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monoAI technology (5240) · RiskRestated

Dependence on Sales to Specific Customers

First written in FY2022. 3 of 6 entries say "Restated". Latest entry: FY2026-H1.

6entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023-Q3RestatedFY2024-Q12023: 220232024: 220242025: 020252026: 22026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 313 companies write about · 327 as a headwind · 3 as a tailwind

monoAI technology moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2020: 29 of 92 companies on the "Worse" side.

42 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 331 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「There were no new business risks or material changes to the business risks described in the annual securities report for the prior fiscal year during the interim consolidated accounting period.」

    No new risks or material changes were reported regarding dependence on specific customers.
  2. FY2025WorsenedAnnual report

    「In the fiscal year, the top 4 customers by sales accounted for 53.39% of revenue.」

    The disclosure expanded to the top 4 customers, which together accounted for 53.39%, continuing to show a high degree of customer concentration.
  3. FY2024-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    No new business risks or material changes to existing risks were reported.
  4. FY2023MitigatedAnnual report

    「In the fiscal year, the top customer by sales accounted for 21.72% of revenue. In the prior fiscal year, the top 2 customers accounted for 49.91%.」

    The disclosure changed from dependence on the top 2 customers at 49.91% in the prior year to dependence on the top customer at 21.72% in the current year, indicating lower concentration also compared with the prior year’s top customer at 28.84%.
  5. FY2023-Q3RestatedAnnual report

    「There were no new business risks or material changes to the business risks described in the annual securities report for the prior fiscal year during the cumulative third-quarter period.」

    No new business risks or material changes to existing risks were reported.
  6. FY2022First statedAnnual report

    「In the fiscal year, the top 2 customers by sales accounted for 49.91% of revenue. In the prior fiscal year, the top 2 customers accounted for 55.95%.」

    Dependence on the top 2 customers was 49.91% in fiscal 2022 and 55.95% in the prior year. The Company described efforts to reduce dependence by acquiring new customers.
Moved together

"Dilution risk from the exercise of stock acquisition rights" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2★1
  1. ★This thread
  2. 1Dilution risk from the exercise of stock acquisition rights2×

★ 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.

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Dependence on Sales to Specific Customers | monoAI technology Co.,Ltd. (5240) | Komori