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Asahi Net (3834) · RiskMaterialised

Decline in contracts due to the discontinuation of ADSL services

First written in FY2022-Q1. 12 of 16 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2026.

16entries
6years
2from disclosures
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ProgressHeldSoftenedWorseMaterialisedFY2022-Q2 – FY2026-H12021: 220212022: 420222023: 320232024: 320242025: 120252026: 32026
Same theme, other companies
Decline in subscriptions due to ADSL service terminationA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

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  1. FY2026MaterialisedAnnual report

    「The ADSL connection service was discontinued on 31 January 2026 following the termination of service by the line provider.」

    The scheduled termination of FLET’S ADSL took place, and the ADSL service was discontinued.
  2. FY2026-H1WorsenedAnnual report

    「As of the end of September 2025, the number of contracts for the ADSL connection service was 2 thousand IDs, down 0 thousand IDs, or 16.5%, from the end of the same period of the previous year. FLET’S ADSL is scheduled to be discontinued on 31 January 2026 following the termination of service by NTT East and NTT West, the line providers.」

    ADSL contracts declined to 2 thousand IDs, and the scheduled termination of FLET’S ADSL on 31 January 2026 was specified. The decline in contracts associated with service termination is approaching its final stage.
  3. FY2025-H1MaterialisedAnnual report

    「As of the end of September 2024, the number of contracts for the ADSL connection service was 3 thousand IDs, down 4 thousand IDs, or 61.8%, from the end of the same period of the previous year. Contracts declined as NTT East and NTT West reduced the service area for FLET’S ADSL.」

    The decline in ADSL contracts due to the reduction in the FLET’S ADSL service area continued during the interim period.
  4. FY2024MaterialisedAnnual report

    「As of the end of March 2024, the number of contracts for the ADSL connection service was 3 thousand IDs, down 1 thousand IDs, or 23.0%, from the end of the previous fiscal year. Contracts declined as NTT East and NTT West reduced the service area for FLET’S ADSL.」

    The decline in ADSL contracts due to the reduction in the FLET’S ADSL service area continued to be reflected in the results.
  5. FY2024-Q3MaterialisedAnnual report

    「As of the end of December 2023, the number of contracts for the ADSL connection service was 3 thousand IDs, down 3 thousand IDs, or 53.7%, from the end of the same period of the previous year. Contracts declined as NTT East and NTT West reduced the service area for FLET’S ADSL.」

    ADSL contracts totaled 3 thousand IDs, down 53.7% from the same period of the previous year, due to the reduction in the FLET’S ADSL service area. The decline in contracts associated with service discontinuations and reductions in service coverage has continued.
  6. FY2024-Q2MaterialisedAnnual report

    「As of the end of September 2023, the number of contracts for the ADSL connection service was 3 thousand IDs, down 4 thousand IDs, or 61.8%, from the end of the same period of the previous year. Contracts declined as NTT East and NTT West reduced the service area for FLET’S ADSL.」

    ADSL contracts declined from 7 thousand IDs to 3 thousand IDs, down 61.8% from the same period of the previous year. The decline in contracts due to the reduction in the FLET’S ADSL service area has continued.
  7. FY2023MaterialisedAnnual report

    「As of the end of March 2023, the number of contracts for the ADSL connection service was 3 thousand IDs, down 6 thousand IDs, or 66.0%, from the end of the previous fiscal year. Contracts declined due to the impact of the reduction in the service area for NTT East and NTT West’s FLET’S ADSL, in addition to the discontinuation of “Shin Chouwari ADSL” the previous year.」

    ADSL contracts declined from 10 thousand IDs to 3 thousand IDs, down 66.0% from the same period of the previous year. The impacts of the discontinuation of Shin Chouwari ADSL and the reduction in the FLET’S ADSL service area became apparent in the results.
  8. FY2023-Q3MaterialisedAnnual report

    「As of the end of December 2022, the number of contracts for the ADSL connection service was 6 thousand IDs, down 5 thousand IDs, or 44.6%, from the end of the same period of the previous year. This reflected the impact of the discontinuation of the “Shin Chouwari ADSL” ADSL connection service in September 2021 and the reduction in the service area for NTT East and NTT West’s FLET’S ADSL in January 2023.」

    ADSL contracts declined to 6 thousand IDs, down 44.6% from the same period of the previous year, as the impacts of the discontinuation of “Shin Chouwari ADSL” and the reduction in the FLET’S ADSL service area continued to become apparent.
  9. FY2023-Q2MaterialisedAnnual report

