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Ips (4390) · RiskMitigated

Declining Demand for Voice Communications Due to Free Calling Apps and Similar Services

First written in FY2018. 3 of 6 entries say "Restated". Latest entry: FY2025.

6entries
8years
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ProgressHeldSoftenedWorseMaterialisedFY2018RestatedFY2019 – FY2020-Q2WorsenedFY20202018: 120182019: 320192020: 120202021: 020212022: 020222023: 020232024: 020242025: 12025
Same theme, other companies
Contraction of fixed-line voice services and INS Net, and shift in demand to IP communicationsA theme 3 companies write about · 2 as a headwind · 1 as a tailwind

0 other companies' latest entry also says "Mitigated".

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. FY2025MitigatedAnnual report

    「At present, voice communications account for approximately 30% of sales in the domestic telecommunications business for the current consolidated fiscal year. We are shifting toward a business structure that does not depend on voice communications, including call center systems and colocation services at data centers.」

    Voice communications now account for approximately 30% of domestic telecommunications sales, down from approximately 90% disclosed in 2019. The company continues to shift its business structure toward call center systems, data centers and other services.
  2. FY2020WorsenedAnnual report

    「Regarding the calling services we provide to MVNO operators, the Ministry of Internal Affairs and Communications has clarified its position on wholesale charges for voice calling on MVNO devices. As a result, the situation in which purchasing through fixed-line telecommunications operators such as us is cheaper is becoming less likely to continue.」

    In addition to declining demand for voice communications due to free calling apps and other services, describes the shift to chatbots and changes in the regulatory environment concerning MVNO wholesale voice charges, specifying the monetization constraints associated with dependence on voice communications.
  3. FY2020-Q2RestatedAnnual report

    「Although the market for voice calling services continues to contract, we intend to remain proactive by providing a variety of services tailored to user needs.」

    Reconfirms the continuing contraction of the voice calling market and the policy of responding by providing a variety of services.
  4. FY2020-Q1RestatedAnnual report

    「Although the market for voice calling services continues to contract, we intend to remain proactive by providing a variety of services tailored to user needs.」

    Reiterates the continuing contraction of the voice calling market and the policy of responding by providing a variety of services.
  5. FY2019RestatedAnnual report

    「At present, revenue from voice communications accounts for approximately 90% of sales in the domestic telecommunications business for the current consolidated fiscal year. We are shifting toward a business structure that does not depend on voice communications, including call center systems and colocation services at data centers.」

    Reiterates that voice communications account for approximately 90% of domestic telecommunications sales and that the company is shifting its business structure toward adjacent services in response to declining demand caused by calling apps and other services.
  6. FY2018MaterialisedAnnual report

    「Domestic demand has been declining due to the spread of free calling apps and other services.」

    Although voice communications account for approximately 90% of domestic telecommunications sales, demand is declining, and the company is shifting its business structure toward adjacent services.
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"Foreign Exchange Fluctuations Related to Foreign-Currency Transactions and Overseas Subsidiaries" moved the same way as this thread, in the same document, in 2 of its 6 moves.

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Declining Demand for Voice Communications Due to Free Calling Apps and Similar Services | IPS,Inc. (4390) | Komori