The Path of Value Creation/Corporate History
KDDI was established in 2000 through the merger of DDI, KDD, and IDO. Building on its telecommunications foundation, the Company has evolved with technological advances and changes in the business environment. Beyond telecommunications infrastructure, KDDI has expanded into adjacent fields such as finance and energy, creating new value and achieving sustainable growth by broadening customer touchpoints.
- *Please note that figures for FY24.3 and earlier shown in the above graph do not include the impact of inappropriate transactions at our consolidated subsidiaries.
- *1Figures up to FY14.3 are based on Japanese GAAP and figures for FY15.3 onward are based on IFRS
- *2On a closing price basis for the end of October 2000 to the end of March 2025 (monthly)
- *3CAGR: Compound Average Growth Rate
- *4QR Code is a registered trademark of DENSO WAVE INCORPORATED in Japan and in other countries
- *5Temporary impacts of provision for lease receivables for the Myanmar telecom business and impairment and provision for removal of low-utilized telecom equipment
From Founding Period to 3G Era (2000s)
After its establishment in 2000, KDDI launched 3G mobile phone services in 2002, driving the widespread adoption of mobile phones. From FY2003 to FY2007, KDDI achieved No.1 net subscriber growth share for five consecutive years, thereby establishing a strong customer base in the mobile telecommunications business.
Penetration of Smartphones and Business Diversification (2010s)
Amidst the rapid spread of smartphones triggered by release of iPhone in 2011, KDDI introduced "au Smart Value" in 2012, a bundled plan combining mobile and fixed-line communication services. Furthermore, starting with the consolidation of JCOM as a subsidiary in 2013, KDDI progressively expanded into non-communication sectors such as energy and finance/payment, launching "au Denki" (electricity service) in 2016 and "au PAY" (QR code payment) in 2019.
5G Era and New Value Creation (2020s and Beyond)
Having launched 5G services in 2020, KDDI is promoting a multi-brand strategy to meet diverse customer needs, including integration of UQ mobile and introduction of the new brand "povo." Furthermore, KDDI is expanding the scope of telecommunications to sky and space, leveraging satellite communication services like "Starlink" through its partnership with SpaceX in 2021, and establishing KDDI SmartDrone in 2022. In 2024, KDDI announced a capital and business alliance with Mitsubishi Corporation and Lawson, aiming to create new value by utilizing real customer touchpoints.
Trends of Profit Growth
Operating income has continued its steady upward trend, particularly since the 2010s, in conjunction with business diversification. During the Mid-term management plan from FY2014.3 to FY2016.3, KDDI achieved double-digit growth every fiscal year. In recent plans, KDDI has emphasized EPS (Earnings Per Share) growth and has also increased its focus on shareholder returns. For FY2025.3, operating income reached 1,087.5 billion yen. For FY2026.3, KDDI aims for consolidated operating income of 1,090.0 billion yen.