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Asahi Net (3834) · InitiativeAdvanced

OEM Supply of ISP Services to Fiber-Optic Collaboration Operators

First written in FY2016. 29 of 33 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-08-06.

33entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2024-Q3OtherFY2024 – FY2025-H12016: 220162017: 020172018: 320182019: 320192020: 420202021: 420212022: 420222023: 320232024: 320242025: 120252026: 62026
Same theme, other companies
Expansion of FTTH/OTT Platform Service DeploymentA theme 4 companies write about · 0 as a headwind · 7 as a tailwind

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

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. FY2026AdvancedAnnual report

    「The number of VNE v6 Connect partner operators reached 10 as of the end of March 2026. Revenue from v6 Connect for the fiscal year ended March 2026 was ¥2,415 million, up ¥254 million, or 11.8%, from the previous fiscal year.」

    The number of partner operators remained at 10, while revenue was ¥2,415 million, up 11.8% year on year. Higher traffic per line drove revenue growth.
  2. FY2026-H1AdvancedAnnual report

    「The number of VNE v6 Connect partner operators reached 10 as of the end of September 2025. Revenue from v6 Connect during the six-month period was ¥1,184 million, up ¥130 million, or 12.4%, year on year.」

    The number of partner operators remained at 10, while v6 Connect revenue was ¥1,184 million, up 12.4% year on year. Higher traffic handled by partners, particularly traffic per line, drove revenue growth.
  3. FY2025-H1Further decline in partner operators, continued revenue growthAnnual report

    「The number of VNE v6 Connect partner operators reached 10 as of the end of September 2024, a decrease of 2 operators from the end of the same period of the previous year. Revenue from v6 Connect during the six-month period was ¥1,053 million, up ¥91 million, or 9.5%, year on year.」

    The number of partner operators decreased from 12 to 10, while revenue was ¥1,053 million, up 9.5% year on year.
  4. FY2024Fewer partner operators, higher revenueAnnual report

    「The number of VNE v6 Connect partner operators decreased by 1 to 11. Revenue from v6 Connect for the fiscal year ended March 2024 was ¥1,979 million, up ¥244 million, or 14.1%, year on year.」

    The number of partner operators decreased from 12 to 11, while revenue increased to ¥1,979 million.
  5. FY2024-Q3AdvancedAnnual report

    「There was no change in the number of VNE v6 Connect partner operators as of the end of December 2023. Revenue from v6 Connect during the third quarter was ¥1,469 million, up ¥205 million, or 16.2%, year on year.」

    The number of partner operators remained at 12, but higher traffic per line lifted revenue to ¥1,469 million, up 16.2% year on year.
  6. FY2024-Q2AdvancedAnnual report

    「The number of VNE v6 Connect partner operators reached 12 as of the end of September 2023, an increase of 1 operator from the end of the same period of the previous year. Revenue from v6 Connect during the second quarter was ¥961 million, up ¥146 million, or 18.0%, year on year. Higher traffic per line continued to drive revenue during the second quarter.」

    The number of partner operators increased by 1 from the end of the same period of the previous year to 12, and revenue was ¥961 million, up 18.0% year on year. Higher traffic per line continued to drive revenue growth.
  7. FY2023AdvancedAnnual report

    「The number of v6 Connect partner operators reached 12 as of the end of March 2023, an increase of 1 operator from the end of the same period of the previous year. As a result, v6 Connect revenue for the fiscal year ended March 2023 was ¥1,735 million, up ¥352 million, or 25.5%, year on year.」

    The number of v6 Connect partner operators increased from 11 to 12, and revenue was ¥1,735 million, up 25.5% year on year. The Company indicated plans for fiscal 2024 to contain costs by reviewing the IPv6 network configuration and increase traffic handled.
  8. FY2023-Q3AdvancedAnnual report

    「The number of VNE v6 Connect partner operators reached 12 as of the end of December 2022, an increase of 1 operator from the end of the same period of the previous year. As a result, v6 Connect revenue during the third quarter was ¥1,264 million, up ¥260 million, or 26.0%, year on year.」

    The number of partner operators increased from 11 to 12, and v6 Connect revenue was ¥1,264 million, up 26.0% year on year.
  9. FY2023-Q2AdvancedAnnual report

    「Revenue from v6 Connect during the second quarter was ¥815 million, up ¥172 million, or 26.8%, year on year.」

    The number of partner operators remained at 11, while higher traffic per line lifted revenue to ¥815 million, up 26.8% year on year. The Company is reviewing usage-based charges tied to traffic with its partners to maintain collaborative relationships.
  10. FY2023-Q1AdvancedAnnual report

