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Tobila Systems (4441) · FactAdvanced

Large customer bases in the mobile and IP telephony markets and room to expand the user base

First written in FY2022. 1 of 2 entries say "Advanced", first in FY2024. Latest entry: FY2024.

2entries
3years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY20222023: 120232024: 020242025: 1
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 "Advanced".

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Full recordFilings, disclosures and news, newest first
  1. FY2024AdvancedAnnual report

    「The total number of landline contracts was approximately 49.30 million as of the end of June 2024 and has been declining year after year. Meanwhile, the number of IP telephone numbers was approximately 45.30 million as of the end of June 2024. As the exchange equipment and other facilities of NTT East and NTT West are expected to reach the limits of maintainability around 2025, demand is increasing to shift from traditional subscriber telephone lines to IP telephony using internet connections.」

    The shrinking landline market and demand to migrate to IP telephony were updated using contract figures as of 2024 and the expected maintainability limit for exchange equipment around 2025.
  2. FY2022First statedAnnual report

    「According to the Ministry of Internal Affairs and Communications' "Quarterly Data on the Number of Telecommunications Service Contracts and Market Shares," announced on 16 September 2022, the total number of mobile phone contracts was approximately 203.34 million as of the end of June 2022, while the number of IP telephone numbers using internet connections was approximately 45.47 million. By contrast, as of the end of October 2022, the monthly number of users of our services, including mobile and landline services, was only approximately 15 million, leaving substantial room for growth in monthly users.」

    Compared with approximately 203.34 million mobile phone contracts and approximately 45.47 million IP telephone numbers, the Company reported approximately 15 million monthly users of its services, newly indicating room for growth relative to the market size.
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