Komori
Japan Communications (9424) · RiskMitigated

Reliance on Network Sourcing from Mobile Network Operators

First written in FY2016. 11 of 19 entries say "Mitigated", first in FY2017-Q3. Latest entry: 2026-07-27.

19entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2018-Q1 – FY2021-Q1AdvancedFY2023-Q1 – FY2024RestatedFY2025-H12016: 220162017: 420172018: 020182019: 120192020: 420202021: 320212022: 120222023: 020232024: 220242025: 020252026: 22026
Same theme, other companies
Dependence on Telecommunications Lines Supplied by External Telecommunications OperatorsA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 3 of 6 companies on the "Worse" side.

3 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-27MitigatedBusiness Alliances

    「2026 年 7 月 27 日、株式会社 NTT ドコモとの間で、ドコモの音声通信網及び SMS 網との相互接続にかかる相互接続協定を締結しましたので、お知らせいたします。」

    ドコモの音声・SMS網との相互接続協定の締結により、携帯電話事業者から音声網を卸調達する従来の依存を低減する調達経路の整備が、正式な協定締結段階へ進んだ。
  2. FY2026MitigatedAnnual report

    「In June 2025, we were also assigned mobile phone numbers by the Ministry of Internal Affairs and Communications and have been preparing for interconnection with DOCOMO's voice and SMS networks. We are working to secure a stable business foundation for procuring voice calling services as well.」

    The assignment of mobile phone numbers has advanced preparations for a procurement route toward interconnection with DOCOMO's voice and SMS networks, reducing dependence on wholesale voice services from traditional mobile network operators.
  3. FY2025-H1RestatedAnnual report

    「The data communications and voice calling networks we procure from DOCOMO are priced at no more than the amount of appropriate costs under efficient management plus an appropriate profit, enabling us to contain increases in cost of sales.」

    The company has reaffirmed that the cost-based pricing of the data communications and voice calling networks procured from DOCOMO provides a procurement foundation that helps contain increases in cost of sales.
  4. FY2024MitigatedAnnual report

    「In response to the policy announced by the Information and Communications Council of the Ministry of Internal Affairs and Communications in December 2021 to assign mobile phone numbers to MVNOs, we requested interconnection with DOCOMO's voice communications network in June 2022 and reached an agreement with DOCOMO on interconnection in February 2024. We are also working to secure a stable business foundation for procuring voice calling services.」

    The agreement with DOCOMO on interconnection with its voice communications network represents concrete progress toward reducing dependence on traditional wholesale agreements for voice network procurement.
  5. FY2023-Q1AdvancedAnnual report

    「In June 2022, we also requested interconnection with NTT DOCOMO's voice network (announced on 10 June 2022).」

    The request for interconnection with NTT DOCOMO's voice network marks concrete progress toward reviewing the structure's dependence on wholesale voice procurement from mobile network operators.
  6. FY2022-Q2RestatedAnnual report

    「The fact that the increase in cost of sales has been substantially restrained relative to the increase in revenue is attributable to our becoming able to procure both data communications and voice calls on a cost basis for the principal mobile network we use.」

    The company has reaffirmed that its ability to procure both data communications and voice calling over its core mobile network on a cost basis is reflected in profitability.
  7. FY2022-Q1MitigatedAnnual report

    「This was because we became able to procure both data communications and voice calling over our core mobile network on a cost basis.」

    The company explains that it became able to procure both data communications and voice calling over its core mobile network on a cost basis, reducing the risk associated with procurement terms from mobile network operators.
  8. FY2021-Q3MitigatedAnnual report

    「However, in November 2019, before reductions in mobile phone charges were adopted as a policy, we petitioned the Minister for Internal Affairs and Communications for a ruling requiring wholesale voice charges to be based on cost, and on 30 June 2020 we obtained a ministerial ruling upholding our position (we subsequently reached an agreement with NTT DOCOMO on wholesale voice charges in February 2021). In other words, regardless of whether major mobile network operators reduce their charges, we are able to procure wholesale voice services from at least NTT DOCOMO on a cost basis, securing procurement competitiveness that enables us to compete with major mobile network operators.」

    The company explains that it reached an agreement with NTT DOCOMO on wholesale voice charges and is now able to procure wholesale voice services from mobile network operators on a cost basis.
  9. FY2021-Q2WorsenedAnnual report

    「The wholesale voice charges paid to mobile network operators have increased because, at present, they remain unchanged from the previous wholesale charges.」

    As of the second quarter, the new wholesale voice charges had not yet been applied even after the Minister for Internal Affairs and Communications' ruling, and wholesale voice costs have increased.
  10. FY2021-Q1MitigatedAnnual report

