Komori
Kyoritsu Computer & Communication (3670) · RiskReframed

Demand Fluctuations Ahead of New Pricing Plans, the Discontinuation of Handset Purchase Support and Rakuten’s Entry

First written in FY2020-Q1. 9 of 14 entries say "Reframed", first in FY2020-Q3. Latest entry: FY2028-H1.

14entries
8years
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How it moved
ProgressHeldSoftenedWorseReframedFY2020-Q3 – FY2021-Q2ReframedFY2022-Q1 – FY2022-Q3RestatedFY2023 – FY2024-Q2ReframedFY2024 – FY2028-H12019: 220192020: 220202021: 320212022: 120222023: 220232024: 220242025: 020252026: 22026
Same theme, other companies
Changes in the Sales Environment Due to Mobile Phone Sales Practices and Consumer Protection RegulationsA theme 14 companies write about · 18 as a headwind · 0 as a tailwind

Kyoritsu Computer & Communication moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 5 of 10 companies on the "Worse" side.

2 other companies' latest entry also says "Reframed".

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. FY2028-H1ReframedAnnual report

    「Meanwhile, the environment surrounding device sales continues to require close monitoring, given changes including longer replacement cycles due to higher device prices and growing demand for used devices.」

    The factors affecting device demand have broadened from pricing and device policies and the shift online to longer replacement cycles due to higher device prices and growing demand for used devices.
  2. FY2026ReframedAnnual report

    「The situation continues to require close monitoring of changes in the sales environment, including longer handset replacement cycles due to soaring handset prices and developments in various measures taken by telecommunications operators.」

    The company has explicitly identified longer handset replacement cycles resulting from soaring handset prices and measures taken by telecommunications operators as factors driving demand fluctuations for mobile phones, in addition to pricing and handset systems and the shift to online services.
  3. FY2026-H1ReframedAnnual report

    「In the mobile phone industry, migration to 5G through 5G SA and other technologies capable of fully delivering 5G communications capabilities is progressing, while the environment is changing as communications providers promote the use of online service counters, revise sales commission caps, and replacement cycles lengthen as devices become more expensive.」

    The company has explicitly identified longer handset replacement cycles resulting from higher handset prices as a factor driving demand fluctuations in the mobile phone market, in addition to pricing and handset systems and the shift to online services.
  4. FY2024ReframedAnnual report

    「In the mobile phone industry, while the transition to 5G is progressing, the environment is changing through measures such as telecommunications operators promoting the use of online counters and revising sales commission terms. In addition, competition is expected to expand through services linked to customers' broader economic ecosystems, including loyalty-point services, credit cards, and other financial services offered by telecommunications operators.」

    The demand and competitive environment in the mobile phone industry has been reorganized to encompass not only pricing and handset systems and 5G, but also online counters, sales commission terms, and expanded competition through services linked to customers' broader economic ecosystems.
  5. FY2024-Q2RestatedAnnual report

    「In the mobile phone industry, expectations are rising for more active communications services through 5G SA (StandAlone), which can fully deliver 5G communications capabilities, and “Beyond 5G,” the next-generation communications infrastructure announced by the Ministry of Internal Affairs and Communications. Meanwhile, the operating environment is changing as communications providers revise commission terms, promote the use of online service counters, and consolidate and streamline carrier stores.」

    The company has continued to describe changes in the mobile phone industry environment, including 5G SA, Beyond 5G, new sales channels, revisions to fee terms, and the consolidation and closure of shops.
  6. FY2023RestatedAnnual report

    「In the mobile phone industry, as the transition to 5G gradually progresses, the 5G SA (Stand Alone) communications environment, which enables users to fully benefit from its communications capabilities, is expected to stimulate the market. Meanwhile, the operating environment is undergoing significant changes, including revisions to fee terms by telecommunications operators, increased use of online counters, and the consolidation and closure of carrier shops.」

    The company has continued to describe changes in the demand and competitive environment for the mobile phone market, including the transition to 5G, revisions to fee terms, the expansion of online counters, and the consolidation and closure of shops.
  7. FY2022-Q3ReframedAnnual report

    「In the mobile phone industry, 5G services are becoming more widespread, compatible devices are proliferating, and communications carriers are launching new brands while MVNOs introduce new plans, driving major changes in the industry. Expectations are building for expanded 5G service areas and new services as base stations are further developed. As the use of online service counters becomes more widespread, improving customer-support quality and services, raising customer satisfaction, and proposing uses from new perspectives are becoming increasingly important.」

    The demand and competitive environment in the mobile phone market has been reorganized as changes encompassing not only pricing and handset systems and new market entrants, but also 5G, compatible handsets, new brands and pricing plans, online counters, and a focus on service quality.
  8. FY2022-Q2ReframedAnnual report

