KDDI Corporation (JP:9433)
:9433
Earnings Data
Report Date
Jul 31, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
43.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call combined substantial operational and strategic positives (stable consolidated growth, mobile ARPU and churn improvements, strong finance/card performance, IoT and AI infrastructure progress, and an unchanged dividend policy) with a very significant governance and accounting crisis (suspected fictitious transactions totaling JPY 246 billion of revenue, ~JPY 50 billion profit reversal, JPY 33 billion provisioning and ongoing investigation). While core businesses demonstrate healthy momentum and clear growth initiatives, the scale, duration (multi-year) and materiality of the improper transactions create major financial, governance and reputational risks and leave material uncertainty until the Special Investigation Committee and auditors conclude. Overall, the negatives are substantial and weigh heavily on near-term confidence.Company Guidance
Consolidated Financial Performance (9-month cumulative)
Operating revenue grew by +3.8% year-on-year, operating income increased by +2.0% YoY, and profit for the period rose +5.3% YoY for the first three quarters (reference values after adjustments).
Mobile Business Structural Improvement
Mobile revenue accelerated (nine-month cumulative increase of JPY 29.9 billion YoY); mobile ARPU improved by JPY 190 YoY; smartphone churn rate improved (Q3 fell by 0.01 percentage points YoY); UQ to au brand migrations surpassed au to UQ on a quarterly basis; UQ device-bundled contracts retention up ~4 percentage points.
Finance & Card Business Momentum
Credit card business operating income up 30.5% YoY (cumulative); personal deposit balances expanded 1.3x YoY; number of gold credit card members increased +24.5% YoY — improvements in deposit procurement and card customer quality noted.
Business Services & IoT Growth
Business Services segment (Q3 alone) grew +7.7% YoY; BPO/SI-related services turned around to increase profits in Q3; IoT (including SORACOM) connections exceeded 66 million, contributing to double-digit IoT growth.
AI & Infrastructure Investments
Launched Osaka Sakai Data Center (Jan) as an AI data hub; Miyazaki Network Center planned (Feb); announced AI integration business (KDDI iret) targeting ~3,000 personnel by FY2028 and strategy to build an 'AI digital belt' leveraging submarine cable and landing-station assets.
Starlink Direct Deployment
au Starlink Direct expanded coverage and device support: coverage doubled to include remote islands and ferry routes, service to be available in the U.S. in March; reported roughly 3.5 million connections and expanded device ecosystem (~80 device types).
Dividend Policy Unchanged
Management confirmed no revision to the dividend forecast for FY March 2026 despite the ongoing investigation and provisional adjustments.
Operational Management Actions Announced
Company established a Special Investigation Committee (external attorneys & CPAs) and committed to strengthen group governance, implement recurrence-prevention measures, and disclose the investigation report by end of March.
JP:9433 Earnings History
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 |
|---|---|---|---|
Feb 06, 2026 | ¥2785.00 | ¥2799.00 | +0.50% |
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% |
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 Jul 31, 2026, TBA (Confirmed).
What is KDDI Corporation (JP:9433) earnings time?
KDDI Corporation (JP:9433) earnings time is at Jul 31, 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?
Currently, no data Available