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KDDI (9433) investor relations material
KDDI Q1 2026 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 (Q&A) earnings summary1 Aug, 2025
Executive summary
Operating revenue rose 3.4% year-over-year to between ¥1,004.4 billion and ¥1,436.3 billion, while operating income declined 1.6% and net profit fell 3.3%, in line with forecasts.
New mobile plans and connected experience offerings launched in June saw strong uptake, improving brand migration and churn rates.
Multi-brand strategy, bundled offerings, and service revisions improved customer retention and cross-segment growth.
Financial business expanded through banking and securities alliances, with significant growth in bundled plan subscribers.
Business Services segment strengthened focus on cybersecurity and IoT, aiming for accelerated growth in the second half.
Financial highlights
Operating income was ¥272.5 billion, down 1.6% year-over-year; net profit attributable to owners was ¥171.1 billion, down 3.3%.
Mobile revenues (Personal + Business) rose by ¥7.6 billion year-over-year to ¥550.6 billion; mobile ARPU up ¥60 to ¥4,340.
Business Services segment operating revenue grew 4.5% year-over-year to ¥349.7 billion, with operating income up 5.4%.
Financial business operating income surged 33% year-over-year to ¥11.7 billion; transaction volume up 13.6%.
Free cash flow for the quarter was ¥89,512 million, down ¥92,456 million year-over-year.
Outlook and guidance
Full-year revenue forecast set at ¥6,330.0 billion, operating income target of ¥1,178.0 billion, and profit attributable to owners of ¥748.0 billion.
Personal Services segment aims for a ¥30 billion profit increase, requiring a ¥40 billion profit boost to achieve.
Service and price revisions from August and new plans are expected to drive revenue and profit growth in the second half.
Business Services segment expects double-digit profit growth for the full year, with security and IoT as key drivers.
No changes to previously announced forecasts.
How will KDDI strengthen bank/securities alliance?
What's driving growth in Business Services, excluding mobile?
What's the expected impact of service revisions?
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Q2 20261 Nov, 2025
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Frequently asked questions
KDDI Corp. engages in the provision of telecommunications services. It operates through the following segments: Telecommunications Business, Solution Business, E-Commerce and Others. The Telecommunications Business segment offers packet communication and mobile voice communication services, Internet connection services, and cable television distribution services. The Solution Business segment offers information processing systems that connect and manage individual networks within corporations as a single network through its integrated information communication platform, AUTONET, which is based on FLET'S Hikari next optical access service.
The E-commerce segment handles e-commerce related businesses including financial services, credit card services for consumers and enterprises under the brand name au SMART PASS. The Others segment sells personal computers, notebooks, tablets, peripheral equipment products, software and games under the au BRAND. The company was founded in 1953 and is headquartered in Tokyo, Japan.
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