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Japan Communications (9424) · TargetAdvancedLatest Earnings (2026-08-06): "Worsened"

Balancing Strategic Initiatives with Early Profitability

First written in FY2018. 10 of 23 entries say "Advanced", first in FY2019. Latest entry: 2026-08-06.

23entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2021-Q2AdvancedFY2021-Q3 – FY2022-Q3OtherFY2025-H12018: 220182019: 320192020: 320202021: 320212022: 320222023: 420232024: 320242025: 020252026: 22026
Same theme, other companies
Achieving positive net income while continuing upfront investmentA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's latest entry also says "Worsened".

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. 2026-08-06WorsenedEarnings

    「一方、通信サービス事業及びデジタルトラスト事業のいずれにおいても、将来の成長に向けた先行投資等により費用が増加したことに加え、社債発行に伴う支払利息の負担により、調整後EBITDAは351百万円(同11.6%減)、営業利益は266百万円(同17.4%減)、経常利益は238百万円(同24.9%減)、親会社株主に帰属する四半期純利益は158百万円(同34.2%減)となりました。」

    成長に向けた先行投資を続ける一方、四半期の利益指標は前年同期比で減少し、戦略的取組みと収益性の両立について費用先行の数値が示された。
  2. FY2026AdvancedAnnual report

    「As a result, operating profit was ¥1,134 million, compared with ¥962 million in the previous consolidated fiscal year, and ordinary profit was ¥1,117 million, compared with ¥1,000 million in the previous consolidated fiscal year.」

    Despite continuing upfront investments in ネオキャリア, FPoS and other areas, operating profit and ordinary profit exceeded the previous fiscal year, advancing to a stage where strategic initiatives and earnings improvement are being pursued in parallel.
  3. FY2025-H1Decline in interim operating profit due to upfront investment and higher advertising expensesAnnual report

    「Selling, general and administrative expenses were ¥1,507 million, an increase of ¥497 million from the same period of the previous year. This was due to ¥249 million spent on measures to raise awareness of 日本通信SIM and ¥33 million in upfront research and other costs for interconnection with NTT DOCOMO's voice and SMS networks. Operating profit was ¥329 million, compared with ¥532 million in the same period of the previous year.」

    While continuing upfront spending to raise awareness of 日本通信SIM and establish interconnection with voice and SMS networks, operating profit for the interim period declined year on year. The figures reflect a phase in which strategic spending is preceding profitability.
  4. FY2024AdvancedAnnual report

    「As a result, the company finally established an environment in which it could compete with MNOs, and has remained profitable for 3 consecutive fiscal years since the fiscal year ended March 2022.」

    While continuing its strategic investments, the company achieved profitability for 3 consecutive fiscal years since the fiscal year ended March 2022. Progress was made in balancing investment in FPoS and local 4G/5G with stable earnings.
  5. FY2024-Q3AdvancedAnnual report

    「As a result, gross profit was ¥2,389 million (¥1,933 million in the same period of the previous year), selling, general and administrative expenses were ¥1,578 million (¥1,390 million), and operating profit was ¥810 million (¥542 million).」

    While continuing its strategic initiatives, operating profit increased from ¥542 million in the same quarter of the previous year to ¥810 million, indicating progress in earnings improvement.
  6. FY2024-Q2RestatedAnnual report

    「The company plans to secure a stable earnings base by continuing to advance its SIM business, and to invest in its local 4G/5G and FPoS businesses to develop them into future earnings pillars.」

    The company is reaffirming its plan to secure stable earnings through the SIM business while investing in local 4G/5G and FPoS to develop future earnings pillars.
  7. FY2024-Q1AdvancedAnnual report

    「As a result, gross profit was ¥764 million (¥586 million in the same period of the previous year), selling, general and administrative expenses were ¥497 million (¥428 million), and operating profit was ¥267 million (¥158 million).」

    While continuing to advance its SIM business and initiatives in local 4G/5G and FPoS, operating profit increased from ¥158 million in the same quarter of the previous year to ¥267 million, reflecting the simultaneous pursuit of strategic initiatives and earnings improvement in the current quarter.
  8. FY2023AdvancedAnnual report

    「Having achieved profitability for 2 consecutive fiscal years, the company aims to make medium- to long-term growth more certain by flexibly and strategically allocating resources to initiatives for medium- to long-term growth.」

    While continuing to invest in FPoS and local 4G/5G, the company achieved profitability for 2 consecutive fiscal years, advancing to a stage where strategic investment and earnings improvement are being pursued in parallel. However, sustaining profitability and securing stable earnings remain ongoing challenges.
  9. FY2023-Q3RestatedAnnual report

    「The company plans to secure a stable earnings base by continuing to advance its SIM business, and to invest in its local 4G/5G and FPoS businesses to develop them into future earnings pillars.」

    The company is reaffirming its policy of securing a stable earnings base through the SIM business and using investment in its local 4G/5G and FPoS businesses to develop future earnings pillars.
  10. FY2023-Q2RestatedAnnual report

    「The company plans to secure a stable earnings base by continuing to advance its SIM business, and to invest in its local 4G/5G and FPoS businesses to develop them into future earnings pillars.」

    The company is reaffirming its three-business portfolio policy of securing a stable earnings base through the SIM business and developing its local 4G/5G and FPoS businesses into future earnings pillars.
  11. FY2023-Q1ReframedAnnual report

    「The company plans to secure a stable earnings base by continuing to advance its SIM business, and to invest in its local 4G/5G and FPoS businesses to develop them into future earnings pillars.」

    The company is organizing its strategy around a three-business portfolio that secures stable earnings through the SIM business and uses investment in local 4G/5G and FPoS to develop future earnings pillars.
  12. FY2022-Q3AdvancedAnnual report

