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TOKAI Holdings (3167) · RiskWorsened

Broadband Competition Driven by New Entrants, Including Major Mobile Carriers

First written in FY2017-Q1. 13 of 16 entries say "Worsened", first in FY2017. Latest entry: FY2026.

16entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2017 – FY20262016: 220162017: 320172018: 420182019: 320192020: 220202021: 020212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Intensifying broadband competition due to the entry of major mobile network operatorsA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

TOKAI Holdings moved to the "Worse" side of this theme in 2017.

0 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. FY2026WorsenedAnnual report

    「In the consumer business, broadband and smartphones have become indispensable to daily life, while the market has entered a mature phase and intense competition among providers has become the norm.」

    The company stated that market maturity and intensifying competition had become the norm, and broadband customers also declined.
  2. FY2024WorsenedAnnual report

    「In recent years, competition has continued to intensify, driven by the liberalization of the retail markets for city gas and electricity and the provision of wholesale fiber-optic services by NTT East and NTT West.」

    Intensifying competition driven by the liberalization of city gas and electricity and wholesale fiber-optic services continued to be identified as a key risk.
  3. FY2020WorsenedAnnual report

    「Amid intensifying competition with major mobile carriers, the Group worked to acquire customers by expanding its range of plans, including bundled sales of Hikari Collaboration and the MVNO service “LIBMO” in addition to standalone services. LIBMO customers increased by 7 thousand from the end of the previous fiscal year to 48 thousand, while ISP customers decreased by 34 thousand to 713 thousand.」

    Competition with major mobile carriers continued to intensify, and ISP customers decreased by 34 thousand from the end of the previous fiscal year.
  4. FY2020-Q3WorsenedAnnual report

    「In the consumer business, amid intensifying competition with major mobile carriers, the Group worked to acquire customers by expanding its range of plans, including bundled sales of Hikari Collaboration and the MVNO service “LIBMO” in addition to standalone services. LIBMO customers increased by 5 thousand from the end of the previous fiscal year to 45 thousand, while ISP customers decreased by 26 thousand to 720 thousand.」

    Competition with major mobile carriers continued to intensify, and ISP customers decreased by 26 thousand from the end of the previous fiscal year.
  5. FY2020-Q2WorsenedAnnual report

    「In the consumer business, amid intensifying competition with major mobile carriers, the Group worked to acquire customers by expanding its range of plans, including bundled sales of Hikari Collaboration and the MVNO service “LIBMO” in addition to standalone services. LIBMO customers increased by 3 thousand from the end of the previous fiscal year to 43 thousand, while ISP customers decreased by 20 thousand to 727 thousand.」

    Competition with major mobile carriers continued to intensify, and ISP customers decreased by 20 thousand from the end of the previous fiscal year.
  6. FY2020-Q1WorsenedAnnual report

    「In the consumer business, amid intensifying competition with major mobile carriers, the Group worked to acquire customers by expanding its range of plans, including bundled sales of Hikari Collaboration and the MVNO service “LIBMO” in addition to standalone services. LIBMO customers increased by 2 thousand from the end of the previous fiscal year to 42 thousand, while ISP customers decreased by 10 thousand to 736 thousand, including 326 thousand Hikari Collaboration customers and 411 thousand traditional ISP customers.」

    Competition with major mobile carriers continued to intensify, and ISP customers decreased by 10 thousand.
  7. FY2019-Q3WorsenedAnnual report

    「In the consumer business, amid intensifying competition with major mobile carriers, Hikari Collaboration customers increased by 5 thousand from the end of the previous fiscal year to 328 thousand, while customers of traditional ISPs and other services decreased by 35 thousand to 430 thousand.」

    Competition with major mobile carriers continued to intensify, and traditional ISP and other customers decreased by 35 thousand from the end of the previous fiscal year to 430 thousand.
  8. FY2019-Q2WorsenedAnnual report

    「In the consumer business, amid intensifying competition with major mobile carriers, the Hikari Collaboration customer base increased by 5 thousand from the end of the previous fiscal year to 328 thousand, while the customer base for traditional ISPs decreased by 25 thousand to 440 thousand.」

    Competition with major mobile carriers continued to intensify, and traditional ISP customers decreased by 25 thousand from the end of the previous fiscal year.
  9. FY2019-Q1WorsenedAnnual report