    「Revenue increased during the first quarter, driven by continued growth in traffic per line. More events, such as live internet broadcasts, are prompting large numbers of viewers to access video streaming websites simultaneously. The increase in revenue was modest, partly due to the impact of contract renewals with VNO operators concerning usage-based charges.」

    The number of v6 Connect partner operators remained at 11, but higher traffic per line and the renewal of usage-based billing contracts lifted revenue to ¥391 million, up 29.6% year on year.
  11. FY2022AdvancedAnnual report

    「The cumulative number of partner operators reached 11 and revenue was ¥1,383 million as of the end of March 2022.」

    The number of partner operators remained at 11, while revenue rose to ¥1,383 million, up 64.2% year on year. Increased traffic handled by partner operators contributed to higher revenue.
  12. FY2022-Q3AdvancedAnnual report

    「Revenue from v6 Connect during the third quarter was ¥1,003 million, up ¥423 million, or 73.0%, year on year. The factors driving higher revenue were the number of FLET'S lines handled by partner operators and traffic per line. As in the previous quarter, higher traffic per line contributed to higher revenue during the third quarter.」

    The number of partner operators remained at 11, but higher numbers of FLET'S lines and traffic per line lifted v6 Connect revenue to ¥1,003 million, up 73.0% year on year.
  13. FY2022-Q2AdvancedAnnual report

    「Revenue from v6 Connect during the second quarter was ¥643 million, up ¥292 million, or 83.3%, year on year. The factors driving higher revenue were 3 items: the number of partner operators, the number of FLET'S lines handled by partner operators and traffic per line. During the second quarter, increases in the number of FLET'S lines handled by partner operators and in traffic per line contributed to higher revenue.」

    The number of v6 Connect partner operators remained at 11 with no increase during the quarter, but higher numbers of FLET'S lines handled and traffic per line lifted revenue to ¥643 million, up 83.3% year on year.
  14. FY2022-Q1AdvancedAnnual report

    「The number of VNE v6 Connect partner operators as of the end of June 2021 was 11, an increase of 3 operators, or 37.5%, from the end of the same period of the previous year. There was no change in the number of partner operators during the first quarter. The volume of traffic handled by partner operators continued to increase steadily. Revenue from VNE v6 Connect during the first quarter was ¥302 million, up ¥136 million, or 82.1%, year on year.」

    The number of partner operators remained at 11 with no increase during the quarter, but higher traffic handled by partner operators lifted revenue to ¥302 million, up 82.1% year on year.
  15. FY2021AdvancedAnnual report

    「The cumulative number of partner operators reached 11 and revenue was ¥842 million as of the end of March 2021.」

    The cumulative number of v6 Connect partner operators reached 11, and revenue was ¥842 million, an increase of ¥516 million year on year. The Company continues to develop new business areas and services with enhanced added value.
  16. FY2021-Q3AdvancedAnnual report

    「For VNE service v6 Connect, the Company began a partnership with 1 new telecommunications operator during the third quarter. The cumulative number of partner telecommunications operators reached 11. The Company continues to strengthen its collaborative relationships with telecommunications operators and develop new industries.」

    The Company began a partnership with 1 new telecommunications operator, increasing the cumulative number of partner operators from 10 to 11.
  17. FY2021-Q2AdvancedAnnual report

    「For VNE service v6 Connect, the Company began partnerships with 2 new telecommunications operators during the second quarter. The cumulative number of partner operators reached 10. The Company continues to strengthen its collaborative relationships with telecommunications operators and develop new industries.」

    The Company began partnerships with 2 new telecommunications operators, bringing the cumulative number of partner operators to 10. It continues to strengthen collaborative relationships and develop new industries.
  18. FY2021-Q1AdvancedAnnual report

    「During the first quarter, the Company began a partnership with 1 new telecommunications operator. The new partner is a provider serving multi-unit housing. Among telecommunications operators that have already signed contracts for v6 Connect, revenue is increasing as traffic has risen, as it has for the Company's ASAHI Net ISP business. The launch of the IPv4 over IPv6 connectivity function using the DS-Lite method, an option for v6 Connect introduced in the previous fiscal year, also contributed to higher revenue.」

    The Company began a partnership with 1 provider serving multi-unit housing, while increased traffic and the launch of the DS-Lite option among existing contracted customers contributed to higher revenue.
  19. FY2020AdvancedAnnual report

    「The cumulative number of partner operators reached 7 as of the end of March 2020. Customers expected to use v6 Connect include telecommunications operators such as providers serving multi-unit housing and ISPs, and the Company is pursuing initiatives to develop new business areas.」

