Intensifying competition in the telecommunications market and uncertainty over the economic outlook
First written in FY2019-Q3. 6 of 12 entries say "Worsened", first in FY2019. Latest entry: 2026-08-04.
No other company in this theme has enough history to compare yet.
- 2026-08-04WorsenedEarnings
「一方で、米国の関税動向や中東情勢の緊迫化等を背景として、先行き不透明な状況が続いています。」
景気・外部環境の不確実性について、米国の関税動向と中東情勢を要因として記載した。 - FY2026-H1WorsenedAnnual report
「Meanwhile, uncertainty over the outlook has increased against a backdrop of slowing overseas economies and higher U.S. tariffs.」
In addition to competition in the telecommunications market and uncertainty over the domestic economy, the external environment section cites increased uncertainty over the outlook stemming from slowing overseas economies and higher U.S. tariffs. - FY2024-Q1RestatedAnnual report
「This was due, among other factors, to an increase in smartphone contracts, mainly under the "Y!mobile" brand, while average revenue per user declined as a result of the telecommunications price cuts implemented in spring 2021. The decline in average revenue per user resulting from the price cuts was mainly attributable to the introduction of new pricing plans under the "SoftBank" and "Y!mobile" brands and the progress of migration from the "SoftBank" brand to the "Y!mobile" brand.」
The impact of lower average revenue per user due to telecommunications price cuts continued, with mobile revenue in the Consumer business declining by ¥5.8 billion year on year and segment profit declining by ¥6.9 billion. The impact of the previously disclosed price competition continued during the quarter. - FY2023MaterialisedAnnual report
「In the telecommunications industry, the impact of lower telecommunications charges became fully apparent, resulting in an extremely challenging business environment.」
Regarding the risks of competition and lower prices in the telecommunications market, the disclosure states that the impact of lower telecommunications charges became fully apparent, causing actual declines in mobile revenue and segment profit in the Consumer business. - FY2023-Q3Additional organization of risks in the financial services and cashless payments marketsAnnual report
「Japan's population is declining amid an aging society and a falling birth rate, creating uncertainty over the sustainability of growth in the domestic mobile telecommunications, broadband, internet-related, and financial services markets, including cashless payments.」
In addition to the existing telecommunications and internet markets, uncertainty over market expansion in the financial services market, including cashless payments following the consolidation of PayPay as a subsidiary, was explicitly identified as a risk. - FY2023-Q1MaterialisedAnnual report
「Inflation, which had been a concern, has become a reality as surging crude oil and other commodity prices stemming from conflicts between nations have coincided with an unstable supply chain and yen depreciation, weighing on the recovery of Japan's domestic economy, which had contracted as a result of the spread of COVID-19.」
The external environment relating to competition in the telecommunications market and economic uncertainty is described as including surging crude oil and commodity prices, an unstable supply chain, yen depreciation, and the materialization of inflation. - FY2022WorsenedAnnual report
「In addition, if conflicts between nations, regional conflicts, armed force, or other factors cause difficulties in procuring the equipment and services necessary for our Group to provide its services and products, making a stable supply difficult, or if our Group is unable to pass on to customers in full the higher costs resulting from inflation, including surging crude oil prices, this may affect our Group's business development, financial condition, and results of operations.」
In addition to the existing risks of competition in the telecommunications market and economic uncertainty, procurement disruptions caused by conflicts between nations and regional conflicts, and higher costs caused by inflation, were identified as specific risks. - FY2022-Q3RestatedAnnual report
「In Japan's telecommunications industry, the business environment has changed substantially as a result of stronger competition-promotion policies and new entrants from other industries, while consumers are increasingly seeking lower and more diverse prices and services.」
The difficult competitive environment resulting from competition-promotion policies, new entrants, and demand for lower prices in the telecommunications market has been reaffirmed. - FY2022-Q1WorsenedAnnual report
「During the first quarter of the fiscal year, competition with rival companies intensified around new pricing plans. The "Y!mobile" brand performed particularly well, and the number of smartphone contracts at the end of the first quarter increased by 250,000 from the end of the previous fiscal year.」
Intensifying competition surrounding new pricing plans was explicitly identified, underscoring the continued severity of the competitive environment. - FY2020WorsenedAnnual report
「Japan's population is declining amid an aging society and a falling birth rate, creating uncertainty over the sustainability of growth in the domestic mobile telecommunications, broadband, and internet-related markets. In recent years, MVNOs have expanded their share of Japan's mobile telecommunications market, intensifying competition with MNOs. In addition, MNOs are increasingly entering other industries to create diverse revenue opportunities and differentiate themselves from competitors.」
In addition to intensifying competition in the telecommunications market, population decline, uncertainty over market expansion, and MNO entry into other industries were explicitly identified as risks. - FY2019WorsenedAnnual report
「In Japan's telecommunications market, competition among telecommunications operators is becoming increasingly intense as discussions deepen regarding the government's competition-promotion policies and new entry into the MNO market is planned for fiscal 2019.」
In addition to competition between existing MVNOs and sub-brands, new MNO entry, the government's competition-promotion policies, and market saturation were explicitly identified, strengthening the description of the competitive environment. - FY2019-Q3First statedAnnual report
「In Japan's telecommunications market, as smart devices such as smartphones become more widespread, competition among telecommunications operators is intensifying as low-cost services are increasingly offered by mobile virtual network operators (MVNOs), in addition to the sub-brands of mobile network operators (MNOs). In addition, uncertainty over the economic outlook has increased amid geopolitical tensions, including trade friction between the United States and China.」
The business environment section cites intensifying competition and economic uncertainty. The risk section states that there are no new risks or material changes.