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Media Links (6659) · RiskWorsened

Risk of High Reliance on Specific Customers

First written in FY2016. 5 of 9 entries say "Worsened", first in FY2017. Latest entry: FY2026.

9entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseWorsenedFY2019 – FY2021WorsenedFY20232016: 120162017: 120172018: 120182019: 120192020: 020202021: 120212022: 120222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Dependence on sales to specific customersA theme 37 companies write about · 39 as a headwind · 0 as a tailwind

Media Links moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.

8 other companies' latest entry also says "Worsened".

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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Our Group's sales are currently maintained at a high level of dependence on specific customers.」

    The proportion of sales to AT&T Corporation increased from 29.9% in the previous period to 41.1%, while Telstra also accounted for 14.1%, indicating an increase in customer concentration risk.
  2. FY2025MitigatedAnnual report

    「Our Group's sales are currently maintained at a high level of dependence on specific customers.」

    Although the risk recognition continues, the proportion of sales to the largest customer, AT&T, declined from 52.6% in the previous period to 29.9%, easing the degree of customer concentration compared with the previous period.
  3. FY2023WorsenedAnnual report

    「Our Group's sales are currently maintained at a high level of dependence on specific customers.」

    Sales to AT&T Corporation were ¥1,288,839 thousand, accounting for 51.1% of total sales, up from 27.1% in the previous period. The risk of concentration in a specific customer has again become more pronounced quantitatively.
  4. FY2022MitigatedAnnual report

    「Our Group's sales are currently maintained at a high level of dependence on specific customers.」

    Although the risk recognition continues, the proportion of sales to the largest customer, AT&T, declined from 50.0% in the previous period to 27.1%, with sales diversified among multiple customers, including Telstra at 14.5% and IISN at 12.2%.
  5. FY2021WorsenedAnnual report

    「Our Group's sales are currently maintained at a high level of dependence on specific customers.」

    Sales to AT&T Corporation were ¥1,242,032 thousand, accounting for 50.0% of total sales, up from 36.2% in the previous period. Concentration in a specific customer has become more pronounced quantitatively.
  6. FY2019WorsenedAnnual report

    「Our Group's sales are currently maintained at a high level of dependence on specific customers.」

    The largest customer's share of sales, AT&T, was 24.1%, up from 19.3% in the previous period. With Telstra at 14.4% and 株式会社朋栄 at 10.4%, customer concentration risk has again become more pronounced quantitatively.
  7. FY2018MitigatedAnnual report

    「Our Group's sales are currently maintained at a high level of dependence on specific customers.」

    Although the risk recognition continues, the largest customer's share of sales declined from 46.9% in the previous period to 10.5%. In the current period, sales were diversified among AT&T at 19.3%, Tokai Television at 11.2%, Telamon Technologies at 10.5%, and Telstra at 10.1%.
  8. FY2017WorsenedAnnual report

    「Our Group's sales are currently highly dependent on specific customers.」

    Telamon Technologies' share of sales increased to 46.9% from 30.7% in the previous period, while Telstra's share declined from 33.8% to 14.6%. The form of customer concentration changed, and dependence on specific customers became more pronounced quantitatively.
  9. FY2016First statedAnnual report

    「Our Group's sales are currently highly dependent on specific customers.」

    Sales to the major customers Telstra and Telamon Technologies accounted for 33.8% and 30.7%, respectively, quantifying customer concentration.
Moved together

"Increased R&D investment to support growth" moved the same way as this thread, in the same document, in 5 of its 9 moves.

555544★123456
  1. ★This thread
  2. 1Increased R&D investment to support growth5×
  3. 2Reliance on equipment replacement cycles and new demand5×
  4. 3Risk of fluctuations in broadcasting standards and demand trends5×
  5. 4Foreign Exchange Risk Associated with Overseas Transactions and Foreign-Currency Procurement5×
  6. 5Containing SG&A through ongoing expense reduction4×
  7. 6Reducing dependence on specific customers4×

★ 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 Media Links yet.
News
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Risk of High Reliance on Specific Customers | MEDIA LINKS CO.,LTD. (6659) | Komori