The financial results of four mobile phones have been set.KDDI has turned to increase due to the roaming income from Rakuten Mobile, but the effects of reducing the price are very strong, and the performance of each company is not clear.However, due to the retirement of former Prime Minister Yoshiyoshi Suga, the government's reduction pressure has weakened, and the efforts of each company seem to be shifting significantly from reduction to 5G.I would like to look back on the efforts and issues of each company about 5G from the financial results.
First, let's look back on each company's financial results.NTT DOCOMO (DOCOMO )'s financial results for the third quarter of FY2021 were sales 0 year -on -year..3,517.5 billion yen to 1 % increase, operating income is 6 year -on -year..3 % decrease to 769.6 billion yen.Softbank's financial results for the third quarter of the fiscal year ended March 31, 2022 were sales 9 years from the same period of the previous year..6 % increase to 4,173.8 billion yen, operating income is 2.The number of sales declining, as in the previous quarter, has been settled by 4 %, to 821.2 billion yen.
Rakuten Group, which has Rakuten Mobile, has been in sales 15 years from the same period of the previous year..The increase in 5 % increased by 1,681.7 billion yen, and the operating profit and loss was 194.7 billion yen, which was a deficit as in the previous quarter.
On the other hand, KDDI sales were 2 year -on -year..3 % increase to 4.13.8 billion yen, operating income is 0 year -on -year..It increased by 4 % to 874.6 billion yen, which has been turned back to the financial results of increased sales and profits from the previous quarter.
Rakuten Mobile is a leading investment for network development, and DOCOMO and SoftBank have a deterioration of government -led mobile phone rates.However, KDDI is also strongly affected by the price reduction, and Mr. Makoto Takahashi, President and CEO of the company, said, "The decrease in the decline is about 60-70 billion yen, but it is actually expanding a little more."The impact of reducing the price is very large.
再び増益に転じたKDDIだが、高橋氏は引き続き料金引き下げの影響を強く受けているというNevertheless, it was due to the roaming income from Rakuten Mobile.On the other hand, for Rakuten Mobile, roaming costs are a great weight of management, so the company has been promoting the area maintenance to reduce roaming costs as soon as possible.
KDDIの営業利益増減要因を見ると、料金引き下げの影響で自社の通信料収入自体は大きく落ち込む一方、楽天モバイルからのローミング収入によってモバイル通信料収入全体ではプラスとなっているIn fact, it was announced in February that the 4G population cover rate was achieved 96 % in advance four years ahead of the initial schedule.Prior to that, the roaming ended from a part of the 39 prefectures in October 2021, and it is expected to be active in the future for full -scale roaming.
楽天モバイルは2月に、目標としていた人口カバー率96％の達成を発表。大きな経営課題となっていたローミング料金の低減に向けた取り組みを本格化する方針だHiroshi Mikitani, Chairman and President of the Rakuten Group and President and CEO of Rakuten Mobile, explained that the roaming costs are "Shulinks a lot, but the number of users is increasing."It shows that roaming expenditures are increasing as the increase.It seems that Mikitani is strongly hoping for cost reduction due to the end of roaming.
楽天モバイルの三木谷氏は現在もローミング支出が増えていると説明するが、それだけにローミング終了によるコスト削減には強い期待を抱いているようだOn the other hand, KDDI's management, which has obtained the “special demand” of roaming income, will declare, but Mr. Takahashi will end the 3G service at the end of March ahead of other companies, expecting a significant cost reduction.He explains that the decrease in income can be supplemented.It seems that at least the end of 3G services has gained a certain advantage compared to docomo and Softbank, which will continue to be "winding" to move to 4G and 5G.
Of course, the impact of reducing the price will continue in the future, so it is thought that the performance of each mobile company will not be performed for the time being.However, Jun Sawada, President and CEO of Nippon Telecommunications (NTT), a parent company of DoCoMo, says, "I think competition is a break," and it is not necessary to take any more measures for each company.It looks like a recognition.
NTTの澤田氏(中央)は、料金引き下げ競争について「一息ついてる」との認識を示している(NTT提供)Behind this is the enhancement of low -priced mobile phone charges plans in the year, and some surveys have resulted in the cheapest in the world's main cities, but most of all, it is very eager to reduce mobile charges.Yoshiyoshi Suga would have retired from the Prime Minister at the end of September 2021.The fact that each company's true intentions do not want to keep the cost competition and reduce corporate strength without government pressure, so the movement over low -priced plans in the future seems to be calm.
Therefore, it is thought that the future competitive axis will finally move to a 5G network development.Moreover, the current Prime Minister Fumio Kishida has raised the "Digital Denenten City Concept" and has requested each company to accelerate 5G area development in rural areas, so at this financial results briefing, both companies have a 5G network maintenance.There were many situations where specific mentions were mentioned.