The Zacks Wireless Non-US industry is grappling with high capital expenditures for infrastructure upgrades, margin erosion, supply-chain disruptions due to geopolitical conflicts, higher tariffs, raging wars and high customer inventory levels. However, healthy demand trends stemming from the increasing propensity to stay connected in this digital age should benefit the industry in the long run. Amid this backdrop, KDDI Corporation (KDDIY) , Vodafone Group Public Limited Company (VOD) and Millicom Internatio ...

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Group 1 - KDDI and NEC will collaborate in the field of cybersecurity [1]

KDDI Corporation (OTCPK:KDDIY) Q3 2025 Earnings Conference Call February 5, 2025 3:45 AM ET Company Participants Makoto Takahashi – President, Representative Director and Chief Executive Officer Ikuko Hongou – General Manager-Investor Relations Department Hiromichi Matsuda – Managing Executive Officer, Director, CDO and Executive Director-Advanced Business Nanae Saishoji – Managing Executive Officer, Director and Chief Financial Officer, Executive Director-Corporate Sector Hiroshi Takezawa – Managing Execu ...

Fiscal Year Ending March 31, 2025 Q3 Financial Results (April-December 2024) February 5, 2025 KDDI Corporation Index 2 1. Consolidated Financial Results 2. Personal Services Segment 3. Business Services Segment 4. Enhancing the Power to Connect Appendix 1. Consolidated Financial Results Financial Highlights In line with full-year forecasts FY24-03 Q1-3 FY25-03 Q1-3 YOY +2.3％ FY24-03 Q1-3 FY25-03 Q1-3 YOY +2.0％ 847.7 864.6 Operating revenue Operating income Profit for the period*1 FY24-03 Q1-3 FY25-03 Q1-3 Y ...

SAN FRANCISCO and TOKYO, Nov. 19, 2024 (GLOBE NEWSWIRE) -- Swift Navigation, a global leader in precise positioning technology, and KDDI Corporation, one of Japan's premier mobile network operators, announced the full commercial launch of Skylark® Precise Positioning Service in the Japanese market, which officially took place on October 8, 2024. Built on a carrier-grade network designed, deployed, and operated in partnership with KDDI, Skylark delivers unparalleled positioning accuracy to meet growing marke ...

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Financial Data and Key Metrics Changes - Consolidated operating revenue for the first half was JPY2,855.7 billion, up 2.8% year-on-year, achieving a progress ratio of 49.5% against the full year forecast [7] - Operating income was JPY573.1 billion, up 2.3% year-on-year, with a progress ratio of 51.6% against the full year forecast [7] - Communications ARPU revenues continued to increase, contributing to steady growth in major businesses [8] Business Line Data and Key Metrics Changes - The Business Services segment reported operating revenue of JPY672.4 billion, a 13.1% year-on-year increase, with operating income of JPY113.7 billion, up 11.1% year-on-year [13] - The DX Business Services segment experienced double-digit growth in operating income [7] - Financial and Energy businesses also saw an increase in income, contributing positively to overall performance [7] Market Data and Key Metrics Changes - The customer base in the value-added area expanded, with au Jibun Bank savings accounts increasing by 940,000 year-on-year and au PAY Gold Card members increasing by 410,000 year-on-year [12] - The number of au Denki subscriptions increased by 30,000 year-on-year, indicating growth in value-added services [12] Company Strategy and Development Direction - The company aims to achieve its EPS target by promoting a satellite growth strategy, focusing on major businesses and new areas such as drones and Starlink [9] - A capital policy was introduced, including a 2-for-1 stock split to attract new individual investors and an additional share repurchase of up to JPY100 billion [14] - The collaboration with Lawson is expected to enhance customer engagement and drive revenue growth [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the competitive advantage of their network quality, particularly in the 5G space, and emphasized the importance of maintaining this lead [42][43] - The company anticipates that the introduction of new pricing plans and services will positively impact customer acquisition and ARPU in the second half of the fiscal year [21][25] Other Important Information - The company is committed to a total return ratio of 100% as an upper limit for shareholder returns, indicating a focus on maintaining stable dividends and share repurchases [33] - The company plans to enhance its brand strategy by differentiating its offerings among its three brands: povo, au, and UQ [29][30] Q&A Session Summary Question: Shareholder return strategy and future buybacks - The company clarified that the JPY100 billion share buyback is separate from cross-shareholding considerations and that they aim to maintain a balance between the two [18] Question: Impact of new plans on customer acquisition - Management indicated that the new Ponta Pass and UQ 30 giga plan are expected to positively impact customer acquisition and ARPU in the second half [20][21] Question: Competitive positioning and network quality - The company highlighted its strong network quality and competitive edge, particularly in the 5G space, and expressed confidence in sustaining this position [42][43] Question: Contribution from Lawson and future synergies - The company expects Lawson to contribute approximately JPY10 billion to operating income, with ongoing efforts to generate synergies between the two companies [47][49]

