Transferred in sales and profits and net increase KDDI President "Charge reduction is a paragraph"

On January 28, KDDI held a financial results briefing for the third quarter of the fiscal year ending March 2022 (April to December 2021).Makoto Takahashi, President and CEO of KDDI, answered in the reporter's question, "Roeming income from Rakuten Mobile", "Current situation where the iPhone is being thrown", "3G line winding status", "Reduced prices".He also mentioned the reasons for the increase in sales and profits.

The consolidated consolidated sales of the third quarter was 4.13 trillion yen (up 2.3%year -on -year), and operating income was 874.6 billion yen (up 0.4%).President Takahashi evaluates it as "progress on full -year predictions."

Multi -brand communication ARPU income decreased by 56.4 billion yen, but group MVNO income and roaming income increase by 63.4 billion yen, increased by 7 billion yen for mobile communication charges.The growth area (life design area and business segment) has increased by 16.8 billion yen.In total, the profit increases by 3.5 billion yen compared to the same period of the previous year.

About multi -brand strategy

President Takahashi answered the reporter's question.

The first question is about the net increase in the number of group IDs. In the presentation, there was an explanation that the "multi -brand strategy" contributed, but when asked, "The third quarter worked very hard, and the pure pace was a net increase of 48,000 units in the third quarter. I thought it was good for the recovery of the mortum. I expected that the cost conscious will be transferred from au to UQ Mobile and Povo, but au discount measures and iPhone sales have been effective. I did it. I got only au (it didn't go up to 10 %). On the other hand, UQ Mobile and Povo are also growing steadily, and have been lifting up to about 500 millions in total. UQ. Mobile has exceeded 4 million, and POVO has exceeded 1 million, so this is also going well. The number of customers moving from UQ Mobile to au has increased by about 2.6 times compared to the previous year. 60 % of choosing a 5G plan. It is an unlimited plan. It is understood that the circulation in AU, UQ Mobile, and Povo is starting to work well.

Contract with Rakuten Mobile

Next is the roaming income that also contributed to the increase in this term.The contract with Rakuten Mobile has been shrinking since the next term, but when asked, President Takahashi said that he could not disclose the content of the roaming income, but it has become a big revenue.Then, "As the contract with Rakuten Mobile is contracted, it is gradually moving in the direction of shrinking. But in the third quarter, roaming income is still increasing.is".Repeat as it will gradually decrease for 2025.Rakuten Mobile explains that 70 % of the area can be covered by its own line, but it will raise the au network, but it has revealed that it is still less than 70 % for 8 areas, saying, "This area is still next year.I wonder if it will remain. "

"There is a view that it has been compensated for roaming income as the price reduction decreases due to the price reduction, but I think that is correct," said Takahashi.After acknowledging that, "Raming income had the advantage of the end of the 3G line earlier than other companies. This was very large. Equipment for 3G will end in the next fiscal year. Amortization costSince the cost of operations is reduced by a lot, I think that it can be supplemented enough even if the roaming income from Rakuten decreases. The power consumption is much reduced, so it can contribute to zero carbon. I think it was very good.I think it will be an important year to recover the price reduction of 5G in FY2012. "

Toward a population cover rate of 90 %

When asked about the 5G capital investment and the time to achieve the population cover rate of 90%, "5G investment will continue to be actively will be actively will be actively done. This week, the Japanese communication fee is the world. It is the lowest price of among the IICT Research Institute. In the United States, it was about 7,300 yen for 20GB, but Japan was 2,445 yen. The consumer price index (CPI) was reduced, but the result was the result. A certain result of price reductions may have been achieved. In the Kishida administration, the theme is "growth and distribution" for the digital rural city state concept, but the development of 5 g is mentioned in the middle of growth. It will be a positive cycle for us. Investment is difficult, but I think it was good. It is required to have a population cover rate by FY2013, but for us. I wanted to bring it to 90 % by the end of this year. It's a little late due to the problem of the new colon virus, a shortage of semiconductors, but I would like to achieve this as soon as possible in FY2012. " We will use 5G to proceed with businesses that revitalize the region.

Is the iPhone sold?

When asked about the announcement of the pack fee with DAZN, he said, "I have to actively propose a usage scene for the development of 5G. It becomes 5G and the network looks like a highway. In addition, the performance of smartphones has also improved. Because of that, the traffic of 5g has risen to more than 2.5 times (compared to 4G). When I thought about it, the content of the OTT partner was particularly increasing, especially during this Omicron season, so I decided to make the all -star pack we started earlier. We offer OTT partner services for 9,988 yen. I think it was possible to offer a very good price. " I was watching the Japanese national soccer national team yesterday, but the next match against Australia was a exclusive broadcast of DAZN, so if you could see it on our service, President Takahashi said.

