KDDI Corp banner

KDDI Corp
TSE:9433

Watchlist Manager
KDDI Corp Logo
KDDI Corp
TSE:9433
Watchlist
Price: 2 675.5 JPY 0.75%
Market Cap: ¥11.2T

KDDI Corp
Investor Relations

In the bustling arena of Japan’s telecommunications landscape, KDDI Corporation stands as a formidable player, bridging traditional telecom services with innovative cutting-edge solutions. Born from the merger of DDI Corp., KDD, and IDO in 2000, KDDI has evolved beyond its roots in long-distance and mobile phone services. It operates under the brand “au,” one of the country’s leading mobile networks. KDDI has fortified its position by offering an extensive suite of services that includes mobile communications, fixed-line services, and Internet connectivity, reaching a wide array of consumer and enterprise customers across the nation. Its revenue is primarily driven by mobile service subscriptions, but the company has also smartly diversified its earnings through fixed broadband offerings and data-centric services.

In an era where digital evolution is rapid, KDDI is not just resting on its laurels. The company is actively expanding its horizons by venturing into smart homes, FinTech, and IoT-driven solutions — demonstrating an adaptability that keeps it relevant and competitive. It collaborates with global technology partners, harnessing innovation to deliver intelligent business solutions that cater to the evolving demands of industry 4.0. Moreover, KDDI’s investments in 5G infrastructure are paving the way for future growth, providing faster and more reliable communication services that are critical for modern applications. Through its commitment to integrating cutting-edge technology with everyday usability, KDDI ensures a steady stream of profitability and maintains its posture as a key enabler of Japan’s digital transformation.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Feb 6, 2026
AI Summary
Q3 2026

Fictitious Transactions Scandal: KDDI revealed that two employees at subsidiaries BIGLOBE and G-PLAN orchestrated fictitious advertising transactions, leading to a maximum estimated revenue overstatement of JPY 246 billion and profit overstatement of JPY 50 billion.

Financial Impact: The company expects to reverse JPY 246 billion in sales and JPY 50 billion in profits. Provisions for external outflows total JPY 33 billion, with JPY 17 billion provisioned for this fiscal year.

Investigation Ongoing: The Special Investigation Committee is still investigating the full scope and timeline, with a report and revised financials expected by the end of March.

Core Business Performance: Despite the scandal, core businesses such as mobile, finance, and DX services showed steady growth in Q3, with operating revenue up 3.8%, operating income up 2%, and profit up 5.3%.

No Changes to Dividend: KDDI confirmed that there is no change to its fiscal year 2026 March dividend forecast.

Governance Measures: Management pledged to strengthen group governance and implement recurrence prevention, with further details to be provided after the investigation concludes.

AI and Infrastructure Initiatives: KDDI is advancing its AI infrastructure strategy, opening new data centers and launching an AI integration company targeting 3,000 personnel by FY2028.

Key Financials
Revenue Overstatement (to be reversed)
JPY 246 billion
Profit Overstatement (to be reversed)
JPY 50 billion
Provision for External Outflow (Total)
JPY 33 billion
Provision for External Outflow (FY26 Q3 YTD)
JPY 17 billion
Operating Revenue
+3.8% YoY (Q3 cumulative)
Operating Income
+2% YoY (Q3 cumulative)
Profit for the Period
+5.3% YoY (Q3 cumulative)
Mobile Revenue Growth
JPY 29.9 billion YoY increase (9M cumulative)
Mobile ARPU Growth
JPY 190 YoY increase
Smartphone Churn Rate (Q3 FY26)
down 0.01 percentage points YoY
Credit Card Operating Income Growth
up 30.5% YoY (Q3 cumulative)
Personal Deposit Balance
1.3x YoY increase
Gold Credit Card Members
up 24.5% YoY
DX Business Services Growth (Q3)
+7.7% YoY
IoT Connections
66 million+
Starlink Direct Connections
approximately 3.5 million
Dividend Forecast
No change (FY26 March)
Earnings Call Recording
Other Earnings Calls

Management

Mr. Makoto Takahashi
President, Rep Dir, CEO and Exec Dir of Corp & Mktg Comm Sector & Global Cons Bus Sect

Makoto Takahashi is a notable figure at KDDI Corporation, a major telecommunications company in Japan. He has held important leadership positions within the company. Takahashi has had a long career with KDDI, during which he has overseen various aspects of the company’s operations. His roles have included responsibilities in strategic planning and business development, contributing significantly to KDDI's growth and innovation in the telecommunications sector. Under his leadership, the company has aimed to enhance its service offerings and expand its market presence. Takahashi's work at KDDI reflects his expertise in managing large-scale operations and navigating the competitive landscape of the telecommunications industry.

Ms. Nanae Saishoji
Managing Executive Officer, CFO, GM of Corporate Mgmt HQ's & Director

Nanae Saishoji is a recognized executive at KDDI Corporation, a prominent telecommunications company in Japan. She serves as an Executive Officer in charge of the Corporate Sector. With extensive experience in the telecommunications industry, Saishoji plays a vital role in corporate management and strategy, focusing on driving growth and innovation within the company. Her leadership skills and strategic insight contribute significantly to KDDI's operations and competitive positioning in the market. Saishoji is known for her commitment to fostering a progressive corporate culture and enhancing operational efficiency in alignment with KDDI's long-term objectives.

