Terilogy Holdings (5133) · RiskMitigated
Seasonal fluctuations in revenue attributable to large companies’ annual budgets
First written in FY2023. 1 of 2 entries say "Mitigated", first in FY2026. Latest entry: FY2026.
2entries
4years
0from disclosures
How it moved
Same theme, other companies
Second-Half Earnings Concentration Due to Customer Budget Execution and Product Development CyclesA theme 23 companies write about · 23 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2024: 4 of 13 companies on the "Worse" side.
1 other company's 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 23 companies compared. The sentences above are computed from all 23.Full recordFilings, disclosures and news, newest first
- FY2026MitigatedAnnual report
「This trend has eased since the application of accounting standards and other requirements concerning revenue recognition from fiscal 2021.」
The company explains that the concentration of revenue in the second and fourth quarters due to annual budgets at large companies has eased following the application of the revenue recognition standards. - FY2023First statedAnnual report
「At the company, capital investment is made based on annual budget management, among other factors, and consequently the Group's revenue tends to be concentrated in the second and fourth quarters.」
The company has disclosed the risk that revenue will be concentrated in the second and fourth quarters due to capital investment budgets at large companies and corporate groups.