Komori
Smartvalue (9417) · RiskDropped

Dependence on NTT DOCOMO and Diamond Telecom

First written in FY2016. 4 of 9 entries say "Restated". Latest entry: FY2020-Q3.

9entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017-Q3MitigatedFY2017 – FY2018RestatedFY2020-Q1 – FY2020-Q32016: 120162017: 220172018: 120182019: 320192020: 22020
Same theme, other companies
Dependence on Sales to Sales and OEM PartnersA theme 34 companies write about · 33 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 4 of 15 companies on the "Worse" side.

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

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 34 companies compared. The sentences above are computed from all 34.
Full recordFilings, disclosures and news, newest first
  1. FY2020-Q3DroppedAnnual report

    「The section "2. Business Risks (1) Dependence on Specific Suppliers and Business Partners" has been removed.」

    Following the transfer of the mobile communications equipment sales agency business and the agreed termination of the sales and purchasing agreements, the disclosure of the mobile business's dependence-related risks concerning 兼松コミュニケーションズ株式会社 and others was removed.
  2. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes regarding the risk of dependence on major customers.
  3. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It is stated that there have been no material changes regarding the risk of dependence on major customers.
  4. FY2019MitigatedAnnual report

    「Accordingly, 44.2% of revenue, based on the results for the current fiscal year, was attributable to 兼松コミュニケーションズ株式会社.」

    The proportion of revenue attributable to 兼松コミュニケーションズ株式会社 declined from 54.5% in the prior fiscal year to 44.2%. However, the structure in which most purchasing and sales in the mobile business depend on the DOCOMO brand continues.
  5. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes regarding the risk of dependence on major customers.
  6. FY2018MitigatedAnnual report

    「Accordingly, 54.5% of revenue, based on the results for the 71st fiscal year (from 1 July Heisei 29 to 30 June Heisei 30), was attributable to 兼松コミュニケーションズ株式会社.」

    The proportion of revenue attributable to the major customer declined from 61.4% in the prior fiscal year to 54.5%. However, dependence on the DOCOMO brand and 兼松コミュニケーションズ株式会社 continues to be disclosed.
  7. FY2017MitigatedAnnual report

    「Accordingly, 61.4% of sales value, based on the results for the 70th fiscal year (from 1 July Heisei 28 to 30 June Heisei 29), was attributable to 兼松コミュニケーションズ株式会社.」

    The proportion of sales value attributable to the major customer declined from 64.6% in the prior fiscal year to 61.4%. Meanwhile, 株式会社ダイヤモンドテレコム was absorbed in a merger by 兼松コミュニケーションズ株式会社, changing the name of the entity on which the Company depended and its contractual counterparty.
  8. FY2017-Q3RestatedAnnual report

    「During the cumulative third-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    It is stated that there have been no material changes in the overall risk disclosure regarding dependence on NTT DOCOMO and 株式会社ダイヤモンドテレコム.
  9. FY2016First statedAnnual report

    「Accordingly, 64.6% of sales value, based on the results for the 69th fiscal year (from 1 July Heisei 27 to 30 June Heisei 28), was attributable to 株式会社ダイヤモンドテレコム.」

    It states that most mobile-business purchasing and sales depend on the NTT DOCOMO brand and agency agreement, with sales to the major customer accounting for 64.6%.
Moved together

"Focus on the Cloud Solutions Business and Expansion of Corporate Value" moved the same way as this thread, in the same document, in 3 of its 9 moves.

333332★123456
  1. ★This thread
  2. 1Focus on the Cloud Solutions Business and Expansion of Corporate Value3×
  3. 2Expansion from telematics to a mobility IoT platform3×
  4. 3Expansion of the Regional Information Cloud and Growth in Recurring Revenue3×
  5. 4Expansion of service contracts with local governments and public-sector organizations3×
  6. 5Investment in Data Centers, Cloud Infrastructure, and Regional Information Clouds3×
  7. 6Expansion of Sales Regions and Strengthening of Cloud Products2×

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