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Fines (5125) · RiskMitigated

Dependence on the Video Cloud Business

First written in FY2022. 3 of 6 entries say "Mitigated", first in 2026-05-15. Latest entry: FY2026.

6entries
5years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022WorsenedFY2024 – FY20252022: 120222023: 020232024: 120242025: 120252026: 32026
Same theme, other companies
Sensitivity to Market Changes Due to a Single Business or SegmentA theme 90 companies write about · 89 as a headwind · 0 as a tailwind

Fines moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 22 of 57 companies on the "Worse" side.

15 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 90 companies compared. The sentences above are computed from all 90.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「The DX business, the group's core business, accounted for 89.9% of revenue in the fiscal year ended June 2026, indicating a high degree of dependence.」

    Following the consolidation of the HR business, revenue concentration declined from 97.2% dependence on the former Video Cloud business to 89.9% dependence on the DX business. The company states that dependence on the DX business remains high.
  3. FY2025WorsenedAnnual report

    「The Video Cloud business, the company's core business, accounted for 96.9% of revenue in the fiscal year ended June 2024 and 97.2% in the fiscal year ended June 2025, indicating a high degree of dependence.」

    Revenue dependence on the Video Cloud business has increased from 96.9% to 97.2%.
  4. FY2024WorsenedAnnual report

    「The Video Cloud business, the company's core business, accounted for 96.4% of revenue in the fiscal year ended June 2023 and 96.9% in the fiscal year ended June 2024, indicating a high degree of dependence.」

    Revenue dependence on the Video Cloud business increased from 96.4% to 96.9%.
  5. FY2022First statedAnnual report

    「The Video Cloud business, the company's core business, accounted for 83.5% of revenue in the fiscal year ended June 2021 and 91.3% in the fiscal year ended June 2022, indicating a high degree of dependence.」

    The company quantifies the core business's share of revenue and identifies the impact of a decline in customer numbers or market contraction on business performance as a risk.
Moved together

"Expanding Video Cloud Accounts and Recurring Revenue" moved the same way as this thread, in the same document, in 4 of its 6 moves.

433333★123456
  1. ★This thread
  2. 1Expanding Video Cloud Accounts and Recurring Revenue4×
  3. 2Dilution of Share Value from the Exercise of Stock Acquisition Rights3×
  4. 3Expansion of diverse DX solutions, including SFA, QuickBill, F-Learning, AI Package and MEO Navi3×
  5. 4Entry into the talent platform and RPO businesses through the acquisitions of Orpla and Nexil3×
  6. 5Recruitment and Strengthening of Sales Consultants3×
  7. 6Recruiting and Developing DX Consulting Talent and Sharing Knowledge Through Video3×

★ 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 Fines yet. It last moved in the Earnings presentation of 2026-08-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on the Video Cloud Business | Fines inc. (5125) | Komori