Changes in the Sales Environment under the Guidelines for the Proper Provision of Handset Purchase Subsidies
First written in FY2016-Q2. 9 of 24 entries say "Restated". Latest entry: FY2024.
Cyberlinks moved to the "Worse" side of this theme in 2024, 5 years after the typical company in this theme (2019).
The whole theme swung hardest in 2022: 3 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- FY2024WorsenedAnnual 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, as well as online sales and sales of used devices.」
In addition to the previous decline in store-based sales due to higher device prices and online sales, increased used-device sales were cited as a factor behind the decline in sales volumes. - 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 the device purchasing environment, the description cited longer replacement cycles due to higher prices and the acceleration of online sales as factors behind the declining trend in store-based sales volumes. - FY2022-Q2WorsenedAnnual report
「The average selling price per device increased because sales of higher-priced products, including the iPhone 13 series, remained solid. However, device sales volumes declined, and revenue from device sales fell, as changes to NTT DOCOMO, Inc.'s policy on discounts for device purchases raised customers' effective purchase prices, among other factors.」
While higher-priced products lifted the average selling price, the increase in effective purchase prices resulting from changes to NTT DOCOMO's device purchase discount policy materialized as declines in device sales volumes and revenue. - FY2022-Q1RestatedAnnual report
「The average selling price per device increased because sales of higher-priced products, including the iPhone 13 series, remained solid. However, device sales volumes were sluggish due to inventory shortages and other effects of the global semiconductor shortage, and revenue from device sales declined.」
While inventory shortages and sluggish device sales volumes caused by the semiconductor shortage have continued, the average selling price per device has increased due to higher-priced products. - FY2021Semiconductor shortage and shift toward higher-priced devicesAnnual report
「Device sales volumes have recently been sluggish due to inventory shortages and other effects of the global semiconductor shortage. On a cumulative basis, however, sales increased compared with the previous consolidated fiscal year, when business hours were shortened from April to May 2020 following the declaration of a state of emergency. Meanwhile, the average selling price per device increased as sales of higher-priced products, including the iPhone 12 and 13 series, remained solid.」
Cumulative device sales volumes increased as a reaction to the shortened business hours in the previous year, while inventory shortages caused by the semiconductor shortage have recently emerged. The average selling price rose due to higher-priced iPhone 12 and 13 models. - FY2021-Q2Recovery in device sales and shift toward higher-priced productsAnnual report
「Device sales volumes increased significantly compared with the same period of the previous year, when business hours were shortened from April to May 2020 following the declaration of a state of emergency. The average selling price per device also increased, as sales of the higher-priced iPhone 12 remained solid.」
Compared with the decline caused by the declaration of a state of emergency in the same period of the previous year, device sales volumes increased significantly, and the higher-priced iPhone 12 also lifted the average selling price. - FY2021-Q1Contribution from iPhone 12 and decline in total device sales volumesAnnual report
「Procurement of the iPhone 12, released in the second half of the previous consolidated fiscal year, was delayed due to the impact of the infectious disease and other factors, shifting its sales period into the current quarter. As a result, smartphone sales volumes exceeded the same period of the previous year. However, with the end of 3G services scheduled for March 2026 approaching, feature phone sales declined significantly, and total device sales volumes fell below the same period of the previous year.」
The delayed sales timing of the iPhone 12 increased smartphone sales volumes, while a significant decline in feature phone sales ahead of the end of 3G services caused total device sales volumes to fall below the same period of the previous year. - FY2020-Q3Recovery in device sales in the third quarter aloneAnnual report
「Although device sales volumes increased year on year in the third quarter alone, on a cumulative basis they declined year on year, as the increase was insufficient to offset the declines through the second quarter. In addition, following the launch of separate plans, demand for smartphones has shifted toward lower-priced models, and the average selling price per device was below the same period of the previous year.」
Against the declines through the second quarter due to the declaration of a state of emergency and other factors, device sales volumes increased year on year in the third quarter alone. However, cumulative sales remained below the same period of the previous year, and the shift toward lower-priced models reduced the average selling price. - FY2020-Q2MaterialisedAnnual report
「Following the declaration of a state of emergency amid the spread of the infectious disease, measures including shorter business hours and reduced reception services were implemented at Docomo Shops, significantly affecting device sales.」
In addition to the shift toward separate plans and lower-priced models, the impact of shorter business hours and reduced reception services following the declaration of a state of emergency has materialized as a significant decline in device sales. - FY2020-Q1WorsenedAnnual report
「In the mobile phone retail market, device sales have remained challenging due to reduced outings amid the infectious disease outbreak, as well as the impact of measures implemented by NTT DOCOMO, Inc. following the declaration of a state of emergency, including shortened Docomo Shop hours and reduced operations.」
In addition to the previous shift toward separate plans and lower-priced devices, reduced outings due to the infectious disease outbreak, shorter business hours and reduced reception services have added to the challenging conditions for device sales. - FY2019-Q3RestatedAnnual report
「Against a backdrop including changes to NTT DOCOMO's pricing plans, demand for smartphones has shifted toward lower-priced models. However, during the cumulative period of the first 3 quarters, the average selling price per device rose slightly from the same period of the previous year due to higher device functionality and other factors. Meanwhile, device sales volumes declined, and revenue fell below the same period of the previous year.」
