Intensifying Competition and Rapid Changes in the Information and Communications Market
First written in FY2016. 19 of 31 entries say "Restated". Latest entry: 2026-05-08.
The whole theme swung hardest in 2021: 8 of 14 companies on the "Worse" side.
6 other companies' latest entry also says "Restated".
- 2026-05-08RestatedEarnings
「Against a backdrop of advancing digitalization across society, communications have become increasingly important in people's daily lives and corporate activities.」
Continued to describe advancing digitalization and a fluid competitive environment as changes in the existing business environment. - FY2026-H1RestatedAnnual report
「In the communications industry, digitalization in people's lives and businesses is accelerating, making the role of communications increasingly important. In addition, guidelines concerning the Telecommunications Business Act were amended at the end of last year, and the business environment has changed significantly as regulations on communications charge discounts for new subscribers have been eased.」
The discussion continues to identify the acceleration of digitalization and the easing of regulations on communications charge discounts for new subscribers resulting from the amendment of the guidelines concerning the Telecommunications Business Act as existing changes in the market environment. - FY2025Added the easing of discount regulations for new subscribersAnnual report
「In addition, guidelines concerning the Telecommunications Business Act were amended at the end of last year, and the business environment has changed significantly with the introduction of new regulations concerning smartphone device discounts and the easing of regulations on communications charge discounts for new subscribers.」
In addition to the introduction of device-discount regulations, the discussion identifies the easing of regulations on communications charge discounts for new subscribers as a new change in the regulatory environment. - FY2024-Q3Specified the start of device-discount regulationsAnnual report
「In addition, some provisions of the Ordinance for Enforcement of the Telecommunications Business Act were amended at the end of last year, and the business environment has changed significantly with the introduction of new regulations concerning smartphone device discounts and other matters.」
In addition to intensifying competition and the diversification of rate plans, the discussion specifically identifies the introduction of new regulations concerning smartphone device discounts as a change in the business environment. - FY2024-Q1ReframedAnnual report
「The business environment has changed significantly, including through the emergence of low-priced, diverse services and rate plans and stronger regulations to ensure fair competition.」
In addition to the previous discussion of new market entrants, entry from other industries and the diversification of rate plans, the discussion explains changes in the business environment centered on the emergence of low-priced, diverse services and stronger regulations to ensure fair competition. - FY2023RestatedAnnual report
「The environment surrounding the Company has changed significantly as the strengthening of competition-promotion policies and entry from other industries have led to the diversification of services and rate plans offered by communications operators.」
The discussion continues to cover changes in the competitive environment resulting from competition-promotion policies, entry from other industries, and the diversification of services and rate plans. - FY2023-Q3Specified new market entry from other industriesAnnual report
「In addition, the diversification of services and rate plans offered by communications operators following the strengthening of competition-promotion policies and the entry of companies from other industries has resulted in significant changes in the business environment.」
In place of the previous reference to the entry of new communications operators, the discussion specifically identifies entry from other industries and the diversification of services and rate plans as changes in the competitive environment. - FY2023-Q1ReframedAnnual report
「In the communications industry, the government has put forward the "Digital Garden City Nation Vision," which promotes regional revitalization through digital implementation, accelerating the digitalization of people's lives and businesses and making the role of communications increasingly important. In addition, the diversification of services and rate plans offered by communications operators has further intensified competition, resulting in significant changes in the business environment.」
In addition to the previous discussion of 5G, digital transformation and competition-promotion policies, the discussion now covers the Digital Garden City Nation Vision and the digitalization of daily life and business, as well as the expanding role of communications and competition resulting from the diversification of services and rate plans. - FY2022RestatedAnnual report
「In addition to stronger competition-promotion policies and the entry of new communications operators, the diversification of services and rate plans offered by communications operators has further intensified competition, resulting in significant changes in the business environment.」
The discussion continues to cover changes in the competitive environment resulting from competition-promotion policies, new market entrants, and the diversification of services and rate plans. - FY2022-Q3RestatedAnnual report
「In addition to stronger competition-promotion policies and the entry of new communications operators, the diversification of services and rate plans offered by communications operators has further intensified competition, resulting in significant changes in the business environment.」
The discussion continues to cover changes in the competitive environment resulting from stronger competition-promotion policies, the entry of new communications operators, and the diversification of services and rate plans. - FY2022-Q2ReframedAnnual report
「The information and communications market is seeing rapid digital transformation across all areas, making the role of communications increasingly important. In addition, as communications operators have launched 5G services and changes toward a new era in which all kinds of devices are connected to communications networks have begun, competition has intensified due to the entry of new communications operators and the diversification of services and rate plans offered by each operator.」
