Komori
Kddi (9433) · TargetAdvanced

Sustained Growth in the Domestic Telecommunications Business by Maximizing ID × ARPA

First written in FY2016. 15 of 37 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-09-18.

37entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q3 – FY2023-Q2OtherFY2023-Q3 – FY2026-H12016: 320162017: 420172018: 420182019: 320192020: 120202021: 220212022: 420222023: 420232024: 320242025: 220252026: 72026
Same theme, other companies
Growth of the Domestic Telecommunications Business through ID and ARPA MaximizationA 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. 2026-09-18Otherfinance.yahoo.co.jp

    「モバイル収入の増加などにより、テレコムコアの売上高と調整後営業利益が前年同期を上回りました。」

    2027年3月期第1四半期のモバイル収入増加とテレコムコアの増収増益という新たな実績が示された。
  2. 2026-08-07AdvancedFinancial Results Presentation

    「Churn declined as structural transformation progressed」

    The company reported improvement in key KPIs, including smartphone connections, churn and mobile ARPU, following the mobile structural transformation focused on LTV.
  3. FY2026AdvancedAnnual report

    「Mobile ARPU increased by ¥100 year on year, while stable churn also contributed to a 360,000 increase in active smartphone subscriptions year on year, enabling us to grow both ARPU and IDs.」

    The company stated that, through structural transformation focused on LTV, it increased mobile ARPU by ¥100 and active smartphone subscriptions by 360,000, growing both IDs and ARPU.
  4. FY2026-H1Trends in mobile and MVNO revenueAnnual report

    「Mobile revenue 992,901 MVNO revenue, etc. 28,244 Fixed-line telecommunications revenue 414,369 Other 918,354」

    During the interim period, mobile revenue increased from ¥980,421 million in the same period of the previous year to ¥992,901 million, while MVNO revenue, etc. decreased from ¥30,185 million to ¥28,244 million. The classification of products and services was also reviewed.
  5. FY2025Decline in mobile telecommunications revenue and increase in value-added revenueAnnual report

    「Mobile telecommunications revenue 1,548,057 Multi-brand value-added revenue 505,939」

    In the fiscal year ended March 2025, mobile telecommunications revenue decreased from ¥1,555,311 million in the previous fiscal year to ¥1,548,057 million, while multi-brand value-added revenue increased from ¥467,694 million to ¥505,939 million.
  6. FY2025-H1Decline in mobile telecommunications revenue and increase in value-added revenueAnnual report

    「Mobile telecommunications revenue 772,906 Multi-brand value-added revenue 243,236」

    For the interim period, mobile telecommunications revenue decreased from ¥779,490 million in the same period of the previous year to ¥772,906 million, while multi-brand value-added revenue increased from ¥227,148 million to ¥243,236 million.
  7. FY2024Decline in mobile telecommunications revenue and increase in value-added revenueAnnual report

    「Mobile telecommunications revenue 1,555,311 Multi-brand value-added revenue 467,694」

    In the fiscal year ended March 2024, mobile telecommunications revenue decreased from ¥1,591,413 million in the previous fiscal year to ¥1,555,311 million, while multi-brand value-added revenue increased from ¥442,475 million to ¥467,694 million.
  8. FY2024-Q3Decline in mobile telecommunications revenue and increase in value-added revenueAnnual report

    「Mobile telecommunications revenue 1,169,430 Multi-brand value-added revenue 347,726」

    For the cumulative third quarter, mobile telecommunications revenue decreased from ¥1,200,482 million in the same period of the previous year to ¥1,169,430 million, while multi-brand value-added revenue increased from ¥329,685 million to ¥347,726 million.
  9. FY2024-Q2Decline in mobile telecommunications revenue and increase in value-added revenueAnnual report

    「Mobile telecommunications revenue 779,490 Multi-brand value-added revenue 229,048」

    For the cumulative second quarter, mobile telecommunications revenue decreased from ¥799,005 million in the same period of the previous year to ¥779,490 million, while multi-brand value-added revenue increased from ¥216,872 million to ¥229,048 million.
  10. FY2024-Q1Decline in mobile telecommunications revenue and increase in value-added revenueAnnual report

