Dependence on Sales to Specific Customers
First written in FY2019. 6 of 10 entries say "Mitigated", first in FY2020. Latest entry: 2026-09-14.
Link-U Group 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.
2 other companies' latest entry also says "Materialised".
- FY2026-H1MaterialisedAnnual report
「In the marketing business, performance remained sluggish as the impact of reduced transactions with a key customer continued. As a result, revenue from the marketing business was ¥271.962 million (39.1% year on year).」
The company states that the reduction in transactions with a key customer has actually affected revenue from the marketing business. - FY2025MitigatedAnnual report
「In the fiscal year ended July 2025, revenue from our top 3 principal customers accounted for 24.6% of total revenue.」
Dependence on the top 3 principal customers decreased from 31.7% to 24.6%. The company continues to pursue new customers and differentiate its services as countermeasures. - FY2024MitigatedAnnual report
「In the fiscal year ended July 2024, sales to our top 3 principal customers accounted for 31.7% of total net sales.」
Dependence on the top 3 principal customers decreased from 34.9% to 31.7%. - FY2023MitigatedAnnual report
「In the fiscal year ended July 2023, sales to our top 3 principal customers accounted for 34.9% of total net sales. The share of our group’s total net sales represented by these sales has changed as follows.」
Dependence on the top 3 principal customers decreased from 37.0% to 34.9%. The company continues to pursue new customers and differentiate its services. - FY2022MitigatedAnnual report
「In the fiscal year ended July 2022, sales to our top 3 principal customers accounted for 37.0% of total net sales. The share of our group’s total net sales represented by these sales has changed as follows.」
Dependence on the top 3 principal customers decreased from 56.8% to 37.0%. The policy is to continue pursuing new customers and differentiating the services. - FY2021MitigatedAnnual report
「In the fiscal year ended July 2021, sales to our top 3 principal customers accounted for 56.8% of total net sales. The share of our group’s total net sales represented by these sales has changed as follows: Fiscal year ended July 2019 83.9% Fiscal year ended July 2020 76.9% Fiscal year ended July 2021 56.8%」
Dependence on the top 3 principal customers decreased from 76.9% to 56.8%. The company states that dependence remains high and indicates a policy of pursuing new customers. - FY2020MitigatedAnnual report
「In the fiscal year ended July 2020, sales to our top 3 principal customers accounted for 76.9% of total net sales. The share of total net sales represented by these sales has changed as follows: Fiscal year ended July 2018 93.2% Fiscal year ended July 2019 83.9% Fiscal year ended July 2020 76.9%」
Dependence on the top 3 principal customers decreased from 93.2% to 83.9% and 76.9%, although the company states that dependence remains high. - FY2019First statedAnnual report
「Our net sales are highly dependent on specific customers. In the fiscal year ended July 2019, sales to our principal customer, 株式会社小学館, were ¥574.674 million, representing 52.9% of our total net sales.」
The share of net sales to 小学館 was reported as 90.9% in the fiscal year ended July 2017, 81.8% in the fiscal year ended July 2018, and 52.9% in the fiscal year ended July 2019.