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KDDI Corporation

$16.75▼ 11.84%($-2.25)

MKT CAP $63.77BNEXT EARNINGS Oct 30, 2026

50%

Bullish

50%

Bullish

TickerSpark Score

64/100

▌ Mixed

97

Valuation

80

Profitability

50

Growth

64

Health

30

Momentum

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Price Chart

-5.10% · this period

52-Week Range46% of range

Low

$14.18

Current

$16.75

High

$19.83

Earnings Calls · KDDIF

Earnings call summaries

Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.

KDDI started FY2027 with solid Q1 growth, led by stronger mobile monetization, better churn, and continued expansion in growth businesses, while keeping full-year guidance unchanged.· August 7, 2026

Key Takeaways

Operating revenue rose 5.1% year on year; adjusted operating income rose 21.1%; adjusted net income rose 21.6%.
Mobile KPIs improved: active smartphones reached 33.3 million, churn fell to 1.17%, and mobile ARPU rose to JPY 4,400.
Management said the Rakuten roaming agreement will end at the end of September, with a limited rural-area continuation, and estimated a Q1 year-on-year impact of about JPY 800 million.
Growth areas were broadly strong: Personal Growth operating income rose 9.3% and Business Growth operating income rose 21.6%.
The company kept its full-year outlook intact at JPY 1,210 billion for the key profit target and said Q1 progress was ahead of plan.
results
For Q1, operating revenue increased 5.1% year on year, adjusted operating income increased 21.1%, and adjusted net income increased 21.6%. The company said mobile communication revenue drove the profit increase, while operating revenue increased across all segments. Mobile ARPU was JPY 4,400, up JPY 160 year on year, active smartphones were 33.3 million, up 390,000, and churn improved to 1.17%, down 0.06 points. On the growth-business side, Personal Growth operating income rose 9.3% and Business Growth operating income rose 21.6%; AI integration and cybersecurity revenue grew 19.2%, cloud infrastructure revenue grew more than 30%, and Connectivity Data Center operating revenue grew 20.6% with EBITDA margin above 40%. Au Financial Holdings operating income fell JPY 3.7 billion year on year, including about JPY 2.4 billion of mark-to-market losses tied to higher long-term rates, but management said this was in line with plan. Management kept its full-year target unchanged at JPY 1,210 billion and said the quarter’s progress rate against full-year forecasts was ahead of plan; it also said the company is not factoring Rakuten roaming revenue after September into guidance, though some rural-area revenue will continue in the second half.
ceo
Saishoji framed the quarter as a strong start to the year and repeatedly emphasized that the company is executing against its full-year plan rather than revising upward after a good Q1. Her message was that KDDI is protecting service quality in core telecom, expanding value-based plans, and using improved cash generation to fund growth and portfolio changes. She also pointed to governance strengthening, security measures, and more disciplined investment review as major themes for the midterm period.
cfo
Saishoji highlighted that core free cash flow and the operating cash flow margin remain stable, with the operating cash flow margin at 21.6%. She said the company has decided on 11 divestments so far this fiscal year, generating approximately JPY 150 billion in cash, and that this cash will support AI and other growth investments under a disciplined ROIC-based framework. In discussion of financials, Katsuki added that the Financial Business included roughly JPY 2.4 billion of mark-to-market losses from higher long-term rates, while the pressure from housing-loan balance-sheet control was being managed as part of a transition to restore deposit funding and shift toward higher-margin products.
qanda
Analysts focused heavily on three issues: Rakuten roaming, the possibility of another mobile price increase, and the scale and use of divestment proceeds. Management said the Rakuten roaming agreement will end at the end of September, with a limited continuation in rural areas, and estimated the Q1 revenue hit at about JPY 800 million; it declined to quantify second-half roaming revenue or the exact quality improvement for KDDI customers. On pricing, Sasaki said no second round of price hikes has been decided, but KDDI will keep emphasizing value, plan mix, and migration to higher-value plans. On divestments and capital allocation, Katsuki and Saishoji said proceeds will primarily fund growth investments such as AI, cloud, and related areas, but if no suitable investment opportunities exist, returning funds to shareholders remains an option.
bull
The call showed that KDDI’s core telecom engine is improving, with higher ARPU, lower churn, and strong progress in plan migration helping profits. Growth businesses also appear to be gaining traction, especially AI integration, cloud, data centers, and parts of the financial and personal-growth portfolio, while management said Q1 outperformed internal expectations.
bear
The Rakuten roaming exit removes some revenue, even if management says the impact is limited and partly offset by rural-area continuation. Financial Business profit is under pressure from higher interest-rate mark-to-market losses and balance-sheet control, and management also signaled that some second-half costs will be directed toward strategic investment, which may limit near-term margin expansion. Management left the door open on another price increase but gave no timing or decision, so further telecom monetization is still uncertain.

AI summary of the company's earnings call · Paraphrased · Not investment advice

KDDI Corporation

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