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Asahi Net (3834) · InitiativeFewer contracts; IoT demand continuesLatest Monthly (2026-10-08): "Advanced"

Expanding Mobile Data Communications Sales

First written in FY2016. 24 of 30 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-10-08.

30entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2023-Q1OtherFY2025-H1 – FY20262016: 320162017: 120172018: 120182019: 320192020: 420202021: 420212022: 420222023: 220232024: 320242025: 120252026: 42026
Same theme, other companies
Expansion of the MVNO-Centered Telecommunications and Lifestyle Infrastructure Business PlatformA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

1 other company's 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. FY2026Fewer contracts; IoT demand continuesAnnual report

    「As of the end of March 2026, mobile connectivity service contracts totaled 46 thousand IDs, down 2 thousand IDs, or 3.6%, from the end of the previous fiscal year. Mobile connectivity services comprise two offerings: usage-based, SIM card-based LTE and flat-rate, mobile Wi-Fi router-based WiMAX. Demand for IoT/M2M applications that provide internet access to remotely located equipment continues to be firm when the LTE connectivity service is combined with the fixed IP address option, and contracts, mainly with corporate customers, are increasing.」

    Mobile contracts declined to 46 thousand IDs, while corporate demand for IoT/M2M applications using LTE with fixed IP addresses remained firm.
  2. FY2026-H1Fewer contracts; IoT demand continuesAnnual report

    「As of the end of September 2025, mobile connectivity service contracts totaled 46 thousand IDs, down 1 thousand IDs, or 2.4%, year on year. Mobile connectivity services comprise two offerings: usage-based, SIM card-based LTE and flat-rate, mobile Wi-Fi router-based WiMAX. Demand for IoT/M2M applications that provide internet access to remotely located equipment continues to grow when the LTE connectivity service is combined with the fixed IP address option.」

    Mobile contracts declined to 46 thousand IDs, while demand for IoT/M2M applications using LTE with fixed IP addresses continued to grow.
  3. FY2025-H1Contracts flat; IoT demand remains firmAnnual report

    「As of the end of September 2024, mobile connectivity service contracts totaled 48 thousand IDs, an increase of 0 thousand IDs, or 0.4%, year on year. Mobile connectivity services comprise two offerings: usage-based, SIM card-based LTE and flat-rate, mobile Wi-Fi router-based WiMAX. Demand for IoT/M2M applications, such as accessing remotely located equipment over the internet, is increasing through the use of the LTE connectivity service together with the fixed IP address option.」

    Mobile contracts were broadly flat at 48 thousand IDs, while demand for IoT/M2M applications using LTE with fixed IP addresses continued to grow.
  4. FY2024AdvancedAnnual report

    「As of the end of March 2024, mobile connectivity service contracts totaled 48 thousand IDs, an increase of 1 thousand IDs, or 2.1%, from the end of the previous fiscal year. Mobile connectivity services comprise two offerings: usage-based, SIM card-based LTE and flat-rate, mobile Wi-Fi router-based WiMAX. Demand for IoT/M2M applications that provide internet access to remotely located equipment continues to grow when the LTE connectivity service is combined with the fixed IP address option.」

    Mobile contracts increased to 48 thousand IDs, while demand for LTE IoT/M2M applications using fixed IP addresses continued to grow.
  5. FY2024-Q3AdvancedAnnual report

    「The number of mobile connectivity service contracts as of the end of December 2023 was 48 thousand IDs, an increase of 1 thousand IDs, or 2.1%, from the end of the same period of the previous year. The mobile connectivity service offers two connectivity services: usage-based LTE using SIM cards and flat-rate WiMAX using mobile Wi-Fi routers. Demand for IoT/M2M applications that access remotely installed equipment over the internet continues to increase when LTE connectivity services are combined with the Fixed IP Address Option.」

