The deficit of the Rakuten Group does not stop.
The consolidated final profit and loss in the 2021 -September quarter was 92.2 billion yen.The same period of the previous year was 71.4 billion yen.
While mail order and finance growing steadily, mobile is the biggest factor in the deficit.The operating loss related to mobile phones was 105.2 billion yen.
Rakuten Mobile is currently hurrying to build base stations nationwide.In addition to such capital investments, places that have not been able to convert it to their own area are roaming the KDDI network.This roaming cost is said to be about 550 yen per GB, and the deficit expands if the user uses data communication in the roaming area, and if the number of users increases.
At the previous financial meeting, Hiroshi Mikitani said, "The roaming costs for KDDI are too high."On the other hand, KDDI had its own mobile communication revenue due to the impact of price reduction, but with a lot of roaming income, he achieved a profit in the entire communication fee.KDDI would have been "Rakuten, various".
KDDI President Makoto Takahashi said, "The situation is responding quietly to Rakuten's roaming.
Rakuten Mobile also says, "I will spread it at a very fast speed", or this time, "I will be late due to lack of semiconductors", or this time, "Roaming cost is too high".Because you say a lot, there are some things that I wonder what it is, but it responds quietly.
The basic rules are released sequentially from the 70 % area.During this time, it has been announced that Rakuten will finish roaming, but it looks like that.However, there are quite a lot of base stations that want to continue lending even in the area where 70 % achieved 70 %, and I think that this year we have more roaming income than we expected this year.
It will peak out this year, but it will gradually decrease from next year, but it will be quite difficult. "
Rakuten Mobile needs to maintain networks nationwide early to reduce spending on KDDI, and KDDI is looking calmly as its income will decrease since this year.
Povo 2.KDDI that stopped the user outflow with 0
KDDI is Povo2.It provides zero yen with zero yen at 0.In this measure, Rakuten Mobile has launched a new rate plan that starts with zero basic charges from April this year.In KDDI, the momentum of the au brand had fallen, but he strengthened its sub brand, UQ Mobile, and tried to prevent user leakage.However, there was still a user who moved to Rakuten Mobile, so POVO2.At 0, the basic fee was invested in zero yen.
As a matter of fact, KDDI has a 0 cancellation rate in the first quarter of the fiscal year ending March 2010..It was 83 %, but 0 in the second quarter.It has been improved to 74, which has stopped using the outflow of users.
So how was Rakuten Mobile?
President Yoshihisa Yamada said, "Povo2.In the presentation of 0, I feel that the numbers have been affected a little, but if you look at it, it doesn't feel a huge impact. "Following that, Chairman Mikitani said, "Increased the number of contracts compared to the same period last year. Povo2.I don't think there is an effect on 0.There are many new users due to MNP transfer. "
Rakuten Mobile says, "President Yamada is expected to improve profit and loss from the April -June quarter of 2022."Currently, the opening of base stations is delayed due to the shortage of semiconductors, but more than 10,000 base stations have already been set up nationwide, and as soon as semiconductors are obtained, radio waves can be blown.At first, the population cover rate of 96 %, which was supposed to be achieved this summer, is expected to be achieved in the spring of 2022 after the semiconductor has been obtained.
The population coverage nationwide is 96 %, and relying on KDDI's roaming will reduce the cost of roaming KDDI and improve the profit and loss structure.
In a contract between Rakuten Mobile and KDDI, as mentioned earlier, if the population coverage of Rakuten Mobile exceeds 70 % in prefectural units, it will be considered to end the roaming contract.After achieving 70 % and the roaming contract is discontinued, it has been provided by the KDDI network 99..The population cover rate of 9 % will drop to 70 % at once.Even if Rakuten Mobile has achieved 96 %, 99.There is no doubt that the difference from 9 % is quite large.
Even if 96 % are achieved, if the KDDI roaming is eliminated, the number of places outside the area will increase the number of users who are dissatisfied.
Looking at carrier shops in the city recently, more and more stores have posted posters called "Rakuten Mobile handling model trade -in!
They are trying to return Rakuten users to their company by aiming for Rakuten Mobile's original smartphone.
Some of them have a catch phrase that hits Rakuten Mobile users, saying, "How are your smartphones and communication quality satisfaction?"
Rakuten Mobile must continue to maintain satisfaction with communication quality to users.
Rakuten Mobile users are currently 4.11 million for MNOs and 990,000 for MVNOs.
Rakuten Mobile does not say 96 %, but the population cover rate is 99, which is on par with three carriers early..It is likely that 9 % will be achieved, we will continue to maintain user satisfaction, and continue to take customers from other companies.
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