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ALiNK Internet (7077) · RiskWorsened

Sales concentration risk involving Google LLC

First written in FY2020. 2 of 5 entries say "Mitigated", first in FY2023. Latest entry: FY2026.

5entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020 – FY2022MitigatedFY2023 – FY20252020: 120202021: 020212022: 120222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Dependence on specific business partners, such as Google, and external content providersA theme 15 companies write about · 15 as a headwind · 0 as a tailwind

ALiNK Internet moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2024: 2 of 9 companies on the "Worse" side.

2 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Revenue from Google LLC accounted for 45.4% of revenue from our tenki.jp business in the current consolidated fiscal year, compared with 35.2% in the previous consolidated fiscal year.」

    Based on tenki.jp business revenue, the revenue concentration ratio for Google increased from 35.2% in the previous consolidated fiscal year to 45.4%.
  2. FY2025MitigatedAnnual report

    「Revenue from Google LLC accounted for 35.2% of our Group’s total revenue in the current consolidated fiscal year, compared with 45.2% in the previous fiscal year.」

    The revenue concentration ratio for Google declined from 45.2% to 35.2%.
  3. FY2023MitigatedAnnual report

    「Revenue from Google LLC accounted for 40.2% of our total revenue in the previous fiscal year and 37.9% in the current fiscal year.」

    The revenue concentration ratio for Google declined from 40.2% to 37.9%.
  4. FY2022Update to the revenue concentration ratioAnnual report

    「Revenue from Google LLC accounted for 39.3% of our total revenue in the previous fiscal year and 40.2% in the current fiscal year.」

    The revenue concentration ratio for Google was updated from 39.3% to 40.2%.
  5. FY2020First statedAnnual report

    「Revenue from Google LLC accounted for 57.3% of our total revenue in the previous fiscal year and 54.4% in the current fiscal year.」

    The concentration of revenue among major ad network customers was disclosed with the relevant percentages.
Moved together

"Responding to Innovation in Internet Technology and Developing Proprietary Technologies" moved the same way as this thread, in the same document, in 2 of its 5 moves.

2★1
  1. ★This thread
  2. 1Responding to Innovation in Internet Technology and Developing Proprietary Technologies2×

★ 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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No upcoming earnings preview for ALiNK Internet yet.
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Sales concentration risk involving Google LLC | ALiNK Internet,INC. (7077) | Komori