    「As of the end of September 2022, the number of contracts for the ADSL connection service was 7 thousand IDs, down 5 thousand IDs, or 40.8%, from the end of the same period of the previous year. This reflected the impact of the discontinuation of the “Shin Chouwari ADSL” ADSL connection service in September 2021 and the reduction in the service area for NTT East and NTT West’s FLET’S ADSL scheduled for January 2023.」

    ADSL contracts totaled 7 thousand IDs, down 40.8% from the same period of the previous year. The impacts of the discontinuation of “Shin Chouwari ADSL” and the reduction in the FLET’S ADSL service area have continued.
  10. FY2023-Q1MaterialisedAnnual report

    「As of the end of June 2022, the number of contracts for the ADSL connection service was 9 thousand IDs, down 5 thousand IDs, or 37.0%, from the end of the same period of the previous year. Contracts declined following the discontinuation of SoftBank’s “Shin Chouwari ADSL” ADSL connection service in September 2022. In addition, because the service area for NTT East and NTT West’s FLET’S ADSL will be reduced in January 2023, the Company has begun offering FTTH connection services to customers who subscribe to its ADSL service.」

    ADSL contracts declined to 9 thousand IDs, and the impact of service discontinuations became apparent. The Company has also begun measures to propose switching to FTTH to remaining subscribers.
  11. FY2022MaterialisedAnnual report

    「As of the end of March 2022, the number of contracts for the ADSL connection service was 10 thousand IDs, down 5 thousand IDs, or 35.2%, from the end of the previous fiscal year. The number of contracts declined after the Company discontinued its “Shin Chouwari ADSL” ADSL connection service following the termination of service by the ADSL line provider.」

    ADSL contracts declined to 10 thousand IDs, down 35.2% from the same period of the previous year, following the discontinuation of “Shin Chouwari ADSL.”
  12. FY2022-Q3MaterialisedAnnual report

    「As of the end of December 2021, the number of contracts for the ADSL connection service was 10 thousand IDs, down 5 thousand IDs, or 34.5%, from the end of the same period of the previous year. The number of contracts declined after the Company discontinued its “Shin Chouwari ADSL” service at the end of September 2021 following the termination of service by SoftBank Corp. (formerly eAccess Ltd.), the line provider. Some customers who had used the ADSL connection service changed their contracts to FTTH connection services or mobile connection services.」

    ADSL contracts totaled 10 thousand IDs, down 34.5% from the same period of the previous year. While the decline following the discontinuation of “Shin Chouwari ADSL” continued, the Company also reported movement among customers to switch to FTTH or mobile services.
  13. FY2022-Q2MaterialisedAnnual report

    「As of the end of September 2021, the number of contracts for the ADSL connection service was 12 thousand IDs, down 4 thousand IDs, or 25.9%, from the end of the same period of the previous year. At the end of September 2021, the Company discontinued its “Shin Chouwari ADSL” service following the discontinuation of service by SoftBank Corp. (formerly eAccess Ltd.), the line provider. ADSL services provided by NTT East and NTT West are scheduled to be discontinued at the end of January 2023. Accordingly, the number of contracts for the Company’s “FLET’S ADSL” service is expected to decline.」

    ADSL contracts totaled 12 thousand IDs, down 25.9% from the end of the same period of the previous year. “Shin Chouwari ADSL” was discontinued following the line provider’s service termination. The remaining “FLET’S ADSL” contracts are also expected to decline ahead of the scheduled service termination at the end of January 2023.
  14. FY2022-Q1First statedAnnual report

    「As of the end of June 2021, the number of contracts for the ADSL connection service was 14 thousand IDs, down 4 thousand IDs, or 20.2%, from the end of the same period of the previous year. Because the discontinuation date for the ADSL connection service has been set, the number of contracts is expected to decline over time.」

    ADSL contracts totaled 14 thousand IDs, down 20.2% from the end of the same period of the previous year. As the service discontinuation date has been set, the number of contracts is expected to continue declining.
Moved together

"Dependence on Connectivity Service Revenue and Communication Traffic Costs" moved the same way as this thread, in the same document, in 10 of its 16 moves.

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  1. ★This thread
  2. 1Dependence on Connectivity Service Revenue and Communication Traffic Costs10×
  3. 2Expansion of the manaba Educational Support Service6×
  4. 3Expansion of manaba Learning Management System Contract IDs and Institution-Wide Adoptions5×
  5. 4Uncertainty over Monetization and User Acquisition for Internet-Related Services5×
  6. 5Semiconductor Shortages, Supply Chain Disruptions and Rising Energy Prices5×
  7. 6Revision of the Business Systems Replacement Plan and Recognition of an Impairment Loss5×

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Asahi Net's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-02: "Achieved".
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Decline in contracts due to the discontinuation of ADSL services | Asahi Net,Inc. (3834) | Komori