The earnings call presents a mixed sentiment with notable revenue growth and successful financial services expansion, but offset by profit declines and challenges in specific segments like Digital BPO and smartphone subscriptions. The highlights and lowlights are fairly balanced.

Company Guidance

During the financial results briefing for the first quarter of fiscal year ending March 2026, KDDI Corporation provided guidance on several key metrics. The company reported a consolidated operating revenue of JPY 1.4363 trillion, marking a 3.4% increase year-on-year, while operating income decreased by 1.6% to JPY 272.5 billion. Profit attributable to owners of the parent was JPY 171.1 billion, a decrease of 3.3% from the previous year. Despite the decline in profit, the company maintained that results were in line with initial forecasts. The Personal Services segment aimed for a full-year profit growth of over JPY 30 billion, with Q1 mobile revenues increasing by JPY 2.3 billion year-on-year. Mobile ARPU rose to JPY 4,340, and smartphone subscriptions increased by 450,000. The Business Services segment saw a 4.5% rise in consolidated operating revenue to JPY 349.7 billion, with operating income up 5.4% to JPY 57.5 billion. KDDI emphasized the successful launch of new pricing plans and their focus on digital data and AI to drive further growth. The company also highlighted the strengthening of financial services, with au Financial Holdings' operating income up 33% year-on-year to JPY 11.7 billion.

Revenue Increase

Operating revenue was JPY 1.4363 trillion, up 3.4% year-on-year, indicating a positive revenue growth for the company.

Financial and Energy Business Growth

The combined financial and energy businesses saw an increase of JPY 6.2 billion, and Lawson's equity method profit was up JPY 5.7 billion.

Mobile Revenue Growth

Mobile revenues for Personal and Business Services segments combined were JPY 550.6 billion, up JPY 7.6 billion year-on-year, with a mobile ARPU increase to JPY 4,340, up JPY 60.

Financial Services Expansion

au Financial Holdings operating income increased by 33% year-on-year to JPY 11.7 billion, with the au Money Activity Plan exceeding 1.6 million subscriptions.

Business Services Segment Growth

Consolidated operating revenue in the Business Services segment was JPY 349.7 billion, up 4.5% year-on-year, with operating income up 5.4%.

KDDI (KDDIY) 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

Daily Earnings Calendar >

KDDIY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2026 (Q2)	0.33 / -	0.284	―	―	―
Aug 01, 2025	2026 (Q1)	0.33 / 0.29	0.298	-2.01% (>-0.01)
Feb 05, 2025	2025 (Q3)	0.30 / 0.30	0.284	7.04% (+0.02)
Nov 01, 2024	2025 (Q2)	0.30 / 0.28	0.3	-5.33% (-0.02)
Aug 01, 2024	2025 (Q1)	0.28 / 0.30	0.289	3.11% (<+0.01)
May 10, 2024	2024 (Q4)	0.21 / 0.14	0.241	-40.25% (-0.10)
Feb 02, 2024	2024 (Q3)	0.31 / 0.28	0.312	-8.97% (-0.03)
Nov 02, 2023	2024 (Q2)	0.27 / 0.30	0.25	20.00% (+0.05)
Jul 28, 2023	2024 (Q1)	0.32 / 0.29	0.33	-12.42% (-0.04)
May 11, 2023	2023 (Q4)	0.25 / 0.24	0.205	17.56% (+0.04)

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
Aug 01, 2025	$16.52	$17.10	+3.51%
Feb 05, 2025	$16.80	$17.36	+3.33%
Nov 01, 2024	$15.68	$15.56	-0.77%
Aug 01, 2024	$14.62	$14.92	+2.05%

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 Oct 31, 2025, TBA (Confirmed).

What is KDDI Corporation (KDDIY) earnings time?

KDDI Corporation (KDDIY) earnings time is at Oct 31, 2025, 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?

KDDIY EPS forecast for the fiscal quarter 2026 (Q2) is 0.33.

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