    「Mobile telecommunications revenue 388,934 Multi-brand value-added revenue 111,953」

    In the first quarter, mobile telecommunications revenue decreased from ¥402,278 million in the same quarter of the previous year to ¥388,934 million, while multi-brand value-added revenue increased from ¥107,216 million to ¥111,953 million.
  11. FY2023Decline in mobile telecommunications revenue and increase in value-added revenueAnnual report

    「Mobile telecommunications revenue 1,591,413 Multi-brand value-added revenue 766,584」

    For the consolidated fiscal year, mobile telecommunications revenue decreased from ¥1,710,466 million in the previous fiscal year to ¥1,591,413 million, while multi-brand value-added revenue increased from ¥647,961 million to ¥766,584 million.
  12. FY2023-Q3Decline in mobile telecommunications revenue and increase in value-added revenueAnnual report

    「Mobile telecommunications revenue 1,297,496 1,200,482 Multi-brand value-added revenue 458,390 555,335」

    For the cumulative third quarter, mobile telecommunications revenue declined year on year, while multi-brand value-added revenue increased from ¥458,390 million to ¥555,335 million.
  13. FY2023-Q2AdvancedAnnual report

    「Mobile telecommunications revenue 799,005 Multi-brand value-added revenue 356,180」

    For the cumulative second quarter, mobile telecommunications revenue was ¥799,005 million and multi-brand value-added revenue was ¥356,180 million. Compared with ¥865,840 million and ¥295,356 million, respectively, in the same period of the previous year, telecommunications revenue decreased while value-added revenue increased.
  14. FY2023-Q1AdvancedAnnual report

    「Mobile telecommunications revenue 402,278 Multi-brand value-added revenue 162,189」

    In the first quarter, multi-brand value-added revenue was ¥162,189 million, up from ¥138,001 million in the same quarter of the previous year. Mobile telecommunications revenue was ¥402,278 million.
  15. FY2022AdvancedAnnual report

    「Mobile telecommunications revenue 1,710,466 Multi-brand value-added revenue 647,961」

    For the consolidated fiscal year, mobile telecommunications revenue was ¥1,710,466 million and multi-brand value-added revenue was ¥647,961 million.
  16. FY2022-Q3AdvancedAnnual report

    「Mobile telecommunications revenue 1,297,496 Multi-brand value-added revenue 458,390」

    For the cumulative third quarter, mobile telecommunications revenue was ¥1,297,496 million and multi-brand value-added revenue was ¥458,390 million, up from ¥1,290,479 million and ¥422,487 million, respectively, in the same period of the previous year.
  17. FY2021AdvancedAnnual report

    「au total ARPA revenue 2,303,938 UQ mobile + MVNO revenue 96,998」

    For the consolidated fiscal year, au total ARPA revenue was ¥2,303,938 million, while UQ mobile and MVNO revenue was ¥96,998 million.
  18. FY2021-Q3AdvancedAnnual report

    「au total ARPA revenue 1,721,484 UQ mobile + MVNO revenue 70,210」

    For the cumulative third quarter, au total ARPA revenue increased from ¥1,683,739 million in the same period of the previous year to ¥1,721,484 million, while UQ mobile and MVNO revenue increased from ¥47,082 million to ¥70,210 million.
  19. FY2020-Q3ReframedAnnual report

    「By having individual customers use telecommunications together with various life-design services, we will deepen engagement and maximise lifetime value, defined as the sum of Group IDs × engagement × total ARPA.」

    The components of lifetime value have been reorganised from the previous ID × total ARPA × usage period (retention rate) to Group ID × engagement × total ARPA.
  20. FY2020-Q1RestatedAnnual report

    「To achieve sustainable growth while responding swiftly to changes in the business environment, we have formulated a three-year Medium-Term Management Plan (fiscal 2019–2021). By having individual customers use telecommunications together with various life-design services, we will deepen engagement and maximise lifetime value, defined as the sum of the number of customers (IDs), including Group companies, × total ARPA × usage period (retention rate).」