    「Our subsidiary my FinTech株式会社 applied in January 2021 for accreditation as a specified certification service under Article 4 of the Electronic Signatures Act for its "my Electronic Certificate" service, which installs private keys and electronic certificates on smartphones (iPhone and Android). On 10 November 2021, it obtained accreditation from the competent minister under the Electronic Signatures Act.」

    While continuing preparations to commercialize FPoS as part of efforts to pursue strategic initiatives and improve profitability, the company obtained ministerial certification for its electronic certificate service for smartphones and achieved both operating profitability and net income attributable to owners of the parent on a cumulative basis for the current quarter.
  13. FY2022-Q2AdvancedAnnual report

    「We are also preparing for the commercialization of FPoS, a FinTech platform and medium- to long-term growth driver.」

    Regarding the balance between strategic investment and a return to profitability, the company continued preparations for the commercialization of FPoS while increasing revenue in the SIM and enabler businesses. Operating profit was ¥52 million and quarterly profit attributable to owners of the parent was ¥64 million this quarter, maintaining a trend of profitability.
  14. FY2022-Q1AdvancedAnnual report

    「Operating profit was ¥24 million (operating loss of ¥195 million in the same period of the previous year), and net income attributable to owners of the parent was ¥28 million (net loss of ¥227 million), representing a return to profitability from the same period of the previous year.」

    Regarding the balance between strategic investment and a return to profitability, the company continued preparations for the commercialization of FPoS and other initiatives, while operating income and profit attributable to owners of the parent both turned positive this quarter. However, stable full-year profitability has not been reported.
  15. FY2021-Q3AdvancedAnnual report

    「Operating loss was ¥244 million (¥529 million in the same period of the previous year), ordinary loss was ¥256 million (¥529 million), and net loss attributable to owners of the parent was ¥287 million (¥558 million).」

    While continuing efforts to improve profitability in the SIM business and commercialize FPoS, the cumulative loss for the first 3 quarters narrowed from the same period of the previous year, and the standalone third quarter recorded an operating profit. However, the company has not yet achieved profitability on a cumulative basis.
  16. FY2021-Q2RestatedAnnual report

    「In the current consolidated fiscal year, we continued working toward the commercialization of FPoS, the FinTech platform and medium- to long-term growth driver, while working to improve profitability in the SIM business.」

    The company is reaffirming its policy of improving profitability in the SIM business while investing in the commercialization of FPoS in parallel.
  17. FY2020RestatedAnnual report

    「Abandoning these strategic initiatives would make an early return to profitability easier, but it would prevent us from growing as an enabler. Accordingly, we need to advance these strategic initiatives while balancing them with an early return to profitability.」

    The company is reaffirming its policy of pursuing an early return to profitability in parallel with strategic investment in FinTech, local base stations and other areas.
  18. FY2020-Q3RestatedAnnual report

    「We operate our business with the mission of transporting, or communicating, data safely and securely. In the current consolidated fiscal year, we continued working toward the commercialization of FPoS (Fintech Platform over SIM), a FinTech platform and medium- to long-term growth driver, while working to improve the profitability of the SIM business.」

    The company is reaffirming its policy of improving profitability in the SIM business while proceeding in parallel with efforts to commercialize FPoS as a medium- to long-term growth driver.
  19. FY2020-Q2RestatedAnnual report

    「We operate our business with the mission of transporting, or communicating, data safely and securely. In the current consolidated fiscal year, we continued working toward the commercialization of FPoS (Fintech Platform over SIM), a FinTech platform and medium- to long-term growth driver, while working to improve the profitability of the SIM business.」

    The company is reaffirming its policy of improving profitability in the SIM business while investing in the commercialization of FPoS, thereby balancing its mission of safe and secure communications with medium- to long-term growth.
  20. FY2020-Q1RestatedAnnual report

    「The operating loss increased slightly year on year due to increased upfront investment toward the commercialization of FPoS and other factors, but the SIM business achieved revenue growth and improved profitability.」

    The company is reaffirming its policy of balancing strategic initiatives with a return to profitability: upfront investment toward the commercialization of FPoS has slightly widened the loss, while revenue and profitability in the SIM business have improved.
  21. FY2019AdvancedAnnual report

    「As a result, we achieved revenue growth and an improvement in the amount of loss for the third consecutive fiscal year.」

    Regarding the balance between strategic initiatives and an early return to profitability, the company achieved revenue growth and improved its loss amount over 3 fiscal years. However, it recorded a loss for the fourth consecutive fiscal year and has not yet returned to profitability.
  22. FY2019-Q1RestatedAnnual report

    「To transition smoothly from the low-cost SIM business to the enabler business, we need to improve profitability across the entire SIM business, including low-cost SIMs, while investing in the construction of solutions and platforms for the enabler business to grow it.」

    The company is reaffirming its policy of transitioning to the enabler business while improving the profitability of the low-cost SIM business and investing in solutions platforms in parallel. An operating loss remains this quarter, and an early return to profitability has not been reported.
  23. FY2018First statedAnnual report

    「As we have recorded losses for 3 consecutive fiscal years, we aim to return to profitability quickly. At the same time, we must advance strategic initiatives to grow as an enabler.」

    The company has set a new management challenge of balancing continued investment in the strategic enabler business with an early return to profitability.
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 9 of its 23 moves.

999886★123456
  1. ★This thread
  2. 1Providing a diverse solutions platform that goes beyond low-cost SIMs9×
  3. 2Deteriorating performance and fluctuations in profitability9×
  4. 3Turning initiatives into sales and profits9×
  5. 4Creation and Expansion of the MVNO Market8×
  6. 5Providing Solutions Through Partner Companies8×
  7. 6Transition to the MSEnabler and Enabler Businesses6×

★ 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 Earnings of 2026-08-06: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.