Sales Dependence on Major Telecommunications Carriers and Mobile Filtering Services
First written in FY2019. 3 of 8 entries say "Softened", first in FY2022. Latest entry: 2026-03-18.
Tobila Systems moved to the "Worse" side of this theme in 2021, 2 years before the typical company in this theme (2023).
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
22 other companies' latest entry also says "Restated".
- 2026-03-18RestatedFinancial results presentation
「Because this service is affected by the number of Cable Plus Phone subscribers, the number of users of our service also depends on subscriber trends. In addition, contracts related to this matter are renewed in the same manner as other contracts, and their terms may be discussed when they are renewed.」
The company explicitly stated its dependence on subscriber trends for a specific service and the possibility of discussions at contract renewal. - FY2025SoftenedAnnual report
「The main customers in our business are major domestic telecommunications carriers, and revenue dependence on these specific customers has reached approximately 60%.」
Revenue dependence on major domestic telecommunications carriers declined from approximately 70% stated for the previous fiscal year to approximately 60%. - FY2024RestatedAnnual report
「The main customers for our nuisance information filtering business are major domestic telecommunications carriers, and revenue dependence on these specific customers has reached approximately 70%.」
The risk arising from revenue dependence on telecommunications carriers reaching approximately 70% continues to be disclosed. - FY2023SoftenedAnnual report
「Because we depend on telecommunications carriers for approximately 70% of our revenue (17th fiscal year), any downward revision to contract unit prices could affect future earnings.」
It was stated that revenue dependence on telecommunications carriers declined from 74% or more in the 16th fiscal year to approximately 70% in the 17th fiscal year. - FY2022SoftenedAnnual report
「The main customers for our nuisance information filtering business are major telecommunications carriers SoftBank Corp., KDDI Corporation and NTT DOCOMO, INC. Revenue from these specific customers accounted for 74% or more in the 16th fiscal year, indicating a high level of dependence on them.」
Revenue dependence on the 3 major telecommunications carriers declined from 81% or more in the 15th fiscal year to 74% or more in the 16th fiscal year. - FY2021WorsenedAnnual report
「The main customers for our nuisance-information filtering business are major telecommunications carriers SoftBank Corp., KDDI Corporation and NTT DOCOMO, INC. Revenue from these specific customers accounted for 81% or more of total revenue in the 15th fiscal year, indicating a high degree of dependence on them.」
Revenue dependence on the 3 major telecommunications carriers rose from 77% or more in the previous period to 81% or more in the 15th fiscal year. - FY2020WorsenedAnnual report
「The main customers for our nuisance-information filtering business are major telecommunications carriers SoftBank Corp., KDDI Corporation and NTT DOCOMO, INC. Revenue from these specific customers accounted for 77% or more of total revenue in the 14th fiscal year, indicating a high degree of dependence on them.」
Revenue dependence on the 3 major telecommunications carriers rose from 70% or more in the previous period to 77% or more in the 14th fiscal year. - FY2019First statedAnnual report
「The main customers for our nuisance-information filtering business are major telecommunications carriers SoftBank Corp., NTT DOCOMO, INC. and KDDI Corporation. Revenue from these specific customers accounted for 70% or more of total revenue in the 13th fiscal year, indicating a high degree of dependence on them.」
The filing states that the shares of revenue in the 13th fiscal year were 48.6% for SoftBank, 15.1% for NTT DOCOMO and 12.8% for KDDI, quantifying dependence on specific customers.