<p>KDDI 公司（KDDIY）已举行其第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>KDDI 公司最近举行了财报电话会议，透露出混合的情绪，移动业务实现了稳健的财务增长，但在金融和数字转型（DX）领域面临挑战。公司通过战略性价格调整和网络增强展现了韧性，但竞争压力仍然是一个关注点，导致情绪保持谨慎乐观。</p>
<h2>收入和利润增长</h2>
<p>KDDI 报告其财务指标显著增长，营业收入达到 2,963.2 亿日元，同比增长 3.8%。营业利润也小幅上升 0.7%，达到 577.2 亿日元，而净利润显著增长 7.6%，达到 377.7 亿日元。这些数字表明公司在应对市场挑战方面的强大财务表现。</p>
<h2>移动业务增长</h2>
<p>移动业务是 KDDI 的亮点，收入同比增加了 111 亿日元。公司预计下半年将进一步加速，预计超过 190 亿日元的增长。这一增长归因于战略举措和移动业务的增强，持续推动该领域的发展。</p>
<h2>运营改善</h2>
<p>KDDI 的运营改善显而易见，季度营业利润增长 11.8%，季度利润增长 20.7%。价格调整的影响显著，促进了这一稳健增长，展示了公司战略调整的有效性。</p>
<h2>网络和服务增强</h2>
<p>根据 OpenSignal 的数据显示，KDDI 在日本用户体验方面位居第一，这得益于其网络和服务的增强。‘au Starlink Direct’ 和 ‘au 5G Lane’ 的推出在提升连接性和客户体验方面发挥了关键作用，进一步巩固了 KDDI 在市场中的地位。</p>
<h2>金融和 DX 领域的挑战</h2>
<p>尽管有积极的发展，KDDI 在金融和 DX 领域面临由于商业环境变化带来的挑战。这些挑战需要战略调整以应对问题并维持公司的增长轨迹。</p>
<h2>竞争压力</h2>
<p>KDDI 面临的竞争环境依然激烈，影响了促销费用，并迫使公司专注于产品能力，而不是进行激进的竞争支出。这一战略重点旨在在不影响财务稳定的情况下维持增长。</p>
<h2>漫游和利益相关者成本</h2>
<p>漫游和利益相关者收益分享成本正在影响 KDDI 的利润率，尽管具体影响尚不明确。公司继续应对这些财务压力，同时努力优化其成本结构。</p>
<h2>前瞻性指导</h2>
<p>在财报电话会议上，总裁松田宏道概述了 KDDI 的前瞻性指导，强调营业收入同比增长 3.8% 和净利润增长 7.6%。公司专注于加速移动业务的增长，并在金融和 DX 等关键领域实现 300 亿日元的利润增长。松田强调 KDDI 对技术创新和战略合作伙伴关系的承诺，特别是在人工智能和电信基础设施方面，以推动未来增长。</p>
<p>总之，KDDI 的财报电话会议反映出谨慎乐观的情绪，移动业务的稳健增长和战略举措推动了财务表现。然而，金融和 DX 领域的挑战以及竞争压力突显了需要关注的领域。公司的前瞻性指导表明，专注于创新和战略合作伙伴关系，以维持增长并提升客户体验。</p>

KDDIY

<p>KDDI Corporation 举行了第二季度财报电话会议，报告运营收入增长 3.8%，达到 2,963.2 亿日元，净收入增长 7.6%，达到 377.7 亿日元。移动业务板块表现强劲，而由于竞争压力，金融和数字转型板块仍面临挑战。KDDI 计划在这些领域实现 300 亿日元的利润增长，专注于创新和战略合作伙伴关系以推动未来增长。总体而言，尽管面临市场挑战，情绪依然谨慎乐观，运营改善的迹象明显</p>

