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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
KDDI
KDDI (9433) investor relations material
KDDI Q2 2027 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 (Q&A) earnings summary6 Nov, 2026
Executive summary
H1 revenue rose 4.7% YoY to ¥3,052.8B; adjusted operating income increased 13.9% to ¥633.1B and adjusted profit rose 13.6% to ¥390.0B.
Reported operating income increased 0.8% to ¥559.3B; impairments and a one-time Kakaku.com remeasurement gain affected reported results.
Growth was led by Telecom Core and Business Growth, with contributions from mobile, devices, finance, cybersecurity, AI integration and data centers.
Financial highlights
H1 revenue was ¥3,052,811m versus ¥2,916,005m YoY; adjusted operating income was ¥633,100m versus ¥555,700m.
Adjusted profit attributable to owners was ¥390,049m, up 13.6%; reported profit attributable to owners was ¥363,274m, up 0.9%.
Operating cash flow was ¥428,203m, investing cash outflow ¥336,103m and free cash flow ¥92,100m.
Interim dividend was ¥42 per share, up 5% YoY; planned FY2027 dividend was ¥84 per share.
Outlook and guidance
FY2027 guidance was unchanged: revenue ¥6,410B, adjusted operating income ¥1,210B and adjusted profit attributable to owners ¥731B.
Management expects to achieve the FY operating income target, with Rakuten roaming revenue expected from H2 FY2027.
H1 adjusted operating income and adjusted profit reached 52.3% and 53.4% of their respective full-year forecasts; mid-term target remains 5%+ organic growth.
Finance profit decline is expected to continue through Q3 as loan-to-deposit balances normalize, then return to growth in Q4; energy profit is expected to rise in Q3 as timing differences unwind.
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Latest events from KDDI
- Adjusted operating income rose 13.9% as AI expansion advanced amid incident risks.9433
Q2 2027 - Strong growth in telecom, AI, and data centers, with disciplined investment and global expansion.9433Investor presentation
- Revenue and profit surged, driven by mobile, AI, and divestments, with a higher dividend outlook.9433Q1 2027 (Q&A)
- Revenue and profit surged across all segments, driven by mobile, AI, and disciplined capital moves.9433Q1 2027
- Revenue and income rose, driven by ARPU, business services, AI, and sustainability initiatives.9433Q1 2025
- Revenue and income grew on ARPU and Business Services; profit dipped on FX losses.9433Q2 2025
- Nine-month results strong, ARPU and digital growth drive progress; guidance and dividends steady.9433Q3 2025
- Revenue and profit rose, led by mobile, finance, IoT, and major share repurchases announced.9433Q4 2025 (Q&A)
- Revenue and profit rose, driven by mobile ARPU gains and AI-focused investments.9433Q2 2026 (Q&A)
Next KDDI earnings date
Q3 20275 Feb, 2027
KDDI
Next KDDI earnings date
Q3 20275 Feb, 2027
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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.