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KDDI Corporation (JP:9433)
:9433
Japanese Market

KDDI (9433) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 10, 2025
TBA Not Confirmed
Period Ending
2025 (Q4)
Consensus EPS Forecast
88.11
Last Year’s EPS
44.86
Same Quarter Last Year
Based on 4 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 05, 2025
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% Change Since: -5.37%
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Next Earnings Date:May 10, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a generally positive outlook with steady growth in revenue and income, successful new plans, and strong collaborations, particularly with Lawson. However, challenges persist in terms of churn rates, specific revenue declines, and slower than expected growth in certain segments such as DX and BPO services.
Company Guidance
In the call, KDDI provided guidance for its financial performance in the third quarter of the fiscal year ending March 2025. The company reported consolidated operating revenue of ¥4,364.2 billion, reflecting a 2.3% year-on-year increase, with a progress ratio of 75.6% against the full-year forecast. Operating income rose by 2.0% year-on-year to ¥864.6 billion, achieving a 77.9% progress ratio. Net income, excluding temporary impacts from subsidiary reorganizations, increased by 0.6% year-on-year, with a progress ratio of 77.8%. Key factors for the growth in operating income included steady increases in communications ARPU revenues and strong performances in finance, energy, and DX businesses, as well as Lawson's contributions. Specifically, communications ARPU revenues grew by ¥3.5 billion year-on-year, financial and energy businesses combined contributed an additional ¥12.6 billion, and Lawson's equity method accounted income was up by ¥18.2 billion. The company also noted a positive trajectory for its multi-brand ID monthly net additions since November, driven by new pricing plans such as the Komikomi Plan+ and Money Activity Plan+.
Steady Revenue Growth
Operating revenue for the third quarter was ¥4,364.2 billion, up 2.3% year-on-year, with a progress ratio of 75.6% versus the full year forecast.
Increased Operating Income
Operating income was ¥864.6 billion, up 2.0% year-on-year, with a progress ratio of 77.9%.
Growth in Personal Services
Total ARPU revenues increased steadily, with communications ARPU revenues up ¥3.5 billion year-on-year and value-added ARPU revenues up ¥27.9 billion year-on-year.
Successful New Pricing Plans
Introduction of competitive new plans such as Komikomi Plan+ and Money Activity Plan+ recovered momentum in monthly net additions of multi-brand IDs since November.
Strong Collaboration with Lawson
Ponta Pass acquisitions increased by about 20% quarter-on-quarter since launch in October, contributing to Lawson's daily sales increase by 3.4% year-on-year.
Investment in AI and DX
Decided to introduce NVIDIA's latest GPU to meet growing demand, furthering AI service preparations and accelerating customers' digitalization through WAKON-CROSS.
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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
May 10, 20252025 (Q4)
88.11 / -
44.86
Feb 05, 20252025 (Q3)
93.17 / 92.31
84.619.10% (+7.70)
Nov 01, 20242025 (Q2)
87.93 / 86.23
89.74-3.91% (-3.51)
Aug 01, 20242025 (Q1)
87.42 / 84.98
82.023.61% (+2.96)
May 10, 20242024 (Q4)
66.23 / 44.86
67.3-33.34% (-22.44)
Feb 02, 20242024 (Q3)
88.59 / 84.61
81.793.45% (+2.82)
Nov 02, 20232024 (Q2)
77.27 / 89.74
74.1121.09% (+15.63)
Jul 28, 20232024 (Q1)
88.44 / 82.02
87.01-5.73% (-4.99)
May 11, 20232023 (Q4)
67.81 / 67.30
53.5725.63% (+13.73)
Feb 02, 20232023 (Q3)
90.06 / 81.79
86.2-5.12% (-4.41)
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
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JP:9433 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 05, 2025¥5196.00¥5282.00+1.66%
Nov 01, 2024¥4778.00¥4760.00-0.38%
Aug 01, 2024¥4325.36¥4312.55-0.30%
May 10, 2024¥4220.90¥4247.51+0.63%
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.
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FAQ

When does KDDI Corporation (JP:9433) report earnings?
KDDI Corporation (JP:9433) is schdueled to report earning on May 10, 2025, TBA Not Confirmed.
    What is KDDI Corporation (JP:9433) earnings time?
    KDDI Corporation (JP:9433) earnings time is at May 10, 2025, TBA Not 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 2025 (Q4) is 88.11.
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