to SoftBank Corp. as a major customer, accounting for 14.1% of total sales. - FY2022First statedAnnual report
「In the fiscal year ended February 2022, sales to the three largest customers accounted for 30.8% of total sales.」
Sales concentration among the three largest customers was quantified at 30.8%, and the possibility that changes in a specific customer's business policy could affect performance was disclosed.