Linkers (5131) · RiskRestated
Performance concentration in March due to customers’ fiscal year-ends
First written in FY2023. 1 of 2 entries say "Restated". Latest entry: FY2024.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Fiscal year-end concentration of revenue recognition associated with customers' fiscal year-endA theme 32 companies write about · 31 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2024: 4 of 24 companies on the "Worse" side.
17 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 32 companies compared. The sentences above are computed from all 32.Full recordFilings, disclosures and news, newest first
- FY2024RestatedAnnual report
「Because many of our customer companies have a March fiscal year-end, revenue from our principal services, particularly research services, tends to be concentrated in March compared with other months.」
The company continues its policy of smoothing revenue by addressing the concentration of sales in March due to customers' fiscal year-ends through new customer development and delivery-schedule control. - FY2023First statedAnnual report
「Because many of our customer companies have a March fiscal year-end, revenue from our principal services, particularly research services, tends to be concentrated in March compared with other months.」
The company disclosed seasonality risk in its results as a standalone item for the first time, assessing the likelihood of occurrence as medium, the timing as March, and the impact as medium. Its responses are developing new customers and controlling delivery schedules.