    「In the consumer business, amid intensifying competition with major mobile carriers, the Hikari Collaboration customer base increased by 4 thousand from the end of the previous fiscal year to 327 thousand, while the customer base for traditional ISPs decreased by 14 thousand to 451 thousand.」

    Competition with major mobile carriers continued to intensify. Hikari Collaboration customers increased, while traditional ISP customers decreased by 14 thousand.
  10. FY2018WorsenedAnnual report

    「In the consumer business, the Group actively acquired new Hikari Collaboration customers and migrated existing customers among its broadband services, increasing Hikari Collaboration customers by 24 thousand from the end of the previous fiscal year to 323 thousand. However, due to intensifying competition with major mobile carriers, total FTTH customers decreased by 29 thousand to 691 thousand. In addition, cancellations by ADSL and other customers reduced total broadband customers by 39 thousand to 755 thousand.」

    Hikari Collaboration customers increased, while intensifying competition with major mobile carriers and cancellations by ADSL and other customers reduced total FTTH customers to 691 thousand and total broadband customers to 755 thousand.
  11. FY2018-Q3WorsenedAnnual report

    「Due to intensifying competition with major mobile carriers, total FTTH customers decreased by 23 thousand to 697 thousand. In addition, cancellations by ADSL and other customers reduced total broadband customers by 30 thousand to 764 thousand.」

    Intensifying competition with major mobile carriers and cancellations by ADSL and other customers led to declines in total FTTH and broadband customers.
  12. FY2018-Q1WorsenedAnnual report

    「Due to intensifying competition with major mobile carriers, total FTTH customers decreased by 7 thousand to 713 thousand. In addition, cancellations by ADSL and other customers reduced total broadband customers by 10 thousand to 784 thousand.」

    Intensifying competition with major mobile carriers led to declines in total FTTH and total broadband customers.
  13. FY2017WorsenedAnnual report

    「Amid intense competition from new entrants, including major mobile carriers, total FTTH customers decreased by 39 thousand from the end of the previous fiscal year to 720 thousand, while total broadband customers, including ADSL, decreased to 794 thousand.」

    In addition to noting intensifying competition, the company reported that total FTTH and broadband customers had decreased by 39 thousand from the end of the previous fiscal year.
  14. FY2017-Q3RestatedAnnual report

    「Amid intense competition from new entrants, including major mobile carriers, total FTTH customers decreased by 25 thousand from the end of the previous fiscal year to 732 thousand, while total broadband customers, including ADSL, decreased to 808 thousand.」

    The competitive environment involving new entrants, including major mobile carriers, was reiterated. Although the decline in customer numbers was also noted, the company stated that there had been no material change in business or other risks.
  15. FY2017-Q2RestatedAnnual report

    「Amid intense competition from new entrants, including major mobile carriers, total FTTH customers decreased by 15 thousand from the end of the previous fiscal year to 739 thousand, while total broadband customers, including ADSL, decreased to 819 thousand.」

    The company reiterated the intense competition from new entrants. Although both FTTH and total broadband customers declined, it stated that there had been no material change in business or other risks.
  16. FY2017-Q1First statedAnnual report

    「Amid intense competition from new entrants, including major mobile carriers, total FTTH customers remained flat from the end of the previous fiscal year at 745 thousand, while total broadband customers, including ADSL, also remained flat at 827 thousand.」

    Intensifying competition from new entrants was identified as the current business environment.
Moved together

"Intensifying competition from companies in the same and other industries and difficulty passing on higher costs" moved the same way as this thread, in the same document, in 8 of its 16 moves.

853222★123456
  1. ★This thread
  2. 1Intensifying competition from companies in the same and other industries and difficulty passing on higher costs8×
  3. 2Impact of Extreme Weather on the Gas and Aqua Businesses5×
  4. 3Intensifying energy competition following the liberalization of electricity and city gas retailing3×
  5. 4Delayed Recovery and Impairment of Capital Investment and New-Service Investment2×
  6. 5Business Continuity Risk from Major Earthquakes and Other Disasters2×
  7. 6Impact of the Spread of COVID-19 on Business Continuity and Performance2×

★ 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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Broadband Competition Driven by New Entrants, Including Major Mobile Carriers | TOKAI Holdings Corporation (3167) | Komori