    Mobile contracts increased to 48 thousand IDs, up 2.1% year on year. Demand for LTE IoT/M2M applications combining fixed IP addresses continues to grow.
  6. FY2024-Q2Increasing IoT demand; sluggish growth in 5G WiMAXAnnual report

    「Demand for IoT/M2M applications, such as accessing remotely installed equipment over the internet, is increasing for LTE connectivity services combined with the Fixed IP Address Option. Meanwhile, contract numbers for the flat-rate, unlimited-use 5G WiMAX service have been sluggish, partly due to the separation of communications and device charges.」

    Mobile contracts were largely flat at 47 thousand IDs. Demand for LTE IoT/M2M services combined with fixed IP addresses increased, while contracts for 5G-compatible WiMAX remained sluggish due to the separation of communications and device charges.
  7. FY2023AdvancedAnnual report

    「The number of mobile connectivity service contracts as of the end of March 2023 was 47 thousand IDs, an increase of 0 thousand IDs, or 0.7%, from the end of the same period of the previous year. Corporate contracts combining LTE and the Fixed IP Address Option increased, enabling IoT applications that access equipment installed at remote locations over the internet. WiMAX began offering 5G-compatible services in the fiscal year ending March 2023.」

    Mobile contracts were largely flat at 47 thousand IDs, but corporate contracts combining LTE and fixed IP addresses for IoT applications increased, and WiMAX began offering 5G-compatible services from the fiscal year ending March 2023.
  8. FY2023-Q2RestatedAnnual report

    「The number of mobile connectivity service contracts as of the end of September 2022 was 47 thousand IDs, an increase of 0 thousand IDs, or 1.0%, from the end of the same period of the previous year. The mobile connectivity service comprises the usage-based SIM card service “ANSIM” and the flat-rate mobile Wi-Fi router service “WiMAX.”」

    Mobile contracts stood at 47 thousand IDs, up 1.0% year on year. The existing service lineup of ANSIM and WiMAX was reaffirmed.
  9. FY2023-Q1AdvancedAnnual report

    「The number of mobile connectivity service contracts as of the end of June 2022 was 47 thousand IDs, an increase of 1 thousand IDs, or 1.9%, from the end of the same period of the previous year. The mobile connectivity service comprises the usage-based SIM card service “ANSIM” and the flat-rate mobile Wi-Fi router service “WiMAX.” In May 2022, the company began offering the first new WiMAX +5G service compatible with fixed IP addresses.」

    Mobile contracts increased to 47 thousand IDs, and the company began offering a new fixed-IP-address-compatible WiMAX+5G service in May 2022.
  10. FY2022AdvancedAnnual report

    「The number of mobile connectivity service contracts as of the end of March 2022 was 47 thousand IDs, an increase of 1 thousand IDs, or 2.8%, from the end of the same period of the previous year. The mobile connectivity service comprises the SIM card-based “ANSIM” and the mobile Wi-Fi router-based “WiMAX.” In March 2022, the company began offering the new 5G-compatible service “ASAHIネット WiMAX+5G.”」

    Mobile contracts increased to 47 thousand IDs, and the company began offering the 5G-compatible “ASAHIネット WiMAX+5G” service in March 2022.
  11. FY2022-Q3AdvancedAnnual report

    「The number of mobile connectivity service contracts as of the end of December 2021 was 47 thousand IDs, an increase of 1 thousand IDs, or 2.7%, from the end of the same period of the previous year. The mobile connectivity service comprises the SIM card-based “ANSIM” and the mobile Wi-Fi router-based “WiMAX.” Orders from corporate customers increased for network services using fixed IP addresses in addition to data communications.」

    Mobile contracts reached 47 thousand IDs, up 2.7% year on year. Orders from corporate customers increased for network services using fixed IP addresses.
  12. FY2022-Q2AdvancedAnnual report

