Komori
Media Links (6659) · TargetSoftened

Reducing dependence on specific customers

First written in FY2016. 8 of 15 entries say "Restated". Latest entry: FY2026.

15entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019AdvancedFY2025-H1 – FY20252016: 120162017: 120172018: 120182019: 120192020: 120202021: 220212022: 120222023: 320232024: 220242025: 120252026: 12026
Same theme, other companies
Expanding the customer base to mitigate customer and product concentrationA theme 43 companies write about · 1 as a headwind · 42 as a tailwind

Media Links moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Softened".

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 43 companies compared. The sentences above are computed from all 43.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「Accordingly, while maintaining good relationships with certain major customers, we believe that strengthening our sales capabilities and acquiring new customers through collaboration with distributors and system integrators are challenges that our Group must address in order to reduce our relative dependence on specific customers.」

    Although initiatives to diversify the customer base are continuing, the proportion of sales to AT&T increased from 29.9% in the previous period to 41.1%, indicating weakening performance against the goal of reducing dependence on specific customers.
  2. FY2025AdvancedAnnual report

    「Accordingly, while maintaining good relationships with certain major customers, we believe that strengthening our sales capabilities and acquiring new customers through collaboration with distributors and system integrators are challenges that our Group must address in order to reduce our relative dependence on specific customers.」

    Based on sales results, the proportion of sales to AT&T declined from 52.6% in the previous period to 29.9%, while customer diversification progressed, including Uniadex at 19.0% and Telstra at 12.1%.
  3. FY2025-H1AdvancedAnnual report

    「We began selling the new product Xscend® in April 2023, have proposed it to existing customers in response to their demand for equipment upgrades, and have already delivered it to several companies.」

    The company has proposed Xscend® to existing customers and progressed to deliveries to several companies, indicating specific progress in expanding its customer base and reducing dependence on specific customers.
  4. FY2024-Q3RestatedAnnual report

    「The company will stimulate demand for equipment upgrades among existing customers and seek to expand its customer base through sales activities for new products.」

    The company continues to stimulate demand for upgrades among existing customers and expand its customer base through proposals for new products as measures to reduce dependence on specific customers.
  5. FY2024-Q2RestatedAnnual report

    「The company will stimulate demand for equipment upgrades among existing customers and seek to expand its customer base through sales activities for new products.」

    The company continues to stimulate demand for upgrades among existing customers and expand its customer base through proposals for new products as measures to reduce dependence on specific customers.
  6. FY2024-Q1RestatedAnnual report

    「The company will stimulate demand for equipment upgrades among existing customers and seek to expand its customer base through sales activities for new products.」

    The company continues to stimulate demand for equipment upgrades among existing customers and expand its customer base through proposals for new products as measures to reduce dependence on specific customers.
  7. FY2023SoftenedAnnual report

    「Accordingly, while maintaining good relationships with certain major customers, we believe that strengthening our sales capabilities and acquiring new customers through collaboration with distributors and system integrators are challenges that our Group must address in order to reduce our relative dependence on specific customers.」

    Although initiatives to diversify the customer base are continuing, the proportion of sales to AT&T increased from 27.1% in the previous period to 51.1%, indicating weakening performance against the goal of reducing dependence on specific customers.
  8. FY2022AdvancedAnnual report

    「AT&T Corporation 675,220 27.1 Telstra Corporation Limited 362,029 14.5 IISN SYSTEMS CO., LTD. 304,653 12.2」

    The proportion of sales to the major customer AT&T declined from 50.0% in the previous period to 27.1%, while sales were diversified among customers including Telstra at 14.5% and IISN at 12.2%. This indicates specific progress in the customer mix toward reducing dependence on specific customers.
  9. FY2022-Q2RestatedAnnual report

    「In North America, sales to major customers declined from the same period of the previous year, but total sales were approximately unchanged due to increased sales to other customers.」

    The company continues to describe customer diversification, with increased sales to other customers offsetting the decline in sales to major customers.
  10. FY2021RestatedAnnual report

    「Accordingly, while maintaining good relationships with certain major customers, we believe that strengthening our sales capabilities and acquiring new customers through collaboration with distributors and system integrators are challenges that our Group must address in order to reduce our relative dependence on specific customers.」

    The company continues to address the challenge of reducing dependence by strengthening its sales capabilities, collaborating with distributors and system integrators, and acquiring new customers while maintaining relationships with major customers.
  11. FY2021-Q1AdvancedAnnual report

    「In North America, sales to major customers were approximately unchanged from the same period of the previous year, but revenue increased year on year due to new capital investment by other customers.」

    The company states that new capital investment by customers other than its major customers contributed to higher revenue, indicating specific progress in diversifying its customer base to reduce dependence on specific customers. However, no dependence ratio is provided.
  12. FY2019RestatedAnnual report

    「Accordingly, while maintaining good relationships with certain major customers, we believe that strengthening our sales capabilities and acquiring new customers to reduce our relative dependence on specific customers are challenges that our Group must address.」

    The company continues to identify maintaining relationships with major customers, strengthening its sales capabilities, and acquiring new customers to reduce dependence as challenges.
  13. FY2018RestatedAnnual report

    「Accordingly, while maintaining good relationships with certain major customers, we believe that strengthening our sales capabilities and acquiring new customers to reduce our relative dependence on specific customers are challenges that our Group must address.」

    The company continues to identify maintaining relationships with major customers, strengthening its sales capabilities, and acquiring new customers to reduce dependence as challenges.
  14. FY2017RestatedAnnual report

    「Accordingly, while maintaining good relationships with certain major customers, we believe that strengthening our sales capabilities and acquiring new customers to reduce our relative dependence on specific customers are challenges that our Group must address.」

    The company continues to address the challenge of reducing dependence by strengthening its sales capabilities and acquiring new customers while maintaining relationships with major customers.
  15. FY2016First statedAnnual report

    「While maintaining good relationships with certain major customers, the company aims to reduce its relative dependence on specific customers by increasing sales to other customers.」

    The company plans to acquire new customers incrementally while maintaining relationships with existing major customers.
Moved together

"Increased R&D investment to support growth" moved the same way as this thread, in the same document, in 4 of its 15 moves.

444443★123456
  1. ★This thread
  2. 1Increased R&D investment to support growth4×
  3. 2Risk of High Reliance on Specific Customers4×
  4. 3Securing Stable Revenue Sources4×
  5. 4Foreign Exchange Risk Associated with Overseas Transactions and Foreign-Currency Procurement4×
  6. 5Expansion into the General User Market and a Shift in Value Proposition4×
  7. 6Containing SG&A through ongoing expense reduction3×

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