Intensifying Competition in the MVNO, MVNE and Cloud Markets
First written in FY2017. 6 of 12 entries say "Restated". Latest entry: FY2024-Q3.
FreeBit moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).
The whole theme swung hardest in 2021: 8 of 14 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- FY2024-Q3RestatedAnnual report
「The trend in which low-cost plans and sub-brands offered by major telecommunications carriers affect the growth of independent MVNO service providers continues,」
The Company continues to recognize the competitive environment for independent MVNO service providers against a backdrop of low-cost plans and sub-brand offerings by major telecommunications carriers. - FY2023-Q3RestatedAnnual report
「The trend in which low-cost plans and sub-brands offered by major telecommunications carriers affect the growth of independent MVNO service providers continues,」
The Company continues to recognize the competitive environment for independent MVNO service providers against a backdrop of low-cost plans and sub-brand offerings by major telecommunications carriers. - FY2023-Q2RestatedAnnual report
「The trend in which low-cost plans and sub-brands offered by major telecommunications carriers affect the growth of independent MVNO service providers continues,」
The Company continues to recognize the competitive environment for independent MVNO service providers against a backdrop of low-cost plans and sub-brand offerings by major telecommunications carriers. - FY2023-Q1RestatedAnnual report
「The trend in which low-cost plans and sub-brands offered by major telecommunications carriers affect the growth of independent MVNO service providers continues,」
The Company continues to recognize the competitive environment in the MVNO market against a backdrop of low-cost plans and sub-brand offerings by major telecommunications carriers. - FY2022RestatedAnnual report
「Recently, major structural changes have been under way, including substantial reductions in mobile telecommunications charges and the spread of 5G services. MVNE and MVNO services are also being used in increasingly diverse ways, rather than being limited to standard data communications services for individuals and businesses. These business conditions are further intensifying telecommunications carriers' efforts to generate revenue while also promoting fiercer competition among them.」
The Company continues to identify intensifying competition among telecommunications carriers against a backdrop of lower telecommunications charges, the spread of 5G and service diversification. - FY2022-Q3RestatedAnnual report
「The trend in which low-cost plans and sub-brands offered by major mobile telecommunications carriers affect the growth of independent MVNO service providers continues. However, the mobile market as a whole remains on a growth trajectory and is expected to continue expanding.」
The Company continues to describe the situation in which low-cost plans and sub-brands offered by major telecommunications carriers affect independent MVNO service providers. - FY2021WorsenedAnnual report
「Recently, major structural changes have been under way, including substantial reductions in mobile telecommunications charges and the launch of 5G services. MVNE and MVNO services are also being used in increasingly diverse ways, rather than being limited to standard data communications services for individuals and businesses. These business conditions are further intensifying telecommunications carriers' efforts to generate revenue while also promoting fiercer competition among them.」
The Company describes more specifically the intensification of competition among telecommunications carriers against a backdrop of substantial reductions in mobile telecommunications charges, the launch of 5G and the diversification of service uses. - FY2020WorsenedAnnual report
「These business conditions are further intensifying telecommunications carriers' efforts to generate revenue while also promoting fiercer competition among them.」
The Company explicitly identifies intensifying competition against a backdrop of new mobile telecommunications carriers entering the market, the launch of 5G services and the diversification of MVNE and MVNO services. - FY2020-Q3MaterialisedAnnual report
「The rollout of sub-brands and announcements of new plans by major mobile telecommunications carriers affected the growth of the group's customers, independent MVNO service providers.」
The Company states that the rollout of sub-brands and new plans by major telecommunications carriers actually affected the growth of its customers, independent MVNO service providers. - FY2020-Q2WorsenedAnnual report
「In the B2C market, the group and its customers, independent MVNO service providers, were affected by aggressive new plans offered by major mobile telecommunications carriers and their sub-brands.」
The Company states that aggressive new plans offered by major telecommunications carriers and their sub-brands actually affected the group and its customers, independent MVNO service providers. The risk section of the report for the second quarter also states that there had been no material changes in the risks. - FY2019WorsenedAnnual report
「In particular, in the MVNO, MVNE and cloud computing-related markets, large companies and others with greater capital and marketing resources than us, as well as higher name recognition and expertise, may enter the markets. Intensifying competition and the costs of responding to it could affect the group's business expansion and performance.」
The Company continues to explicitly identify the risks of large companies entering the MVNO, MVNE and cloud markets and the costs of responding to competition. - FY2017First statedAnnual report
「In particular, in the MVNO, MVNE and cloud computing-related markets, which are expected to grow significantly going forward, large companies and others with greater capital and marketing resources than us, as well as higher name recognition and expertise, may enter the markets. Intensifying competition and the costs of responding to it could affect the group's business expansion and performance.」
The Company identifies as risks the impact on business expansion and performance of market entry by large companies, intensifying competition and the costs of responding to competition.