Komori
Atlas Technologies (9563) · RiskMitigated

Revenue Dependence on NTT DOCOMO and Concentration Risk

First written in FY2022. 5 of 6 entries say "Mitigated", first in FY2023. Latest entry: 2026-08-14.

6entries
4years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022MitigatedFY2023 – 2026-08-142023: 120232024: 120242025: 120252026: 32026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 313 companies write about · 327 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2020: 29 of 92 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 331 threads.
Full recordFilings, disclosures and news, newest first
  2. FY2025MitigatedAnnual report

    「Our group receives projects from many business partners, and the number of customers ordering projects in the fiscal year ended December 2025 was 37. NTT DOCOMO, INC. accounted for 93.2% of total revenue in the fiscal year ended December 2020, 90.4% in 2021, 81.8% in 2022, 74.1% in 2023, 60.1% in 2024 and 51.6% in 2025.」

    NTT DOCOMO’s revenue share declined from 60.1% to 51.6%, while the number of project-ordering customers reached 37. Customer concentration risk continues to be disclosed.
  3. FY2024MitigatedAnnual report

    「NTT DOCOMO, INC. accounted for 93.2% of total revenue in the fiscal year ended December 2020, 90.4% in 2021, 81.8% in 2022, 74.1% in 2023 and 60.1% in 2024.」

    NTT DOCOMO’s revenue share declined from 74.1% to 60.1%, providing further evidence of customer diversification.
  4. FY2023MitigatedAnnual report

    「NTT DOCOMO, INC. accounted for 93.2% of total revenue in the fiscal year ended December 2020, 90.4% in 2021, 81.8% in 2022 and 74.1% in 2023.」

    NTT DOCOMO’s revenue share declined from 81.8% to 74.1%, demonstrating greater customer diversification. The concentration risk itself continues to be disclosed.
  5. FY2022First statedAnnual report

    「NTT DOCOMO, INC. accounted for 93.2% of total revenue in the fiscal year ended December 2020, 90.4% in 2021 and 81.8% in 2022.」

    Although NTT DOCOMO’s revenue share has declined, it still accounted for 81.8% in the fiscal year ended December 2022. The company identifies the impact of contract termination, changed terms or lower transaction value as a risk.
Moved together

"Upselling to Existing Clients and Acquiring New Clients" moved the same way as this thread, in the same document, in 5 of its 6 moves.

555322★123456
  1. ★This thread
  2. 1Upselling to Existing Clients and Acquiring New Clients5×
  3. 2Higher-Value Services and Recruitment and Development of Highly Capable Personnel5×
  4. 3Expansion in Southeast Asia from a Singapore base and growth in fintech services5×
  5. 4Enhancing Corporate Value by Expanding the Digital Solutions Business3×
  6. 5Share Liquidity Risk from Representative Director’s Shareholding2×
  7. 6Ongoing review of revenue, gross profit, operating profit, and customer and project KPIs2×

★ 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 Atlas Technologies yet. It last moved in the Earnings presentation of 2026-08-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Revenue Dependence on NTT DOCOMO and Concentration Risk | Atlas Technologies Corporation (9563) | Komori