Dependence on Connectivity Service Revenue and Communication Traffic Costs
First written in FY2016. 22 of 33 entries say "Worsened", first in FY2018. Latest entry: 2026-08-06.
No other company in this theme has enough history to compare yet.
- 2026-08-06WorsenedEarnings
「Download traffic per fixed broadband contract increased by 109.6 kbps, or 13.2%, year on year to 938.3 kbps, while monthly download traffic was approximately 294.1 GB.」
Traffic per contract increased, and declining communications speed and quality continued to be cited as an industry-wide challenge. - FY2026WorsenedAnnual report
「For the fiscal year ending March 2026, internet connection services account for 90.3% of the Company's total revenue.」
Revenue dependence on internet connection services increased to 90.3%. Traffic per fixed-line broadband subscription also increased to 938.3 kbps, with monthly volume reaching approximately 294.1 GB. - FY2026-H1WorsenedAnnual report
「According to aggregate results for May 2025 published by the Ministry of Internal Affairs and Communications in August 2025, download traffic per fixed-line broadband subscription was 882.7 kbps, up 110.9 kbps, or 14.4%, year on year. Monthly download traffic was approximately 276.7 GB.」
Traffic per subscription increased to 882.7 kbps, up 14.4% year on year, while monthly volume increased to approximately 276.7 GB. The challenge of addressing declines in transmission speeds and quality caused by increasing traffic continues. - FY2025-H1WorsenedAnnual report
「According to aggregate results for May 2024 published by the Ministry of Internal Affairs and Communications in August 2024, download traffic per fixed-line broadband subscription was 770.6 kbps, up 104.0 kbps, or 15.6%, year on year. Monthly download traffic was approximately 241.6 GB.」
Traffic per subscription increased to 770.6 kbps, up 15.6% year on year, while monthly volume increased to approximately 241.6 GB. The challenge of addressing declining transmission speeds and communications quality continues to grow. - FY2024WorsenedAnnual report
「For the fiscal year ended March 2024, internet connection services accounted for 88.8% of the Company's total revenue. Download traffic per fixed-line broadband subscription was 741.2 kbps, up 84.2 kbps, or 12.8%, year on year, while monthly download traffic was approximately 232 GB.」
Revenue dependence on connection services increased to 88.8%, while traffic per subscription also increased to 741.2 kbps, with monthly volume reaching approximately 232 GB. - FY2024-Q3RestatedAnnual report
「According to aggregate results for May 2023 published by the Ministry of Internal Affairs and Communications in August 2023, download traffic per fixed-line broadband subscription was 681.8 kbps, up 90.3 kbps, or 15.3%, year on year. Monthly download traffic was approximately 208 GB.」
The Company has reconfirmed the increase in fixed-line broadband traffic and the challenge of addressing declines in transmission speeds and communications quality. The market data is unchanged from the previous quarter's disclosure and shows no further deterioration. - FY2024-Q2WorsenedAnnual report
「According to aggregate results for May 2023 published by the Ministry of Internal Affairs and Communications in August 2023, download traffic per fixed-line broadband subscription was 681.8 kbps, up 90.3 kbps, or 15.3%, year on year. Monthly download traffic was approximately 208 GB.」
Download traffic per fixed-line broadband subscription was 681.8 kbps, up 15.3% year on year, and monthly volume was approximately 208 GB. The challenge of addressing declines in transmission speeds and quality associated with increasing traffic continues. - FY2023WorsenedAnnual report
「For the fiscal year ended March 2023, internet connection services accounted for 87.1% of the Company's total revenue.」
Revenue dependence on internet connection services increased from 86.4% in the previous fiscal year to 87.1%. Download traffic per fixed-line broadband subscription was 658.2 kbps, with monthly volume reaching approximately 206 GB, and pressure on communications costs and quality maintenance continues. - FY2023-Q2WorsenedAnnual report
「According to aggregate results published by the Ministry of Internal Affairs and Communications in August 2022, download traffic per subscription was 595.7 kbps, up 38.9 kbps, or 7.0%, year on year. Monthly download volume was 186.7 GB. Declining transmission speeds and communications quality due to increasing traffic have become an issue across the telecommunications industry, not only among ISPs.」
Download traffic per subscription was 595.7 kbps, up 7.0% year on year, while monthly download volume was 186.7 GB. The challenge of addressing declining transmission speeds and communications quality continues. - FY2023-Q1WorsenedAnnual report
「Cost of sales increased due to line procurement associated with the increase in subscriptions to AsahiNet 光 and other services, communications costs under the contract for the IPv6 network interconnected with NTT East and NTT West added in the fourth quarter of the fiscal year ended March 2022, and depreciation related to capital investments to maintain communications quality.」
Line procurement costs, communications expenses and depreciation increased due to growth in FTTH subscriptions, additional IPv6 network subscriptions and investment to maintain quality, and cost pressure from rising communications traffic continues. - FY2022WorsenedAnnual report
