Komori
Flect (4414) · RiskRestated

Dependence on Salesforce Products

First written in FY2022. 1 of 4 entries say "Restated". Latest entry: FY2026.

4entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2022 – FY20262022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on the Salesforce platformA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 3 of 6 companies on the "Worse" side.

1 other company's latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「We handle multiple public cloud services, but our development activities depend to a certain extent on Salesforce products provided by Salesforce Japan Co., Ltd. In light of this situation, we are also expanding into other public clouds, including Okta, Databricks and Amazon Web Services, and promoting the strengthening of our multicloud capabilities.」

    While continuing to recognize a certain degree of dependence on Salesforce, we continue to pursue diversification by expanding into Okta, Databricks, AWS and other platforms.
  2. FY2025Expansion of dependency diversificationAnnual report

    「In light of this situation, we are also expanding into other public clouds, including Okta, Databricks and Amazon Web Services, and promoting the strengthening of our multicloud capabilities.」

    While recognizing a certain degree of dependence on Salesforce, we have specified Databricks, in addition to the existing AWS and Okta, as a platform for diversification.
  3. FY2024Diversification of dependencies and clarification of risksAnnual report

    「In light of this situation, we are also expanding into other public clouds, including Okta and Amazon Web Services, and promoting the strengthening of our multicloud capabilities.」

    While continuing to recognize our dependence on Salesforce, we have specified expansion into Okta and other platforms in addition to AWS as a means of diversification. We have also specified dependence-related risks, including service discontinuation, outages, loss of competitive advantage, higher usage fees and contract termination.
  4. FY2022First statedAnnual report

    「We handle multiple public cloud services, but our development activities depend to a certain extent on Salesforce products provided by Salesforce Japan Co., Ltd. In light of this situation, we are also expanding into other public clouds, including Amazon Web Services, and promoting the strengthening of our multicloud capabilities.」

    We recognize a certain degree of dependence on Salesforce and are pursuing diversification by expanding into AWS and other platforms.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Flect's next results are scheduled for 2026-11-12. Read the earnings preview
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