Intensifying competition in both the IT cloud and mobile businesses
First written in FY2016. 10 of 23 entries say "Worsened", first in FY2017-Q1. Latest entry: FY2024.
Cyberlinks moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
27 other companies' latest entry also says "Worsened".
- FY2024WorsenedAnnual report
「In the mobile phone sales market, the number of devices sold in stores is trending downward due to longer replacement cycles resulting from higher device prices and other factors, as well as sales through online shops and sales of used devices. Meanwhile, a policy of strategic store openings and efficiency improvements aligned with the market has been indicated for the number and size of stores, and the environment remains challenging.」
The increase in used-device sales, in addition to online sales, has added to the challenging competitive and sales environment, and the downward trend in in-store sales volume continues. - FY2024-Q1WorsenedAnnual report
「In the mobile phone sales market, the number of devices sold in stores is trending downward due to longer replacement cycles resulting from higher device prices and other factors, as well as the acceleration of online sales. In addition, NTT DOCOMO, INC. has indicated a policy of reviewing the number and size of Docomo Shops in each area to an appropriate level, and the environment remains challenging.」
The competitive and sales environment for Mobile has continued to be described as challenging, citing longer replacement cycles due to higher device prices, the acceleration of online sales, a decline in in-store sales volume, and the policy of reviewing the number and size of Docomo Shops. - 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.」
In addition to the former online-only plans and store review policy, direct sales through the online shops of telecommunications carriers and changes to the incentive structure for Docomo Shops have been specified, making the competitive and earnings environment for sales agents even more challenging. - 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.」
The company continues to describe the challenging competitive environment surrounding sales agents resulting from the growing use of online-only plans and the policy of reviewing the number and size of Docomo Shops. - 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.」
In addition to the growing use of online-only plans, a policy of reviewing the number and size of Docomo Shops has been indicated, making the competitive and operating environment for sales agents more challenging. - FY2022-Q1WorsenedAnnual 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.」
In addition to the former unbundled plans, MVNOs, new entrants and the spread of online purchases, the growing use of online-only plans has been specified as a challenging environment for sales agents. - FY2021RestatedAnnual report
「In selecting markets, our Group segments them by industry and region and has adopted a policy of aiming to become number one in each segment. By concentrating capital investment, we seek to maintain and improve our competitive advantage over competitors.」
The company continues to specify the competitive environment in each business and pursue a policy of maintaining and improving its competitive advantage through market selection by industry and region and concentrated capital investment. - FY2021-Q3ReframedAnnual report
「In the Distribution Cloud business, we compete with systems integrators and service providers serving the food distribution industry. In the Government Cloud business, we compete with major systems integrators operating nationwide, as well as small and medium-sized systems integrators with strong local ties. In the Trust business, our competitors are providers of trust-related services such as electronic applications and electronic contracts.」
The scope of the risk of intensifying competition has been reorganized to specify the types of competitors in each of the Distribution, Government, Trust and Mobile businesses. - FY2021-Q1ReframedAnnual report
「In selecting markets, our Group segments them by industry and region and has adopted a policy of aiming to become number one in each segment. By concentrating capital investment, we seek to maintain and improve our competitive advantage over competitors.」
The description of the risk of intensifying competition now specifies a competitive policy of aiming to become number one in each industry and regional segment through concentrated capital investment. The Trust business has also been added to the competitive scope. - FY2020-Q3WorsenedAnnual report
「Recently, the pace of environmental change has accelerated, including government measures to reduce mobile phone charges and Nippon Telegraph and Telephone Corporation's acquisition of all shares in NTT DOCOMO, INC. Attention must also be paid to the activities of new telecommunications carrier entrants and MVNO operators (Note), as well as changes in the role of Docomo Shops accompanying the growing prevalence of online device purchases.」
In addition to the former unbundled plans, MVNOs, new entrants and online purchases, the government's measures to reduce mobile phone charges and NTT DOCOMO, INC.'s transition to a wholly owned subsidiary were indicated, further broadening changes in the competitive and sales environment for the Mobile business. - FY2020-Q1WorsenedAnnual report
「Since NTT DOCOMO, INC.'s pricing structure shifted in June 2019 to the so-called "unbundled plan," separating device prices from charges for voice and data services, consumers have become less willing to purchase devices. In addition, the market environment is becoming more challenging due to expected intensification of competition resulting from new telecommunications carrier entrants and the emergence of MVNO operators (Note), as well as changes in the role of Docomo Shops accompanying the growing prevalence of online device purchases.」