Financial Data and Key Metrics Changes - Consolidated operating revenue for the first half of the fiscal year ending March 2025 was JPY2,855.7 billion, an increase of 2.8% year-on-year, achieving a progress ratio of 49.5% against the full-year forecast [5] - Operating income rose to JPY573.1 billion, up 2.3% year-on-year, with a progress ratio of 51.6% against the full-year forecast [5] - Communications ARPU revenues continued to increase, contributing to overall revenue growth [6] Business Line Data and Key Metrics Changes - The Personal Services segment saw total ARPU revenues grow, with au brand increasing by approximately 3% year-on-year and UQ Mobile by about 7% year-on-year [10] - The Business Services segment reported operating revenue of JPY672.4 billion, a 13.1% year-on-year increase, with operating income at JPY113.7 billion, up 11.1% year-on-year [27] Market Data and Key Metrics Changes - IoT-related services in the Business Services segment achieved operating revenue of JPY79 billion, up 21.5% year-on-year, with IoT connections growing to 46.33 million [28] - Data center operating revenue was JPY65 billion, reflecting a 12.1% year-on-year increase [28] Company Strategy and Development Direction - The company aims to achieve EPS targets by promoting satellite growth strategies and enhancing efficiency in technology costs [9] - KDDI is focusing on expanding major businesses and new areas such as DX, Drones, Lawson, and Starlink [9] - The collaboration with Lawson aims to enhance customer experience and drive sales through data and AI [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting full-year forecasts, citing steady growth in major business areas and the successful implementation of new pricing plans [6][36] - The company is committed to strengthening its network and expanding its 5G capabilities to maintain competitive advantages [15][16] Other Important Information - KDDI has initiated a two-for-one stock split to attract new individual investors and announced an additional share repurchase of up to JPY100 billion [36][38] - The company is preparing for the launch of direct communications between satellites and smartphones using Starlink by the end of the year [17] Q&A Session Summary Question: What are the expectations regarding the NTT Law? - Management agrees with the direction of the draft report from the MIC Council, recognizing the need for updates to the NTT law in response to changing times [39] - The conclusion of discussions indicates no strong arguments for changing or abolishing the current legal system [39]

Financial Performance - Operating revenue increased to 5,770 billion yen, a 2.8% year-over-year increase, achieving 49.5% of the full-year forecast[2] - Operating income increased to 573.1 billion yen, a 2.3% year-over-year increase, achieving 51.6% of the full-year forecast[2] - DX (Business Services segment) experienced double-digit growth in operating income[2] Personal Services Segment - Total ARPU revenues increased, driven by growth in both communications and value-added services, reaching 986 billion yen[9] - Communications ARPU increased by approximately 3% year-over-year[9] - Value-added ARPU increased from 227.1 billion yen to 243.2 billion yen[9] - Smartphone subscriptions increased, contributing to ARPU growth[11] Business Services Segment - Operating revenue grew by 13.1% year-over-year[33] - Operating income grew by 11.1% year-over-year[34] - IoT-related services operating revenue increased from 65 billion yen to 79 billion yen[35] - Data Center operating revenue increased from 58 billion yen to 65 billion yen[35] Capital Policy - The company resolved to repurchase up to 100 billion yen of its own shares through market purchases, with a total repurchase price in FY25-03 of up to 400 billion yen[45, 46]