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]
KDDI(KDDIY) - 2025 Q1 - Earnings Call Presentation