While the shift in sales toward lower-priced models and device sales volumes and revenue remaining below the same period of the previous year continued, the average selling price per device rose slightly. - FY2019-Q2MaterialisedAnnual report
「In the mobile phone retail market, in June 2019, NTT DOCOMO's pricing structure transitioned to so-called separate plans, which separate device prices from usage fees for voice and communications services, resulting in changes in consumer purchasing behavior in the market.」
The transition to separate plans, which had only been announced as of the previous quarter, was implemented in June 2019, and the description states that consumer purchasing behavior changed as a result. - 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.」
The description has expanded from its previous focus on the properization of device purchase subsidies and the sales mix of low-priced devices to include the transition to separate plans, which separate device prices from communications charges, and changes in consumer behavior. - FY2018RestatedAnnual report
「Although smartphone sales volumes increased from the previous fiscal year, the declining trend in feature phone sales volumes continued, and total mobile phone device sales volumes fell below the previous fiscal year.」
The description states that, although smartphone sales volumes increased, the decline in feature phones continued, leaving total device sales volumes below the previous fiscal year. - FY2018-Q3RestatedAnnual report
「Although feature phone sales volumes continued to decline, the Company differentiated itself from competing stores through service quality in customer support and other areas amid calls for the properization of sales operations. As a result, smartphone sales volumes increased from the same period of the previous year, and total mobile phone device sales volumes exceeded the same period of the previous year.」
The description continues to state that, although the decline in feature phones has continued, total mobile phone device sales volumes have remained above the same period of the previous year due to higher smartphone sales volumes. - FY2018-Q2Recovery in device sales volumesAnnual report
「Although feature phone sales volumes continued to decline, the Company differentiated itself from competing stores through service quality in customer support and other areas amid calls for the properization of sales operations. As a result, sales volumes of smartphones, including iPhones, increased from the same period of the previous year, and total mobile phone device sales volumes exceeded the same period of the previous year.」
Although the decline in feature phones continued, total mobile phone device sales volumes exceeded the same period of the previous year due to higher smartphone sales volumes. The description of sales conditions has changed from the previous trend of total device sales volumes falling below the same period of the previous year. - FY2018-Q1Changes in sales mixAnnual report
「In the Mobile Network Business, smartphone sales volumes increased from the same period of the previous year, while feature phone sales volumes continued to decline, resulting in total mobile phone device sales volumes falling below the same period of the previous year. The proportion of low-priced devices in total sales also increased from the same period of the previous year.」
Although smartphone sales volumes increased year on year, the decline in feature phone sales continued, and total device sales volumes fell below the same period of the previous year. The proportion of low-priced devices sold also increased, indicating a change in the sales mix. - FY2017WorsenedAnnual report
「In the Mobile Network Business, mobile phone device sales volumes were below the previous fiscal year due to higher effective selling prices. In addition, the proportion of low-priced devices sold increased, causing revenue to fall below the previous fiscal year.」
In addition to the decline in device sales volumes caused by higher effective selling prices, the proportion of low-priced devices sold increased, and Mobile Network Business revenue fell below the previous fiscal year. - FY2017-Q3RestatedAnnual report
「In the Mobile Network Business, smartphone sales volumes were below the same period of the previous year due to higher effective selling prices, while the declining trend in feature phone sales volumes continued. As a result, both mobile phone device sales volumes and revenue were below the same period of the previous year.」
The decline in smartphone sales volumes due to higher effective selling prices and the continuing decline in feature phone sales volumes have resulted in device sales volumes and revenue remaining below the same period of the previous year. - FY2017-Q2RestatedAnnual 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 changing sales environment, including higher effective selling prices by telecom carriers, consumers' preference for lower prices and the growing presence of MVNOs, continues to be described. - FY2017-Q1RestatedAnnual 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.」
The increase in effective selling prices following the properization of device purchase subsidies and consumers' preference for lower prices continue to be cited. In practice, smartphone sales volumes, mobile phone device sales volumes and revenue were all below the same period of the previous year. - FY2016RestatedAnnual report
「In addition to the decline in feature phone sales volumes, customer traffic continued to decline due to the impact of reviewing effective selling prices based on the Guidelines for the Proper Provision of Purchase Subsidies for Smartphones, and sales volumes and revenue for mobile phone devices were below the previous fiscal year.」
The impact of reviewing effective selling prices in response to the guidelines continues to appear as declines in customer traffic, device sales volumes and revenue. - FY2016-Q3RestatedAnnual report
「Customer traffic continued to decline due to the impact of reviewing effective selling prices based on the Guidelines for the Proper Provision of Purchase Subsidies for Smartphones, and sales volumes and revenue for mobile phone devices were below the same period of the previous year.」
The decline in customer traffic, device sales volumes and revenue resulting from the properization of device purchase subsidies has continued. The risk is materializing as an actual decline in sales. - FY2016-Q2First statedAnnual report
「The number of store visitors declined due to the impact of reviewing effective selling prices under the Guidelines on the Appropriate Provision of Subsidies for Smartphone Purchases, and both mobile phone unit sales and revenue fell below the same period of the previous year.」
The review of effective selling prices in response to the guidelines is showing up as declines in customer traffic, device sales volumes and revenue. Mobile Network Business revenue was ¥2,140,231 thousand, down 4.1% year on year.