Impact of Price Cuts and Rising Cancellations on Telecommunications Revenue
First written in FY2016. 15 of 21 entries say "Restated". Latest entry: FY2026.
Okinawa Cellular Telephone Company moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 8 of 14 companies on the "Worse" side.
1 other company's latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「As the Group has entered the retail electricity business, fluctuations in market prices may affect the Group’s financial position and results of operations.」
The risk was described as arising from the Group’s actual entry into the retail electricity business, rather than the market price risk associated with its previous plan to enter the business. - FY2025Added the risk of market prices associated with entering the retail electricity businessAnnual report
「The Group plans to enter the retail electricity business. Fluctuations in market prices may affect the Group’s financial position and results of operations.」
In addition to the existing risks related to fluctuations in fuel prices and the fuel cost adjustment mechanism, the company explicitly identified the risk of market price fluctuations associated with entering the retail electricity business. - FY2023RestatedAnnual report
「• Decline in telecommunications revenue due to rate cuts amid intensifying competition, and increases in sales commissions and customer retention costs • Impact of the fuel cost adjustment mechanism at au Electricity due to significant fluctuations in fuel prices」
In addition to the existing risks related to telecommunications rate cuts and retention costs, the company explicitly identifies fluctuations in fuel prices at au Electricity and the impact of the fuel cost adjustment mechanism as risk items. - FY2023-Q3RestatedAnnual 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.」
The company continues to describe intensifying competition due to the diversification of services and pricing plans and new market entrants as a market environment consistent with existing risks related to telecommunications revenue and the pricing environment. - FY2023-Q1RestatedAnnual report
「In addition, the diversification of services and pricing plans offered by telecommunications operators has further intensified competition, and the business environment is undergoing significant change.」
The company continues to describe intensifying competition due to the diversification of services and pricing plans as an existing risk related to telecommunications revenue and the pricing environment. - FY2022RestatedAnnual report
「• Decline in telecommunications revenue due to rate cuts amid intensifying competition, and increases in sales commissions and customer retention costs」
The company continues to disclose lower telecommunications revenue from rate cuts and higher sales and customer retention costs as uncertainties associated with competition. - 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 company continues to describe intensifying competition due to new entrants and the diversification of services and pricing plans as an environmental change consistent with existing risks related to telecommunications revenue and the pricing environment. - FY2022-Q2RestatedAnnual report
「Competition is intensifying due to new telecommunications operators entering the market and the diversification of services and pricing plans offered by each company.」
The company continues to describe intensifying competition due to new telecommunications operators entering the market and the diversification of services and pricing plans as a market environment consistent with existing risks related to the impact on existing rates and telecommunications revenue. - 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 company continues to describe intensifying competition from offering low-priced plans as an existing risk related to rate cuts and their impact on telecommunications revenue. - FY2021RestatedAnnual report
「• Decline in telecommunications revenue due to rate cuts amid intensifying competition, and increases in sales commissions and customer retention costs」
The company continues to disclose lower telecommunications revenue from rate cuts and higher sales and customer retention costs as uncertainties associated with competition. - FY2021-Q3WorsenedAnnual report
「Competition has intensified as each operator has successively announced new mobile rate plans aimed at lowering prices.」
In addition to the government's requests for lower prices, each operator has successively announced new rate plans aimed at lowering prices, and the progress of price competition has been noted. - FY2021-Q2WorsenedAnnual report
「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 external factors, including requests for lower prices, have increased uncertainty concerning communications charges and the revenue environment. - FY2019RestatedAnnual report
「Lower communications revenue due to price reductions amid intensifying competition, and higher sales commissions and customer retention costs」
The Company continues to disclose lower communications revenue due to price reductions and higher sales and customer retention costs as uncertainties associated with competition. - FY2018-Q3RestatedAnnual report
「Although competition among operators and with MVNOs has intensified, the churn rate was 0.59%, unchanged from the same period of the previous year.」
Regarding churn risk resulting from intensifying competition, the churn rate is described as 0.59%, unchanged from the same period of the previous year. UQ mobile cancellations have been included from the current period, and the figures for the same period of the previous year have also been restated. Although the risk has been quantified, the disclosure does not state that the risk has actually materialized. - FY2018-Q2RestatedAnnual report
「Although competition among operators and with MVNOs has intensified, the churn rate was 0.60%, up 0.01 percentage points year on year and broadly in line with the same period of the previous year. The number of UQ mobile cancellations has also been included from the current period.」
Regarding churn risk amid intensifying competition, the churn rate of 0.60% is described as broadly in line with the same period of the previous year. Calculations including UQ mobile have also continued. - FY2018-Q1Expanded the churn-rate calculation to include UQ mobileAnnual report
「Although competition among operators and with MVNOs has intensified, the churn rate was 0.63%, up 0.02 percentage points year on year and broadly in line with the same period of the previous year. The number of UQ mobile cancellations has also been included from the current period.」
The churn rate is described as 0.63%, broadly in line with the same period of the previous year, while a change was indicated from the current period to include UQ mobile cancellations in the calculation. - FY2017RestatedAnnual report
「Although competition among operators and with MVNOs has intensified, the churn rate was 0.64%, down 0.03 percentage points from the previous period and broadly in line with the previous period.」
Regarding churn risk amid intensifying competition, the churn rate is described as 0.64%, broadly in line with the previous period. - FY2017-Q3RestatedAnnual report
「Although competition among operators and with MVNOs has intensified, the churn rate was 0.60%, down 0.04 percentage points year on year and broadly in line with the same period of the previous year.」
Regarding churn risk amid intensifying competition, the churn rate declined year on year, although the Company described it as broadly in line with the same period of the previous year. - FY2017-Q2RestatedAnnual report
「Although competition among operators and with MVNOs has intensified, the churn rate was 0.59%, up 0.01 percentage points year on year and broadly in line with the same period of the previous year.」
The churn rate of 0.59% is described as broadly in line with the same period of the previous year in the context of churn risk resulting from intensifying competition. - FY2017-Q1RestatedAnnual report
「The churn rate was 0.62%, up 0.03 percentage points year on year and broadly in line with the same period of the previous year, as market liquidity remained high amid intensifying competition among operators and with MVNOs.」
The churn rate rose to 0.62%, up 0.03 percentage points, but the Company described it as broadly in line with the same period of the previous year, continuing to monitor churn risk amid intensifying competition. - FY2016First statedAnnual report
「Lower communications revenue due to price reductions amid intensifying competition, and higher sales commissions and customer retention costs」
The effects of intensifying competition on prices, communications revenue, and sales and retention costs are listed as specific uncertainties.