Komori
Toshin Holdings (9444) · RiskMitigated

Reliance on SoftBank Corp. and KDDI CORPORATION

First written in FY2016. 22 of 30 entries say "Restated". Latest entry: FY2026.

30entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q2RestatedFY2019-Q1 – FY2020-Q3RestatedFY2022-Q1 – FY2023-Q22016: 320162017: 420172018: 320182019: 420192020: 420202021: 320212022: 220222023: 320232024: 120242025: 220252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 318 companies write about · 332 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2022: 26 of 105 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 336 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「株式会社オーレンジ ¥9,212,204 thousand 51.8%" SoftBank Corporation ¥2,331,814 thousand 13.1%" KDDI Corporation ¥2,423,243 thousand 13.6%」

    SoftBank and KDDI together accounted for 26.7% of sales, down from 28.4% in the previous fiscal year. Meanwhile, 株式会社オーレンジ's share rose to 51.8%.
  2. FY2025MitigatedAnnual report

    「株式会社オーレンジ ¥7,192,168 thousand 41.2%" SoftBank Corporation ¥2,848,636 thousand 16.3%" KDDI Corporation ¥2,118,810 thousand 12.1%」

    SoftBank and KDDI together accounted for 28.4% of sales, while 株式会社オーレンジ accounted for a high 41.2%.
  3. FY2025-H1RestatedAnnual report

    「No new business or other risks arose during the current interim consolidated accounting period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in existing business and other risks, including dependence on SoftBank and KDDI.
  4. FY2024WorsenedAnnual report

    「SoftBank Corporation ¥7,490,869 thousand 43.0%" KDDI Corporation ¥5,446,270 thousand 31.3%" 株式会社オーレンジ ¥984,363 thousand 5.7%」

    The combined sales share of SoftBank and KDDI was 74.3%, up from 73.3% in the previous fiscal year. Including 株式会社オーレンジ, the share was 80.0%.
  5. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes in existing business and other risks, including dependence on SoftBank and KDDI.
  6. FY2024-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The treatment of the risk of dependence on SoftBank and KDDI as involving no new developments or material changes continues.
  7. FY2023WorsenedAnnual report

    「SoftBank Corporation ¥6,858,532 thousand 40.4%" KDDI Corporation ¥5,586,462 thousand 32.9%" 株式会社オーレンジ ¥1,718,677 thousand 10.1%」

    The combined sales share of SoftBank and KDDI was 73.3%, indicating a high level of sales dependence on the two major companies. Including 株式会社オーレンジ, the share was 83.4%.
  8. FY2023-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The treatment of the risk of dependence on SoftBank and KDDI as involving no additional developments or material changes continues.
  9. FY2023-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes in existing business risks, including dependence on SoftBank and KDDI.
  10. FY2022-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The treatment of existing business risks, including dependence on SoftBank and KDDI, as involving no material changes continues.
  11. FY2021MitigatedAnnual report

    「SoftBank Corporation ¥6,526,692 thousand 31.1%" KDDI Corporation ¥5,309,290 thousand 25.3%" 株式会社オーレンジ ¥5,357,433 thousand 25.5%」

    The combined sales share of SoftBank and KDDI was 56.4%, down from 61.0% in the previous fiscal year. 株式会社オーレンジ accounted for 25.5%.
  12. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The treatment of the risk of dependence on SoftBank and KDDI as involving no new developments or material changes continues.
  13. FY2021-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The treatment of the risk of dependence on SoftBank and KDDI as involving no additional developments or material changes continues.
  14. FY2021-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The treatment of the risk of dependence on SoftBank and KDDI as involving no new developments or material changes continues.
  15. FY2020MitigatedAnnual report

    「SoftBank Corporation ¥6,840,985 thousand 32.1%" KDDI Corporation ¥6,165,412 thousand 28.9%」

    The combined sales share of SoftBank and KDDI was 61.0%, down from 62.1% in the previous fiscal year. However, KDDI's share increased from 27.3% to 28.9%.
  16. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no new developments or material changes.
  17. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no new developments or material changes.
  18. FY2020-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no new developments or material changes.
  19. FY2019RestatedAnnual report

    「Commission income and other revenue from the core mobile telecommunications-related business depend on SoftBank Corporation and KDDI Corporation.」

    The risk of dependence on two companies continues to be explicitly disclosed. Their sales shares for the year were 34.8% for SoftBank and 27.3% for KDDI.
  20. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no material changes.
  21. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no new developments or material changes.
  22. FY2019-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no new developments or material changes.
  23. FY2018MitigatedAnnual report

    「SoftBank Corporation ¥9,310,302 thousand 34.9%" KDDI Corporation ¥6,790,690 thousand 25.5%」

    The combined sales share of the two major companies declined from 35.4% for SoftBank and 28.5% for KDDI in the previous fiscal year to 34.9% and 25.5%, respectively, in the current fiscal year.
  24. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no new developments or material changes.
  25. FY2018-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no new developments or material changes.
  26. FY2017RestatedAnnual report

    「Commission income and other revenue from the core mobile telecommunications-related business depend on SoftBank Mobile Corporation and KDDI Corporation.」

    The risk that commission income and other revenue from the mobile telecommunications-related business depend on the two companies is reiterated. Their shares of sales for the year were 35.4% for SoftBank Mobile and 28.5% for KDDI.
  27. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year, and there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no material changes.
  28. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The risk of dependence on SoftBank and KDDI is treated as involving no new developments or material changes.
  29. FY2017-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    Dependence on SoftBank and KDDI is included in the general risk disclosure stating that there have been no material changes.
  30. FY2016First statedAnnual report

    「Commission income and other revenue from the core mobile telecommunications-related business depend on SoftBank Mobile Corporation and KDDI Corporation.」

    Dependence on the two major telecommunications operators is explicitly disclosed. Their shares of full-year revenue were 34.0% for SoftBank Mobile and 31.9% for KDDI.
Moved together

"Increasing Customer Traffic, Improving Operating Efficiency and Upgrading Facilities" moved the same way as this thread, in the same document, in 5 of its 30 moves.

554432★123456
  1. ★This thread
  2. 1Increasing Customer Traffic, Improving Operating Efficiency and Upgrading Facilities5×
  3. 2Investment in and Redevelopment of Rental Properties5×
  4. 3Securing Stable Revenue Through Real Estate Leasing4×
  5. 4Opening, Constructing and Refurbishing Carrier Shops4×
  6. 5Concentration of Trade Receivables with a Specific Major Customer3×
  7. 6Strengthening the Sales Platform and Improving Store Operating Efficiency2×

★ 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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