    Within the Medium-Term Management Plan for fiscal 2019–2021, the previous objective of maximising ID × total ARPA continues in the form of maximising lifetime value, including the retention rate.
  21. FY2019RaisedAnnual report

    「Across the Group, we will strengthen engagement with customers and maximise lifetime value (number of customers (IDs) × total ARPA × retention rate). By actively expanding into new life-design domains centred on telecommunications, the foundation of our business, we will pursue sustainable business growth.」

    The metric and scope have expanded from maximising ID × total ARPA to maximising lifetime value by adding the retention rate.
  22. FY2019-Q3RestatedAnnual report

    「In Japan, in addition to initiatives in the telecommunications domain, including the proliferation of smartphones and tablets, stronger engagement with IoT and the creation of new experience value through connectivity among various devices, we will pursue sustainable growth in the domestic telecommunications business by maximising au customers (IDs) × ARPA. This will be achieved through the au Pitatto Plan and au Flat Plan, pricing plans tailored to customers' data usage, and the expansion of au Smart Value, a bundled discount service for au mobile phones, smartphones and other devices and fixed-line telecommunications services.」

    The domestic telecommunications growth policy of maximising ID × ARPA through devices and IoT, pricing plans and au Smart Value continues.
  23. FY2019-Q2AdvancedAnnual report

    「The au Pitatto Plan and au Flat Plan, launched in July last year, exceeded 10 million subscriptions in September this year.」

    Subscriptions to the new pricing plans increased from the previously disclosed 7 million to 10 million, demonstrating measurable progress toward expanding IDs.
  24. FY2019-Q1AdvancedAnnual report

    「In Japan, in addition to initiatives in the telecommunications domain, including the proliferation of smartphones and tablets, stronger engagement with IoT and the creation of new experience value through connectivity among various devices, we will pursue sustainable growth in the domestic telecommunications business by maximising au customers (IDs) × ARPA. This will be achieved through the au Pitatto Plan and au Flat Plan, pricing plans tailored to customers' data usage, and the expansion of au Smart Value, a bundled discount service for au mobile phones, smartphones and other devices and fixed-line telecommunications services. The number of subscriptions to the new pricing plans increased substantially and exceeded 7 million in April this year.」

    The company continues to maximise ID × ARPA through the new pricing plans, au Smart Value, and device and IoT initiatives; subscriptions to the new pricing plans exceeded 7 million.
  25. FY2018AdvancedAnnual report

    「In July last year, we launched the au Pitatto Plan and au Flat Plan, pricing plans tailored to customers' data usage to provide greater satisfaction. They were well received by many customers, and the number of subscriptions exceeded 6.8 million at the end of the fiscal year.」

    The number of subscriptions to the new pricing plans exceeded 6.8 million at the end of the fiscal year, representing measurable progress toward expanding IDs.
  26. FY2018-Q3RestatedAnnual report

    「In Japan, we will promote initiatives in earnest in the telecommunications domain, including the proliferation of smartphones and tablets, stronger engagement with IoT and the creation of new experience value through connectivity among various devices. This will expand au telecommunications ARPA (Average Revenue Per Account) and value-added ARPA, and maximise the number of au customers × total ARPA. In addition, we are promoting the MVNO business at UQ Communications, Jupiter Telecommunications and BIGLOBE, and will expand the number of mobile IDs, comprising au subscriptions and MVNO subscriptions.」

    The policy of maximising total ARPA and the number of mobile IDs through device connectivity, IoT and the MVNO businesses of multiple companies continues.
  27. FY2018-Q2RestatedAnnual report

    「In Japan, we will promote initiatives in earnest in the telecommunications domain, including the proliferation of smartphones and tablets, stronger engagement with IoT and the creation of new experience value through connectivity among various devices. This will expand au telecommunications ARPA (Average Revenue Per Account) and value-added ARPA, and maximise the number of au customers × total ARPA. In addition, we are promoting the MVNO business at UQ Communications, Jupiter Telecommunications and BIGLOBE, and will expand the number of mobile IDs, comprising au subscriptions and MVNO subscriptions.」