    The number of v6 Connect partner operators increased to 7, and the Company is pursuing new business opportunities with providers serving multi-unit housing, ISPs and other operators.
  20. FY2020-Q3AdvancedAnnual report

    「Beginning in the third quarter, we started providing “v6 Connect” to a new telecommunications operator. Revenue from “v6 Connect” remained firm, driven by increases in the number of lines and traffic per line. To support further growth in traffic, we are expanding the service to include IPv4 over IPv6 connectivity using the DS-Lite method, with service launch targeted for fiscal 2020.」

    For v6 Connect services for other telecommunications operators, the Company began serving a new operator, and revenue remained solid as the number of lines and traffic increased. It is targeting further functional expansion using the DS-Lite method in fiscal 2020.
  21. FY2020-Q2AdvancedAnnual report

    「Since September 2019, the brand name of the service that provides communications bandwidth using the native method (IPv6 IPoE) on a roaming basis to other telecommunications operators has been “v6 Connect.” In addition to IPv6 internet connectivity using the native method (IPv6 IPoE), the service offers IPv4 over IPv6 connectivity using the IPIP and DS-Lite methods as options.」

    Expanded the provision of communications bandwidth on a roaming basis to other telecommunications operators under the name v6 Connect, extending its functions to include IPv4 over IPv6 connectivity.
  22. FY2020-Q1AdvancedAnnual report

    「The “IPv6 Connectivity Service,” which began in the previous fiscal year and provides communications bandwidth using the native method (IPv6 IPoE) on a roaming basis to other telecommunications operators, is also progressing smoothly. In addition to beginning service for a new telecommunications operator in the first quarter, the number of lines provided to end users by telecommunications operators with which contracts have already commenced is increasing.」

    The Company began providing IPv6 connectivity services on a roaming basis to new telecommunications operators and recorded an increase in the number of lines among existing contracted operators.
  23. FY2019AdvancedAnnual report

    「Starting this fiscal year, the Company launched a VNE service using a native-mode network to provide communications bandwidth on a roaming basis to operators other than ASAHI Net, its ISP business.」

    Began providing native-mode communications bandwidth to other operators on a roaming basis and advanced to the stage of expecting to generate new revenue and earnings.
  24. FY2019-Q1AdvancedAnnual report

    「The Company also launched its VNE business, providing IPv6 connectivity services on a roaming basis to ISPs other than ASAHI Net.」

    In addition to serving its own members, the Company began providing IPv6 connectivity services on a roaming basis to other ISPs, advancing to the stage of rolling out services for operators.
  25. FY2018AdvancedAnnual report

    「The new IPv6 connectivity service, which provides roaming services to other telecommunications operators such as ISPs, is also expected to make a further contribution to earnings.」

    Identified the provision of IPv6 connectivity services on a roaming basis to other telecommunications operators as a new source of earnings.
  26. FY2018-Q3AdvancedAnnual report

    「During the fiscal year, the Company actively recommended IPv6 connectivity services using this network to eligible members, while also promoting sales activities to provide bandwidth-based connectivity services to other operators.」

    Promoted sales activities to provide bandwidth-based connectivity services to other operators and advanced the provision of ISP services for operators.
  27. FY2017-Q1AdvancedAnnual report

    「By providing its ASAHI Net ISP service to fiber-optic collaboration operators, the company is seeing an increasing number of cases in which customers are offered services combined with each operator’s proprietary services.」

    The number of cases in which fiber-optic collaboration operators provide bundled services incorporating ASAHI Net increased.
  28. FY2016First statedAnnual report

    「The company views OEM supply of ISP services to these operators as a new business opportunity and is actively pursuing it.」

    OEM supply of ISP services is being pursued as a new opportunity targeting operators entering the fiber-optic collaboration business from outside the communications industry.
Moved together

"Stable Growth in Internet Connectivity Services" moved the same way as this thread, in the same document, in 29 of its 33 moves.

292822201919★123456
  1. ★This thread
  2. 1Stable Growth in Internet Connectivity Services29×
  3. 2Expanding FTTH Sales28×
  4. 3Focus on AsahiNet 光22×
  5. 4Capital investment to accommodate increases in membership and traffic20×
  6. 5Expanding Mobile Data Communications Sales19×
  7. 6Development of manaba Functionality and Integration with Educational Content19×

★ 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.

When this could move next
No upcoming earnings preview for Asahi Net yet. It last moved in the Earnings presentation materials of 2026-08-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
OEM Supply of ISP Services to Fiber-Optic Collaboration Operators | Asahi Net,Inc. (3834) | Komori