Expansion of the MVNO and IoT/M2M markets
First written in FY2019. 14 of 23 entries say "Advanced", first in FY2020-Q1. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026AdvancedAnnual report
「The number of MVNO service users increased by 6.69 million contracts, or 19.7%, year on year to 40.66 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) increased by 1.06 million, or 6.3%, year on year to 17.94 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 2.00 million, or 19.3%, year on year to 12.35 million contracts.」
Overall MVNO contracts, SIM-card-based contracts for IoT/M2M, and communication modules, including eSIMs, all increased, and market expansion continued. - FY2026-H1AdvancedAnnual report
「The number of MVNO service users increased by 6.55 million contracts, or 19.9%, year on year to 39.40 million. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) increased by 1.43 million, or 8.6%, year on year to 18.10 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.76 million, or 17.8%, year on year to 11.62 million contracts.」
Overall MVNO contracts, SIM-card-based contracts for IoT/M2M, and communication modules, including eSIMs, all increased year on year, and market expansion continued. - FY2025-H1MVNO and SIM-type up, communication modules down, reporting criteria changedAnnual report
「The number of MVNO service users increased by 1.94 million contracts, or 6.3%, year on year to 32.85 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) increased by 960,000, or 6.1%, year on year to 16.67 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), decreased by 1.07 million, or 9.8%, year on year to 9.86 million contracts. The MVNO service contract figures disclosed by the Ministry of Internal Affairs and Communications are partially non-continuous due to a change in the reporting criteria.」
Overall MVNO contracts and SIM-type contracts for IoT/M2M increased, while communication modules decreased. The discontinuity caused by the change in reporting criteria was also specified. - FY2024AdvancedAnnual report
「The number of MVNO service users increased by 4.47 million contracts, or 15.5%, year on year to 33.22 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) increased by 880,000, or 5.8%, year on year to 16.10 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.88 million, or 18.7%, year on year to 11.91 million contracts.」
Overall MVNO contracts, SIM cards for IoT/M2M, and communication modules, including eSIMs, all increased, and market expansion continued. - FY2024-Q3AdvancedAnnual report
「The number of MVNO service users increased by 4.33 million contracts, or 15.7%, year on year to 31.93 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) increased by 580,000, or 3.8%, year on year to 15.77 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.60 million, or 16.4%, year on year to 11.41 million contracts.」
Overall MVNO contracts, SIM-card-based contracts used for IoT, M2M and other applications, and communication modules, including eSIMs, all increased year on year, and market expansion continued. - FY2024-Q2AdvancedAnnual report
「The number of MVNO service users increased by 4.00 million contracts, or 14.8%, year on year to 30.91 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) increased by 750,000, or 5.0%, year on year to 15.71 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.63 million, or 17.6%, year on year to 10.91 million contracts.」
Overall MVNO contracts, SIM-card-based contracts used for IoT, M2M and other applications, and communication modules, including eSIMs, all increased year on year, and market expansion continued. - FY2023MVNO, SIM-type, and communication modules all upAnnual report
「The number of MVNO service users increased by 2.29 million contracts, or 8.7%, year on year to 28.75 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) increased by 100,000, or 0.7%, year on year to 15.26 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.60 million, or 18.9%, year on year to 10.09 million contracts.」
All of overall MVNO contracts, SIM-card-based contracts used for IoT, M2M and other applications, and communication modules, including eSIMs, increased year on year. - FY2023-Q3RestatedAnnual report
「The number of MVNO service users increased by 1.38 million contracts, or 5.3%, year on year to 27.57 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) decreased by 100,000, or 0.7%, year on year to 15.24 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.55 million, or 18.8%, year on year to 9.82 million contracts.」
The company has reaffirmed the divergent market trends of overall MVNO contracts increasing, SIM-card-based contracts used for IoT, M2M and other applications decreasing, and communication modules, including eSIMs, increasing. - FY2023-Q2RestatedAnnual report