    「Following the Minister for Internal Affairs and Communications' ruling on 30 June 2020, the cost of voice calling procured by MVNOs from mobile network operators is expected to be reduced substantially, as it will be based on cost.」

    A Minister for Internal Affairs and Communications' ruling was issued requiring wholesale voice procurement from mobile network operators to be priced on a cost basis, indicating an expected reduction in voice calling costs.
  11. FY2020MitigatedAnnual report

    「Accordingly, we believe that the possibility of being unable to conclude contracts to procure new mobile networks, including 5G, and the possibility of having our contracts for procuring existing mobile networks terminated are both low.」

    The company indicates that the risk of procuring data communications networks and contract termination is low under the interconnection agreements. However, dependence on wholesale voice agreements and the issue of improving terms remain.
  12. FY2020-Q3MitigatedAnnual report

    「We have already installed a high-power local base station at a large commercial facility, or shopping mall, in Colorado, United States, and are preparing for operations with the mall operator and tenant stores. Following the conclusion of an agreement concerning connection to a US mobile network operator's (MNO's) network, we decided to offer a “hybrid SIM” capable of connecting to both the base-station network operated by US mobile network operators and CBRS base stations.」

    Following the conclusion of an agreement to connect to US MNO networks and the decision to offer a hybrid SIM connecting to both CBRS base stations and MNO base-station networks, the network procurement route has become more concrete.
  13. FY2020-Q2MitigatedAnnual report

    「We have worked on these issues for many years, but at last a path to resolution has become visible, and the time is approaching to realize the original MVNO business model.」

    The company says that, although the network procurement issues involving the normalization of data communications interconnection charges and wholesale terms for voice services remain unresolved, a path to resolution has become visible.
  14. FY2018-Q2AdvancedAnnual report

    「In August this year, we entered into a wholesale agreement with SoftBank for voice services and, on 16 August, launched a low-cost SIM combining data communications and voice calling services over the SoftBank network.」

    With respect to the SoftBank network, we proceeded from data communications to concluding a wholesale agreement for voice services and launching a low-cost SIM with voice calling, further reducing constraints on network procurement.
  15. FY2018-Q1MitigatedAnnual report

    「As a result, we reached the point where we could launch a low-cost SIM with voice service for SoftBank iPhone users on 16 August this year.」

    Following data interconnection with the SoftBank network, we proceeded with a wholesale agreement for voice services as well, reducing procurement constraints to the point where a voice SIM could be launched on 16 August 2017.
  16. FY2017RestatedAnnual report

    「However, there is no guarantee that we will be able to renew our contracts with mobile network operators indefinitely, that we will continue to procure services on the same terms as before, or that we will succeed in improving procurement terms in the future.」

    Even after becoming able to procure access to the NTT DOCOMO and SoftBank networks, dependence on mobile network operators remains for contract renewals, maintaining terms and improving terms.
  17. FY2017-Q3MitigatedAnnual report

    「An interconnection agreement with SoftBank has been reached and the service launch on 22 March has been confirmed, putting in place the conditions to offer our SIM services, from the start of the fiscal year ending March 2018, to users of SoftBank SIM-locked iPhones, iPads and other devices.」

    Regarding the procurement risk associated with refusal of access to the SoftBank network, concrete measures are moving forward following the interconnection agreement and confirmation of the service launch date.
  18. FY2017-Q2WorsenedAnnual report

    「However, SoftBank reversed its position and made clear that it would refuse the connection requested by the Company. The Company therefore petitioned the Ministry of Internal Affairs and Communications in September 2016 for an order concerning the interconnection agreement.」

    In negotiations to connect to the SoftBank network, the counterparty made its refusal explicit, creating an actual obstacle to procuring network capacity and securing connectivity.
  19. FY2016First statedAnnual report

    「Even if the Company enters into an agreement with a mobile network operator to procure a mobile communications network or other services, if the agreement ends because it is terminated by the operator, for example, the Company may be unable to continue providing mobile communications services.」

    Because its business model depends on procuring networks from NTT DOCOMO and other operators, the Company states that contract termination, worsening terms or changes in the competitive environment could affect its performance.
Moved together

"Providing a diverse solutions platform that goes beyond low-cost SIMs" moved the same way as this thread, in the same document, in 12 of its 19 moves.

1210101098★123456
  1. ★This thread
  2. 1Providing a diverse solutions platform that goes beyond low-cost SIMs12×
  3. 2Creation and Expansion of the MVNO Market10×
  4. 3Providing Solutions Through Partner Companies10×
  5. 4Securing the funds needed for growth investment10×
  6. 5Business opportunities arising from MVNO deregulation9×
  7. 6Turning initiatives into sales and profits8×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Japan Communications's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Business Alliances of 2026-07-27: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.