Regarding the roaming costs paid by Rakuten to KDDI, KDDI actually commented that the "difference between mobile communication income and multi -brand communication ARPU income" is almost the amount.
Q.For example, when roaming, should we know the atmosphere at the difference between mobile communication income and multi -brand communication ARPU income?A.As you infer.
Source: KDDI "Fiscal year's first quarter of the fiscal year ending March 2022 (financial statement highlights, questions and answers)"
Therefore, the mobile communication income and the multi -brand communication ARPU income were extracted from KDDI's financial results (Q1, 2021 Q1 in FY2020), and the difference was estimated as roaming costs.The following graphs are graphed.
グラフ：KDDIの楽天モバイルローミング収入（推計）出典：KDDI IR資料をベースにMCA作成From this graph, for example, Rakuten paid to KDDI in Q1 in 2021, it can be seen at 33 billion yen.The mobile segment sales during the 2020 period (January to December) were 227.1 billion yen (operating losses 227 billion), but it was calculated that KDDI paid 67.2 billion yen as a roaming cost.
Naturally, roaming costs have increased in proportion to the increase in the number of Rakuten contractors, which was why Mikitani CEO lamented that the roaming cost was too high.
As is well known, it is said that the development of base stations with a population cover rate of 96 % this summer due to the delay in the semiconductor development will be shifted this year, but in Tokyo, roaming has already been completed, so it is roaming until March 2022.We are in a hurry to cancel the contract.
It is true that you want to discontinue roaming early, but of course, it must be avoided at all, but it will be too fast to expose the deterioration of network quality and inadequate area maintenance.
The company does not change the target of the mobile phone business surplus in 2023, and seems to be a real game after being released from the "spell" of roaming costs.