Komori
Rebase (5138) · RiskMitigated

Dependence of Revenue on Instabase

First written in FY2023. 3 of 4 entries say "Mitigated", first in FY2024. Latest entry: FY2026.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023MitigatedFY2024 – FY20262023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

23 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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Revenue from “Instabase,” the rental-space matching platform, accounted for 96.9% of the company's net sales in the fiscal year ended March 2026.」

    Dependence on Instabase decreased from 97.3% to 96.9% but still accounted for most revenue.
  2. FY2025MitigatedAnnual report

    「Revenue from “Instabase,” the rental-space matching platform, accounted for 97.3% of the company's net sales in the fiscal year ended March 2025.」

    Dependence on Instabase decreased slightly from 97.4% in the previous fiscal year to 97.3%, but it still accounted for most revenue.
  3. FY2024MitigatedAnnual report

    「The company has been heavily dependent on “Instabase,” which has provided services since its founding, and it accounted for 97.4% of total net sales in the fiscal year ended March 2024.」

    Dependence on Instabase declined from 99.1% to 97.4% but remained the source of most revenue.
  4. FY2023First statedAnnual report

    「Revenue from “Instabase,” the rental-space reservation platform, accounted for 99.1% of the company's net sales in the fiscal year ended March 2023.」

    Quantifies concentration of revenue in the existing service and identifies synergies with new services and business expansion as responses.
Moved together

"Acquiring Spaces and Improving User Convenience and Awareness" moved the same way as this thread, in the same document, in 3 of its 4 moves.

333332★123456
  1. ★This thread
  2. 1Acquiring Spaces and Improving User Convenience and Awareness3×
  3. 2Service Improvements through New Feature Development3×
  4. 3Maximizing Total Transaction Value, Transactions and Listed Spaces3×
  5. 4Hiring and Developing Talented Personnel and Building the Workforce3×
  6. 5Developing Diverse Talent and Creating a Supportive Workplace3×
  7. 6Expansion into Areas Surrounding Instabase and Establishment of New Earnings Pillars2×

★ 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 Rebase yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence of Revenue on Instabase | Rebase,Inc. (5138) | Komori