The earnings call presented a mixed outlook with notable revenue growth in key segments and successful new pricing plans. However, it also highlighted challenges such as decreased profit and weak smartphone subscription growth. The multi-brand strategy and financial services showed positive progress, but were offset by issues in the Personal Services and Digital BPO areas.

Company Guidance -

Q2 2026

During KDDI Corporation's first quarter financial results briefing for the fiscal year ending March 2026, several key metrics were discussed. Consolidated operating revenue increased by 3.4% year-on-year to JPY 1.4363 trillion, while operating income decreased by 1.6% to JPY 272.5 billion. Profit attributable to owners of the parent fell by 3.3% to JPY 171.1 billion. The Personal Services segment saw a year-on-year mobile revenue increase of JPY 7.6 billion, with mobile ARPU rising by JPY 60 to JPY 4,340 and smartphone subscriptions up by 450,000. The Business Services segment reported an operating revenue increase of 4.5% to JPY 349.7 billion and a 5.4% rise in operating income to JPY 57.5 billion. Despite a decline in profit, the overall business progress is aligned with forecasts, with a full-year profit growth target of over JPY 30 billion in the mobile sector. The company's new pricing plans and strategic focus on digital data, AI, and financial services are expected to drive future growth.

Revenue Growth in Key Segments

Operating revenue increased to JPY 1.4363 trillion, a 3.4% year-on-year growth. Business Services segment revenue grew 4.5% year-on-year, driven by mobile revenues and solid ARPU.

Successful Launch of New Pricing Plans

The new pricing plans, including au 5G Fast Lane and Unlimited Data Overseas, have been well received, with about 80% of au customers choosing the au value-linked plan.

Financial Services Growth

au Financial Holdings operating income increased by 33% year-on-year to JPY 11.7 billion, with the successful expansion of the au Money Activity Plan to over 1.6 million subscriptions.

Positive Impact of Multi-Brand Strategy

The multi-brand strategy has improved brand migration trends with a 1.4x increase in migrations from UQ mobile to au year-on-year.

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

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JP:9433 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2026 (Q2)	51.07 / -	43.115	―	―	―
Aug 01, 2025	2026 (Q1)	46.80 / 43.01	42.49	1.22% (+0.52)
Feb 05, 2025	2025 (Q3)	46.59 / 46.16	42.305	9.10% (+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	41.01	3.61% (+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	40.895	3.45% (+1.41)
Nov 02, 2023	2024 (Q2)	38.63 / 44.87	37.055	21.09% (+7.81)
Jul 28, 2023	2024 (Q1)	44.22 / 41.01	43.505	-5.73% (-2.50)
May 11, 2023	2023 (Q4)	33.90 / 33.65	26.785	25.63% (+6.86)

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
Aug 01, 2025	¥2485.50	¥2532.50	+1.89%
Feb 05, 2025	¥2558.02	¥2600.36	+1.66%
Nov 01, 2024	¥2352.24	¥2343.38	-0.38%
Aug 01, 2024	¥2129.40	¥2123.10	-0.30%

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 Oct 31, 2025, TBA (Confirmed).

What is KDDI Corporation (JP:9433) earnings time?

KDDI Corporation (JP:9433) earnings time is at Oct 31, 2025, 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 (Q2) is 51.07.

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