Komori
Poper (5134) · RiskMitigated

Dependence on Specific Businesses, Including Comiru

First written in FY2022. 6 of 11 entries say "Restated". Latest entry: 2026-06-11.

11entries
4years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2025-H1MitigatedFY2025 – 2026-06-112023: 420232024: 220242025: 120252026: 42026
Same theme, other companies
Reliance on Major Products and ServicesA theme 48 companies write about · 50 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 2 of 11 companies on the "Worse" side.

8 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 48 companies compared. The sentences above are computed from all 48.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Revenue from Comiru accounted for approximately 90% of total revenue for the fiscal year, and 97% of Comiru revenue was generated through the company's direct sales channel.」

    Revenue dependence on Comiru remains substantial, but its share of revenue declined from the previously disclosed approximately 95% to approximately 90%. The company is also diversifying its revenue base by expanding into extracurricular activities and schools, as well as ComiruPay and other services.
  2. FY2025-H1RestatedAnnual report

    「During the current interim accounting period, there was no emergence of new business or other risks, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」

    There are no material changes regarding the risk of dependence on a specific business, including Comiru.
  3. FY2024-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    There are no material changes regarding the risk of dependence on a single business, including Comiru.
  4. FY2023RestatedAnnual report

    「The company primarily sells directly a back-office business management system, Comiru, for education providers, mainly cram schools, which accounts for approximately 95% of revenue.」

    Revenue dependence on Comiru continues, with the service accounting for approximately 95% of revenue, according to the disclosure.
  5. FY2023-Q3RestatedAnnual report

    「As the company's business consists of a single segment, the SaaS-based business management platform business for education providers and other customers, segment information has been omitted.」

    The SaaS-based business management platform for education providers and other customers continues to constitute a single segment, and no material changes have been disclosed regarding dependence on a specific business.
  6. FY2023-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    No material changes have been disclosed regarding the single segment comprising the SaaS-based business management platform for education providers and other customers or dependence on a specific business.
  7. FY2023-Q1RestatedAnnual report

    「The company's business consists of a single segment, the SaaS-based business management platform business for education providers and other customers.」

    The SaaS-based platform for education providers, including Comiru, continues to constitute a single segment, and no material changes have been disclosed regarding dependence on a specific business.
  8. FY2022First statedAnnual report

    「At present, most of the company's revenue is generated by SaaS-based services such as its core service, Comiru.」

    The company is exploring new sources of revenue, management consulting, joint procurement of supplies and partnerships with providers of related services.
Moved together

"Expansion of the service lineup centered on Comiru, an education services platform" moved the same way as this thread, in the same document, in 4 of its 11 moves.

444444★123456
  1. ★This thread
  2. 1Expansion of the service lineup centered on Comiru, an education services platform4×
  3. 2Expansion in the Number of Companies with Paid Contracts and IDs in Use4×
  4. 3Expanding recurring, subscription-based revenue centered on ARR4×
  5. 4Strengthening Web Marketing and the Sales Structure4×
  6. 5Expansion of work-style reform for teachers and staff and the transition of extracurricular sports activities to community-based management in collaboration with the Board of Education4×
  7. 6Paid development of ComiruPRO and core systems for major education operators4×

★ 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 Poper yet. It last moved in the Earnings of 2026-06-11: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.