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41Recurring
Scored from 4 of 6 sectionsDirection
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How definitive the wording is.Contents of this document
Summary of Q&AFirst quarter of the fiscal year ending December 20263 items taken from the company’s own explanation
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Questions Specific details of the policy to make global eSIM services a core growth driver / Answer Starting in April 2026, the company will offer WIRELESS GATE SIM / eSIM, which can be used in countries around the world, including Japan. The service will be rolled out through ヨドバシカメラ stores, ヨドバシ・ドット・コム, and the company’s direct-sales website. The company will also leverage the sales and customer-acquisition expertise developed through its existing Wi-Fi services.
- Questions M&A plans for the fiscal year ending December 2026 / Answer The company continues to consider opportunities that could generate synergies with existing businesses or strengthen its customer base and technological capabilities, but M&A for the fiscal year ending December 2026 has not been decided as of now. If there is a possibility of incurring one-time expenses, the company will make timely disclosures as appropriate.
- Questions Medium- to long-term growth strategy / Answer The company will expand its domestic and overseas eSIM businesses on a Wi-Fi foundation. From 2026 to 2028, it will develop eSIM as a new core business; from 2029 to 2033, it will expand its customer base through globalization and M&A; and from 2034 to 2035, it will seek to increase earnings through customer lifecycle management.
New initiatives
- Launch WIRELESS GATE SIM / eSIM, available in countries around the world, in April 2026
- Sell SIM/eSIM products through ヨドバシカメラ stores, ヨドバシ・ドット・コム, and the company’s direct-sales website
- Develop domestic and overseas eSIM services as a new core business
- Expand overseas eSIM services and Wi-Fi hotspots worldwide
- Strengthen customer CRM and value-added communications services
Medium-term management plan targets
- TargetBuild a customer base of approximately 1 million in Japan and overseasTarget fiscal year2029–2033
- TargetMarket capitalization of ¥30 billionTarget fiscal year2033
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | First quarter of the fiscal year ending December 2026 |
| Medium-term management plan targets | Target Build a customer base of approximately 1 million in Japan and overseas / Target fiscal year 2029–2033, Target Market capitalization of ¥30 billion / Target fiscal year 2033 |
| Key points of the Q&A | Questions Specific details of the policy to make global eSIM services a core growth driver / Answer Starting in April 2026, the company will offer WIRELESS GATE SIM / eSIM, which can be used in countries around the world, including Japan. The service will be rolled out through ヨドバシカメラ stores, ヨドバシ・ドット・コム, and the company’s direct-sales website. The company will also leverage the sales and customer-acquisition expertise developed through its existing Wi-Fi services., Questions M&A plans for the fiscal year ending December 2026 / Answer The company continues to consider opportunities that could generate synergies with existing businesses or strengthen its customer base and technological capabilities, but M&A for the fiscal year ending December 2026 has not been decided as of now. If there is a possibility of incurring one-time expenses, the company will make timely disclosures as appropriate., Questions Medium- to long-term growth strategy / Answer The company will expand its domestic and overseas eSIM businesses on a Wi-Fi foundation. From 2026 to 2028, it will develop eSIM as a new core business; from 2029 to 2033, it will expand its customer base through globalization and M&A; and from 2034 to 2035, it will seek to increase earnings through customer lifecycle management. |
| New initiatives | Launch WIRELESS GATE SIM / eSIM, available in countries around the world, in April 2026, Sell SIM/eSIM products through ヨドバシカメラ stores, ヨドバシ・ドット・コム, and the company’s direct-sales website, Develop domestic and overseas eSIM services as a new core business, Expand overseas eSIM services and Wi-Fi hotspots worldwide, Strengthen customer CRM and value-added communications services |
Items this document does not state (26)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
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 mobile communications services is increasing, driven by the recovery in inbound tourism and expanding demand for overseas travel. For M&A, the company will selectively pursue opportunities that generate synergies with existing businesses or strengthen its earnings power, while prioritizing a balance with financial soundness.
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