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KDDI Corporation (KDDIY)
OTHER OTC:KDDIY
Earnings Data
Report Date
Jul 31, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.29Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Consolidated Top-Line and Profit Growth (Cumulative 9 Months)
Reference consolidated results for Q3 show operating revenue up +3.8% year-on-year, operating income up +2.0% and profit for the period up +5.3% on a cumulative basis, after adjusting for the impact of the subsidiary matter (figures subject to revision).
Mobile Structural Transformation and Revenue Momentum
Mobile revenue accelerated with a nine-month cumulative increase of JPY 29.9 billion year-on-year. Mobile-related segment contributed +JPY 27.2 billion to consolidated change factors. Mobile ARPU increased by JPY 190 year-on-year and smartphone churn improved (reduced by 0.01 percentage points year-on-year).
Shift to Higher-Value Customers and Improved Retention
UQ Mobile device-bundled contracts (higher ARPU) saw contract retention increase by 4 percentage points; overall brand migration from UQ to au turned positive on a quarterly basis, supporting LTV-focused strategy.
Financial Services Improvement
Credit card business drove strong profit growth with operating income up +30.5% year-on-year (cumulative). Personal deposit balances expanded ~1.3x year-on-year and number of gold credit card members rose +24.5% year-on-year.
Business Services and IoT Growth
Business Services posted strong momentum—Q3 alone growth +7.7% year-on-year. IoT connections exceeded 66 million (including SORACOM), contributing to double-digit IoT growth in parts of the business.
au Starlink Direct Adoption and Network Expansion
au Starlink Direct (launched April 2025) expanded to over 80 device types and reported roughly 3.5 million connections; coverage recently doubled to include Ogasawara Islands and ferry routes and will expand to the U.S. in March.
AI Infrastructure and Data Center Progress
Launched Osaka Sakai Data Center (Jan) and Miyazaki Network Center (Feb) to build an 'AI digital belt' and low-latency nationwide AI compute network; established new AI integration arm (KDDI iret) targeting ~3,000 personnel by FY2028 to capture AI platform demand.
Dividend Policy Maintained
Company confirmed there is no revision to the dividend forecast for FY March 2026 despite the disclosed subsidiary matter.
KDDIY 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
KDDIY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 06, 2026 | $17.76 | $17.84 | +0.48% |
Nov 06, 2025 | $15.87 | $16.13 | +1.63% |
Aug 01, 2025 | $16.52 | $17.10 | +3.54% |
May 14, 2025 | $17.53 | $17.63 | +0.60% |
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 Jul 31, 2026, TBA (Confirmed).
What is KDDI Corporation (KDDIY) earnings time?
KDDI Corporation (KDDIY) 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 KDDIY EPS forecast?
Currently, no data Available