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About KDDI Business segments
Business Description
KDDI Group's business is organized into three segments: Telecom Core segment, Personal Growth segment, and Business Growth segment.
Strengthening Growth Commitment
KDDI announced the Mid-term Management Strategy (FY27-03 - FY29-03) in 2026.
To enhance enterprise value through sustainable growth and quality improvement in AI-Native era, we are transforming into a new growth structure.
We aim to create our next growth pillar by establishing a foundation for AI services on our telecom core infrastructure.
Telecom Core segment
In the Telecom Core Segment, we provide telecommunications services for both individual and corporate customers, including smartphones and mobile phones under our multi-brand strategy (au, UQ mobile, and povo), as well as FTTH and CATV services.
With a focus on lifetime value (LTV), we aim to achieve sustainable growth in mobile revenue and maintain profit growth.
Major Services (for Individuals and Corporations):
Mobile communication services, fixed-line communication services, and terminal equipment sales.
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- Continued promotion of LTV-focused structural transformation
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- Mobile ARPU growth
- Churn rate reduction
- Maintain a positive net
additions trend
in smartphone subscriptions - LTV-focused
cost allocation
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- Optimization and efficiency improvements
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- Enhance one-to-one marketing
through AI agents - Improve cost efficiency
through proactive use of AI and efficient investment
- Enhance one-to-one marketing
FY2026.3 Result
FY2027.3 Forecast
- *From FY2027.3, we have changed some business division segments. In accordance with this, stated figures for FY2026.3 reflect reclassification of segment. (Pre-audit reference value)
Personal Growth segment
In the Personal Growth segment, we provide non-telecom services based on our telecommunications services for individual customers, including Finance, Energy, Device (e.g., product support services), and Ponta Pass/Lawson.
We aim for business growth through deeper service penetration into the telecom customer base and expanded touchpoints.
Five areas driving business growth
Penetrating the telecom customer base
to drive revenue growth and enhance engagement
- Finance
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- Further penetration of services into the telecom customer base
- Accelerating the deployment of next-generation financial services into society
- Energy
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- No.1 in number of contracts among new power retailers in Japan
- Accelerating growth in new business domains
- Device
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- Enhancement of the product support services and expansion of sales for offerings such as "au +1 collection," leveraging group assets
- Ponta Pass
Lawson -
- Ponta Pass members to reach 20 mil
- Lawson daily sales: +30% from FY25-02 (FY31-02)
- Global
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- Rolling out successful business models overseas, starting with the launch of the povo model in Vietnam
FY2026.3 Result
FY2027.3 Forecast
- *From FY2027.3, we have changed some business division segments. In accordance with this, stated figures for FY2026.3 reflect reclassification of segment. (Pre-audit reference value)
Business Growth segment
In the Business Growth segment, we are driving business expansion by defining five business areas to support an AI-Native society, leveraging our telecommunications services for enterprise customers.
Five areas driving business growth
Accelerate growth by capturing opportunities such as AI utilization needs and regulatory changes
- AI Integration
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- Strengthening our comprehensive proposals encompassing telecom, cloud, AI, and systems
- Launch of AI business company, KDDI iret
- Cybersecurity
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- Addressing expanding demand across domestic and international supply chains
Balancing high value-added offerings and stable growth
as the next digital infrastructure
- Connected Solutions [1]
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- "Connected Solutions" managed connections: 80 mil (FY29-03)
- Globally providing end-to-end services from telecom to communication control and operations
- Data Center
AI + Connectivity -
- Addressing AI and traffic demand, and expanding business both domestically and internationally
- AI-BPO
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- Leveraging AI to enhance customer experience value and transform corporate operations
- [1]The IoT-related services under the previous Mid-term Management Strategy have been rebranded. Specifically, the IoT communication, communication control, and operation components are now designated as "Connected," while other related services have been transferred to areas such as AI Integration and Cybersecurity.
FY2026.3 Result
FY2027.3 Forecast
- *From FY2027.3, we have changed some business division segments. In accordance with this, stated figures for FY2026.3 reflect reclassification of segment. (Pre-audit reference value)