「At the Company, internet connectivity services accounted for 86.4% of total sales in the fiscal year ended March 2022.」
Dependence on internet connectivity services increased to 86.4% of sales from 86.1% in the previous fiscal year. The potential for network usage fees to increase as telecommunications traffic grows continues to be disclosed. - FY2022-Q3RestatedAnnual report
「Internet traffic has continued to increase. According to aggregate results published by the Ministry of Internal Affairs and Communications in July 2021, download traffic per contract increased by 96.6kbps, or 21.0%, year on year to 556.8kbps. It reached 174.6GB per month and continued to rise.」
Download traffic per contract reached 556.8kbps, up 21.0% year on year, or 174.6GB per month. Using the same market data as disclosed in the previous quarter, the Company reconfirmed the challenges of addressing rising traffic and deteriorating service quality. - FY2022-Q2WorsenedAnnual report
「Internet traffic has continued to increase. According to aggregate results published by the Ministry of Internal Affairs and Communications in July 2021, download traffic per contract increased by 96.6kbps, or 21.0%, year on year to 556.8kbps. It reached 174.6GB per month and continued to rise. As time spent at home increased due to restrictions on going out, traffic from digital content accessed over the internet, such as online games and video viewing, grew. Traffic also doubled year on year during the daytime as time spent at home increased. Under these conditions, declines in communication speeds and service quality caused by rising traffic have become a challenge for the telecommunications industry as a whole, not only the ISP industry.」
Download traffic per contract reached 556.8kbps, up 21.0% year on year, or 174.6GB per month. The challenges of addressing rising traffic and deteriorating service quality due to increased use of online games, video viewing and daytime services have continued and expanded. - FY2022-Q1WorsenedAnnual report
「According to aggregate results published by the Ministry of Internal Affairs and Communications in July 2021, download traffic per contract increased by 96.6kbps, or 21.0%, year on year to 556.8kbps, equivalent to 174.6GB per month, and continued to rise. In response, the Ministry of Internal Affairs and Communications has held discussions aimed at ensuring the quality of internet services, whose importance is increasing in the new normal, including the establishment of the Internet Traffic Study Group. Declining communication speeds and deteriorating service quality caused by rising traffic have become challenges for the telecommunications industry as a whole, not only the ISP industry.」
Download traffic per contract reached 556.8kbps, up 21.0% year on year, or 174.6GB per month. Addressing declining communication speeds and deteriorating service quality continues to be a challenge for the telecommunications industry as a whole. - FY2021WorsenedAnnual report
「At the Company, internet connectivity service revenue accounted for 86.1% of total sales in the fiscal year ended March 2021.」
Dependence on connectivity services remained high at 86.1% of sales. Download traffic per contract reached 469.4kbps, up 51.8% from the end of the previous fiscal year, and pressure from higher telecommunications expenses and capital investment continued. - FY2021-Q3WorsenedAnnual report
「Internet traffic has been increasing. During the daytime, traffic has risen as many activities previously conducted in person have moved online, including the increase in telework and remote classes. At night, traffic has increased not only because the number of users of subscription video streaming services and online games continues to grow, but also because of new initiatives such as online live events during the year-end and New Year period. For the ISP industry, addressing traffic growth and maintaining service quality remain urgent challenges, including declines in communication speeds and deterioration in service quality resulting from increased traffic.」
Traffic growth has continued due to telework, remote classes, video streaming, online games and online live events, making it an urgent challenge to address declining communication speeds and deteriorating service quality. - FY2021-Q2WorsenedAnnual report
「Internet traffic has been increasing. According to information published by the Ministry of Internal Affairs and Communications in May 2020, download traffic per contract was approximately 460.2Kbps, or approximately 151.3GB per month, up 54.0% year on year. During peak download traffic periods, traffic increased 38.8% on weekdays and 40.6% on holidays.」
Download traffic per contract reached approximately 460.2Kbps, up 54.0% year on year, and increased during peak periods on both weekdays and holidays. Higher network usage fees and telecommunications expenses associated with additional interconnection also materialized in the results. - FY2021-Q1MaterialisedAnnual report
「Internet traffic has continued to increase. During the daytime, traffic has risen as many activities previously conducted in person have moved online, including the increase in telework and remote classes. At night, traffic has increased due to the growing number of users of subscription video streaming services and online games. In the first quarter, the Company additionally contracted for interconnection with NTT East and NTT West in anticipation of continued traffic growth. As a result, telecommunications expenses included in cost of sales increased.」
