Komori
Fusic (5256) · RiskMitigated

Sales Concentration in Specific Customers

First written in FY2023. 2 of 4 entries say "Mitigated", first in FY2025. Latest entry: FY2026.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023WorsenedFY2024MitigatedFY2025 – FY20262023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

39 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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「For the fiscal year ending June 2026, the 2 companies that are major customers, UCHIDA YOKO CO.,LTD. and 株式会社まちのわ, accounted for just under 30% of the company's revenue.」

    The revenue share of the 2 major customers declined from 30.4% in the previous fiscal year to approximately 28.1%, or just under 30%, in the current fiscal year, indicating lower concentration. However, the risk of an impact when contracts end continues.
  2. FY2025MitigatedAnnual report

    「For the fiscal year ended June 2025, 株式会社まちのわ and 株式会社内田洋行, the company's 2 major customers, accounted for more than 30% of revenue.」

    The 2 major customers accounted for 18.8% for 株式会社まちのわ and 11.6% for 株式会社内田洋行, for a combined 30.4%, down from approximately 38.2% in the previous fiscal year. The risk itself continues because the combined share remains above 30%.
  3. FY2024WorsenedAnnual report

    「For the fiscal year ended June 2024, 株式会社まちのわ and 株式会社内田洋行, the company's 2 major customers, accounted for more than 30% of revenue. 株式会社まちのわ: ¥451,531 thousand (25.1%); 株式会社内田洋行: ¥234,755 thousand (13.1%)」

    The company specifies the 2 major customers' combined share of revenue as approximately 38.2%, up from a combined 34.5% in the previous fiscal year. Customer portfolio diversification is identified as a countermeasure.
  4. FY2023First statedAnnual report

    「For the fiscal year ended June 2023, the top 2 customers accounted for more than 30% of the company's revenue. If the contractual relationships with these 2 companies end, this may adversely affect the company's operating results and financial position.」

    The company quantifies the top 2 customers' share of revenue for the fiscal year ended June 2023 at more than 30% and identifies customer portfolio diversification as a countermeasure.
Moved together

"Expansion of Cloud Infrastructure Development and AWS Resale Services" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Expansion of Cloud Infrastructure Development and AWS Resale Services2×
  3. 2Revenue mix centered on cloud integration2×
  4. 3Expansion of Data Integration Services and Data Talent2×
  5. 4Recruiting and Developing High-Caliber Talent and Strengthening a Learning Culture2×
  6. 5Expanding the User Base of 360 and sigfy2×
  7. 6Potential dilution 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.

When this could move next
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Sales Concentration in Specific Customers | Fusic Co.,Ltd. (5256) | Komori