Komori
Kddi (9433) · InitiativeRaisedLatest Earnings presentation (2026-05-12): "Reframed"

Expansion of Focus Areas through the Satellite Growth Strategy

First written in FY2022. 5 of 9 entries say "Restated". Latest entry: 2026-05-12.

9entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2024-Q3ReframedFY20242022: 320222023: 220232024: 220242025: 120252026: 12026
Same theme, other companies
Expansion into satellite growth areas centered on communicationsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-05-12ReframedEarnings presentation

    「Positioned “Fusion” as the growth structure for an AI-driven society,」

    The Satellite Growth strategy was reorganized into a growth structure for an AI-driven society centered on Infrastructure Fusion, Real-Tech Fusion and HR Fusion.
  2. FY2026-H1RaisedAnnual report

    「In addition, as business areas that work with the core business to drive our growth (Orbit1), we are focusing on the 3 areas of “DX (digital transformation),” “finance” and “energy.” We will continue to accelerate growth by working with our partners and maximizing synergies with the communications business. We have also established 5 areas in Orbit2, the business areas that pursue new growth opportunities: “mobility,” “space,” “healthcare,” “Web3 and metaverse,” and “sports and entertainment.”」

    We specified and expanded the growth areas under the new Satellite Growth Strategy, comprising DX, finance and energy in Orbit1 and the 5 Orbit2 areas of mobility, space, healthcare, Web3 and metaverse, and sports and entertainment.
  3. FY2024ReframedAnnual report

    「In addition to our core business, we will promote business areas that work with it to drive our growth (Orbit1) and business areas that pursue new growth opportunities (Orbit2), thereby seeking to maximize the corporate value of the KDDI Group.」

    The former 5 focus areas were reorganized into a new Satellite Growth Strategy centered on 5G communications, data-driven operations and generative AI, with DX, finance and energy positioned in Orbit1 and LX in Orbit2.
  4. FY2024-Q3RestatedAnnual report

    「Under the Satellite Growth Strategy, we are steadily building 5G coverage along everyday travel routes, including railways and commercial districts, and improving the user experience, while advancing the evolution of our telecommunications business and expanding priority areas centered on telecommunications.」

    We continue to pursue a medium-term strategy of advancing the communications business through 5G and expanding the 5 areas of DX, finance, energy, LX and regional co-creation, centered on communications.
  5. FY2024-Q2RestatedAnnual report

    「Under the Satellite Growth Strategy, we are steadily building 5G coverage along everyday travel routes, including railways and commercial districts, and improving the user experience, while advancing the evolution of our telecommunications business and expanding priority areas centered on telecommunications.」

    We continue to pursue a medium-term strategy of expanding the 5 areas of DX, finance, energy, LX and regional co-creation, centered on communications.
  6. FY2024-Q1RestatedAnnual report

    「Under the Satellite Growth Strategy, we are steadily building 5G coverage along everyday travel routes, including railways and commercial districts, and improving the user experience, while advancing the evolution of our telecommunications business and expanding priority areas centered on telecommunications.」

    We continue to pursue a medium-term strategy of advancing the communications business through 5G and expanding the 5 focus areas of DX, finance, energy, LX and regional co-creation.
  7. FY2023-Q2RestatedAnnual report

    「Specifically, we will promote the Satellite Growth Strategy, focusing on the 5 areas of ① DX (digital transformation), ② finance, ③ energy, ④ LX (life transformation) and ⑤ regional co-creation (including CATV).」

    We continue to pursue the Satellite Growth Strategy of expanding the 5 areas of DX, finance, energy, LX and regional co-creation, centered on communications.
  8. FY2023-Q1RestatedAnnual report

    「Specifically, we will promote the Satellite Growth Strategy, focusing on the 5 areas of ① DX (digital transformation), ② finance, ③ energy, ④ LX (life transformation) and ⑤ regional co-creation (including CATV).」

    We continue to pursue the Satellite Growth Strategy, a framework for expanding the 5 areas of DX, finance, energy, LX and regional co-creation, centered on communications.
  9. FY2022First statedAnnual report

    「<Business Strategy: Satellite Growth Strategy> We aim to advance our communications business through 5G and expand focus areas centered on communications. In particular, we will maximize the corporate value of the KDDI Group by focusing on the following 5 areas.」

    As part of the business strategy under the Medium-Term Management Strategy for fiscal years 2022–2024, we newly presented a framework for expanding the 5 areas of DX, finance, energy, LX and regional co-creation, centered on communications.
Moved together

"Growth of the Domestic Business through the 3M Strategy" moved the same way as this thread, in the same document, in 2 of its 9 moves.

2222★1234
  1. ★This thread
  2. 1Growth of the Domestic Business through the 3M Strategy2×
  3. 2Internal Use of Generative AI with KDDI AI-Chat2×
  4. 3FY2024 EPS at 1.5 times FY2018 EPS2×
  5. 4Supporting Corporate Digital Transformation Through the Establishment of KDDIデジタルデザイン2×

★ 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
Kddi's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings presentation of 2026-05-12: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.