KDDI Corporation Earnings Call - KDDI PSFK Earnings Call

While facing mixed financial results in the last quarter, KDDI is charting a forward-looking course to address evolving consumer demands and leverage targeted investments for future growth and expansion in the competitive telecommunications landscape, based on the insights shared during the earnings call.
Financial Performance- KDDI reported a 1.5% year-over-year increase in revenue to ¥5.754 trillion, as stated on the earnings call.- However, operating income declined to ¥961.6 billion, which the company attributed to provisions for its Myanmar telecom business and disposal of underutilized telecom equipment, as acknowledged during the call.- The company achieved double-digit income growth year-over-year in digital transformation (DX), financial services, and the energy sector, according to the earnings call.5G and Infrastructure Investments- KDDI completed the deployment of 94,000 5G base stations, a significant milestone highlighted on the earnings call.- The company is making substantial investments in key growth areas and allocating operating cash flow for capital expenditures and business investments, as mentioned during the call.Strategic Partnerships and Expansion- KDDI discussed its innovative partnership with LAWSON during the earnings call, aiming to provide new services by enhancing the functions and value of store locations as "multi-contract points."- CEO Makoto Takahashi outlined a vision of using LAWSON stores as base stations for edge AI, drone stations, EV stations, and crime prevention, creating a "platform business" to expand value creation, as stated on the call.- These plans reflect KDDI's strategy to integrate digital and physical realms, enhance customer experiences, and pioneer "Real Tech Convenience Stores," as discussed during the earnings call.


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theearningscall.substack.com