Komori
Mti (9438) · RiskRestated

Sluggish Smartphone Handset Sales Following the Abolition of Cashback by Mobile Carriers

First written in FY2016-Q3. 9 of 10 entries say "Restated". Latest entry: FY2019-Q1.

10entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2016-Q3RestatedFY2017-Q1 – FY2019-Q12016: 120162017: 420172018: 420182019: 12019
Same theme, other companies
Changes in the Sales Environment Due to Mobile Phone Sales Practices and Consumer Protection RegulationsA theme 13 companies write about · 16 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 4 of 9 companies on the "Worse" side.

4 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2019-Q1RestatedAnnual report

    「As the acquisition of paid smartphone subscribers through mobile shops remained sluggish, paid smartphone subscribers totaled 4.41 million at 31 December 2018, down 160,000 from 30 September 2018, while total paid subscribers totaled 5.40 million, down 200,000 from the same date.」

    The continued stagnation in acquiring paid smartphone subscribers through mobile shops is cited.
  2. FY2018RestatedAnnual report

    「In the content distribution business, as smartphone penetration has reached a high level, the acquisition of paid smartphone subscribers through mobile shops has remained sluggish.」

    Against a backdrop of rising smartphone penetration, the continued stagnation in acquiring paid smartphone subscribers through mobile shops is cited.
  3. FY2018-Q3RestatedAnnual report

    「Due in part to sluggish smartphone unit sales, and also because we focused on the efficiency of acquiring paid smartphone subscribers through mobile shops, paid smartphone subscribers totaled 4.70 million at 30 June 2018, down 620,000 from 30 September 2017, while total paid subscribers totaled 5.77 million, down 790,000 from the same date.」

    The continued stagnation in smartphone device sales is cited.
  4. FY2018-Q2RestatedAnnual report

    「Due in part to sluggish smartphone unit sales, we struggled to acquire paid smartphone subscribers through mobile shops. As a result, paid smartphone subscribers totaled 5.01 million at 31 March 2018, down 310,000 from 30 September 2017, while total paid subscribers totaled 6.14 million, down 420,000 from the same date.」

    The weakness in smartphone device sales and the resulting difficulty in acquiring paid subscribers through mobile shops continue to be cited.
  5. FY2018-Q1RestatedAnnual report

    「Due in part to sluggish smartphone unit sales, we have struggled to acquire paid smartphone subscribers through mobile shops」

    The weakness in smartphone device sales has continued, as has the difficulty of acquiring paid subscribers through mobile shops.
  6. FY2017RestatedAnnual report

    「Due in part to sluggish smartphone unit sales, we have struggled to acquire paid smartphone subscribers through mobile shops.」

    The weakness in smartphone device sales and the resulting difficulty in acquiring paid subscribers through mobile shops have continued.
  7. FY2017-Q3RestatedAnnual report

    「Due in part to sluggish smartphone unit sales, we have struggled to acquire paid smartphone subscribers through mobile shops nationwide.」

    The continued weakness in smartphone device sales and its ongoing impact on paid-subscriber acquisition through mobile shops are cited.
  8. FY2017-Q2RestatedAnnual report

    「As smartphone unit sales have continued to stagnate, we have struggled to acquire paid smartphone subscribers through mobile shops nationwide.」

    It is stated that the weakness in smartphone device sales has continued.
  9. FY2017-Q1RestatedAnnual report

    「Since devices priced at an effective ¥0 were discontinued in February 2016, smartphone unit sales have continued to stagnate.」

    The prolonged weakness in smartphone device sales since the discontinuation of effective ¥0 devices.
  10. FY2016-Q3MaterialisedAnnual report

    「Before devices priced at an effective ¥0 were discontinued in February 2016, smartphone unit sales temporarily increased due to cashback campaigns by mobile carriers. After their discontinuation, however, smartphone unit sales remained sluggish despite March being the peak sales season, and remained weak in the third quarter as well.」

    The post-discontinuation weakness in device sales is cited as a business-environment risk.
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