<p>Kddi Corp. ((KDDIY)) has held its Q2 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>KDDI 公司（KDDIY）已举行其第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
</ul>
</div><p>KDDI Corp. recently held its earnings call, revealing a mixed sentiment with solid financial growth in the mobile segment, yet facing challenges in its Finance and DX segments. The company has shown resilience with strategic price revisions and network enhancements, but competitive pressures remain a concern, resulting in a sentiment that is cautiously optimistic.</p>
<div class="lb-trans"><p>KDDI 公司最近举行了财报电话会议，透露出混合的情绪，移动业务实现了稳健的财务增长，但在金融和数字转型（DX）领域面临挑战。公司通过战略性价格调整和网络增强展现了韧性，但竞争压力仍然是一个关注点，导致情绪保持谨慎乐观。</p>
</div><h2>Revenue and Profit Growth</h2>
<div class="lb-trans"><h2>收入和利润增长</h2>
</div><p>KDDI reported a commendable increase in its financial metrics, with operating revenue reaching JPY 2,963.2 billion, marking a 3.8% rise year-on-year. Operating income also saw a slight uptick of 0.7% to JPY 577.2 billion, while net income rose significantly by 7.6% to JPY 377.7 billion. These figures indicate a robust financial performance, underscoring the company’s ability to navigate through market challenges.</p>
<div class="lb-trans"><p>KDDI 报告其财务指标显著增长，营业收入达到 2,963.2 亿日元，同比增长 3.8%。营业利润也小幅上升 0.7%，达到 577.2 亿日元，而净利润显著增长 7.6%，达到 377.7 亿日元。这些数字表明公司在应对市场挑战方面的强大财务表现。</p>
</div><h2>Mobile Business Growth</h2>
<div class="lb-trans"><h2>移动业务增长</h2>
</div><p>The mobile segment has been a bright spot for KDDI, with a revenue increase of JPY 11.1 billion year-over-year. The company anticipates further acceleration in the second half, expecting to exceed a JPY 19 billion increase. This growth is attributed to strategic initiatives and enhancements in the mobile business, which continue to drive the segment forward.</p>
<div class="lb-trans"><p>移动业务是 KDDI 的亮点，收入同比增加了 111 亿日元。公司预计下半年将进一步加速，预计超过 190 亿日元的增长。这一增长归因于战略举措和移动业务的增强，持续推动该领域的发展。</p>
</div><h2>Operational Improvements</h2>
<div class="lb-trans"><h2>运营改善</h2>
</div><p>KDDI’s operational improvements are evident with a quarterly operating profit increase of 11.8% and a quarterly profit growth of 20.7%. The impact of price revisions has been significant, contributing to this solid growth and showcasing the effectiveness of the company’s strategic adjustments.</p>
<div class="lb-trans"><p>KDDI 的运营改善显而易见，季度营业利润增长 11.8%，季度利润增长 20.7%。价格调整的影响显著，促进了这一稳健增长，展示了公司战略调整的有效性。</p>
</div><h2>Network and Service Enhancements</h2>
<div class="lb-trans"><h2>网络和服务增强</h2>
</div><p>KDDI has achieved the top spot in Japan for user experience according to OpenSignal, thanks to its network and service enhancements. The introduction of ‘au Starlink Direct’ and ‘au 5G Lane’ has played a crucial role in enhancing connectivity and customer experience, further solidifying KDDI’s position in the market.</p>
<div class="lb-trans"><p>根据 OpenSignal 的数据显示，KDDI 在日本用户体验方面位居第一，这得益于其网络和服务的增强。‘au Starlink Direct’ 和 ‘au 5G Lane’ 的推出在提升连接性和客户体验方面发挥了关键作用，进一步巩固了 KDDI 在市场中的地位。</p>
</div><h2>Challenges in Finance and DX Segments</h2>
<div class="lb-trans"><h2>金融和 DX 领域的挑战</h2>
</div><p>Despite the positive developments, KDDI faces challenges in its Finance and DX segments due to changes in the business environment. These challenges necessitate strategic shifts to address the issues and maintain the company’s growth trajectory.</p>
<div class="lb-trans"><p>尽管有积极的发展，KDDI 在金融和 DX 领域面临由于商业环境变化带来的挑战。这些挑战需要战略调整以应对问题并维持公司的增长轨迹。</p>
</div><h2>Competitive Pressures</h2>
<div class="lb-trans"><h2>竞争压力</h2>
</div><p>The competitive landscape remains intense for KDDI, impacting promotional expenses and pushing the company to focus on product capabilities rather than engaging in aggressive competitive spending. This strategic focus aims to sustain growth without compromising financial stability.</p>
<div class="lb-trans"><p>KDDI 面临的竞争环境依然激烈，影响了促销费用，并迫使公司专注于产品能力，而不是进行激进的竞争支出。这一战略重点旨在在不影响财务稳定的情况下维持增长。</p>
</div><h2>Roaming and Stakeholder Costs</h2>
<div class="lb-trans"><h2>漫游和利益相关者成本</h2>
</div><p>Roaming and stakeholder benefit sharing costs are affecting KDDI’s profit margins, although the exact impact remains unclear. The company continues to navigate these financial pressures while striving to optimize its cost structure.</p>
<div class="lb-trans"><p>漫游和利益相关者收益分享成本正在影响 KDDI 的利润率，尽管具体影响尚不明确。公司继续应对这些财务压力，同时努力优化其成本结构。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>In the earnings call, President Hiromichi Matsuda outlined KDDI’s forward-looking guidance, highlighting a 3.8% year-over-year increase in operating revenue and a 7.6% rise in net income. The company is focusing on accelerating growth in the mobile business and achieving a JPY 30 billion profit increase in key areas like Finance and DX. Matsuda emphasized KDDI’s commitment to technological innovation and strategic partnerships, particularly in AI and telecom infrastructure, to drive future growth.</p>
<div class="lb-trans"><p>在财报电话会议上，总裁松田宏道概述了 KDDI 的前瞻性指导，强调营业收入同比增长 3.8% 和净利润增长 7.6%。公司专注于加速移动业务的增长，并在金融和 DX 等关键领域实现 300 亿日元的利润增长。松田强调 KDDI 对技术创新和战略合作伙伴关系的承诺，特别是在人工智能和电信基础设施方面，以推动未来增长。</p>
</div><p>In summary, KDDI’s earnings call reflected a cautiously optimistic sentiment, with solid growth in the mobile segment and strategic initiatives driving financial performance. However, challenges in the Finance and DX segments and competitive pressures highlight areas that require attention. The company’s forward-looking guidance suggests a focus on innovation and strategic partnerships to sustain growth and enhance customer experience.</p>
<div class="lb-trans"><p>总之，KDDI 的财报电话会议反映出谨慎乐观的情绪，移动业务的稳健增长和战略举措推动了财务表现。然而，金融和 DX 领域的挑战以及竞争压力突显了需要关注的领域。公司的前瞻性指导表明，专注于创新和战略合作伙伴关系，以维持增长并提升客户体验。</p>
</div>

KDDI 公司财报电话会议：在挑战中实现增长