Komori
Almedio (7859) · RiskRestated

Dependence on External Manufacturers for Recordable Test Media and Optical Drives

First written in FY2016. 4 of 5 entries say "Restated". Latest entry: FY2023.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20232016: 120162017: 120172018: 020182019: 120192020: 120202021: 020212022: 020222023: 12023
Same theme, other companies
Reliance on an Outsourced Production SystemA theme 46 companies write about · 46 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2021: 6 of 19 companies on the "Worse" side.

22 other companies' latest entry also says "Restated".

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 46 companies compared. The sentences above are computed from all 46.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「The Group currently outsources production to external manufacturers capable of managing product characteristics, including recording characteristics, and manufacturing test media in order to maintain consistent quality. However, as the optical disc market continues to contract, the Group may temporarily face difficulty obtaining consistently high-quality test media if an external manufacturer to which production has been outsourced withdraws from the production and sale of optical discs.」

    The Group continues to outsource production of test media, including recordable media, to external manufacturers and disclose the risk of supply difficulties if an outsourced manufacturer withdraws.
  2. FY2020RestatedAnnual report

    「The Group also receives high-performance, high-quality long-term archival optical drives and optical discs from external manufacturers that are its business partners. If a partner manufacturer ceases supply as a result of business restructuring or other factors, the Group may temporarily face difficulty obtaining high-performance, high-quality long-term archival optical drives and optical discs.」

    The Group discloses the risk of reliance on external manufacturers for the supply of long-term archival optical drives and optical discs, in addition to recordable test media.
  3. FY2019RestatedAnnual report

    「The Group owns no production facilities and outsources production.」

    The supply structure, in which production of recordable test media is outsourced to external manufacturers, and the risk of supply difficulties if an outsourced manufacturer withdraws, continue.
  4. FY2017RestatedAnnual report

    「The Group owns no production facilities and outsources production. The Group currently outsources production to external manufacturers capable of managing recording characteristics and manufacturing the products in order to maintain consistent quality of recordable test media. However, as competition in the recordable media market intensifies and industry consolidation gathers pace, the Group may temporarily face difficulty obtaining consistently high-quality recordable test media if an external manufacturer to which production has been outsourced withdraws from the production and sale of recordable media.」

    The Group continues to disclose its reliance on external manufacturers for production of recordable test media and the risk of supply difficulties if an outsourced manufacturer withdraws.
  5. FY2016First statedAnnual report

    「The Group currently outsources production to external manufacturers capable of managing recording characteristics and manufacturing the products in order to maintain consistent quality of recordable test media. However, as competition in the recordable media market intensifies and industry consolidation gathers pace, the Group may temporarily face difficulty obtaining consistently high-quality recordable test media if an external manufacturer to which production has been outsourced withdraws from the production and sale of recordable media.」

    The risk of supply difficulties resulting from an external manufacturer's withdrawal is explicitly identified.
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Almedio's next results are scheduled for 2026-11-02. Read the earnings preview
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