Was it all a "farce"?
On May 19, Softbank, Yahoo, eAccess and WILLCOM simply announced that they would cancel the acquisition of eAccess by Yahoo, which was scheduled for June 2. The release left most industry insiders dumbfounded.
Gaku Miyasaka, president of Yahoo, declared, "It will not be the fourth carrier. It will be Japan's first Internet carrier." Despite the fact that President Son also referred to Internet carriers as a “new growth strategy” at a financial results conference, withdrawing the acquisition of 324 billion yen was a graceful decision typical of Son.
The cancellation of the sale of eAccess to Yahoo this time has caused various speculations, such as "It seems that the frequency allocation will be changed from the company to the group" and "It is no longer necessary to secure cash by selling shares." there is
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"Ishikawa Atsushi's Smartphone Industry Newspaper" back numberThe reason is not only that, but it seems that it is not possible to find differentiation from other companies in the current situation.
It seems that they were thinking about LCC-like rates, but it was difficult to face the new rate plans of MVNO and NTT Docomo these days.
Even if Yahoo wants to attack at a low price, if Son rejects Miyasaka's proposal saying, "That's impossible," Yahoo won't make any noise.
Even if you want to prepare a unique terminal, if it is based on Android, you have to install Google services as standard, and it is difficult to make a presence as Yahoo.
In the current situation where the network also depends on the Softbank network, it can be said that differentiation in "area size" and "speed" is impossible.
In the first place, in the United States, "a three-carrier system is desirable" (President Son), despite moving to acquire T-Mobile US, Softbank's strategy of trying to have a four-carrier system in Japan is too contradictory. I have to say that
As I pointed out at the beginning, it was impossible for the same group to have two careers.
In the release, it was written that "I found that the purpose can be achieved without the acquisition", but you should be able to judge such things well before the acquisition.
In the 53 days since the sudden new business presentation on March 27th, we have had to deal with a farce.
However, in the release of the cancellation of the acquisition, "EAccess and WILLCOM will merge on June 1st, and the new company name will be Ymobile Corporation. Yahoo! We will jointly develop it.We are also considering developing the Y! Mobile brand on SoftBank Mobile."
When I read this sentence, I felt that they have the potential to be interesting in some cases in the future.
There is no point in keeping them separate companies when it comes to frequency allocation. Better yet, if eAccess is merged with Softbank, it will be able to overtake KDDI in terms of number of subscribers and become the “genuine number two carrier” in Japan.
President Miyasaka wanted to develop services under the Y!Mobile brand.
SOFTBANK MOBILE is no longer in a state of "understanding", such as not holding a new product / new service presentation this summer. It's no surprise that Son is desperate to buy T-Mobile US and has lost interest in the Japanese market.
If Yahoo develops the Y! Mobile brand on SOFTBANK MOBILE, it may be possible to expect strengthening of the service side, which can be said to be SOFTBANK MOBILE's weak point. Currently, KDDI is gaining momentum with au WALLET, but Yahoo!
NTT Docomo is enthusiastic about expanding the dmarket, but Yahoo!
You can expect Yahoo to strengthen services that SOFTBANK MOBILE did not have until now.
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