The earnings call presented a mixed picture with notable revenue growth and success in financial services, but challenges with profit decline and slower smartphone subscription growth. Despite some positive developments in new plans and business services, significant impacts from promotional expenses and struggles in digital BPO contributed to a balanced sentiment.

Company Guidance -

Q2 2026

In the KDDI Corporation's financial briefing for the first quarter of the fiscal year ending March 2026, several key metrics and strategic initiatives were highlighted. The company reported a 3.4% year-on-year increase in operating revenue to JPY 1.4363 trillion, while operating income and profit attributable to owners of the parent declined by 1.6% and 3.3%, respectively. The Personal Services segment aimed for a year-on-year profit increase of JPY 1.9 billion and a full-year profit growth of over JPY 30 billion. Key contributors to financial performance included a JPY 6.2 billion increase from Financial and Energy businesses and a JPY 5.7 billion rise from Lawson's equity method profit. However, promotional expenses from the previous year negatively impacted operating income by JPY 21.4 billion. The company noted that mobile revenues rose by JPY 7.6 billion year-on-year, with ARPU increasing by JPY 60 and smartphone subscriptions up by 450,000. New plans, such as au 5G Fast Lane and Unlimited Data Overseas, were well received, with 80% of customers opting for the au value-linked plan. In the Business Services segment, operating revenue increased by 4.5% to JPY 349.7 billion, with a 5.4% rise in operating income to JPY 57.5 billion. The company plans to expand in areas like security and IoT and strengthen its alliance with SBI Securities to enhance its financial services.

Revenue Growth

Operating revenue was JPY 1.4363 trillion, up 3.4% year-on-year. The mobile revenues for Personal and Business Services segments combined were JPY 550.6 billion, up JPY 7.6 billion year-on-year.

Financial Services Success

au Financial Holdings operating income increased 33% year-on-year to JPY 11.7 billion. The au Money Activity Plan exceeded 1.6 million subscriptions.

Business Services Segment Performance

Consolidated operating revenue was JPY 349.7 billion, up 4.5% year-on-year, and operating income was JPY 57.5 billion, up 5.4%.

New Plans and Connected Experience

The new connected experience value, including au 5G Fast Lane and Starlink Direct, has been well received. 80% of customers chose the au value-linked plan.

KDDI (KDDIY) 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

Daily Earnings Calendar >

KDDIY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2026 (Q2)	0.36 / -	0.284	―	―	―
Aug 01, 2025	2026 (Q1)	0.33 / 0.29	0.298	-2.01% (>-0.01)
Feb 05, 2025	2025 (Q3)	0.30 / 0.30	0.284	7.04% (+0.02)
Nov 01, 2024	2025 (Q2)	0.30 / 0.28	0.3	-5.33% (-0.02)
Aug 01, 2024	2025 (Q1)	0.28 / 0.30	0.289	3.11% (<+0.01)
May 10, 2024	2024 (Q4)	0.21 / 0.14	0.241	-40.25% (-0.10)
Feb 02, 2024	2024 (Q3)	0.31 / 0.28	0.312	-8.97% (-0.03)
Nov 02, 2023	2024 (Q2)	0.27 / 0.30	0.25	20.00% (+0.05)
Jul 28, 2023	2024 (Q1)	0.32 / 0.29	0.33	-12.42% (-0.04)
May 11, 2023	2023 (Q4)	0.25 / 0.24	0.205	17.56% (+0.04)

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

KDDIY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$16.52	$17.10	+3.51%
Feb 05, 2025	$16.80	$17.36	+3.33%
Nov 01, 2024	$15.68	$15.56	-0.77%
Aug 01, 2024	$14.62	$14.92	+2.05%

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 (KDDIY) report earnings?

KDDI Corporation (KDDIY) is schdueled to report earning on Oct 31, 2025, TBA (Confirmed).

What is KDDI Corporation (KDDIY) earnings time?

KDDI Corporation (KDDIY) 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 KDDIY EPS forecast?

KDDIY EPS forecast for the fiscal quarter 2026 (Q2) is 0.36.

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