    The metric and means of maximising total ARPA and the number of mobile IDs continue to be used.
  28. FY2018-Q1RaisedAnnual report

    「In Japan, we will promote initiatives in earnest in the telecommunications domain, including the proliferation of smartphones and tablets, stronger engagement with IoT and the creation of new experience value through connectivity among various devices. This will expand au telecommunications ARPA (Average Revenue Per Account) and value-added ARPA, and maximise the number of au customers × total ARPA. We are also promoting the MVNO business at UQ Communications, Jupiter Telecommunications and BIGLOBE, and will expand the number of mobile IDs, comprising au subscriptions and MVNO subscriptions.」

    In addition to maximising total ARPA, the company explicitly identified growth in the number of mobile IDs, including MVNO subscribers of UQ, Jupiter Telecommunications and BIGLOBE, thereby broadening the customer base.
  29. FY2017ReframedAnnual report

    「In the telecommunications domain, we will promote initiatives in earnest, including the proliferation of smartphones and tablets, stronger engagement with IoT and the creation of new experience value through connectivity among various devices. This will expand au telecommunications ARPA (Average Revenue Per Account) and value-added ARPA, and maximise the number of au customers × total ARPA.」

    The expression of the metric has been broadened from the previous au customers × ARPA to total ARPA, comprising au telecommunications ARPA and value-added ARPA.
  30. FY2017-Q3AdvancedAnnual report

    「au telecommunications ARPA increased by ¥160 from the same quarter of the previous year to ¥5,880 in the third quarter. The number of mobile devices per customer also increased by 0.022 to 1.427 as we promoted the use of multiple devices.」

    au telecommunications ARPA was ¥5,880, while the number of mobile devices per customer was 1.427. The number of au subscriptions also increased to 38,611 thousand.
  31. FY2017-Q2AdvancedAnnual report

    「In the telecommunications domain, we will promote initiatives in earnest, including the proliferation of smartphones and tablets, stronger engagement with IoT and the creation of new experience value through connectivity among various devices. This will expand ARPA, the usage fee per customer, and maximise the number of au customers × ARPA.」

    au telecommunications ARPA increased by ¥140 from the same quarter of the previous year to ¥5,840 in the second quarter, while the number of mobile devices per customer was 1.425. The number of au subscriptions also increased to 38,575 thousand.
  32. FY2017-Q1AdvancedAnnual report

    「In the telecommunications domain, we will promote initiatives in earnest, including the proliferation of smartphones and tablets, stronger engagement with IoT and the creation of new experience value through connectivity among various devices. This will expand ARPA, the usage fee per customer, and maximise the number of au customers × ARPA.」

    au telecommunications ARPA increased by ¥210 from the same quarter of the previous year to ¥5,810 in the first quarter, while the number of mobile devices per customer increased to 1.42.
  33. FY2016First statedAnnual report

    「In our domestic telecommunications business, which is the foundation of our operations, we will pursue sustainable growth by maximising ID × ARPA.」

    This is to be achieved by supporting smartphones, tablets and IoT devices and strengthening the au proposition.
Moved together

"Maximizing the au ecosystem, including payments, commerce, energy and financial services" moved the same way as this thread, in the same document, in 14 of its 37 moves.

1412101098★123456
  1. ★This thread
  2. 1Maximizing the au ecosystem, including payments, commerce, energy and financial services14×
  3. 2Expansion of financial services through au insurance and loans12×
  4. 3Strengthening the foundation of the corporate ICT business centered on TELEHOUSE10×
  5. 4Treasury Share Acquisitions and Cancellations Targeting a Treasury Share Ratio of 5%10×
  6. 5Research and Development in 5G, Network Virtualization and AI Operations Technologies9×
  7. 6Launch of New Pricing Plans and Device Purchase Programs8×

★ 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 Financial Results Presentation of 2026-08-07: "Advanced".
Sustained Growth in the Domestic Telecommunications Business by Maximizing ID × ARPA | KDDI CORPORATION (9433) | Komori