tiprankstipranks
KDDI Corporation (KDDIY)
OTHER OTC:KDDIY
Want to see KDDIY full AI Analyst Report?

KDDI (KDDIY) Price & Analysis

37 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 FlowKDDI generates consistently positive free cash flow (tracking ~56–77% of earnings) and improved absolute FCF in 2025–2026. That durable cash generation supports dividends, network reinvestment and strategic initiatives, providing financial flexibility despite cyclical volatility.
Strategic Digital/Fintech ExpansionThe Coincheck investment and alliance create a structural expansion into digital assets, leveraging KDDI’s customer reach and distribution to add value‑added services and referral revenue. This deepens ecosystem monetization and cross‑sell opportunities, raising long‑term service diversification.
Scale In Business Services And IoTStrong enterprise growth and an installed IoT base (>66M connections) underpin recurring, contract‑driven revenues and platform lock‑in. Scale in IoT and business services supports higher customer lifetime value, cross‑sell of cloud/ICT offerings and resilience versus consumer cyclical swings.
Bears Say
Major Governance FailureA material subsidiary misconduct (JPY 246bn revenue cancellations and ~JPY 50bn operating‑income reversal) represents a fundamental governance breakdown. It threatens long‑term stakeholder trust, could trigger additional impairments, legal actions and higher compliance costs that weigh on strategic execution.
Rising LeverageLeverage climbed materially to ~1.06 by 2026, lowering balance‑sheet flexibility. Elevated debt increases refinancing and interest‑rate sensitivity, constrains discretionary investment or M&A, and amplifies downside risk if operating cash flow weakens or capital markets tighten.
Operating Margin ErosionOperating profitability has softened versus prior years, indicating higher costs, adverse mix or investment pressure. Sustained margin compression would reduce cash flow conversion and ROE resilience, making growth more reliant on volume gains or structural cost remediation to preserve returns.

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 $18.22 in the past 12 months.
    What is KDDI Corporation’s market cap?
    KDDI Corporation’s market cap is $66.10B.
      When is KDDI Corporation’s upcoming earnings report date?
      KDDI Corporation’s upcoming earnings report date is Jul 24, 2026 which is in 63 days.
        How were KDDI Corporation’s earnings last quarter?
        KDDI Corporation released its earnings results on May 12, 2026. The company reported $0.277 earnings per share for the quarter, beating the consensus estimate of N/A by $0.277.
          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 $0.277 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -0.006%.
                  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

                    4
                    Neutral
                    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
                    14.41%
                    Trailing 12-Months
                    Asset Growth
                    7.21%
                    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

                    Q4 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
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    America Movil
                    Chunghwa Telecom Co
                    PT Telekomunikasi Indonesia Tbk
                    Vodafone

                    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
                    ---
                    Popular Stocks