Fundamental Pricing Structure Revisions Driven by Lower Communications Charges
First written in FY2018. 9 of 16 entries say "Worsened", first in FY2019-Q3. Latest entry: FY2024-Q1.
Cyberlinks moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).
The whole theme swung hardest in 2021: 8 of 14 companies on the "Worse" side.
5 other companies' latest entry also says "Worsened".
- FY2024-Q1WorsenedAnnual report
「In the mobile phone retail market, store-based sales volumes have been trending downward due to longer replacement cycles resulting from higher mobile device prices and the acceleration of online sales through online shops.」
Regarding changes in mobile charges and the sales environment, the lengthening device replacement cycle resulting from higher device prices and the acceleration of online store sales have materialized as a declining trend in the number of devices sold through physical stores. - FY2023RestatedAnnual report
「In the mobile phone retail market, mobile network operators are stepping up efforts to sell devices directly to users through their online stores. The environment remains challenging, including NTT DOCOMO, INC.'s announcement of a policy to review the appropriate number and size of Docomo Shops in each area and changes to the incentive structure for Docomo Shops. At the same time, business opportunities are expected to arise from new demand accompanying the expansion of 5G services and demand for device replacements ahead of the scheduled termination of 3G services in March 2026.」
The challenging sales environment caused by direct online sales, reviews of store numbers and sizes, and changes to incentive structures continues to be highlighted, while demand associated with the expansion of 5G and the planned termination of 3G in March 2026 is also identified as a business opportunity. - FY2023-Q1WorsenedAnnual report
「In the mobile phone sales market, telecommunications carriers are increasingly selling devices directly to users through their online shops. In addition, the environment remains challenging due to NTT DOCOMO, INC.'s announcement of a policy to review the number and size of Docomo Shops in each area to an appropriate level, as well as changes to the incentive structure for Docomo Shops.」
Changes in the pricing and sales environment are described in more specific terms, including direct online sales of devices, reviews of the number and size of ドコモショップ stores, and changes to incentive structures. The scope of the impact has expanded from changes in pricing plans to changes in the revenue structure of sales agents. - FY2022-Q3RestatedAnnual report
「In the mobile phone sales market, conditions remain challenging for sales agents as use of online-only plans offered by telecommunications carriers, including NTT DOCOMO, INC.'s "ahamo," continues to expand, while NTT DOCOMO, INC. has announced a policy of reviewing the number and size of Docomo Shops in each area to an appropriate level.」
Continues to describe the expansion in the use of online-only plans and ドコモショップ's policy of reviewing its store network as changes in the pricing and sales environment. - FY2022-Q2WorsenedAnnual report
「In the mobile phone sales market, conditions remain challenging for sales agents as use of online-only plans offered by telecommunications carriers, including NTT DOCOMO, INC.'s "ahamo," continues to expand, while NTT DOCOMO, INC. has announced a policy of reviewing the number and size of Docomo Shops in each area to an appropriate level.」
The expansion in the use of online-only plans offered by telecommunications carriers and ドコモショップ's policy of reviewing its store network have made changes in the pricing and sales environment for sales agents more explicit. - FY2022-Q1WorsenedAnnual report
「The mobile phone sales market remains challenging for sales agents as the use of online-only plans offered by telecommunications carriers, including NTT DOCOMO's “ahamo,” expands. At the same time, opportunities that could expand the customer base include the availability at ドコモショップ stores of the low-cost “ＯＣＮモバイルＯＮＥ” plan offered by エヌ・ティ・ティ・コミュニケーションズ株式会社 from 2021 and “ドコモでんき” from March 2022. Business opportunities are also expected from new demand associated with the expansion of 5G services and replacement demand ahead of the scheduled termination of 3G services in March 2026.」
While the expansion of online-only plans is making the environment surrounding sales agents more challenging, the description also includes the handling of low-cost plans and ドコモでんき, as well as demand associated with 5G and the termination of 3G. - FY2021RestatedAnnual report
「In addition to the liberalization of device pricing by sales agents, ドコモショップ stores began handling the low-cost “ＯＣＮモバイルＯＮＥ” plan offered by エヌ・ティ・ティ・コミュニケーションズ株式会社 in October 2021, among other developments, and the market environment is undergoing major changes.」
The start of handling OCN Mobile ONE is described as a change in the market environment, in addition to unbundled plans, low-cost plans, new telecommunications carrier entrants, and the liberalization of pricing. - FY2021-Q3WorsenedAnnual report