    「The number of mobile connectivity service contracts as of the end of September 2021 was 46 thousand IDs, an increase of 1 thousand IDs, or 1.7%, from the end of the same period of the previous year. In addition to contracts primarily used for voice calls and data communications, use cases as network services using fixed IP addresses increased. The company expects mobile connectivity service contracts to increase, centered on LTE plans with data allowances tailored to user demand and unlimited data plans for WiMAX.」

    Mobile contracts reached 46 thousand IDs, up 1.7% year on year. Use cases as network services using fixed IP addresses increased, and further growth is expected, centered on LTE plans with various data allowances and unlimited WiMAX plans.
  13. FY2022-Q1AdvancedAnnual report

    「The number of mobile connectivity service contracts as of the end of June 2021 was 46 thousand IDs, an increase of 0 thousand IDs, or 0.9%, from the end of the same period of the previous year. Contract numbers increased mainly for IoT/M2M applications. Many cases involved internet connectivity services using fixed IP addresses. The company expects contract numbers to continue increasing, centered on LTE plans with various data allowances and unlimited WiMAX 2+ plans.」

    Mobile contracts reached 46 thousand IDs, up 0.9% year on year. Use cases involving IoT/M2M and fixed IP addresses increased, and further growth is expected, centered on LTE plans with various data allowances and unlimited WiMAX 2+ plans.
  14. FY2021AdvancedAnnual report

    「Use of mobile connectivity services for IoT/M2M increased. The number of LTE contracts for data capacity only, excluding voice calls, increased for applications such as routers and surveillance cameras that obtain information over the internet without human intervention.」

    Data-only LTE contracts increased for applications including IoT/M2M, routers and surveillance cameras. Mobile connectivity membership reached 46 thousand IDs.
  15. FY2021-Q3AdvancedAnnual report

    「For mobile connectivity services, the increase in new members continued at the same pace as in the previous year following the second quarter. However, withdrawals and the withdrawal rate increased due to a large-scale withdrawal by a particular corporate customer. As a result, mobile membership as of the end of December 2020 was 45 thousand IDs, up 2 thousand IDs, or 5.1%, from the end of the same period of the previous year.」

    The increase in new members was maintained, and mobile membership reached 45 thousand IDs, up 5.1% year on year. Meanwhile, the number of withdrawals and the withdrawal rate increased due to a large-scale withdrawal by a particular corporate customer.
  16. FY2021-Q2AdvancedAnnual report

    「For mobile connectivity services, the company considers the increase in applications during the first quarter of the fiscal year to have been temporary, resulting from COVID-19. In the second quarter, the increase in new members continued at a pace similar to that of the same period of the previous year. No early cancellations related to the temporary increase in the first quarter had occurred as of the reporting date. Contracts that include the Fixed IP Address Option, a feature of the company’s services, continued to perform steadily.」

    Mobile membership reached 46 thousand IDs, up 7.8% year on year. While the sharp increase in first-quarter applications was viewed as temporary, contracts including the Fixed IP Address Option continued to perform steadily.
  17. FY2021-Q1AdvancedAnnual report

    「For mobile connectivity services, many companies contracted for internet lines needed for working from home and provided them to employees. The company is monitoring whether this type of activity will be temporary or continue. As of the end of June 2020, the number of mobile members was 45 thousand IDs, up 4 thousand IDs, or 10.5%, from the end of the same period of the previous year.」

    Companies were seen contracting for lines for working from home and providing them to employees, while mobile membership reached 45 thousand IDs, up 10.5% year on year.
  18. FY2020AdvancedAnnual report

    「In addition to growth in IoT/M2M, mobile connectivity service applications from individual and corporate customers increased as telework, including working from home, expanded, and the number of contracts for the optional “Fixed IP Address Option” service increased.」

    The company identified working from home and telework, in addition to IoT/M2M, as new demand drivers, citing increased contracts for mobile connectivity services and the Fixed IP Address Option.
  19. FY2020-Q3AdvancedAnnual report

