Increase in au Electricity cancellations following removal of the fuel cost adjustment cap
First written in FY2023-Q3. 6 of 10 entries say "Mitigated", first in FY2024. Latest entry: FY2026.
1 other company's latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Regarding life design services during the fiscal year, net additions increased by 2,300 contracts, or 104.5%, year on year to 4,500, while total contracts increased by 4,500, or 5.7%, year on year to 81,600.」
The number of au Denki contracts, which had declined after the cap on the fuel-cost adjustment was removed, recovered to 81,600, and net additions also exceeded the level in the same period of the previous year. - FY2026-H1Slight decline in life design contractsAnnual report
「For life design services during the current interim consolidated accounting period, net additions declined by 2,900 contracts year on year, or 82.9%, to 600 contracts, while the number of contracts declined by 800 contracts year on year, or 1.0%, to 77,700 contracts.」
The number of life design service contracts declined slightly from 78,500 in the same period of the previous year to 77,700. This filing does not state a causal relationship with the removal of the fuel-cost adjustment cap. - FY2025MitigatedAnnual report
「For life design services during the current fiscal year, net additions declined by 10,200 contracts year on year to 2,200 contracts, while the number of contracts increased by 2,200 contracts year on year, or 2.9%, to 77,200 contracts.」
The number of au Denki contracts, which had declined after the cap on the fuel-cost adjustment was removed, recovered to 77,200. However, annual net additions declined from the previous fiscal year. - FY2025-H1MitigatedAnnual report
「For life design services during the current interim consolidated accounting period, net additions increased by 1,100 contracts year on year, or 45.8%, to 3,500 contracts, while the number of contracts increased by 13,400 contracts year on year, or 20.6%, to 78,500 contracts.」
The number of au Denki contracts, which had declined after the cap on the fuel-cost adjustment was removed, recovered to 78,500, up 20.6% year on year, and net additions also exceeded the level in the same period of the previous year. - FY2024MitigatedAnnual report
「For life design services during the current fiscal year, net additions increased by 29,900 contracts year on year to 12,400 contracts, while the number of contracts increased by 12,400 contracts year on year, or 19.8%, to 75,000 contracts.」
The number of au Denki contracts, which had declined after the cap on the fuel-cost adjustment was removed, recovered to 75,000, returning to growth from the previous fiscal year. - FY2024-Q1MaterialisedAnnual report
「During the first quarter of the fiscal year, gross additions decreased by 8,100 subscriptions year on year to negative 2,700, while the total number of subscriptions decreased by 25,700, or 30.0%, to 59,900.」
The decline in contracts for life design services covering au Denki continued into the first quarter, with the number of contracts reaching 59,900. - FY2023MaterialisedAnnual report
「During the fiscal year, cancellations increased due to the removal of the cap on fuel cost adjustments. Gross additions decreased by 43,600 subscriptions from the previous fiscal year to negative 17,500, while the total number of subscriptions decreased by 17,500, or 21.8%, to 62,600.」
The increase in au Denki cancellations triggered by the removal of the cap on the fuel-cost adjustment also occurred during the fiscal year, and the number of contracts declined to 62,600. - FY2023-Q3MaterialisedAnnual report
「During the first nine months of the fiscal year, cancellations increased due to the removal of the cap on fuel cost adjustments. Gross additions decreased by 32,900 subscriptions year on year to negative 13,300, while the total number of subscriptions decreased by 6,800, or 9.2%, to 66,900.」
The increase in au Denki cancellations triggered by the removal of the cap on the fuel-cost adjustment materialized as an actual decline in contracts, with the number of contracts reaching 66,900.