Komori
i Cubed Systems (4495) · RiskMitigatedLatest Management Planning (2026-09-29): "Restated"

Dependence on Specific Customers and Distributors

First written in FY2020. 2 of 8 entries say "Worsened", first in FY2021. Latest entry: 2026-09-29.

8entries
7years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020WorsenedFY2021 – FY2022ReframedFY2023 – FY2024MitigatedFY2025 – FY20262020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Reliance on Sales Agents for SalesA theme 49 companies write about · 50 as a headwind · 0 as a tailwind

i Cubed Systems moved to the "Worse" side of this theme in 2021, 1 year after the typical company in this theme (2020).

The whole theme swung hardest in 2020: 6 of 27 companies on the "Worse" side.

28 other companies' 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.
Showing 14 of the 49 companies compared. The sentences above are computed from all 49.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-29RestatedManagement Planning

    「販売先の予期せぬ販売方針の変更や当社グループが原因となる重大な不具合の発生等により」

    特定取引先への依存について、販売方針の変更や重大な不具合による関係毀損のリスクを記載している。
  2. FY2026MitigatedAnnual report

    「Sales to the top group company accounted for 47.3% of net sales (fiscal year ended June 2026).」

    Sales dependence on the top group company declined from 47.6% in the previous consolidated fiscal year to 47.3%. The disclosure states that the Company continues to maintain good relationships with its sales partners.
  3. FY2025MitigatedAnnual report

    「Sales to the top group company accounted for 47.6% of net sales (fiscal year ended June 2025).」

    Sales dependence on the top group company declined from 50.2% in the previous consolidated fiscal year to 47.6%. The disclosure states that the Company continues to maintain good relationships with its sales partners.
  4. FY2024ReframedAnnual report

    「The CLOMO business, the Company's core business, conducts a large proportion of its transactions through mobile phone retailers and mobile phone sales agents. Sales to the top group company accounted for 50.2% of net sales (fiscal year ended June 2024).」

    The disclosure changed from dependence of 45.9% on the largest customer to dependence of 50.2% on the top group company.
  5. FY2023ReframedAnnual report

    「The CLOMO business, the Company's core business, conducts a large proportion of its transactions through mobile phone retailers and mobile phone sales agents. Sales to the largest customer accounted for 45.9% of net sales (fiscal year ended June 2023).」

    The disclosure was revised from dependence on the top 5 customers to dependence of 45.9% on the largest customer.
  6. FY2022WorsenedAnnual report

    「Sales to the top 5 customers accounted for 83.5% of net sales (fiscal year ended June 2022).」

    Sales dependence on the top 5 customers increased from 81.3% in the previous disclosure to 83.5%.
  7. FY2021WorsenedAnnual report

    「Sales to the top 5 customers accounted for 81.3% of net sales (fiscal year ended June 2021).」

    Sales dependence on the top 5 customers increased from 74.5% to 81.3%.
  8. FY2020First statedAnnual report

    「Sales to the top 5 customers accounted for 74.5% of net sales in the fiscal year ended June 2020.」

    The company identifies damage to relationships resulting from changes in sales policies or serious defects as risks.
Moved together

"Policy of prioritizing growth investments and not paying dividends for the time being" moved the same way as this thread, in the same document, in 3 of its 8 moves.

322222★123456
  1. ★This thread
  2. 1Policy of prioritizing growth investments and not paying dividends for the time being3×
  3. 2Growth in the Number of Companies Using CLOMO and the License Retention Rate2×
  4. 3Cross-platform development for different operating systems2×
  5. 4Engineer Recruitment and Retention and Strengthening of the Development Structure2×
  6. 5Growth in Revenue, Profit and Number of Companies Using CLOMO2×
  7. 6Strengthening multi-OS support through partnerships with OS developers and obtaining certifications2×

★ 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 i Cubed Systems yet. It last moved in the Management Planning of 2026-09-29: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.