Presentation Materials
Principal Questions and Answers Earnings Release for FY2010 1Q (ended June 30, 2010)
Announced on July 29, 2010
Please be advised that the following text has been edited/modified from the original Q&A conversations for the sake of clarity.
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Questioner No. 1
Q1 Can you give us an explanation on the 80 yen year-on-year increase in packet ARPU? I understand that the increase as of April/May 2010 was approximately 70 yen, but the FY2010/1Q packet ARPU ended up being 80 yen higher than in the same period of the previous year. Was this because there was a significant rise in June? Please explain how you achieved this 80 yen growth.
Open
Q2 I believe that of this 80 yen increase in packet ARPU, i-mode and non-i-mode services accounted for 10 yen and 70 yen, respectively. Looking at these numbers, it seems that you should more heavily allocate your managerial resources to businesses other than i-mode. What are the management's views on this?
Open
Q3 You are offering devices that can function as a wireless LAN access point, but this is not well known among the public. Don't you think you can further accelerate the growth of packet ARPU through marketing activities aimed at enhancing the recognition of such devices?
Open
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Questioner No. 2
Q1 When you launched Xperia, you ran out of stock because your initial purchase quantity was limited. Do you plan to prepare ample stock for the launch of Galaxy S?
Open
Q2 I believe the "Raku Raku iMenu" feature of "Raku-Raku PHONE 7" offers the potential to boost your ARPU. I understand that you sell approximately 2 million units of "Raku-Raku PHONE" per annum, and the latest model is also expected to enjoy a broad uptake. How do you evaluate "Raku-Raku PHONE 7" from your own perspective?
Open
Q3 What kind of billing structure do you plan to adopt for the LTE data cards scheduled for launch in December? Also, do you plan to offer smartphones as part of the LTE handset lineup to be released next year?
Open