Worth reading
37Immaterial
Scored from 4 of 6 sectionsDirection
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Supplementary materials for the financial results briefingFirst quarter of the fiscal year ending December 20266 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Results for the three months of the current quarterThe customer-attribute mix for Q1 2026 is presented, but standalone financial results for the three-month period are Not disclosed
Full-year earnings forecast
Net Sales
¥42,000 million
Gross profit
¥23,578 million
Selling, General and Administrative Expenses
¥16,078 million
Operating profit
¥7,500 million
What the company explained in this material
New initiatives
- Launch of World eSIM®
- Convenience-store pickup at 7-Eleven
- Expansion of unmanned locations
- Smartification of stores through Smart Pickup and Smart Check
- More aggressive sales expansion of Global WiFi for Biz
- Expansion of service areas for 5G plans
Key KPIsA metric the company considers important as a management benchmark.
- Number of Global WiFi users2,400 10,000-user milestone
- Number of countries and regions covered by Global WiFi200 countries and regions or more
- Areas offering unlimited plans134 countries
- Domestic corporate transaction ratio74 %
Unit price and quantity metricsThese figures show sales broken down by price and volume.
- Average daily rate for standard overseas rentals¥1,700 /day
- Average usage period for standard overseas rentals7 days
- Average rental fee for domestic use5,000 yen/month
- Average usage period for domestic use1.5 months 45 days
Market Size / Share
- International visitors to Japan4,268 10,000 people 2025 actual
- Japanese outbound travelers1,473 10,000 people 2025 actual
- International tourist arrivals worldwide15.2 100 million people 2025 actual
- Share of users of rental Wi-Fi for overseas travelNumber oneBasisSurvey of cumulative users and sales revenue from 2016 to 2024
Number of stores and locations
20 airports and 39 locations in Japan, plus 57 units including Smart Pickup. There were 9 unmanned locations as of 31 March 2026.Number of employees
The consolidated workforce was 976, including 179 average temporary employees, as of 31 March 2026. The materials show 789 permanent employees in Q1 2026.| Item | Details |
|---|---|
| Document type | Supplementary materials for the financial results briefing |
| Fiscal Period Covered | First quarter of the fiscal year ending December 2026 |
| Results for the three months of the current quarter | The customer-attribute mix for Q1 2026 is presented, but standalone financial results for the three-month period are Not disclosed |
| Full-year earnings forecast | Net Sales ¥42,000 million / Gross profit ¥23,578 million / Selling, General and Administrative Expenses ¥16,078 million / Operating profit ¥7,500 million |
| Key KPIs | Indicator name Number of Global WiFi users / Value 2,400 10,000-user milestone / Year on year against the same period last year Not disclosed, Indicator name Number of countries and regions covered by Global WiFi / Value 200 countries and regions or more / Year on year against the same period last year Not disclosed, Indicator name Areas offering unlimited plans / Value 134 countries / Year on year against the same period last year Not disclosed, Indicator name Domestic corporate transaction ratio / Value 74 % / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | Indicator name Average daily rate for standard overseas rentals / Value ¥1,700 /day, Indicator name Average usage period for standard overseas rentals / Value 7 days, Indicator name Average rental fee for domestic use / Value 5,000 yen/month, Indicator name Average usage period for domestic use / Value 1.5 months (45 days) |
| Number of stores and locations | 20 airports and 39 locations in Japan, plus 57 units including Smart Pickup. There were 9 unmanned locations as of 31 March 2026. |
| Number of employees | The consolidated workforce was 976, including 179 average temporary employees, as of 31 March 2026. The materials show 789 permanent employees in Q1 2026. |
| Market Size / Share | Item International visitors to Japan / Value 4,268 10,000 people (2025 actual), Item Japanese outbound travelers / Value 1,473 10,000 people (2025 actual), Item International tourist arrivals worldwide / Value 15.2 100 million people (2025 actual), Item Share of users of rental Wi-Fi for overseas travel / Value Number one / Basis Survey of cumulative users and sales revenue from 2016 to 2024 |
| New initiatives | Launch of World eSIM®, Convenience-store pickup at 7-Eleven, Expansion of unmanned locations, Smartification of stores through Smart Pickup and Smart Check, More aggressive sales expansion of Global WiFi for Biz, Expansion of service areas for 5G plans |
Items this document does not state (21)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
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.The materials are structured to explain the company overview, business model, growth strategies, market size, and customer attributes without presenting first-quarter financial results.
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.