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NJ Holdings (9421) · FactReframed

Expectations for 5G-Compatible Devices and High-Speed, High-Capacity Services

First written in FY2020-Q2. 1 of 7 entries say "Advanced", first in FY2020. Latest entry: FY2025.

7entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020OtherFY2021 – FY2025-H12020: 220202021: 120212022: 020222023: 120232024: 120242025: 22025
Same theme, other companies
Commercialization of 5G-Related Services and Expansion of Enterprise DemandA theme 4 companies write about · 0 as a headwind · 3 as a tailwind

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

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Full recordFilings, disclosures and news, newest first
  1. FY2025ReframedAnnual report

    「New experiences offered by AI smartphones are also improving consumers' motivation to purchase. In addition, the launch of direct-to-satellite communications services and the expansion of compatible devices are raising expectations for new communications experiences.」

    The previous theme of expectations for 5G- and millimetre-wave-compatible devices has expanded to include expectations for technologies and services that create new communications experiences, such as AI smartphones and direct-to-satellite communications.
  2. FY2025-H1Relaxation of discount limits for millimetre-wave-compatible devicesAnnual report

    「Meanwhile, the discount limits for millimetre-wave-compatible devices have been relaxed.」

    For 5G-related matters, the Company described an institutional change under which the discount limits for millimetre-wave-compatible devices were relaxed. It did not indicate the extent to which millimetre-wave rollout or adoption of compatible devices had progressed.
  3. FY2024-Q3Millimetre-wave rollout and adoption of compatible devices remain at an early stageAnnual report

    「The rollout of millimetre-wave technology, which enables the high-speed, high-capacity communications that are a feature of 5G, and the adoption of compatible devices remain limited to a very small portion of the market. Measures to promote the adoption of high-priced millimetre-wave-compatible devices are awaited.」

    Regarding 5G, the Company provided greater detail on the still limited rollout of millimetre-wave base stations and adoption of compatible devices, in addition to expanding population coverage.
  4. FY2023-Q3Renewed reference to the 5G adoption phaseAnnual report

    「For 5G communications, population coverage is expanding, while low-latency, high-capacity communications and the adoption of compatible devices are still at an early stage. Discussions are being held on the development of base stations and spectrum allocation, taking into account social needs associated with digital transformation.」

    The 5G theme, which had not been explicitly mentioned for some time, was described again. The Company explained that population coverage is expanding, while low-latency, high-capacity communications and the adoption of compatible devices remain at an early stage.
  5. FY2021DroppedAnnual report
    This annual securities report contains no explicit reference to the launch of 5G services or the promotion of 5G-compatible devices.
  6. FY2020AdvancedAnnual report

    「5G services have also begun, although coverage remains limited. …We will promote 5G-compatible devices to users seeking high specifications.」

    5G has progressed from a stage of market expectations to a stage involving the launch of services, albeit on a limited basis, and promotion of compatible devices.
  7. FY2020-Q2First statedAnnual report

    「Attention is focused on when 5G services will begin, and the emergence of 5G-compatible devices and services that take advantage of high-speed, high-capacity communications is anticipated.」

    As a new market factor affecting the mobile business, the Company for the first time described expectations regarding the timing of the 5G launch, compatible devices and services using high-speed, high-capacity communications.
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