When asked about the fact that the iPhone is being thrown, it is said that it is within the scope of the Business Law, and I think the agency has decided on the terminal.According to the feeling, when the customer purchase a smartphone, the terminal price is very important. I felt it again. "

3G line winding status

Regarding the winding status of the 3G line, "I can not answer because it has not disclosed how much it remains, but on November 29, we have released 3G ending news and PR, and we are aware of it.I think it is almost as planned. There is also the trend of Omicron stocks, and we are still fluttering on site, but we are proceeding smoothly for the end of March. "

NTT DOCOMO will be newly entered in "DoCoMo Denki", but when asked, "We hope that we can continue to extend while making use of the know -how we have cultivated so far. Basically, mainly au and UQ Mobile customers.In the future, we will continue to expand, and in fact, we have begun to work as a backyard with other businesses, and we have begun to work as a backyard.Denki, Grampus Denki, Monst Denki, and so on. By expanding with such a partner, I would like to expand sales firmly even if DOCOMO enters the market. "

Sales and profits even if the price is reduced?

When asked why the sales and profits have increased even though the mobile phone fee has dropped, "The impact of price reductions has been considerably affected. According to our business performance, the number of communication charges is 60 to 70 billion yen per year. As I said, it is actually expanding a little more. We are a private company, so we can't afford to decrease, so we have to do a lot of things we need to do to increase this to increase. There is. The maximum sales and the minimum cost are used as the slogan in the company. For example, by expanding 5 g, trucks will increase by 2.5 times. I have to raise it. Actually, the United States and South Korea can do this. We also have to work harder and deliver great services to our customers. On the other hand, we grow up only. There is a limit to going, so we will raise the top line with our growth area, business based on DX, and power, finance, etc., and at the same time, we will reduce costs with bloody efforts. This is a way to increase profits. "

Regarding the response to Omicron stocks, "Regarding network operations, it has become a system that can be used in Osaka to create a base in Osaka.The team formation is also prepared. On the other hand, there are more than 10 customer services nationwide and are dispersed. In -house work systems are in principle in principle, but (the environment that works depending on each department.(Because it changes, it is a situation where each business department is considering the best system and responding. "

About the cheapness of the DAZN set plan

The set plan of "DAZN" is cheap, but when asked if the service will continue to be strengthened, "There are various contracts when contracting with such a hyper scaler (global large business).We are making this pack plan while cooperating in various ways. The cancellation rate of those who use these pack plans is extremely low. So life time value is extremely extreme.It is high. I am thinking of making such an effect and making it a more attractive service. I am going to strengthen it in the field that has been ahead of other careers. "

Carrier email carrying

The service that can carry carrier email began in December last year (2021), but when asked about the effects, "To be honest, it doesn't seem to have much.It was for gender improvement, but I don't think this activates the movement of MNP. "

Regarding the drone business developed by the new subsidiary, "I am going to have a briefing in early February. I am thinking of using young people in the form of a spin -off venture. Drone is now a new business form.。 Because it is an area that requires specialty, people with specialized knowledge will be able to gather in the company. It will be flexible.Until now, telecommunications carriers assumed that radio waves would be used on the ground, but due to the system revision, we can now use our frequencies like drones. If the company can support it, we can support it.I think it will be an interesting business. "

About the trend of the mobile industry

DOCOMO has also published economy MVNOs, but the competition in the market in the future is what will happen to trends, "I believe that DOCOMO's economy MVNO can compete with POVO. I don't think much about expanding at the moment. On the other hand, I provide services with Jicom and Big Lobe for MVNOs. To be honest, the story of price reductions and multi -brands seems to be a break with each carrier. I think that we have responded to our customers' expectations. We will continue to present a fee that is easy to understand to our customers, and we will transfer the focus on 5G development in the future. We will develop 5G throughout Japan. We will increase the value of various services by entangled DX there. I think this is more important for Japan. "

Kentaro Kondo

Born in 1977, graduated from Waseda University.He worked for a publisher and became a freelancer.She is active in the telecommunications industry and the digital industry, and has recently appeared in sports and healthcare fields.She also loves interviews in various places in Japan.Her hobbies include cameras, travel, musical instruments.She has also enjoyed shooting and editing videos.