「The mobile phone sales market is undergoing major changes, including the shift to “unbundled plans” separating device prices from voice and data service charges, new entrants among telecommunications carriers, the launch by carriers of large-capacity low-cost plans including NTT DOCOMO's “ahamo,” the start of sales of low-cost plans offered by low-cost smartphone operators at ドコモショップ stores, and the liberalization of device pricing by sales agents.」
In addition to unbundled plans, new telecommunications carrier entrants, and large-capacity low-cost plans such as ahamo, the changes now include the availability of low-cost plans at ドコモショップ stores and the liberalization of pricing by sales agents, broadening the changes in the sales environment. - FY2021-Q1WorsenedAnnual report
「The mobile phone sales market is undergoing major changes, including the shift to “unbundled plans” separating device prices from voice and data service charges, new entrants among telecommunications carriers, and the launch by carriers of large-capacity low-cost plans, including NTT DOCOMO's “ahamo.”」
In addition to unbundled plans and new telecommunications carrier entrants, the launch of large-capacity low-cost plans such as ahamo and online-only plan structures have made concerns about changes in the role of sales agents more specific. - FY2020-Q3WorsenedAnnual report
「Recently, changes in the business environment have accelerated, including the government's promotion of measures to reduce mobile phone charges and the acquisition by 日本電信電話株式会社 of 株式会社ＮＴＴドコモ as a wholly owned subsidiary.」
The risk surrounding lower telecommunications charges has become more specific, shifting from the possibility of changes to pricing structures to the ongoing implementation of government measures to reduce charges. - FY2020-Q1RestatedAnnual report
「Since 株式会社ＮＴＴドコモ shifted in June 2019 to the so-called “unbundled plans,” which separate device prices from charges for voice and data services, consumers have become less willing to purchase devices.」
The decline in consumers’ willingness to purchase devices following the shift to unbundled plans continues to be described. Expectations for replacement demand associated with the launch of 5G and the termination of 3G are also included. - FY2019WorsenedAnnual report
「Beginning with 株式会社ＮＴＴドコモ's shift in June 2019 to a new pricing plan separating device prices from voice and data service charges, other telecommunications carriers have also shifted to new pricing plans, resulting in changes in consumer purchasing behavior in the market.」
Following NTT DOCOMO, other telecommunications carriers also shifted to new pricing plans, and changes in pricing structures spread across the market. Unit sales of devices fell substantially from the previous fiscal year, and revenue and profit in the mobile network business were also below the previous fiscal year. - FY2019-Q3WorsenedAnnual report
「Beginning with NTT DOCOMO's shift in June 2019 to a new pricing plan separating device prices from voice and data service charges, other telecommunications carriers have also shifted to new pricing plans, resulting in changes in consumer purchasing behavior in the market.」
Following NTT DOCOMO, other telecommunications carriers have also shifted to new pricing plans, and changes in pricing structures are spreading across the market. - FY2019-Q2MaterialisedAnnual report
「In June 2019, NTT DOCOMO's pricing structure shifted to the so-called “unbundled plans,” which separate device prices from charges for voice and data services, resulting in changes in consumer purchasing behavior in the market.」
The possibility of pricing-structure revisions identified in the previous quarter became more specific through the June 2019 shift to unbundled plans and the resulting changes in consumer purchasing behavior. - FY2019-Q1ReframedAnnual report
「In the mobile phone retail market, telecom carriers announced a transition to so-called separate plans, which separate device prices from usage fees for voice and communications services, and consumer purchasing behavior in the market is beginning to change.」
In connection with the existing risks of lower telecommunications charges and fundamental revisions to pricing structures, the description now specifically includes the shift to unbundled plans separating device prices from voice and data service charges, as well as changes in consumer purchasing behavior. - FY2018First statedAnnual report
「Discussions regarding reductions in telecommunications charges have intensified, and major changes in the business environment may occur, including fundamental revisions to the pricing structures of telecommunications carriers.」
The possibility of discussions regarding lower telecommunications charges and fundamental revisions to telecommunications carriers’ pricing structures is described as a new external-environment risk for the mobile network business.