Dependence on Specific Suppliers for Telecommunications Circuits, Data Centers, and Other Services
First written in FY2023. 1 of 3 entries say "Restated". Latest entry: FY2026.
Excite Holdings moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2017: 6 of 14 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The Company depends on specific other companies for communications infrastructure and data centers, which are essential facilities for its Internet business. If systems at companies outside the Company’s direct control are damaged, including by disasters, the business may suffer significant disruption. In addition to facilities, certain content and functions comprising the Company’s services are also provided by specific other companies.」
In addition to dependence on communications infrastructure, data centers, and access lines, the Company explicitly identifies dependence on providers of content and functions comprising its services. - FY2024RestatedAnnual report
「The Company depends on specific other companies for communications infrastructure and data centers, which are essential facilities for its Internet business. If systems at companies outside the Company’s direct control are damaged, including by disasters, the business may suffer significant disruption.」
The Company continues to disclose dependence on communications infrastructure and data centers, as well as partner telecommunications carriers providing access lines. - FY2023First statedAnnual report
「The Company depends on specific other companies for communications infrastructure and data centers, which are essential facilities for its Internet business. If systems at companies outside the Company’s direct control are damaged, including by disasters, the business may suffer significant disruption.」
The Company identifies its dependence on external providers for communications infrastructure, data centers, and access lines as a risk.