In addition to unbundled plans, MVNOs and new entrants, the spread of online purchases and changes in the role of Docomo Shops have been indicated, and the competitive and sales environment has become more challenging. - FY2019-Q3RestatedAnnual report
「In addition, the emergence of MVNO operators (Note) providing telecommunications services at low prices and the entry of new telecommunications carriers are expected, and the competitive environment is expected to intensify further.」
The company continues to describe the intensification of the competitive environment resulting from the emergence of MVNO operators and expected new entrants to the telecommunications carrier market. - FY2019-Q2RestatedAnnual report
「In addition, the emergence of MVNO operators (Note) providing telecommunications services at low prices and the entry of new telecommunications carriers are expected, and the competitive environment is expected to intensify further.」
The company continues to state that the competitive environment is expected to intensify further as a result of the emergence of MVNO operators and expected new entrants to the telecommunications carrier market. - FY2019-Q1WorsenedAnnual report
「In addition, the emergence of MVNO operators (Note) providing telecommunications services at low prices and the entry of new telecommunications carriers are expected, and the competitive environment is expected to intensify further.」
In addition to the previous emergence of MVNO operators and moves by new telecommunications carrier entrants, the transition to unbundled plans has also been indicated, and the competitive environment is expected to intensify further. - FY2018RestatedAnnual report
「Accordingly, if price competition with competitors intensifies further, or if our service capabilities decline relative to competitors as a result of improvements in their technological and service capabilities, this could affect our business performance through the loss of proposed sales opportunities and a decline in sales volume.」
The company continues to identify the risks of price competition and competition in technological and service capabilities in both the IT Cloud and Mobile businesses. - FY2018-Q3RestatedAnnual report
「In the mobile phone sales market, further intensification of competition is expected due to the emergence of MVNO operators providing low-cost services and new entrants to the telecommunications carrier market.」
The company continues to describe a competitive environment characterized by the emergence of MVNO operators and new entrants to the telecommunications carrier market. - FY2018-Q2RestatedAnnual report
「In the mobile phone sales market, further intensification of competition is expected due to the emergence of MVNO operators providing low-cost services and moves by new entrants to become telecommunications carriers.」
The company continues to describe a competitive environment characterized by the emergence of MVNO operators and moves by new entrants to become telecommunications carriers. - FY2018-Q1WorsenedAnnual report
「In the mobile phone sales market, further intensification of competition is expected due to the emergence of MVNO operators providing low-cost services and moves by new entrants to become telecommunications carriers.」
In addition to the growing presence of existing MVNO operators, moves by new entrants to become telecommunications carriers have been indicated, and further intensification of competition is expected. - FY2017RestatedAnnual report
「Accordingly, if price competition with competitors intensifies further, or if our service capabilities decline relative to competitors as a result of improvements in their technological and service capabilities, this could affect our business performance through the loss of proposed sales opportunities and a decline in sales volume.」
The company continues to identify the risks of price competition and competition in technological and service capabilities in both the IT Cloud and Mobile businesses. - FY2017-Q3RestatedAnnual report
「In the mobile phone retail market, telecom carriers' higher effective selling prices have strengthened consumers' preference for lower prices, further increasing the presence in the market of MVNO operators offering low-priced services.」
The company continues to describe the Mobile market's competitive environment, characterized by a shift toward low prices following increases in effective selling prices and the growing presence of MVNO operators. - FY2017-Q2RestatedAnnual report
「As each telecommunications carrier has raised its effective selling prices, consumers have increasingly sought lower prices, further strengthening the market presence of MVNO operators that provide low-cost services.」
The company continues to describe the Mobile market's competitive environment, characterized by a shift toward low prices following increases in effective selling prices and the growing presence of MVNO operators. - FY2017-Q1WorsenedAnnual report
「In the mobile phone retail market, telecom carriers have raised effective selling prices in response to the Ministry of Internal Affairs and Communications' Guidelines for the Proper Provision of Purchase Subsidies for Smartphones. This has strengthened consumers' preference for lower prices, further increasing the presence in the market of MVNO operators offering low-priced services.」
In the Mobile market, the shift toward low prices and the presence of MVNO operators have become more prominent following increases in effective selling prices, and the competitive environment continues to change. - FY2016First statedAnnual report
「Accordingly, if price competition with competitors intensifies further, or if our service capabilities decline relative to competitors as a result of improvements in their technological and service capabilities, this could affect our business performance through the loss of proposed sales opportunities and a decline in sales volume.」
Competition in the IT Cloud business and competition among telecommunications carrier agents in the Mobile business have been identified as risks that could lead to lost sales opportunities and lower sales volume.