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Japan Data Science Consortium (4418) · RiskWorsened

Sales Concentration Among Top Customers

First written in FY2022. 1 of 4 entries say "Mitigated", first in FY2023. Latest entry: FY2026.

4entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022MitigatedFY20232022: 120222023: 120232024: 020242025: 020252026: 22026
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

Japan Data Science Consortium moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

28 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 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
  1. FY2026WorsenedAnnual report

    「The sales ratio attributable to the top 3 customers remained high, at 31.1% in the current fiscal year and 28.8% in the previous fiscal year.」

    The sales ratio attributable to the top 3 customers rose from 28.8% in the previous fiscal year to 31.1% in the current fiscal year, indicating a numerical increase in customer and partner concentration risk.
  2. 2026-08-31First statedBusiness Plan

    「A certain proportion of revenue comes from alliances with major partners and from leading customers. If these relationships are reduced or terminated because of changes in management policy or other factors, business performance may be affected.」

    大手パートナーとの提携および上位取引先への売上依存を独立したリスク項目として開示している。
  3. FY2023MitigatedAnnual report

    「The top 3 customers accounted for 33.7% of total sales in the consolidated fiscal year under review (down from 47.2% in the previous fiscal year).」

    The sales concentration ratio for the top 3 customers declined from 47.2% to 33.7%, indicating that concentration risk decreased as a result of adding new customers and expanding sales across industries.
  4. FY2022First statedAnnual report

    「The top 3 customers accounted for 47.2% of total revenue in the current fiscal year, down from 53.8% in the previous fiscal year.」

    The company discloses the 47.2% revenue share of its top 3 customers as a customer concentration risk, while explaining that concentration is declining from 53.8% in the previous fiscal year as the number of new customers increases.
Moved together

"Investment in Non-Linear Growth through M&A and Other Initiatives" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22★12
  1. ★This thread
  2. 1Investment in Non-Linear Growth through M&A and Other Initiatives2×
  3. 2Deployment of 7 AI Solutions2×

★ 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 Japan Data Science Consortium yet. It last moved in the Business Plan of 2026-08-31: "First stated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sales Concentration Among Top Customers | Japan Data Science Consortium Co.Ltd. (4418) | Komori