    「In the mobile phone industry, the sector is undergoing major transformation as 5G services become more widespread, communications carriers launch new brands and plans, and MVNOs respond by introducing new plans. As users gain more choices, improving customer-support quality and services and raising customer satisfaction, including through expanded use of online service counters, have become increasingly important.」

    The demand and competitive environment in the mobile phone market has been reorganized as changes encompassing 5G, new brands and pricing plans, new plans offered by MVNOs, expanded use of online counters, and a focus on customer satisfaction.
  9. FY2022-Q1ReframedAnnual report

    「In the mobile phone industry, the sector is undergoing major transformation as 5G services become more widespread, new communications providers enter the market, and each company launches new brands in response to the government's call for lower mobile phone charges. Against the backdrop of the COVID-19 pandemic, improving customer-support quality and services and raising customer satisfaction, including by encouraging the use of online service counters under the theme of “contactless” service, have become increasingly important for customer acquisition.」

    The explanation of the factors driving demand fluctuations has been reorganized as market changes encompassing pricing and handset systems, new market entrants, 5G, new brands, contactless and online counters, and a focus on customer satisfaction.
  10. FY2021-Q3RestatedAnnual report

    「In the mobile phone industry, as handset demand has run its course and sales volumes have stagnated, the environment surrounding the industry has undergone significant changes, including slower price competition due to handset discount caps under the amended Telecommunications Business Act and plan revisions separating communications services from handsets, the entry of new telecommunications operators, the introduction of 5G services, and the government's calls for lower mobile phone charges」

    The factors driving demand fluctuations in the mobile phone market have continued to be described as environmental changes including handset discount caps, separation of communications services from handsets, new market entrants, the introduction of 5G, and calls for lower charges.
  11. FY2021-Q2ReframedAnnual report

    「Significant changes in the environment surrounding the industry, including slower price competition due to handset discount caps under the amended Telecommunications Business Act and plan revisions separating communications services from handsets, the entry of new telecommunications operators, and the introduction of 5G services」

    The factors driving demand fluctuations in the mobile phone market have been reorganized from the previous focus on pricing plan changes and consumers taking a wait-and-see approach ahead of Rakuten's entry to handset discount caps, separation of communications services from handsets, slower price competition, new market entrants, and the introduction of 5G.
  12. FY2020-Q3ReframedAnnual report

    「However, the October 2019 amendment to the Telecommunications Business Act required the complete separation of communication charges and device prices and imposed certain limits on device discounts, leading individual customers to hold back purchases and extending replacement cycles, which resulted in a substantial decline in mobile phone units sold.」

    The focus has shifted from the previous explanation centered on the new pricing plans, the end of handset purchase support, and consumers taking a wait-and-see approach ahead of Rakuten's entry, to one centered on amendments to the Telecommunications Business Act, handset discount caps, and longer replacement cycles.
  13. FY2020-Q2MaterialisedAnnual report

    「However, as consumers increasingly took a wait-and-see approach to the entry of Rakuten Mobile as a carrier and the new plans introduced by each operator following legislative amendments requiring the complete separation of communication charges and device prices, and as they held back purchases ahead of the launch of the new iPhone, mobile phone units sold declined substantially.」

    The company stated that a substantial decline in handset sales actually occurred due to Rakuten Mobile's market entry, consumers taking a wait-and-see approach toward the new pricing plans, and customers delaying purchases ahead of the launch of a new iPhone.
  14. FY2020-Q1First statedAnnual report

    「We had also expected last-minute demand for "docomo with" and "Handset Purchase Support," which were ending with the introduction of the new pricing plans ("Gigaho" and "Gigalite"). However, consumers were strongly taking a wait-and-see approach ahead of the launch of services by Rakuten, Inc., which was to become the fourth major carrier, and the number of handsets sold was below the level in the same period of the previous year. In contrast, in the corporate services business, last-minute demand arose ahead of the end of applications for "Handset Purchase Support" at the end of June, and the number of handsets sold substantially exceeded the level in the same period of the previous year.」

    The number of handsets sold to individual customers fell below the level in the same period of the previous year due to the launch of new pricing plans, the end of handset purchase support, and consumers taking a wait-and-see approach ahead of Rakuten's entry as the fourth major carrier. Meanwhile, the corporate services business saw last-minute demand ahead of the end of applications, and handset sales substantially exceeded the level in the same period of the previous year.
Moved together

"Contraction of the Mobile Phone Market and Shifts in the Competitive Landscape" moved the same way as this thread, in the same document, in 8 of its 14 moves.

877755★123456
  1. ★This thread
  2. 1Contraction of the Mobile Phone Market and Shifts in the Competitive Landscape8×
  3. 2Improvement in the mobile business profit margin7×
  4. 3Decline in store visitors due to tighter regulation of handset purchase subsidies7×
  5. 4Strategic shift by major carriers toward strengthening non-telecommunications services7×
  6. 5Polarization in the ICT investment environment5×
  7. 6Mobile Business Shift to Operating Loss5×

★ 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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