Wednesday, February 4, 2009

Softbank Sees Mobile Growth Outpace Competitors

Softbank Japan reported nine month net sales of 1,982.2 billion yen, a decrease of 76.5 billion yen or 3.7% year-on-year. The principal reason was a 23% year-on-year decline in handset sales. Operating income was 274.6 billion yen, an increase of 14.5 billion yen or 5.6% increase year-on-year.


Some highlights:

Mobile

  • Total number of subscribers as of the end of December 2008 was 19.99 million yen (1.41 million yen increase from the end of the previous fiscal year).

  • No. 1 in monthly net additions for 20 consecutive months through December 2008.

  • 3G subscription ratio as of the end of December 2008 was 86.2% (10.6 percentage point increase from the end of the previous fiscal year).


  • Total ARPU*2 in the third quarter was 4,090 yen (a decline of 220 yen from the end of the previous fiscal year and a decline of ¥80 yen from the second quarter).


  • Voice ARPU in the third quarter was 2,300 yen (a decline of 410 yen from the end of the previous fiscal year and a decline of ¥160 yen from the second quarter).


  • Data ARPU in the third quarter was 1,790 yen (an increase of 190 yen from the end of the previous fiscal year and an increase of ¥80 yen from the second quarter).


  • The churn rate for the third quarter was 0.91% (0.28 percentage point improvement from the end of the previous fiscal year)

  • The upgrade rate for the third quarter was 1.67% (0.26 percentage point improvement from the end of the previous fiscal year).)



Fixed

  • Net sales in the Broadband Infrastructure segment were 58.3 billion yen (5.9 billion yen or 9.3% decrease year-on-year).

  • Operating income in the Broadband Infrastructure segment was 14.3 billion yen (3.0 billion yen or 26.8% increase year-on-year).

  • Net sales in the Fixed-line Telecommunications segment were 90.1 billion yen (0.2 billion yen or 0.2% increase year-on-year).

  • Operating income in the Fixed-line Telecommunications segment was 5.7 billion yen (4.4 billion yen or 320.1% increase year-on-year).

  • Net sales in the Internet Culture segment were 64.2 billion yen (2.2 billion yen or 3.4% decrease year-on-year).

  • Operating income in the Internet Culture segment was 30.8 billion yen (2.0 billion yen or 7.0% increase year-on-year).
http://www.softbank.co.jp