Komori
D.I.System (4421) · RiskMitigated

Dependence on the NTT Communications Group

First written in FY2018. 4 of 6 entries say "Mitigated", first in FY2019. Latest entry: FY2024.

6entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MitigatedFY2019 – FY2021WorsenedFY20232018: 12019: 120192020: 120202021: 120212022: 020222023: 120232024: 12024
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

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

39 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 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. FY2024MitigatedAnnual report

    「Sales to the NTT Communications Group accounted for a high proportion of total sales, representing 14.9% in the fiscal year ended September 2023 and 13.2% in the fiscal year ended September 2024.」

    The ratio of sales to the NTT Communications Group declined from 14.9% to 13.2%, reducing dependence.
  2. FY2023WorsenedAnnual report

    「Sales to the NTT Communications Group accounted for a high proportion of total sales, representing 13.7% in the fiscal year ended September 2022 and 14.9% in the fiscal year ended September 2023.」

    The ratio of sales to the NTT Communications Group rose from 13.7% to 14.9%, increasing dependence in the most recent fiscal year.
  3. FY2021MitigatedAnnual report

    「As of the filing date, the Group's sales to the NTT Communications Group accounted for a high proportion of total sales, representing 14.7% in the fiscal year ended September 2020 and 14.1% in the fiscal year ended September 2021.」

    The ratio of sales to the NTT Communications Group declined from 14.7% to 14.1%, and the trend toward reduced dependence continues.
  4. FY2020MitigatedAnnual report

    「As of the filing date, the Group's sales to the NTT Communications Group accounted for a high proportion of total sales, representing 15.2% in the fiscal year ended September 2019 and 14.7% in the fiscal year ended September 2020.」

    The ratio of sales to the NTT Communications Group declined from 15.2% to 14.7%, and the trend toward reduced dependence continues.
  5. FY2019MitigatedAnnual report

    「As of the filing date, the Group's sales to the NTT Communications Group accounted for a high proportion of total sales, representing 17.6% in the fiscal year ended September 2018 and 15.2% in the fiscal year ended September 2019.」

    The ratio of sales to the NTT Communications Group declined from 17.6% to 15.2%. The policy of reducing dependence by expanding transactions with other customers while increasing transaction value remains in place.
  6. FY2018First statedAnnual report

    「As of the filing date, the Group's sales to the NTT Communications Group accounted for a high proportion of total sales, representing 15.1% in the fiscal year ended September 2017 and 17.6% in the fiscal year ended September 2018.」

    The Group has stated a policy of expanding transactions with other customers while increasing the value of transactions, thereby reducing its dependence.
Moved together

"Investment Plan for Nagoya Branch Relocation, Core Systems and Head Office Facilities" moved the same way as this thread, in the same document, in 4 of its 6 moves.

422★123
  1. ★This thread
  2. 1Investment Plan for Nagoya Branch Relocation, Core Systems and Head Office Facilities4×
  3. 2Securing and Developing Talent and Using External Talent2×
  4. 3Leveraging the Expertise of Outside Directors and Outside Audit & Supervisory Board Members2×

★ 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.

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