Komori
Artiza Networks (6778) · RiskMitigated

Concentration of Sales in Specific Industries and Customers

First written in FY2016. 11 of 21 entries say "Restated". Latest entry: FY2026.

21entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2020RestatedFY2022-Q3 – FY20232016: 12017: 420172018: 420182019: 320192020: 220202021: 020212022: 320222023: 120232024: 120242025: 120252026: 12026
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. FY2026MitigatedAnnual report

    「1FINITY Inc. 715,303 28.6% NTT DOCOMO, INC. 622,994 24.9%」

    The 2 major customers were 1FINITY and NTT DOCOMO, accounting for a combined 53.5%. Fujitsu and SoftBank, which exceeded 10% in the previous fiscal year, fell below the 10% threshold in the current fiscal year, reducing the number of customers subject to disclosure from 3 to 2.
  2. FY2025WorsenedAnnual report

    「NTT DOCOMO, INC. 786,789 29.3 Fujitsu Limited 603,724 22.5 SoftBank Corp. 378,925 14.1」

    Three major customers each accounted for more than 10% of sales: NTT DOCOMO 29.3%, Fujitsu 22.5% and SoftBank 14.1%. Concentration among major customers increased compared with the previous fiscal year.
  3. FY2024MitigatedAnnual report

    「NEC Corporation 690,357 24.5% NTT DOCOMO, INC. 655,683 23.3% Fujitsu Limited 409,375 14.5% SoftBank Corp. 326,546 11.6%」

    The major customer composition became more diversified from the previous fiscal year's 47.4% for NTT DOCOMO and 25.3% for Fujitsu, with four companies disclosed as customers accounting for more than 10%.
  4. FY2023Change in major customer compositionAnnual report

    「NTT DOCOMO, INC. 1,948,440 47.4 Fujitsu Limited 1,041,393 25.3」

    Sales to NTT DOCOMO fell from 53.8% in the previous fiscal year to 47.4%, while Fujitsu was identified as a major customer accounting for 25.3%.
  5. 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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  6. FY2022Change in Major Customer CompositionAnnual report

    「NTT DOCOMO, INC. 2,445,745 53.8 NEC Corporation 804,783 17.7」

    Sales to NTT DOCOMO fell from 63.8% in the previous fiscal year to 53.8%, while NEC Corporation was newly identified as a major customer accounting for 17.7%.
  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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  8. FY2020MitigatedAnnual report

    「NTT DOCOMO, INC. 1,014,105 31.4 Nokia Solutions and Networks Oy 595,725 18.4 NEC Corporation 498,622 15.4 Fujitsu Limited 327,878 10.1 Net One Systems Co., Ltd. 326,244 10.1」

    NTT DOCOMO's share of sales fell from 48.0% to 31.4%, while sales to multiple customers were disclosed. Five companies each accounted for more than 10%.
  9. FY2020-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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  10. 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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  11. FY2019WorsenedAnnual report

    「NTT DOCOMO, INC. 1,261,872 48.0% Net One Systems Co., Ltd. 312,343 11.9% Nokia Solutions and Networks Oy 285,650 10.9%」

    Sales to NTT DOCOMO rose from 12.9% in the previous fiscal year to 48.0%, increasing sales concentration among major customers. Sales to Nokia Solutions and Networks Oy fell from 40.3% to 10.9%, but multiple major customers each accounted for more than 10% of sales.
  12. 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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  13. FY2019-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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  14. FY2018WorsenedAnnual report

    「Nokia Solutions and Networks Oy 940,230 40.3% NTT DOCOMO, INC. 300,412 12.9% Fujitsu Limited 299,473 12.8%」

    Nokia Solutions and Networks Oy's share of sales rose from 10.8% in the previous fiscal year to 40.3%. Sales concentration among major customers, including NTT DOCOMO and Fujitsu, has increased on a numerical basis.
  15. 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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  16. 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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  17. FY2018-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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  18. FY2017MitigatedAnnual report

    「NTT DOCOMO, INC. ¥471.720 million 23.7% Fujitsu Limited ¥309.167 million 15.5% Nokia Solutions and Networks Oy ¥214.383 million 10.8%」

    The sales shares of major customers declined from 41.5% for NTT DOCOMO and 19.1% for Fujitsu in the previous fiscal year, while Nokia Solutions and Networks Oy was newly disclosed as a customer accounting for more than 10%.
  19. 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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  20. 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.」

    No material changes have been identified in the risk of sales concentration in specific industries and customers.
  21. FY2016First statedAnnual report

    「The Group is diversifying its products and actively pursuing new customers to build a business less affected by changes in demand from specific customers. However, its principal customers are concentrated in the R&D and manufacturing divisions of telecommunications operators and communications equipment manufacturers. Demand may therefore be significantly affected by the business trends and policies of those operators and manufacturers, as well as by progress in communications network development.」

    Describes customer concentration among telecommunications operators, communications equipment manufacturers and their R&D and manufacturing divisions, and identifies product diversification and new-customer acquisition as countermeasures.
Moved together

"Sales and Market Development of LTE-Advanced Products in Overseas Markets" moved the same way as this thread, in the same document, in 4 of its 21 moves.

442222★123456
  1. ★This thread
  2. 1Sales and Market Development of LTE-Advanced Products in Overseas Markets4×
  3. 2Declining net assets and equity ratio4×
  4. 3Faster, Higher-Capacity Mobile Communications and 5G Research2×
  5. 4Products Supporting Next-Generation Networks and Network Security2×
  6. 5Sales of IP Network Solution Products2×
  7. 6Dividends on Common Shares2×

★ 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.

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