Dependence on Sales to Mobile Carriers
First written in FY2017. 6 of 13 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2022: 5 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「NTT DOCOMO, INC. ¥10,061,501 33.6 KDDI CORPORATION ¥3,809,144 12.7」
The percentages of NTT DOCOMO and KDDI among the major sales channels declined from 36.2% and 14.1%, respectively, in the previous fiscal year to 33.6% and 12.7%. Dependence on mobile carriers remains, but the disclosed dependence percentages have declined further. - FY2024MitigatedAnnual report
「NTT DOCOMO, INC. ¥10,003,003 thousand 32.2% KDDI CORPORATION ¥3,906,815 thousand 12.6%」
The percentages of NTT DOCOMO and KDDI among the major sales channels declined from 38.0% and 15.9%, respectively, in the previous fiscal year to 32.2% and 12.6%. Dependence on mobile carriers remains, but the disclosed sales percentages have declined. - FY2023RestatedAnnual report
「NTT DOCOMO, INC. ¥10,174,461 thousand 38.0%, KDDI CORPORATION ¥4,250,485 thousand 15.9%」
Dependence on mobile carriers for sales continues, with the disclosed sales percentages for the fiscal year being 38.0% for NTT DOCOMO and 15.9% for KDDI. - FY2022-Q3RestatedAnnual report
「The net decline widened as mobile carriers ended their feature phone services, but excluding this factor, the net decline in paid subscribers in this business has been narrowing as the number of paid subscribers to the security-related app “AdGuard” continues to increase.」
The impact of the decline in subscribers resulting from mobile carriers ending their services continues to be disclosed. - FY2022-Q2RestatedAnnual report
「The net decline temporarily widened as mobile carriers ended their feature phone services, but」
The impact of the decline in paid subscribers resulting from mobile carriers ending their services continues to be disclosed. - FY2022-Q1MaterialisedAnnual report
「The decline during the quarter became larger due to the discontinuation of a mobile carrier’s feature phone service.」
The discontinuation of a mobile carrier’s service as a change in the operating environment has manifested itself in an accelerated decline in the number of paid members. - FY2021RestatedAnnual report
「The company is highly dependent on profits generated by the content business. This business relies on distribution licenses from content holders, and its primary sales channel is mobile phone stores nationwide, resulting in a high degree of dependence on mobile carriers. If it becomes difficult to continue the contracts due to changes in the business strategies of these parties or for other reasons, this could affect the group’s operating results and financial position.」
The company continues to disclose as key risks its dependence on profits from the content business, sales through nationwide mobile phone stores and dependence on mobile carriers. - FY2021-Q2RestatedAnnual report
「In the content business, while new enrollments through mobile shops remained weak, we expanded the acquisition of new subscribers for AdGuard, a security-related app with strong demand, and increased the monthly number of original comic titles supplied to comic distribution operators.」
While the weak subscription environment through mobile phone stores continued, the company continues to explain that this was offset by expanding customer acquisition for new services and increasing the availability of original comics. - FY2021-Q1Sluggish subscriptions through mobile phone stores offset by new servicesAnnual report
「In the content business, while new enrollments through mobile shops remained weak, we expanded the acquisition of new subscribers for AdGuard, a security-related app with strong demand, and increased the monthly number of original comic titles supplied to comic distribution operators.」
While the weak subscription environment through mobile phone stores continued, expanding customer acquisition for the high-demand AdGuard helped mitigate the decline in members. - FY2020-Q3WorsenedAnnual report
「The business environment for the group remained challenging for smartphone paid-member acquisitions because major mobile carriers were required to separate communication charges from handset prices and mobile phone stores nationwide shortened their business hours as part of measures to prevent the spread of COVID-19, among other factors.」
In addition to the separation of communication charges and handset prices involving mobile carriers, shortened store business hours due to measures to prevent the spread of infection were identified as a factor behind sluggish subscriptions, broadening the impact on the sales and subscription environment. - FY2020-Q1MaterialisedAnnual report
「The business environment for the group remained challenging for smartphone paid-member acquisitions due to the high smartphone penetration rate and the requirement for major mobile carriers to separate communication charges from handset prices, among other factors.」
Changes in mobile carriers’ business policies and the operating environment, including the mandated separation of communication charges from handset prices, have manifested themselves as sluggish smartphone paid-member acquisitions. - FY2018RestatedAnnual report
「The company is highly dependent on mobile carriers. If a mobile carrier changes its business policies regarding internet connectivity services or makes a similar change, this could have a material impact on the company’s performance and future business development.」
The company continues to face dependence on mobile carriers for sales and the risk of changes in their business policies. The sales shares in the fiscal year ended September 2018 were 56.4% for NTT DOCOMO, 23.0% for KDDI and 3.8% for SoftBank. - FY2017First statedAnnual report
「The company is highly dependent on mobile carriers. If a mobile carrier changes its business policies regarding internet connectivity services or makes a similar change, this could have a material impact on the company’s performance and future business development.」
Against a backdrop in which sales to NTT DOCOMO, KDDI and SoftBank accounted for most of revenue in the fiscal year, the company identifies the risk of changes in mobile carriers’ business policies.