    「The number of members using FTTH services, including AsahiNet 光, offered using the optical collaboration model, and the ASAHIネット Mansion All-Unit Subscription Plan, a building-wide bundled-contract service, continued to increase. The number of members using mobile services, including ASAHIネット WiMAX 2+ and ASAHIネット LTE ANSIM, also continued to increase.」

    The number of members using the WiMAX 2+ and LTE “ANSIM” mobile services continued to increase.
  20. FY2020-Q2AdvancedAnnual report

    「The number of members using FTTH services, including AsahiNet 光 and the ASAHIネット Mansion All-Unit Subscription Plan, continued to increase. The number of members using mobile services, including ASAHIネット WiMAX2+ and ASAHIネット LTE ANSIM, also increased.」

    The number of members using the ASAHIネット WiMAX2+ and LTE “ANSIM” mobile services increased.
  21. FY2020-Q1AdvancedAnnual report

    「Enrollment in the mobile services “ASAHIネット WiMAX2+” and ASAHIネット LTE “ANSIM” continued to perform well.」

    Enrollment in the WiMAX2+ and LTE “ANSIM” mobile services continued to perform well.
  22. FY2019AdvancedAnnual report

    「The main factors behind the increase were higher revenue from “AashiNet 光” and “ASAHIネット ドコモ光,” as well as an increase in cases where mobile connectivity services such as LTE and WiMAX were used for IoT/M2M applications, contributing to higher revenue.」

    Mobile connectivity services such as LTE and WiMAX contributed to higher revenue as the number of IoT/M2M use cases increased.
  23. FY2018AdvancedAnnual report

    「Revenue for the fiscal year was ¥9,338 million, an increase of ¥538 million year on year. This was mainly due to increases in revenue from “AashiNet 光” and mobile connectivity services.」

    Increased revenue from mobile connectivity services was cited as a factor behind the increase in revenue for the fiscal year.
  24. FY2017AdvancedAnnual report

    「Revenue for the fiscal year was ¥8,799.956 million, an increase of ¥708.901 million year on year. This was mainly due to increases in revenue from “AashiNet 光” and mobile connectivity services.」

    Increased revenue from mobile connectivity services was cited as a factor behind the increase in revenue.
  25. FY2017-Q2AdvancedAnnual report

    「Revenue reached a record high for the cumulative second quarter, driven by expanded sales of “AsahiNet 光” and mobile connectivity services.」

    Expanded sales of mobile connectivity services were cited, together with AsahiNet 光, as a factor behind record cumulative revenue for the second quarter.
  26. FY2017-Q1AdvancedAnnual report

    「Revenue reached a record high for a first quarter, driven by expanded sales of “AsahiNet 光,” “ASAHIネット WiMAX2+” and “manaba.”」

    Expanded sales of services including ASAHIネット WiMAX2+ were cited as a factor behind record first-quarter revenue.
  27. FY2016First statedAnnual report

    「In the mobile data communications sector, where demand has risen rapidly in recent years and further growth is expected, the challenge is to increase the number of new members while continuing to provide services to existing members.」

    In addition to serving existing members, the company identifies increasing the number of new members as a challenge in the mobile communications sector.
Moved together

"Stable Growth in Internet Connectivity Services" moved the same way as this thread, in the same document, in 22 of its 30 moves.

222119171616★123456
  1. ★This thread
  2. 1Stable Growth in Internet Connectivity Services22×
  3. 2Expanding FTTH Sales21×
  4. 3OEM Supply of ISP Services to Fiber-Optic Collaboration Operators19×
  5. 4Maintaining and improving communications quality while reducing communications costs17×
  6. 5Expansion of the manaba Educational Support Service16×
  7. 6Expansion of manaba Learning Management System Contract IDs and Institution-Wide Adoptions16×

★ 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.

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Expanding Mobile Data Communications Sales | Asahi Net,Inc. (3834) | Komori