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SoftBank Group Corp. (9984) · RiskAdvanced

Maintaining and Enhancing Telecommunications Network Quality

First written in FY2016. 5 of 10 entries say "Mitigated", first in FY2017-Q1. Latest entry: FY2021-Q1.

10entries
5years
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2017-Q1 – FY2017MaterialisedFY2018-Q1 – FY2018MitigatedFY2019-Q1 – FY2021-Q12016: 320162017: 220172018: 320182019: 120192020: 12020
Same theme, other companies
Declining Communications Quality Due to Spectrum Shortages and the Burden of Network ExpansionA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Advanced".

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. FY2021-Q1AdvancedAnnual report

    「Purchases of property, plant and equipment and intangible assets: ¥(149,661) million. SoftBank Corp. acquired telecommunications equipment, including equipment for 5G.」

    Measures to address telecommunications network quality and enhancement materialized in the acquisition of telecommunications equipment, including equipment for 5G.
  2. FY2020-Q1MitigatedAnnual report

    「Capital expenditures for 5G increased at Sprint, while SoftBank Corp. proceeded with the regular depreciation of telecommunications equipment.」

    Sprint increased capital expenditures for 5G, advancing investment to prepare the telecommunications network for future requirements.
  3. FY2019-Q1MitigatedAnnual report

    「Capital expenditures, on an acceptance-basis, increased by ¥19,054 million, or 35.3%, year on year to ¥73,069 million as the Company expanded the LTE service area and improved quality.」

    In the SoftBank business, capital expenditures increased to expand LTE coverage and improve quality, providing a concrete response to telecommunications network quality risk.
  4. FY2018MaterialisedAnnual report

    「A loss of ¥40,805 million was recognized, primarily because capitalized base station construction costs were no longer expected to be used following changes to Sprint’s network plan.」

    Changes to the network plan resulted in a loss of ¥40,805 million on base station construction costs, with risks related to the network plan and quality emerging as a specific loss.
  5. FY2018-Q3MaterialisedAnnual report

    「The deterioration in the postpaid wireless churn rate was attributable to the delayed improvement of network quality in certain areas, the shift toward retaining high-value customers rather than the entire existing customer base as the number of customers whose handset leases or installment contracts had reached maturity increased, and the impact of competitors following Sprint in February 2017 by introducing unlimited data plans.」

    A delay in improving network quality in certain areas was cited as a factor behind the deterioration in the churn rate, and the risk related to network quality materialized in operating performance.
  6. FY2018-Q1MaterialisedAnnual report

    「For the three months ended 30 June 2017, a loss of ¥20,171 million was recognized, primarily because capitalized base station construction costs were no longer expected to be used following changes to Sprint’s network plan.」

    Changes to Sprint’s network plan resulted in an actual loss of ¥20,171 million on capitalized base station construction costs. The impact of changes to the network plan on equipment assets, rather than a decline in service quality itself, materialized.
  7. FY2017MitigatedAnnual report

    「The churn rate for primary lines was 1.24%, an improvement of 0.11 percentage points from the previous period.」

    In domestic telecommunications, bundled sales and more efficient network and equipment investment improved the churn rate for primary lines.
  8. FY2017-Q2MitigatedAnnual report

    「The mobile churn rate improved to 1.37%, the lowest level since the Company’s founding, contributing to the net increase in subscribers. This was mainly due to network improvements helping to prevent customer churn and a decline in the number of involuntary cancellations for nonpayment, following a focus on acquiring customers deemed to have strong creditworthiness.」

    Sprint’s network improvements reduced the mobile churn rate to 1.37%, the lowest level since its founding.
  9. FY2017-Q1MitigatedAnnual report

    「The mobile churn rate improved to 1.39%, the lowest level since the Company’s founding, making a significant contribution to the net increase in mobile subscribers. This was mainly due to network improvements helping to prevent customer churn and a decline in the number of involuntary cancellations for nonpayment, following a focus on acquiring customers deemed to have strong creditworthiness.」

    At Sprint, network improvements and other measures reduced the mobile churn rate to 1.39%, the lowest level since its founding, indicating measures to address risks related to network quality and customer retention.
  10. FY2016First statedAnnual report

    「If actual traffic substantially exceeds forecasts or the telecommunications network cannot be enhanced, including but not limited to securing the necessary frequency bands, service quality may deteriorate, affecting customer acquisition and retention. Additional capital expenditures may also be required, which could affect the operating results and financial position of the Group.」

    Traffic forecasts, securing frequency bands and investment in telecommunications equipment are identified as factors affecting service quality and customer retention.
Moved together

"Revenue growth driven by the e-commerce revolution and payments and financial services" moved the same way as this thread, in the same document, in 6 of its 10 moves.

655544★123456
  1. ★This thread
  2. 1Revenue growth driven by the e-commerce revolution and payments and financial services6×
  3. 2Steady growth in profit from the domestic telecommunications business5×
  4. 3Expansion into the semiconductor and IoT sectors through the acquisition of Arm5×
  5. 4Sprint’s Efforts to Improve Liquidity and Diversify Funding Methods5×
  6. 5Transforming into a Global Company Toward “SoftBank 2.0”4×
  7. 6Acquisition and retention of core lines and bundled sales of telecommunications and broadband services4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Maintaining and Enhancing Telecommunications Network Quality | SoftBank Group Corp. (9984) | Komori