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KDDI Corporation (JP:9433)
:9433
Japanese Market
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KDDI (9433) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 30, 2026
TBA (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
51.4
Last Year’s EPS
46.16
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment with notable revenue and profit growth, especially in the mobile segment, and significant technological advancements. However, challenges in the Finance and DX segments and concerns over stakeholder costs present potential hurdles.
Company Guidance
During the earnings call for the second quarter of fiscal year ending March 2026, KDDI reported notable financial performance with a 3.8% increase in operating revenue year-on-year, reaching JPY 2,963.2 billion, and a net income rise of 7.6% to JPY 377.7 billion. The company highlighted a strong second quarter year-over-year growth with operating revenue up 4.1%, and net income surging 18.6%. KDDI's mobile business showed significant improvement with a JPY 11.1 billion year-over-year increase, while Finance and Energy business, along with Lawson equity method profits, collectively added JPY 12.7 billion. The company anticipates a JPY 55 billion increase in profit for the second half, driven by a JPY 30 billion target in focal areas including Finance, Energy, and Lawson, and an expected JPY 19 billion rise in the mobile segment. The call also stressed ongoing structural reforms in the mobile business aimed at enhancing ARPU and reducing churn, with mobile ARPU increasing to JPY 4,460 in Q2. KDDI is focusing on long-term customer retention and value creation, amidst a competitive landscape, with initiatives to promote brand switching to reinforce its main brand, au. The company plans to leverage AI and expand its infrastructure, including data centers, as part of its next midterm management strategy, while maintaining disciplined capital allocation and exploring share buybacks.
Revenue and Profit Growth
KDDI increased both revenue and profit, with operating revenue reaching JPY 2,963.2 billion (a 3.8% increase year-on-year) and net income at JPY 377.7 billion (up 7.6%).
Mobile Business Transformation
The mobile segment saw revenue growth of JPY 11.1 billion, with significant improvements in churn rates and ARPU growth reaching JPY 4,460 in Q2.
Technological and Structural Reforms
Structural reforms contributed JPY 9.6 billion, and technological advancements are expected to provide a positive impact of approximately JPY 13 billion in the second half.
Telecom Infrastructure Enhancements
KDDI achieved #1 ranking in Japan for user experience in Opensignal analysis, and plans to expand data centers in London and Osaka with significant investments.

KDDI (JP:9433) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

JP:9433 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 30, 2026
2026 (Q3)
51.40 / -
46.155
Nov 06, 2025
2026 (Q2)
48.14 / 53.94
43.11525.11% (+10.82)
Aug 01, 2025
2026 (Q1)
46.80 / 43.01
42.491.22% (+0.52)
May 14, 2025
2025 (Q4)
43.84 / 37.57
22.4367.50% (+15.14)
Feb 05, 2025
2025 (Q3)
46.59 / 46.16
42.3059.10% (+3.85)
Nov 01, 2024
2025 (Q2)
43.97 / 43.12
44.87-3.91% (-1.75)
Aug 01, 2024
2025 (Q1)
43.71 / 42.49
41.013.61% (+1.48)
May 10, 2024
2024 (Q4)
33.12 / 22.43
33.65-33.34% (-11.22)
Feb 02, 2024
2024 (Q3)
44.30 / 42.30
40.8953.45% (+1.41)
Nov 02, 2023
2024 (Q2)
38.63 / 44.87
37.05521.09% (+7.81)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

JP:9433 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
¥2448.50¥2469.00+0.84%
Aug 01, 2025
¥2444.80¥2491.03+1.89%
May 14, 2025
¥2549.07¥2537.76-0.44%
Feb 05, 2025
¥2516.14¥2557.78+1.66%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does KDDI Corporation (JP:9433) report earnings?
KDDI Corporation (JP:9433) is schdueled to report earning on Jan 30, 2026, TBA (Confirmed).
    What is KDDI Corporation (JP:9433) earnings time?
    KDDI Corporation (JP:9433) earnings time is at Jan 30, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of KDDI Corporation stock?
          The P/E ratio of KDDI is N/A.
            What is JP:9433 EPS forecast?
            JP:9433 EPS forecast for the fiscal quarter 2026 (Q3) is 51.4.
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