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KDDI Corporation (KDDIY)
OTHER OTC:KDDIY

KDDI (KDDIY) Price & Analysis

38 Followers

KDDIY Stock Chart & Stats

$17.56
-$0.12(-0.77%)
At close: 4:00 PM EST
$17.56
-$0.12(-0.77%)

Bulls Say, Bears Say

Bulls Say
Consistent Free Cash Flow GenerationFree cash flow has been consistently positive and accelerated in the TTM period, running roughly three‑quarters of net income. That durable cash generation supports dividends, network and AI capex, and gives KDDI flexibility to fund strategic initiatives or absorb shocks without immediate reliance on external financing.
Stable Profitability And MarginsKDDI’s net margin near 11–12% reflects steady operating discipline in a mature telecom market. Consistent profitability underpins predictable earnings, helps sustain shareholder distributions, and provides internal funding for network upgrades and digital services, reducing dependency on volatile revenue swings.
Diversified Growth Across Mobile, Fintech, IoT And AIKDDI is expanding multiple secular growth engines: improving mobile ARPU and retention, rapid fintech deposit and card income growth, Business Services and IoT scale, plus new AI/data center capacity. This diversification reduces reliance on a single revenue stream and supports structural revenue and margin resilience over coming quarters.
Bears Say
Material Subsidiary Misconduct And Large ReversalsDisclosed suspected fictitious transactions at a consolidated subsidiary imply JPY246bn of revenue to cancel and roughly JPY50bn of operating‑income reversal. The magnitude creates persistent earnings volatility, likely write‑downs and uncertain recoveries that can materially alter near‑term and medium‑term financial results and capital allocation.
Rising Leverage Reduces Financial FlexibilityLeverage increased materially to a D/E of ~1.09 TTM from ~0.32–0.46 previously. Higher debt levels amplify refinancing and interest‑rate sensitivity, constrain the company’s ability to pursue opportunistic investments, and reduce headroom to absorb further shocks or fund remediation costs tied to the subsidiary issue.
Governance Failure And Investigatory UncertaintyAn external special committee, delayed disclosures and management’s admission of control failures indicate serious governance and control weaknesses. This reputational and regulatory uncertainty can erode partner and customer trust, invite further regulatory scrutiny, and divert management attention for several months while remediation and potential legal actions proceed.

KDDI News

KDDIY FAQ

What was KDDI Corporation’s price range in the past 12 months?
KDDI Corporation lowest stock price was $15.43 and its highest was $18.39 in the past 12 months.
    What is KDDI Corporation’s market cap?
    KDDI Corporation’s market cap is $61.32B.
      When is KDDI Corporation’s upcoming earnings report date?
      KDDI Corporation’s upcoming earnings report date is Jul 31, 2026 which is in 111 days.
        How were KDDI Corporation’s earnings last quarter?
        KDDI Corporation released its earnings results on Feb 06, 2026. The company reported $0.279 earnings per share for the quarter, missing the consensus estimate of $0.329 by -$0.05.
          Is KDDI Corporation overvalued?
          According to Wall Street analysts KDDI Corporation’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does KDDI Corporation pay dividends?
            KDDI Corporation pays a Annually dividend of $0.238 which represents an annual dividend yield of 2.38%. See more information on KDDI Corporation dividends here
              What is KDDI Corporation’s EPS estimate?
              KDDI Corporation’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does KDDI Corporation have?
              KDDI Corporation has 4,187,847,700 shares outstanding.
                What happened to KDDI Corporation’s price movement after its last earnings report?
                KDDI Corporation reported an EPS of $0.279 in its last earnings report, missing expectations of $0.329. Following the earnings report the stock price went up 0.484%.
                  Which hedge fund is a major shareholder of KDDI Corporation?
                  Currently, no hedge funds are holding shares in KDDIY
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    KDDI Stock Smart Score

                    3
                    Underperform
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Technicals

                    SMA
                    Negative
                    20 days / 200 days
                    Momentum
                    7.70%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    14.13%
                    Trailing 12-Months
                    Asset Growth
                    13.97%
                    Trailing 12-Months

                    Company Description

                    KDDI Corporation

                    KDDI Corporation (KDDIY) is a leading telecommunications and information technology company based in Japan. It operates primarily in the mobile communications sector, offering a range of services including mobile voice, data communications, and fixed-line services. KDDI is well-known for its flagship brand, au, which provides mobile services to millions of customers. Additionally, the company is involved in various sectors, including cloud services, IoT solutions, and content distribution, catering to both individual consumers and enterprise clients.

                    KDDI (KDDIY) Earnings & Revenues

                    KDDIY Company Deck

                    KDDIY Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presents a mixed picture: operationally the core businesses (mobile, finance, business services, IoT and AI initiatives) demonstrated solid growth trends (revenue +3.8%, profit +5.3% cumulative; mobile ARPU +JPY190; credit card operating income +30.5%; IoT >66 million connections) and management has concrete plans for AI infrastructure and human capital. However, these positives are offset by a material fraud-like issue at subsidiaries—reference revenue cancellations totaling JPY 246 billion, an expected profit reversal of about JPY 50 billion, provisioning for external outflows of JPY 33 billion and ongoing investigations that have delayed official Q3 results and raised serious governance and reputational concerns. Given the magnitude and uncertainty of the subsidiary matter, while core business momentum is healthy, the call’s net tone is cautious and balanced between strong operating performance and significant downside risk from the identified misconduct.View all KDDIY earnings summaries
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                    Ownership Overview

                    <0.01%<0.01%99.99%
                    Insiders
                    <0.01% Other Institutional Investors
                    99.99% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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