Traffic increased due to telework, remote classes and video streaming, while higher telecommunications expenses associated with additional interconnection materialized in the results. - FY2020WorsenedAnnual report
「At the Company, internet connectivity service revenue accounted for 86.1% of total sales in the fiscal year ended March 2020.」
Dependence on internet connectivity services increased from 85.1% in the previous fiscal year to 86.1% of sales. The potential for network costs to increase as telecommunications traffic grows continues to be disclosed. - FY2020-Q3RestatedAnnual report
「During the cumulative third-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」
It states that there have been no material changes to the risks associated with dependence on connectivity service revenue and telecommunications traffic costs. - FY2020-Q2RestatedAnnual report
「During the cumulative second-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」
It states that there have been no material changes to the risks associated with dependence on connectivity service revenue and telecommunications traffic costs. - FY2020-Q1RestatedAnnual report
「During the cumulative first-quarter period, no new business or other risks arose. In addition, there were no significant changes to the business and other risks described in the securities report for the previous fiscal year.」
It states that there have been no material changes to the risks associated with dependence on connectivity service revenue and telecommunications traffic costs. - FY2019WorsenedAnnual report
「At the Company, internet connectivity service revenue accounted for 85.1% of total sales in the fiscal year ended March 2019.」
Dependence on internet connectivity services increased from 84.4% in the previous fiscal year to 85.1% of sales. The disclosure also states that network costs may increase as traffic grows. - FY2019-Q2WorsenedAnnual report
「According to aggregate results published by the Ministry of Internal Affairs and Communications in August 2018, traffic per internet contract was 316.9kbps, up 27.9% year on year. Addressing the accelerating increase in traffic has become an industry-wide challenge.」
Traffic per contract increased 27.9% year on year to 316.9kbps, and the need to address rising traffic was identified more specifically as an industry-wide challenge. The business and other risks section states that there were no new risks or material changes. - FY2018WorsenedAnnual report
「At the Company, internet connectivity service revenue accounted for 84.4% of total sales in the fiscal year ended March 2018.」
Dependence on internet connectivity services increased from 83.6% in the previous fiscal year to 84.4% of sales. Operating profit also fell 35.5% year on year due to higher depreciation expenses associated with network construction and higher telecommunications costs. - FY2018-Q3MaterialisedAnnual report
「Operating profit declined due to higher telecommunications and depreciation expenses associated with network construction. As a result, net sales for the nine months ended 31 December were ¥6,928 million, up 6.9% year on year, while operating profit was ¥533 million, down 42.4%.」
Higher telecommunications and depreciation expenses associated with network construction continued to materialize as factors reducing operating profit, which fell 42.4% year on year. - FY2018-Q2MaterialisedAnnual report
「Operating profit declined due to higher telecommunications and depreciation expenses associated with network construction. As a result, net sales for the six months ended 30 September were ¥4,568 million, up 6.8% year on year, while operating profit was ¥308 million, down 47.8%.」
Higher telecommunications and depreciation expenses associated with network construction continued to materialize as factors reducing operating profit, which fell 47.8% year on year. - FY2018-Q1MaterialisedAnnual report
「Operating profit declined due to higher telecommunications and depreciation expenses associated with network construction, but progress was broadly in line with the business plan for the fiscal year ending March 2018. As a result, net sales for the first three months of the fiscal year were ¥2,281 million, up 7.0% year on year, while operating profit was ¥168 million, down 40.7%.」
Higher telecommunications and depreciation expenses associated with network construction materialized as factors reducing operating profit, which fell 40.7% year on year. - FY2017MaterialisedAnnual report
「At the Company, internet connectivity service revenue accounted for 83.6% of total sales in the fiscal year ended March 2017.」
Dependence on internet connectivity services increased to 83.6% of sales. A decline in operating profit due to higher telecommunications costs was also disclosed, indicating that some of the pressure from telecommunications costs had materialized in the results. - FY2016First statedAnnual report
「Internet connectivity service revenue accounted for 83.1% of total sales in the fiscal year ended March 2016.」
The Company depends on internet connectivity services for 83.1% of sales, and identifies promotional expenses and higher network costs resulting from increased telecommunications traffic as risks.