Dependence on Telecommunications Carriers
First written in FY2016. 18 of 26 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
39 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Nintendo Co., Ltd. ¥1,219,738 thousand, 21.4%; NTT DOCOMO, INC. ¥1,167,286 thousand, 20.5%; Apple Inc. ¥828,877 thousand, 14.6%; Google LLC ¥735,149 thousand, 12.9%」
The four major customers accounted for a combined 69.4% of revenue, down from 74.6% in the previous fiscal year. Although dependence on major customers decreased numerically, the shares of Apple and Google increased from the previous year. - 2026-05-15WorsenedEarnings
「Carrier-led services are expected to remain in a challenging situation due to changes in the market environment.」
Indicated that challenging conditions for carrier-led services are expected to continue. - FY2025WorsenedAnnual report
「Nintendo Co., Ltd. ¥1,645,400 thousand, 25.4%; NTT DOCOMO, INC. ¥1,518,305 thousand, 23.4%; Apple Inc. ¥851,089 thousand, 13.1%; Google LLC ¥821,294 thousand, 12.7%」
The four major customers accounted for a combined 74.6% of revenue, up from 71.9% in the previous fiscal year. Nintendo's share also rose from 21.9% to 25.4%. - FY2023Changes in the Customer Concentration ProfileAnnual report
「Nintendo Co., Ltd. ¥1,411,036 thousand, 21.3%; NTT DOCOMO, INC. ¥1,396,281 thousand, 21.0%; 咪咕文化科技有限公司 ¥937,507 thousand, 14.1%; Apple Inc. ¥785,547 thousand, 11.8%; Google LLC ¥773,340 thousand, 11.7%」
The five major customers accounted for 79.9% of revenue, and 咪咕文化科技有限公司 newly emerged as a major customer, accounting for 14.1%. NTT DOCOMO's share rose from 17.6% in the previous year to 21.0%, while Nintendo's declined from 24.1% to 21.3%. - FY2023-Q2RestatedAnnual report
「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new risks or material changes have been identified in business and other risks, including dependence on telecommunications carriers and platforms. - FY2023-Q1RestatedAnnual report
「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new risks or material changes have been identified in business and other risks, including dependence on telecommunications carriers and platforms. - FY2022-Q3RestatedAnnual report
「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new risks or material changes have been identified in business and other risks, including dependence on telecommunications carriers and platforms. - FY2022-Q2RestatedAnnual report
「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new risks or material changes have been identified in business and other risks, including dependence on telecommunications carriers and platforms. - FY2021WorsenedAnnual report
「Nintendo Co., Ltd. ¥2,471,000 thousand, 34.3%; Apple Inc. ¥988,985 thousand, 13.7%; Google LLC ¥949,502 thousand, 13.2%; NTT DOCOMO, INC. ¥798,739 thousand, 11.1%」
The company quantified the sales mix of its major customers, with Nintendo's share rising from 15.0% in the previous fiscal year to 34.3%. It also describes efforts to diversify dependence by actively providing services to platform operators. - FY2021-Q3RestatedAnnual report
「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new risks or material changes have been identified in business and other risks, including dependence on telecommunications carriers and platforms. - FY2021-Q2RestatedAnnual report
「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new risks or material changes have been identified in business and other risks, including dependence on telecommunications carriers and platforms. - FY2020Quantification of the sales mix of major platformsAnnual report
「Apple Inc. ¥1,251,195 thousand, 21.5%; Google LLC ¥1,065,132 thousand, 18.3%; Nintendo Co., Ltd. ¥872,300 thousand, 15.0%; NTT DOCOMO, INC. ¥846,812 thousand, 14.5%」
The company disclosed revenue from Apple, Google, Nintendo, and NTT DOCOMO and their shares of total sales, quantifying its dependence on major platforms and other providers. - FY2020-Q2RestatedAnnual report
「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new risks or material changes have been identified in business and other risks, including dependence on telecommunications carriers and platforms. - FY2020-Q1RestatedAnnual report
「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new risks or material changes have been identified in business and other risks, including dependence on telecommunications carriers and platforms. No quantified figures are provided, and no actual occurrence of the risks is reported. - FY2019RestatedAnnual report
「The Group provides services on platforms offered by NTT DOCOMO, INC., KDDI CORPORATION, and SoftBank Mobile Corp., among others. For billing and collection, it uses the collection agency services of each telecommunications carrier. Revenue dependence on Apple and Google, which provide platforms, and on LINE Corporation is also increasing.」
The company continues to disclose its dependence on telecommunications carriers and platforms such as Apple, Google, and LINE. - FY2019-Q3RestatedAnnual report
「During the first 3 quarters of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous consolidated fiscal year.」
No material changes have been identified in business and other risks, including dependence on telecommunications carriers. - FY2019-Q2RestatedAnnual report
「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material changes have been identified in business and other risks, including dependence on telecommunications carriers. - FY2019-Q1RestatedAnnual report
「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material changes have been identified in business and other risks, including dependence on telecommunications carriers. - FY2018WorsenedAnnual report
「Revenue dependence on Apple and Google, which provide platforms, and on LINE Corporation is also increasing.」
In addition to its previous dependence on telecommunications carriers, the company states that its revenue dependence on Apple, Google, and LINE is increasing, broadening the range of counterparties on which it depends. - FY2018-Q3RestatedAnnual report
「During the first 3 quarters of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous consolidated fiscal year.」
No material changes have been identified in business and other risks, including dependence on telecommunications carriers. - FY2018-Q2RestatedAnnual report
「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material changes have been identified in business and other risks, including dependence on telecommunications carriers. - FY2018-Q1RestatedAnnual report
「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material changes have been identified in business and other risks, including dependence on telecommunications carriers. - FY2017-Q3RestatedAnnual report
「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material changes have been identified regarding dependence on telecommunications carriers. - FY2017-Q2RestatedAnnual report
「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The Company states that there have been no material changes in the business and other risks. - FY2017-Q1RestatedAnnual report
「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The Company states that there have been no material changes in the overall business and other risks. - FY2016First statedAnnual report
「The Group provides services for NTT DOCOMO, INC.'s i-mode and sp-mode services, KDDI CORPORATION's EZweb and au Smart Pass services, and SoftBank Mobile Corp.'s Yahoo! Keitai service. For billing and collection, it uses the collection agency services of each telecommunications carrier.」
NTT DOCOMO accounted for 30.0% and KDDI for 16.6% of current-period revenue. The company identifies the inability to continue transactions and changes in fees and technology as risks.