Japan · Delayed Price · Currency is JPY KDDI Corporation Earnings Call Transcripts
Fiscal Year 2026
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Revenue and profit grew strongly, surpassing EPS targets, with robust performance in mobile, finance, and DX. New mid-term strategy targets 5% operating profit CAGR, double-digit growth in key segments, and continued dividend increases.
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A multi-year investigation revealed that nearly all advertising agency business at two subsidiaries was fictitious, leading to major financial restatements and executive resignations. The company will exit the affected business, strengthen governance, and pursue legal action to recover losses.
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Preliminary Q3 results reflect strong core business growth despite a major fictitious transaction scandal at subsidiaries, with JPY 246B in revenue and JPY 33B in external outflows impacted. The investigation continues, but no dividend forecast revision is planned.
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Revenue, profit, and net income all grew year-over-year, driven by mobile business reforms and ARPU gains. Strategic investments in data centers and AI, along with disciplined capital allocation, support confidence in meeting full-year targets and sustainable growth.
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First half results showed strong revenue and profit growth, with mobile ARPU and churn rates improving due to structural reforms. Full-year profit is projected to rise over JPY 30 billion, supported by robust mobile, IoT, and new service initiatives.
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Revenue grew 3.4% year-on-year, but profit declined 3.3%, in line with forecasts. New pricing plans and connected experience offerings are driving improved churn and migration trends, with significant growth expected in the second half.
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Q1 revenue grew 3.4% year-on-year, but profit declined 3.3%, in line with forecasts. New mobile plans and connected experiences drove mobile revenue and ARPU growth, while financial and business services segments showed strong progress.
Fiscal Year 2025
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Revenue and profit grew steadily in FY March 2025, driven by telecom, finance, and DX segments. FY March 2026 targets further growth, with strong shareholder returns, expansion in digital infrastructure, and continued innovation in AI and 5G.
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Third quarter results are on track with full-year forecasts, driven by new pricing plans, ARPU growth, and strong Lawson collaboration. Business services and IoT are expanding, while AI investments and digitalization are shaping future strategy.
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Revenue and operating income rose in the first half of FY2025, with strong ARPU and business services growth. New pricing plans and value-added services are set to drive further gains, while capital returns and network leadership remain strategic priorities.
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Q1 saw strong revenue and income growth, with business services and ARPU trending upward. Investments in AI data centers and digital BPO integration are driving future growth, while share buyback policy and EPS targets remain on track.