Tuesday, April 28, 2009
Potential Flu Pandemic Positive for Telcos
More about Japan's telecom sector: http://www.eurotechnology.com/store/jcomm/
More about DoCoMo: http://www.eurotechnology.com/store/docomo/
More about KDDI: http://www.eurotechnology.com/store/kddi/
More about Softbank: http://www.eurotechnology.com/store/softbank/
Labels: docomo, emobil, KDDI, ntt, softbank
Wednesday, October 22, 2008
Tech Sector Outlook (CNBC TV interview)
More in our J-ELECTRIC report: http://www.eurotechnology.com/store/j_electric/
Labels: apple, docomo, KDDI, ntt, panasonic, sony
Wednesday, April 09, 2008
Japan's Mobile Space Not Saturated
More in our J-COMM report: http://www.eurotechnology.com/store/jcomm/
Labels: docomo, KDDI, ntt, softbank
Tuesday, November 20, 2007
Market caps of companies in mobile: global vs local
Google, Apple, Nokia, HTC, Vodafone and are winning the driver's seat of the global internet revolution. DoCoMo, KDDI and SoftBank essentially stay inside Japan for now - limiting their growth prospects and leaving global opportunities to others.
GOOGLE with Android and APPLE with iPhone are reaching for the driver's seat of the global mobile data revolution. Global companies including GOOGLE, Vodafone, Apple and NOKIA grow to US$ 100s Billion valuations, while local companies NTT, DoCoMo, KDDI and SoftBank remain essentially limited to Japan's market for now. Smartphone maker HTC increases impact - including in Japan.
GOOGLE with Android and APPLE with iPhone are reaching for the driver's seat of the global mobile data revolution. Global companies including GOOGLE, Vodafone, Apple and NOKIA grow to US$ 100s Billion valuations, while local companies NTT, DoCoMo, KDDI and SoftBank remain essentially limited to Japan's market for now. Smartphone maker HTC increases impact - including in Japan.
Labels: apple, docomo, google, htc, iphone, KDDI, nokia, ntt, softbank
SoftBank and KDDI win market share
SoftBank from 4th to 1st position within less than 12 months... SoftBank's turn-round of x-Vodafone-Japan, went faster than many expected. Within less than 12 months SoftBank went from last place to first place in customer sign-ups, overtaking even KDDI's super-popular AU. Willcom recently suffers from SoftBank's revival, as well as from eMobile's flat rate data services.
Labels: docomo, Japan, KDDI, keitai, mobile phone, ntt, softbank, yahoo keitai
First half FY2008 results: SoftBank and KDDI profits increase, DoCoMo's trends is downward
In the last few days NTT, NTT-DoCoMo, KDDI and SoftBank announced their first half financial results. SoftBank and KDDI are the winners both for market share and for profits, while DoCoMo's results and market shares are sinking, and pulling the NTT-Group down at this time. Extrapolation indicates that DoCoMo's net profits may fall into the red about one year from now, drastic action is taken soon.
The thin lines show linear interpolations of quarterly net profit data. Our extrapolation seems to indicate that DoCoMo's net profit might fall into the red towards then end of calender year 2008 unless drastic action is taken. If current trends continue, SoftBank's net profits might exceed DoCoMo's mid-2008. We expect DoCoMo to take dramatic action before this happens.
The thin lines show linear interpolations of quarterly net profit data. Our extrapolation seems to indicate that DoCoMo's net profit might fall into the red towards then end of calender year 2008 unless drastic action is taken. If current trends continue, SoftBank's net profits might exceed DoCoMo's mid-2008. We expect DoCoMo to take dramatic action before this happens.
Labels: docomo, Japan, KDDI, mobile phone, ntt, number portability, softbank, yahoo keitai