Ms. Ikuko Hongou
General Manager of Investor Relations Department

Ikuko Hongou is an executive at KDDI Corporation, a prominent Japanese telecommunications company. She has served in various roles, contributing to the company's strategic initiatives and growth. Her expertise and leadership have been instrumental in navigating the dynamic challenges of the telecommunications industry. Hongou's role at KDDI includes overseeing corporate operations and helping to drive the company's sustainability and innovation efforts, ensuring that it remains competitive in the rapidly evolving market. Her contributions have been significant in aligning KDDI's business strategies with technological advancements and customer-centric services.

Mr. Hirokuni Takeyama
Senior Managing Executive Officer & GM of Consumer Sales Headquarters

Hirokuni Takeyama is a notable figure in the telecommunications industry, particularly associated with KDDI Corporation, one of Japan's leading telecom operators. At KDDI, he has held significant leadership positions, contributing to the company's strategic vision and innovation in telecommunications services. Mr. Takeyama has been involved in various executive roles at KDDI, offering his expertise in managing and expanding the company's business operations. His work has been integral to KDDI's growth domestically and internationally, focusing on enhancing mobile network services and developing new digital solutions to meet evolving consumer demands. Takeyama’s career at KDDI highlights his commitment to pushing technological advancements and maintaining the company’s competitive edge in a fast-evolving industry. His efforts are also reflective of KDDI's broader goals of embracing digital transformation, strengthening network infrastructure, and improving customer experiences.

Mr. Hiroyuki Soshi
Managing Executive Officer & GM of Global Consumer Business Sector

Hiroyuki Soshi is a notable executive in the telecommunications industry, serving as an Executive Officer at KDDI Corporation, one of Japan's leading telecommunications companies. At KDDI, he holds the position of Head of the Consumer Business Sector. In this role, he is responsible for overseeing the company's consumer-related activities, focusing on enhancing customer experience and driving growth in the consumer market. His leadership is integral to KDDI's strategic initiatives, including those related to mobile communications, internet services, and emerging technologies. Soshi's work at KDDI reflects his commitment to innovation and customer-centric solutions in the rapidly evolving telecommunications landscape.

Kazuhiro Yamamoto
Managing Exe. Officer, Deputy GM of Engg. Headquarters & GM of Engg. Promotion Headquarters

Kazuhiro Yamamoto is a prominent executive at KDDI Corporation, a major telecommunications company in Japan. He has held significant leadership roles within the company, contributing to its growth and expansion in the telecom industry. His expertise often encompasses areas such as business strategy, telecommunications technology, and corporate management. Yamamoto has been instrumental in driving KDDI's initiatives related to digital transformation and innovative telecommunications solutions. Through his leadership, KDDI has focused on enhancing its service offerings and expanding its presence both domestically and internationally, aligning with the rapidly evolving demands for telecommunications services in the digital age.

Yasuaki Kuwahara
EVP, Executive Director of Business Solution Sector & Director

Yasuaki Kuwahara is an executive at KDDI Corporation, a major telecommunications company in Japan. He has held the position of Executive Vice President at KDDI. Kuwahara plays a significant role in the company, contributing to its strategic direction and operations. His experience and expertise in the telecommunications industry help drive KDDI's growth and innovation in providing mobile and fixed-line communication services, internet connectivity, and other IT solutions. Under his leadership, KDDI continues to enhance its service offerings and maintain its competitiveness in the market.

Hiroshi Takezawa
Managing Exe. Officer, GM of Marketing Div., Personal Business HQ's, GM of Service Div & Director

Hiroshi Takezawa is an executive at KDDI Corporation, a prominent telecommunications company in Japan. He has held key leadership roles within the company, contributing to its strategic and operational initiatives. Takezawa has been instrumental in driving KDDI's business development, innovation, and growth in the competitive telecom industry. His expertise and leadership have been vital in navigating the challenges of the rapidly evolving technology landscape, ensuring KDDI remains at the forefront of providing advanced telecommunications services. Besides his work at KDDI, Takezawa's career is marked by his ability to adapt to and lead within the fields of telecommunications and information technology. His contributions have solidified his reputation as a significant figure within the industry, as he continues to play a crucial role in shaping the company's direction and success.

Masatoshi Natani
Managing Executive Officer & GM of Business Design Headquarters, Solution Business Headquarters

Masatoshi Natani is not an officer publicly associated with KDDI Corporation. It is possible that there may be limited public information available regarding his role or that his name may be misspelled or not widely recognized in connection with the corporation. If you have more context or specific details, please provide them, and I can try to assist further. Otherwise, it's possible that the information or individual is not publicly documented.

Mr. Kazuyuki Yoshimura
Senior Managing Executive Officer

Kazuyuki Yoshimura is a notable executive associated with KDDI Corporation, a major telecommunications company in Japan. KDDI is known for providing a variety of telecom-related services, including mobile and fixed-line telecommunications. In his role within the company, Kazuyuki Yoshimura has been instrumental in guiding corporate strategies and operations, contributing to the firm's growth and adaptation to competitive technological landscapes. His leadership and vision have been key in areas such as network innovation, customer service excellence, and the expansion of KDDI's global reach. Through these strategic endeavors, he plays a significant role in reinforcing the company's reputation as a prominent player in the global telecommunications market.

Contacts

Address
TOKYO-TO
Chiyoda-ku
Garden Air Tower, 3-10-10, Iidabashi
Contacts
+81333470077.0
www.kddi.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett