Komori
Business alliance9348ispace,inc.Information and Communications, Services and Others

Notice Regarding the Start of Consideration of New Services Using Proprietary Lunar-Orbit Satellites

The company has begun considering a new business to provide communications and positioning services on and around the Moon using lunar-orbit satellites. It has entered into a basic agreement with KDDI Corporation concerning the development and operation of ground stations and will jointly work to develop the business in concrete terms.

Worth reading
56In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Neutral
Direction inferred from the company’s description.
Scale
4500
¥100 million (annual market size in the 2040s, based on the company’s estimate)
Wording
Avoiding a definitive answer
How definitive the wording is.

Agreements reached under this partnership

Business alliance
9348ispace,inc.
Alliance partnerKDDI Corporation / Argo Space Corp
Details of the alliance
  1. 1

    KDDI will provide ispace with technical and business information necessary for determining the functions of ground stations and the nature of communications services on the lunar surface.

  2. 2

    The two companies plan to jointly develop their future plans in concrete terms.

  3. 3

    The two companies plan to continue discussions on their specific roles and other matters in jointly providing the Luna Connect service in the future.

These are items that the documents state the two companies will work on. The lines above and below represent arrangements between the two companies.

Numerical targets under the alliance

The company plans to deploy at least 5 proprietary lunar-orbit satellites by 2030. It aims to launch communications services as early as fiscal 2027. Based on the company’s estimate, the market is expected to grow to at least ¥450 billion annually in the 2040s.

About the partner
Business DescriptionA major ground-station provider in Japan / Provides space transportation services
LocationChiyoda-ku, Tokyo / United States
Impact on Business Performance

This matter will have no impact on the consolidated full-year earnings forecast for the fiscal year ending March 2026.

Date of board resolution27 March 2026Alliance start dateAs early as fiscal 2027 (scheduled service launch)
Agreements reached under this partnership
ItemDetails
Name of alliance partnerKDDI Corporation, Argo Space Corp
Alliance partner's business activitiesA major ground-station provider in Japan, Provides space transportation services
Alliance partner's locationChiyoda-ku, Tokyo, United States
Type of allianceBusiness alliance
Details of the allianceKDDI will provide ispace with technical and business information necessary for determining the functions of ground stations and the nature of communications services on the lunar surface., The two companies plan to jointly develop their future plans in concrete terms., The two companies plan to continue discussions on their specific roles and other matters in jointly providing the Luna Connect service in the future.
Numerical targets under the allianceThe company plans to deploy at least 5 proprietary lunar-orbit satellites by 2030. It aims to launch communications services as early as fiscal 2027. Based on the company’s estimate, the market is expected to grow to at least ¥450 billion annually in the 2040s.
Date of board resolution27 March 2026
Alliance start dateAs early as fiscal 2027 (scheduled service launch)
Impact on Business PerformanceThis matter will have no impact on the consolidated full-year earnings forecast for the fiscal year ending March 2026.
Items this document does not state (14)
Alliance partner's capitalAlliance partner's net salesAlliance partner's operating incomeNumber of shares acquiredAcquisition priceShareholding ratioOverview of the joint ventureOwnership ratioDispatch of directors and officersContract PeriodShareholding PolicyContract DateShare Acquisition Date and Payment DateChange in major shareholders

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Demand for communications, positioning, lunar-surface observation and space situational awareness is rising rapidly as the construction of lunar infrastructure, including under the Artemis Program, progresses internationally.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding the Start of Consideration of New Services Using Proprietary Lunar-Orbit Satellites | ispace,inc. (9348) timely disclosure | Komori