Komori
Crops (9428) · RiskWorsened

Dependence on Commissions Received from the KDDI Group

First written in FY2018. 2 of 4 entries say "Worsened", first in FY2021. Latest entry: FY2023.

4entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2018 – FY2020WorsenedFY2021 – FY20232018: 120182019: 020192020: 120202021: 120212022: 020222023: 12023
Same theme, other companies
Changes in the Terms of Agency Commissions, Incentives, etc. from Mobile Communications CarriersA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

Crops moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

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.
Full recordFilings, disclosures and news, newest first
  1. FY2023WorsenedAnnual report

    「また代理店に対する販売奨励金の算定体系変更など、事業環境の変化が依然続いております。」

    従来のKDDIによる受取手数料の条件変更リスクについて、販売奨励金の算定体系変更が実際の事業環境の変化として追加されている。
  2. FY2021WorsenedAnnual report

    「また、顧客が当社の運営する「auショップ/au Style」において移動体通信サービスへの加入契約をした後、一定の期間内に当該契約の解約等を行った場合には、当該加入契約に係る手数料の一部が、KDDIグループから支払われない可能性があります。これにより、一定期間内の解約が予想以上に増加した場合には、業績に影響が生じる可能性があります。」

    従来の受取手数料条件変更リスクに加え、一定期間内の顧客解約による手数料不支給リスクを具体的に記載している。
  3. FY2020RestatedAnnual report

    「The amount of commissions received, the period covered, the services covered and the percentage of call charges, among other terms, are determined or changed based on KDDI Group business policies. Significant changes from current transaction terms could affect our performance.」

    KDDIグループの事業方針による受取手数料条件変更リスクを再掲している。
  4. FY2018First statedAnnual report

    「The amount of commissions received, the period covered, the services covered and the percentage of call charges, among other terms, are determined or changed based on KDDI Group business policies. Significant changes from current transaction terms could affect our performance.」

    The disclosure identifies the risk that KDDI Group business policies may change the terms of sales, work-related and line-related commissions.
Moved together

"Uncertainty over the Outlook from the Global Economy, Yen Appreciation and the Stock Market" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Uncertainty over the Outlook from the Global Economy, Yen Appreciation and the Stock Market2×
  3. 2Demand for efficient, high-quality building maintenance services2×
  4. 3Customer concentration in Isuzu Motors2×
  5. 4Higher Logistics Costs in the Wholesale Business2×
  6. 5Impact of COVID-19 on Business and Economic Activity2×
  7. 6Intensifying Competition as Services and Pricing Converge and MVNOs Gain Ground2×

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