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Abeja (5574) · RiskMitigated

Risk of Dependence on Sales to SOMPO Holdings

First written in FY2023. 2 of 3 entries say "Mitigated", first in FY2024. Latest entry: FY2025.

3entries
3years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023MitigatedFY2024 – FY20252023: 120232024: 120242025: 12025
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. FY2025MitigatedAnnual report

    「Sales to SOMPO Holdings accounted for 12.9% of our total sales in the fiscal year ended August 2025. ... We intend to continue developing new customers and reducing our dependence on specific business partners.」

    The proportion of sales to SOMPO Holdings declined from 20.4% in the previous fiscal year to 12.9%, and the policy of reducing dependence remains in place.
  2. FY2024MitigatedAnnual report

    「Sales to SOMPO Holdings accounted for 20.4% of our total sales in the fiscal year ended August 2024. We intend to continue developing new customers and reducing our dependence on specific business partners.」

    The proportion of sales to SOMPO Holdings declined from 28.9% to 20.4%, and the policy of reducing dependence was reaffirmed. However, the possibility that dependence will remain high for the time being is stated.
  3. FY2023First statedAnnual report

    「Sales to SOMPO Holdings accounted for 28.9% of our total sales in the fiscal year ended August 2023. ... Dependence on specific business partners is expected to remain high for the time being.」

    Sales dependence on a specific customer of 28.9% is disclosed, and the possibility of lower orders due to a change in the business partner's policies or other factors is described as a risk.
Moved together

"Expanding LLM services on the ABEJA Platform and enterprise deployment" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222222★123456
  1. ★This thread
  2. 1Expanding LLM services on the ABEJA Platform and enterprise deployment2×
  3. 2Investment in Sales and Recruitment to Drive Business Growth and Strengthen the Organizational Foundation2×
  4. 3Risk of Recovering Tax Loss Carryforwards and Deferred Tax Assets2×
  5. 4The Five Layers of ABEJA Platform and Investment in Feature Development for LLMs2×
  6. 5Increase in Stated Capital and Capital Surplus through the Exercise of Stock Acquisition Rights2×
  7. 6Acquiring New Customers and Deepening Relationships with Existing Customers2×

★ 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
Abeja's next results are scheduled for 2026-10-15. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Dependence on Sales to SOMPO Holdings | ABEJA,Inc. (5574) | Komori