The discussion has been reorganized from the previous explanation centered on the launch of 5G and low-priced rate plans to one centered on rapid digital transformation, the expanding role of communications, new market entrants, and the diversification of services and rate plans. - FY2022-Q1RestatedAnnual report
「As communications operators have launched 5G services, changes toward a new era in which all kinds of devices are connected to communications networks have begun, while competition has intensified as each operator offers low-priced rate plans.」
The discussion continues to cover intensifying competition in the communications market, driven by the launch of 5G services and the provision of low-priced rate plans by each operator. - FY2021RestatedAnnual report
「The environment surrounding the Company has become increasingly competitive as communications operators have launched 5G services, changes toward a new era in which all kinds of devices are connected to communications networks have begun, and each operator has successively introduced low-priced rate plans.」
The discussion continues to cover intensifying competition following the launch of 5G and the successive introduction of low-priced rate plans. - FY2021-Q3Added successive announcements of new rate plans aimed at lower pricesAnnual report
「As communications operators have launched 5G services, changes toward a new era in which all kinds of devices are connected to communications networks have begun, while competition has intensified as each operator successively announces new mobile rate plans aimed at lowering prices. In addition, the business environment has become more uncertain due to the prolonged COVID-19 pandemic.」
The discussion of intensifying competition following the launch of 5G services now specifically includes the successive announcements by each operator of new mobile rate plans aimed at lowering prices. Uncertainty resulting from the prolonged pandemic also continues. - FY2021-Q2Added uncertainty resulting from requests for lower pricesAnnual report
「As communications operators have launched 5G services, changes toward a new era in which all kinds of devices are connected to communications networks have begun, while competition has intensified with each operator successively announcing new mobile rate plans aimed at lowering prices. In addition, the business environment has become more uncertain due to the recent COVID-19 pandemic and the government's requests for lower mobile phone charges.」
The discussion states that, in addition to intensifying competition following the launch of 5G services, the COVID-19 pandemic and the government's requests for lower mobile phone charges have increased uncertainty in the business environment. - FY2021-Q1Added specific reference to the launch of 5G servicesAnnual report
「Competition in the information and communications market has intensified as new communications operators have entered the market and the Telecommunications Business Act has been amended. In addition, as communications operators have launched 5G services, changes toward a new era in which all kinds of devices are connected to communications networks have begun.」
In addition to the previous discussion of intensifying competition resulting from new market entrants and amendments to legislation, the discussion now specifically covers the launch of 5G services by communications operators and the transition to a new era in which devices are connected to communications networks. - FY2020-Q3RestatedAnnual report
「Competition in the information and communications market has intensified as new communications operators have entered the market and the Telecommunications Business Act has been amended. In addition, the business environment is undergoing significant changes as technologies including 5G, IoT, AI and big data make substantial progress.」
The discussion continues, with no material change from the previous quarter, to cover changes in the competitive and business environment centered on the entry of new communications operators, amendments to the Telecommunications Business Act, and advances in 5G, IoT, AI and big data. - FY2020-Q2ReframedAnnual report
「Competition in the information and communications market has intensified as new communications operators have entered the market and the Telecommunications Business Act has been amended. In addition, the business environment is undergoing significant changes as technologies including 5G, IoT, AI and big data make substantial progress.」
The focus has shifted from the previous explanation of the competitive environment centered on service commoditization, MVNOs and low-cost SIMs to an explanation of the market environment centered on the entry of new communications operators, amendments to the Telecommunications Business Act, and advances in 5G, IoT, AI and big data. - FY2020-Q1RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized and low-cost SIM services offered by MVNOs have become more widespread, intensifying competition. Communication operators are at a turning point as they expand their services into non-communications businesses to secure new sources of revenue. In addition, advances in technologies such as IoT and artificial intelligence (AI) are bringing significant changes to the business environment.」
The discussion continues to cover the market's transition and changes resulting from service commoditization, the spread of MVNO and low-cost SIM services, expansion into non-communications businesses, and advances in IoT and AI. - FY2019RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized, while MVNOs have launched low-cost SIM services and other offerings, intensifying competition. In addition, advances in technologies such as IoT and artificial intelligence (AI) have brought the business environment into a new phase.」
The discussion continues to cover service commoditization, intensifying competition from MVNOs and low-cost SIMs, and changes in the business environment resulting from advances in IoT and AI. - FY2019-Q3RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized and low-cost SIM services offered by MVNOs have become more widespread, intensifying competition. Communication operators are at a turning point as they expand their services into non-communications businesses to secure new sources of revenue. In addition, advances in technologies such as IoT and artificial intelligence (AI) are bringing significant changes to the business environment.」
