Commoditization in the Telecommunications Market and Intensified Competition from MVNOs and Other Industries
First written in FY2016. 15 of 18 entries say "Restated". Latest entry: FY2026.
Kddi moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 8 of 14 companies on the "Worse" side.
5 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In Japan, structural changes in industry are expected as society works toward sustainability, including higher productivity and decarbonization.」
In addition to traditional competition in communications and with companies in other industries, identifies advances in AI technology, productivity gains, decarbonization, and structural changes in industry as changes in the competitive and business environment. - FY2023RestatedAnnual report
「Competition from other operators and technologies and rapid changes in markets and the business environment may create uncertainties mainly in the following areas, which could affect the operating results and other aspects of the Group's performance.」
Continues to disclose intensifying competition, including in communications, financial services, and energy, as well as price reductions, rising fuel costs, and higher network costs as key uncertainties. - FY2022-Q1RestatedAnnual report
「Services and pricing plans are becoming more diverse as new communications operators enter the market and competition intensifies, resulting in significant changes in the environment surrounding the communications industry.」
Continues to identify the diversification of services and pricing plans resulting from the entry of new communications operators and increased competition as an existing communications market competition risk. - FY2021-Q2RestatedAnnual report
「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
States that there have been no material changes in existing competition risks, including intensifying competition in the communications market, MVNOs, the entry of new communications operators, and DX. - FY2021-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
States that there have been no material changes in existing business environment and competition risks, including intensifying competition in the communications market, MVNOs, the entry of new communications operators, and DX. - FY2020-Q3RestatedAnnual report
「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
States that there have been no material changes in existing business environment and competition risks, including intensifying competition in the communications market, MVNOs, the entry of new communications operators, and DX. - FY2020-Q1RestatedAnnual report
「In the communications industry, competition is intensifying as a result of new communications operators entering the market and revisions to the Telecommunications Business Act, while the business environment is changing significantly as digital transformation (hereinafter, “DX”), through the use of communications and the internet, advances across all industries.」
Continues to disclose the entry of new communications operators, revisions to the Telecommunications Business Act, and changes in competition and the business environment driven by DX. The section on business and other risks states that there have been no material changes. - FY2019RestatedAnnual report
「In Japan's information and communications market, services offered by communications operators are becoming increasingly commoditized and low-cost SIM services offered by MVNOs are spreading. Communications operators are expanding into non-communications services to secure new sources of revenue, and their business strategies are at a major turning point as they also anticipate competition from companies in other industries. In addition, technological advances in areas such as IoT and artificial intelligence (AI) are bringing significant changes to the business environment in the information and communications market.」
Continues to disclose service commoditization, MVNOs, competition from companies in other industries, and changes in the business environment driven by IoT and AI as key risks. - FY2019-Q3RestatedAnnual report
「Competition in Japan's information and communications market is intensifying through the commoditization of services offered by communications operators, the spread of low-cost SIM services offered by MVNOs, and the entry of new communications operators. Communications operators are expanding into non-communications services to secure new sources of revenue.」
Continues to identify intensifying competition, including service commoditization, MVNOs, the entry of new communications operators, and competition from companies in other industries. The entry of new operators had already been disclosed in the previous quarter and is not treated as a new material change. - FY2019-Q1WorsenedAnnual report
「In Japan's information and communications market, services offered by communications operators are becoming increasingly commoditized and low-cost SIM services offered by MVNOs are spreading, while the entry of new communications operators has been decided. Communications operators are expanding into non-communications services to secure new sources of revenue, and their business strategies are at a major turning point as they also anticipate competition from companies in other industries.」
In addition to traditional service commoditization, MVNOs, and competition from companies in other industries, the decision for a new communications operator to enter the market was explicitly identified as a change in the business environment. - FY2018-Q3RestatedAnnual report
「In Japan's information and communications market, services offered by communications operators are becoming increasingly commoditized and low-cost SIM services offered by MVNOs are spreading. Communications operators are expanding into non-communications services to secure new sources of revenue, and their business strategies are at a major turning point as they also anticipate competition from companies in other industries. In addition, technological advances in areas such as IoT and artificial intelligence (AI) are bringing the information and communications market into a new phase.」
Continues to identify service commoditization, MVNOs, and competition from non-communications services and companies in other industries as part of the business environment. - FY2018-Q2RestatedAnnual report
「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
States that there have been no material changes in existing risks, including commoditization of the communications market and competition from MVNOs and companies in other industries. - FY2018-Q1RestatedAnnual report
「In Japan's information and communications market, services offered by communications operators are becoming increasingly commoditized and low-cost SIM services offered by MVNOs are spreading. Communications operators are expanding into non-communications services to secure new sources of revenue, and their business strategies are at a major turning point as they also anticipate competition from companies in other industries.」
Continues to identify the commoditization of communications services, the spread of MVNOs, and competition from non-communications services and companies in other industries as part of the business environment. - FY2017RestatedAnnual report
「In Japan's information and communications market, the shift from mobile phones to “smart devices” such as smartphones and tablets is progressing, as are the commoditization of services offered by mobile operators and the spread of low-cost SIM services offered by MVNOs.」
Provides a detailed list of uncertainties, including the commoditization of communications services, MVNOs, competition from companies in other industries, price reductions, subscriber numbers and usage frequency, handsets and content, spectrum, and network costs. - FY2017-Q3RestatedAnnual report
「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
States that there have been no material changes in existing risks, including commoditization of the communications market and competition from MVNOs and companies in other industries. - FY2017-Q2RestatedAnnual report
「In Japan's information and communications market, the shift from mobile phones to “smart devices” such as smartphones and tablets is progressing, as are the commoditization of services offered by mobile operators and the spread of low-cost SIM services offered by MVNOs.」
Continues to identify the commoditization of communications services and competition from MVNOs and companies in other industries as part of the business environment. The section on business and other risks states that there have been no material changes. - FY2017-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no material changes in the existing risks from competition in the communications market or from MVNOs and companies in other industries. - FY2016First statedAnnual report
「In the communications industry, the market is becoming increasingly commoditized, partly because competitors have begun selling bundled mobile and fixed-line communications discounts, while the business environment is changing significantly as low-cost SIM services offered by MVNOs continue to spread.」
Uncertainties that could adversely affect results include price reductions, maintaining and expanding subscriber numbers, lower service usage frequency, and entry by companies from other industries.