The earnings call presented a mixed picture with positive growth in operating revenue and financial services, but challenges in profit decline, high promotional expenses, and weak smartphone subscription growth. New plan launches have been successful, contributing to a positive outlook.

Company Guidance

In the financial results briefing for KDDI Corporation's first quarter of the fiscal year ending March 2026, the company reported a 3.4% year-on-year increase in operating revenue, reaching JPY 1.4363 trillion, while operating income decreased by 1.6% to JPY 272.5 billion. Profit attributable to owners of the parent dropped by 3.3% to JPY 171.1 billion. Despite the decline in profit, the results were in line with initial forecasts. The Personal Services segment saw a JPY 2.3 billion increase in mobile revenues, with mobile ARPU rising by JPY 60 to JPY 4,340 and smartphone subscriptions increasing by 450,000. The company aims for a full-year profit increase of over JPY 30 billion in this segment. In the Business Services sector, operating revenue grew by 4.5% year-on-year to JPY 349.7 billion, with operating income increasing by 5.4% to JPY 57.5 billion. KDDI also highlighted its commitment to expanding its financial services through a partnership with SBI Securities and emphasized the positive impact of its new pricing plans on customer acquisition and brand migration trends.

Increase in Operating Revenue

Operating revenue for the first quarter was JPY 1.4363 trillion, up 3.4% year-on-year.

Growth in Financial Services

au Financial Holdings operating income increased by 33% year-on-year to JPY 11.7 billion.

Mobile Revenue Growth

Mobile revenues were JPY 550.6 billion, up JPY 7.6 billion year-on-year, with ARPU increasing to JPY 4,340, up JPY 60.

Successful Launch of New Plans

New plans such as au 5G Fast Lane and Unlimited Data Overseas have been well received, with 80% of customers choosing the au value-linked plan.

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)	48.14 / -	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 48.14.

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