The discussion continues to cover the market's transition and changes resulting from service commoditization, the spread of MVNO and low-cost SIM services, expansion into non-communications businesses, and advances in IoT and AI. - FY2019-Q2RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized and low-cost SIM services offered by MVNOs have become more widespread, intensifying competition. Communication operators are at a turning point as they expand their services into non-communications businesses to secure new sources of revenue. In addition, advances in technologies such as IoT and artificial intelligence (AI) are bringing significant changes to the business environment.」
The discussion continues to cover the market's transition and changes resulting from service commoditization, the spread of MVNO and low-cost SIM services, expansion into non-communications businesses, and advances in IoT and AI. - FY2019-Q1RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized and low-cost SIM services offered by MVNOs have become more widespread, intensifying competition. Communication operators are at a turning point as they expand their services into non-communications businesses to secure new sources of revenue. In addition, advances in technologies such as IoT and artificial intelligence (AI) are bringing significant changes to the business environment.」
In addition to the challenging competitive environment caused by service commoditization, MVNOs and low-cost SIMs, the discussion covers the market's transition, including expansion into non-communications businesses, and significant changes in the business environment resulting from IoT and AI. - FY2018-Q3RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized and low-cost SIM services offered by MVNOs have become more widespread, intensifying competition. In addition, advances in technologies such as IoT and artificial intelligence (AI) have brought the business environment into a new phase.」
The discussion continues to cover service commoditization, intensifying competition from MVNOs and low-cost SIMs, and changes in the business environment resulting from advances in IoT and AI. - FY2018-Q2RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized and low-cost SIM services offered by MVNOs have become more widespread, intensifying competition.」
The discussion of service commoditization and intensifying competition from MVNOs and low-cost SIMs continues. Changes in the business environment resulting from the implementation of regulations and guidelines and advances in IoT and AI also continue to be highlighted. - FY2018-Q1RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized and low-cost SIM services offered by MVNOs have become more widespread, intensifying competition. In addition, changes in the regulatory environment, including requests to mobile operators based on the Ministry of Internal Affairs and Communications' "Policy for Reducing the Smartphone Cost Burden and Ensuring Appropriate Device Sales" and the implementation of guidelines, as well as advances in technologies such as IoT and artificial intelligence (AI), have brought the business environment into a new phase.」
The discussion continues to cover service commoditization, intensifying competition from MVNOs and low-cost SIMs, the implementation of regulations and guidelines, and changes in the business environment resulting from advances in IoT and AI. - FY2017RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized, while MVNOs have launched low-cost SIM services and other offerings, intensifying competition. In addition, changes in the regulatory environment, including requests and the implementation of guidelines for mobile operators based on the Ministry of Internal Affairs and Communications' "Policy for Reducing the Smartphone Cost Burden and Ensuring Appropriate Device Sales," as well as advances in technologies such as IoT and artificial intelligence (AI), have brought the business environment into a new phase.」
The discussion continues to cover service commoditization, intensifying competition from MVNOs and low-cost SIMs, and the new phase of the business environment resulting from the implementation of regulations and advances in IoT and AI. - FY2017-Q3RestatedAnnual report
「In the information and communications market, services offered by mobile operators have become increasingly commoditized, while MVNOs have launched low-cost SIM services and other offerings, intensifying competition. In addition, changes in the regulatory environment, including requests and guidelines for mobile operators based on the Ministry of Internal Affairs and Communications' "Policy for Reducing the Smartphone Cost Burden and Ensuring Appropriate Device Sales," as well as advances in technologies such as IoT and artificial intelligence (AI), have brought the business environment into a new phase.」
The discussion of the challenging competitive environment caused by service commoditization, MVNOs and low-cost SIMs has been retained, with additional reference to advances in technologies such as IoT and AI as changes in the business environment. - FY2017-Q2RestatedAnnual report
「During this period, competition in the information and communications market has intensified as services offered by mobile operators have become increasingly commoditized, while MVNOs (Mobile Virtual Network Operators) have launched low-cost SIM services and other offerings.」
The discussion of intensifying competition driven by MVNOs, low-cost SIMs and service commoditization has continued with no material change from the previous quarter. - FY2017-Q1WorsenedAnnual report
「During this period, as services offered by mobile network operators became increasingly similar, competition in the information and communications market intensified with the emergence of low-cost SIM services offered by MVNOs (Mobile Virtual Network Operators).」
In addition to the previous explanation of intensifying competition, the company described the competitive environment as “becoming increasingly challenging.” - FY2016First statedAnnual report
「As Japan’s information and communications market continues to shift from conventional mobile phones to “smart devices” such as smartphones and tablets, services offered by mobile network operators are becoming increasingly similar, while low-cost SIM services offered by MVNOs are becoming more widespread.」
The company disclosed changes in the competitive environment driven by smart devices, MVNOs, bundled sales, SIM unlocking, and rules governing rates and handset sales as key risks.