KDDI is expected to decrease by about 70 billion per year due to a lowering mobile charge -Q & A session in the financial results announcement

　KDDI announced the first quarter of the fiscal year ending March 2022 on the 30th.In this article, we will deliver the question and answer session at the financial results briefing on the afternoon of the same day.

――First of all, I would like to tell you the effects of the spring price reduction in spring.

Takahashi: There are some parts that return to customers by reducing prices, and that the 5G communication currently promoted has increased the income of data communication charges.If you go on the internet of these two, you will lose about 600 to 70 billion in the year.In addition, the sales will decrease by about 11.7 billion yen for the first quarter.

――Which is the largest influence of “au”, “UQ mobile”, and “Povo” regarding the impact of price reductions?I want to know the ratio.

We cannot answer the ratio of Mr. Takahashi, but in our case, customers will flow to UQ Mobile and Povo, so the number of au operations will decrease accordingly.

　Since the number of UQ mobile and Povo subscribers increases accordingly, it is au that is most affected by the total amount.

――I think that in addition to the growth area as well as the growth area, the plus of 12.6 billion yen in addition to the growth area is a major factor in the price reduction.

Mr. Muramoto: I will refrain from the details of the details, but one is roaming income.The other is to return the repairs of the submarine cable and return the points.

――I want to know the progress of POVO, which was offered this term.

Mr. Takahashi's Povo contract is about 1 million now.

KDDI President Takahashi says, "The number of POVO contracts is about 1 million."

――What is the growth of the contract?

At the beginning of the provision of Mr. Takahashi, the number of contracts increased sharply, but as a result of strengthening focus on UQ mobile, the number of POVO contracts is now calm.

―― Although additional toppings have not yet been published for Povo toppings.

Takahashi's additional toppings are not now available.We are currently focusing on UQ mobile.However, POVO is a very personal feeling, so I can not talk about it now, but we are considering various things.

――I would like to tell you about SoftBank's countermeasures against “LINEMO”.

Mr. Takahashi does not take any action, but I would like to pay attention to customers' voices and market trends.UQ Mobile's "Denki Set Discount" has a good reputation from customers, starting to offer 990 yen per month.We will do our utmost to recover the momentum firmly.

President KDDI Takahashi, "LINEMO" 3GB/990 yen "Do not compete immediately"

――I want to know about 5G compatible plans for UQ Mobile and Povo.

Mr. Takahashi UQ Mobile and Povo have decided to support 5G, so we will respond.We are preparing for the time to be announced in the near future.

　The direction is definitely 5g compatible, and I would like to respond at least as soon as possible, so I would like to wait for a while.

"The 5G compatible between UQ and POVO is in the near future", President KDDI Takahashi revealed

――I think your income will decrease for several years, but it can be expected that data communication charges will increase by promoting 5G.How long will it be when it reverses and the income increases?

Mr. Takahashi cannot answer the timing, but when comparing the traffic of 5G and the traffic of 4G customers, it produces more than twice as traffic.

　The factors are clearly based on video services, which have doubled the traffic, which is a positive element for us.

――How many users have flown from MVNO users to Povo and UQ Mobile?

Mr. Takahashi has no materials at hand and has not been disclosed, so I would like to refrain from submitting it, but I think that there was no number that would give so impact.

――How do MVNOs and MNOs think they will share the market in the future?

Mr. Takahashi: The current policy is to expand the return to customers by competing with 4 MNO companies and reducing switching costs.Therefore, improving the service to customers by competition is the biggest theme that we want or do.

　So we will work hard, but I think the price of MVNOs who use our network will also decrease.

　However, it is honest that I can't afford to think about what will happen in the future.As a business, profits will fall, so I will work hard to grow it.

――In a magazine released the other day, Prime Minister Kan said that the mobile phone fee could be further reduced, but how did you accept it?

Mr. Takahashi: It is difficult to answer because I did not see the magazine, but as I mentioned earlier, I think that the movement of lowering the switching cost and paying cheap charges will continue in the future.

　Although the number of sales has been reduced this time, we are also companies, so we will aim for profits while recovering them in various business areas.Therefore, we understand that the return to customers, which is used as a result of competition, should be continued.

――What are the effects on the maintenance plan of the base station and the supply of smartphones regarding semiconductor deficiency?

Mr. Takahashi's semiconductor and the lack of parts caused by it have become a major issue in the world.Therefore, we are also very carefully gathering information, focusing on the purchasing department.

　At the moment, I have not heard that the construction of a base station will have a major obstacle, but it seems that some effects have been affected by the transmission device.However, I don't think this will make a significant delay in the development of base stations.

　I think that there is no significant impact on smartphones at the moment, but there was also a report on Apple's iPhone, so I would like to take a look at the situation carefully.

――While the 3G stop is approaching, how do you evaluate the switching of communication equipment and the transition status of existing customers using 3G?

Mr. Takahashi: We are conducting conversations for both personal customers and corporate customers, but we are the impression that it is proceeding steadily at the moment.

　Regarding corporations, there was a story about a semiconductor shortage earlier, but there are some delays.However, we will continue the conversation by the end of March, and we believe that the wave will be stopped as planned.

――I would like to tell you the advantages and disadvantages of stopping 3G faster than SoftBank or DOCOMO.

Mr. Takahashi: The big one is that the 3G stop will reduce the operation cost of the equipment.Also, since 3G equipment consumption is larger, if it is replaced with a 5G facility, I think that it can contribute in the side of carbonized carbon.

　The bad point is that this term is incurred for the stop, so I think it will work negatively in this year's achievements.

――Are you considered a review of the evaluation system as a KDDI about how the distributor is?

We are fully aware of the issues in reviewing the evaluation system for Mr. Takahashi.We would like to take it seriously and move toward improvement.We have received any requests from the government agencies, so we plan to answer separately.

　In the world, the division of terminals and communication charges will be promoted by the Ministry of Internal Affairs and Communications, and there are also Japanese population decline and web contracts, so it is very important in the telecommunications business.I would like to continue to consider channels in the future.

――In the growth area, the life design and the business part were growing, but what is the effect of the new Corona?

Regarding Mr. Takahashi's life design, it is fine to think that all areas such as finance and career payment are growing steadily.

　In terms of the influence of the new Corona, I think that the number of customers who enjoy games with smartphones is increasing, and I think that the business related to it is growing.

　Regarding business segments, some companies have changed their way of working due to the collona disaster regarding corporate business.Of course, I want this situation to converge as soon as possible, but the business has a positive effect.