「The number of MVNO service users increased by 910,000 contracts, or 3.5%, year on year to 26.88 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) decreased by 460,000, or 3.0%, year on year to 14.96 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.46 million, or 18.6%, year on year to 9.28 million contracts.」
The company has reaffirmed the divergent market trends of overall MVNO contracts increasing to 26.88 million, SIM-card-based contracts decreasing, and communication modules, including eSIMs, increasing. - FY2023-Q1MVNO up, SIM-type down, communication modules upAnnual report
「The number of MVNO service users increased by 440,000 contracts, or 1.7%, year on year to 26.54 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) decreased by 760,000, or 4.8%, year on year to 14.92 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.32 million, or 17.4%, year on year to 8.91 million contracts.」
Divergent trends within the market continued, with overall MVNO contracts increasing, SIM-card-based contracts used for IoT, M2M and other applications decreasing, and communication modules, including eSIMs, increasing. - FY2022RestatedAnnual report
「The number of MVNO service users increased by 610,000 contracts, or 2.3%, year on year to 26.46 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) decreased by 880,000, or 5.5%, year on year to 15.16 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.11 million, or 15.0%, year on year to 8.49 million contracts.」
The market continued to show divergent trends, with overall MVNO contracts increasing, SIM-card-based contracts decreasing, and communication modules, including eSIMs, increasing. - FY2022-Q3MVNO up, SIM-type down, communication modules upAnnual report
「The number of MVNO service users increased by 600,000 contracts, or 2.3%, year on year to 26.19 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) decreased by 690,000, or 4.3%, year on year to 15.31 million contracts. The number of communication-module contracts, including eSIMs (embedded SIMs), increased by 1.13 million, or 15.8%, year on year to 8.27 million contracts.」
Overall MVNO contracts increased to 26.19 million, while SIM-card-based contracts used for IoT, M2M and other applications decreased to 15.31 million. Communication modules, including eSIMs, increased to 8.27 million, indicating divergent trends within the market. - FY2022-Q2MVNO up, SIM-type downAnnual report
「The number of MVNO service users increased by 670,000 contracts, or 2.7%, year on year to 25.97 million contracts. Of these, the number of SIM-type card contracts used for high-speed mobile communications, IoT (Internet of Things) and M2M (Machine to Machine) decreased by 470,000, or 2.9%, year on year to 15.50 million contracts.」
The number of MVNO users increased year on year, while the number of SIM-type card contracts used for IoT, M2M and other applications decreased year on year, indicating divergent trends within the market. - FY2022-Q1AdvancedAnnual report
「The number of MVNO service users increased by 1.40 million contracts, or 5.6%, year on year to 26.12 million contracts. Of these, the number of SIM-type card contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased by 50,000, or 0.3%, year on year to 15.68 million contracts.」
The number of MVNO users reached 26.12 million contracts, while the number of SIM-type card contracts used for IoT/M2M and other applications reached 15.68 million, up from the same period a year earlier. - FY2021AdvancedAnnual report
「The number of MVNO service users increased by 1.91 million contracts, or 8.0%, year on year to 25.86 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased steadily by 1.18 million, or 7.9%, year on year to 16.04 million contracts.」
The number of MVNO users reached 25.86 million contracts, while the number of SIM-card-based contracts used for IoT/M2M and other applications reached 16.04 million, indicating continued market expansion. - FY2021-Q3AdvancedAnnual report
「In the ISP (Internet service provider) industry, as of the end of September 2020, the number of FTTH (fiber-optic) users increased steadily by 1.70 million contracts, or 5.3%, year on year to 34.07 million contracts. Of these FTTH contracts, 14.60 million were provided using NTT East and NTT West wholesale telecommunications services (service wholesale), with the service-wholesale ratio increasing by 1.24 million contracts, or 3.5%, year on year to 65.9%. The number of MVNO service users increased by 2.58 million contracts, or 11.2%, year on year to 25.60 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased steadily by 1.79 million, or 12.6%, year on year to 16.00 million contracts.」
The market sizes of FTTH, service wholesale, MVNO, and SIM cards for IoT/M2M expanded year on year. - FY2021-Q2AdvancedAnnual report
「In the ISP (Internet service provider) industry, as of the end of June 2020, the number of FTTH (fiber-optic) users increased steadily by 1.54 million contracts, or 4.8%, year on year to 33.58 million contracts. The number of MVNO service users increased by 2.96 million contracts, or 13.2%, year on year to 25.31 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased steadily by 2.24 million, or 16.3%, year on year to 15.94 million contracts.」
The number of FTTH users reached 33.58 million contracts, the number of MVNO users reached 25.31 million contracts, and the number of SIM-card-based contracts used for IoT/M2M and other applications reached 15.94 million, indicating continued market expansion. - FY2021-Q1AdvancedAnnual report
「In the ISP (Internet service provider) industry, as of the end of March 2020, the number of FTTH (fiber-optic) users increased steadily by 1.42 million contracts, or 4.5%, year on year to 33.09 million contracts. The number of MVNO service users increased by 3.15 million contracts, or 14.7%, year on year to 24.65 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased steadily by 2.77 million, or 21.3%, year on year to 15.76 million contracts.」
The number of FTTH users reached 33.09 million contracts, the number of MVNO users reached 24.65 million contracts, and the number of SIM-card-based contracts used for IoT/M2M and other applications reached 15.76 million, indicating continued market expansion. - FY2020AdvancedAnnual report
「The number of MVNO service users increased by 3.19 million contracts, or 15.5%, year on year to 23.88 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased by 2.68 million, or 21.7%, year on year to 15.03 million contracts.」
The number of MVNO users reached 23.88 million contracts, while the number of SIM-card-based contracts used for IoT/M2M and other applications reached 15.03 million, indicating continued market expansion. - FY2020-Q3AdvancedAnnual report
「In the ISP (Internet service provider) industry, as of the end of September 2019, the number of FTTH (fiber-optic) users increased steadily by 1.28 million contracts, or 4.1%, year on year to 32.34 million contracts. We believe that user growth will continue to accelerate, driven by the installation of fiber-optic lines associated with the development of base stations for next-generation 5G mobile communications. The number of MVNO service users increased by 3.00 million contracts, or 15.0%, year on year to 22.98 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased by 2.47 million, or 20.9%, year on year to 14.28 million contracts.」
The number of FTTH users reached 32.34 million contracts, the number of MVNO users reached 22.98 million contracts, and the number of SIM-card-based contracts used for IoT/M2M and other applications reached 14.28 million, all up. - FY2020-Q2AdvancedAnnual report
「In the ISP (Internet service provider) industry, as of the end of June 2019, the number of FTTH (fiber-optic) users increased steadily by 1.24 million contracts, or 4.0%, year on year to 32.03 million contracts. The number of MVNO service users increased by 2.93 million contracts, or 15.1%, year on year to 22.30 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased by 2.58 million, or 22.9%, year on year to 13.85 million contracts.」
The number of FTTH users reached 32.03 million contracts, the number of MVNO users reached 22.30 million contracts, and the number of SIM-card-based contracts used for IoT/M2M and other applications reached 13.85 million, all up from the same period a year earlier. - FY2020-Q1AdvancedAnnual report
「The number of MVNO service users increased by 2.54 million contracts, or 13.8%, year on year to 20.94 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased steadily by 2.24 million, or 20.6%, year on year to 13.12 million contracts.」
The number of MVNO users reached 20.94 million contracts, while the number of SIM-card-based contracts used for IoT/M2M and other applications reached 13.12 million, both up from the same period a year earlier. - FY2019First statedAnnual report
「The number of MVNO service users increased by 2.72 million contracts, or 15.5%, year on year to 20.36 million contracts. Of these, the number of SIM-card-based contracts used for high-speed mobile communications and IoT (Internet of Things)/M2M (Machine to Machine) increased steadily by 1.97 million, or 18.8%, year on year to 12.44 million contracts.」
The company identifies the expansion of the market for MVNO users and SIM-card-based contracts used for IoT/M2M and other applications as a structural fact.