Komori
Rentracks (6045) · RiskReframed

Concentration of sales in the fourth quarter

First written in FY2016. 19 of 25 entries say "Restated". Latest entry: FY2026.

25entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q2 – FY2020-Q1RestatedFY2022-Q1 – FY2026-H12016: 320162017: 320172018: 320182019: 220192020: 320202021: 420212022: 320222023: 220232024: 020242025: 120252026: 12026
Same theme, other companies
Second-Half Earnings Concentration Due to Customer Budget Execution and Product Development CyclesA theme 23 companies write about · 23 as a headwind · 0 as a tailwind

Rentracks 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 2024: 4 of 13 companies on the "Worse" side.

1 other company's latest entry also says "Reframed".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The Group's net sales may fluctuate from quarter to quarter due to the timing of certain advertising projects and advertisers' budget execution, among other factors.」

    The description has changed from concentration in the fourth quarter to a statement indicating quarterly seasonality caused by the timing of projects and budget execution, as well as diversification of the sales mix.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  3. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  4. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  5. FY2023-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  6. FY2023-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  7. FY2022-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  8. FY2022-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  9. FY2022-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  10. FY2021WorsenedAnnual report

    「(Fiscal year ending March 2021) First quarter (April–June) Second quarter (July–September) Third quarter (October–December) Fourth quarter (January–March) Full-year total Net sales (¥ thousand) 3,217,899 2,597,296 3,009,136 3,525,773 12,350,105 Percentage of total (%) 26.1 21.0 24.4 28.5 100.0」

    Fourth-quarter sales accounted for 28.5%, up from 28.0% in the previous fiscal year. The continued concentration of sales in the fourth quarter is disclosed as a risk.
  11. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  12. FY2021-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  13. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  14. FY2020WorsenedAnnual report

    「Composition ratio (%) 25.8 24.9 21.3 28.0 100.0」

    The fourth quarter accounted for 28.0% of revenue, up from 25.8% in the previous fiscal year. The company continues to disclose the tendency for revenue to be concentrated in the fourth quarter as a risk.
  15. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  16. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  17. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  18. FY2018MitigatedAnnual report

    「Our group’s quarterly revenue tends to be concentrated in the fourth quarter.” “In the current fiscal year, revenue was ultimately distributed more evenly due to deteriorating performance in the second half and other factors.」

    The fourth quarter accounted for 25.8% of revenue, down from 28.4% in the previous fiscal year. However, the company explained that the distribution was smoothed by deteriorating performance in the second half and other factors.
  19. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  20. FY2018-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  21. FY2017MitigatedAnnual report

    「Our group’s quarterly revenue tends to be concentrated in the fourth quarter.」

    The fourth quarter accounted for 28.4% of revenue, down from 28.9% in the previous fiscal year, but the company continues to identify the concentration in the fourth quarter as a risk.
  22. FY2017-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  23. FY2017-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  24. FY2017-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company concludes that there have been no material changes regarding the concentration of revenue in the fourth quarter.
  25. FY2016First statedAnnual report

    「Our group’s quarterly revenue tends to be concentrated in the fourth quarter.」

    The fourth quarter accounted for 28.9% of revenue in the fiscal year ended March 2016, and the company stated that it would seek to smooth the concentration by strengthening its sales efforts in new fields.
Moved together

"Dependence on financial transactions and vehicle purchases" moved the same way as this thread, in the same document, in 4 of its 25 moves.

432222★123456
  1. ★This thread
  2. 1Dependence on financial transactions and vehicle purchases4×
  3. 2Dependence on Advertising Agencies3×
  4. 3Expansion of the Partner-Site Operator Network2×
  5. 4Diversifying earnings through the development of new business pillars2×
  6. 5Strengthening Systems and Internal Control Frameworks2×
  7. 6Dilution of Share Value Through Stock Options2×

★ 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 Rentracks yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.