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KDDI (9433) investor relations material
KDDI Q2 2026 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 (Q&A) earnings summary6 Nov, 2025
Executive summary
Revenue and profit increased year-over-year and quarter-over-quarter in H1 FY26-03, driven by mobile business reforms, ARPU growth, and lower churn, with progress in AI and data center initiatives supporting future growth.
Management is confident in meeting full-year EPS and profit targets, with consolidated results and mobile progress in line with initial forecasts.
The "Satellite Growth Strategy" is advancing, focusing on generative AI, 5G, DX, finance, energy, and expansion into new fields such as mobility, space, healthcare, Web3/metaverse, and sports/entertainment.
Headquarters relocated to Takanawa Gateway City in July 2025 to foster innovation and collaboration.
Financial highlights
Operating revenue reached ¥2,963.2 billion, up 3.8% year-over-year, with Q2 sequential growth of 6.3%.
Operating income was ¥577.2 billion, up 0.7% year-over-year, and net profit attributable to owners was ¥377.7 billion, up 7.6%.
Interim dividend set at ¥40 per share, half of the planned ¥80 full-year dividend.
Basic EPS rose to ¥96.95 after a two-for-one stock split.
Free cash flow increased significantly year-over-year, reaching ¥417.9 billion in H1 FY26-03.
Outlook and guidance
Full-year forecast for FY2026: operating revenue ¥6,330,000 million (+7.0%), operating income ¥1,178,000 million (+5.3%), profit attributable to owners ¥748,000 million (+9.1%), and basic EPS ¥194.38.
Mobile and focus areas (DX, Finance, Energy, Lawson) expected to drive H2 growth, with mobile segment targeting over ¥30 billion in full-year gains.
No changes to previously announced forecasts; management remains confident in achieving EPS and profit targets.
Mobile LTV focus: ID growth strategy
H2 Finance/DX turnaround: Key drivers
Next growth phase: Value-added beyond infrastructure?
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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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