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KDDI Corporation (DE:DIP0)
FRANKFURT:DIP0

KDDI (DIP0) Price & Analysis

1 Followers

DIP0 Stock Chart & Stats

€15.20
€0.40(2.68%)
At close: 4:00 PM EDT
€15.20
€0.40(2.68%)

Bulls Say, Bears Say

Bulls Say
Improving Mobile Customer EconomicsHigher mobile ARPU alongside lower churn and a growing smartphone base indicates improving customer monetization and retention. These trends strengthen KDDI’s recurring communications revenue, support lifetime customer value, and provide a durable base for selling additional digital services.
AI, Cloud And Data Center GrowthStrong growth across AI, cybersecurity, cloud infrastructure, and data centers broadens KDDI beyond mature connectivity services. This creates exposure to structurally expanding enterprise technology demand, while data center EBITDA margins above 40% indicate attractive operating potential.
Solid Profitability And Operating MomentumKDDI is combining steady revenue expansion with faster growth in operating and net income, showing operating leverage and resilient earnings power. Its established telecom base, healthy margins, and reaffirmed communication revenue target support sustained profitability over coming quarters.
Bears Say
Rising Financial LeverageThe sharp rise in debt relative to equity reduces financial flexibility and makes KDDI more exposed to refinancing costs or weaker cash generation. Higher leverage may constrain capital allocation as the company simultaneously funds technology expansion and maintains shareholder distributions.
Weaker Free-cash-flow MomentumAlthough cash generation remains positive, the steep TTM free-cash-flow decline and modest debt coverage indicate that earnings are not converting into cash as consistently as before. This could limit internally funded investment and increase reliance on asset sales or borrowing.
Heavy Investment And Data Center Cost BurdenThe planned investment scale can support long-term growth but raises execution and capital-allocation demands. New data center capacity also carries substantial depreciation and cash outflows, creating a risk that revenue and EBITDA growth will take time to translate into operating income and free cash flow.

KDDI News

DIP0 FAQ

What was KDDI Corporation’s price range in the past 12 months?
KDDI Corporation lowest stock price was €13.00 and its highest was €17.00 in the past 12 months.
    What is KDDI Corporation’s market cap?
    KDDI Corporation’s market cap is €58.72B.
      When is KDDI Corporation’s upcoming earnings report date?
      KDDI Corporation’s upcoming earnings report date is Nov 06, 2026 which is in 22 days.
        How were KDDI Corporation’s earnings last quarter?
        KDDI Corporation released its earnings results on Aug 07, 2026. The company reported €0.288 earnings per share for the quarter, beating the consensus estimate of €0.248 by €0.04.
          Is KDDI Corporation overvalued?
          According to Wall Street analysts KDDI Corporation’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does KDDI Corporation pay dividends?
            KDDI Corporation does not currently pay dividends.
            What is KDDI Corporation’s EPS estimate?
            KDDI Corporation’s EPS estimate is 0.29.
              How many shares outstanding does KDDI Corporation have?
              KDDI Corporation has 4,007,451,000 shares outstanding.
                What happened to KDDI Corporation’s price movement after its last earnings report?
                KDDI Corporation reported an EPS of €0.288 in its last earnings report, beating expectations of €0.248. Following the earnings report the stock price went up 1.935%.
                  Which hedge fund is a major shareholder of KDDI Corporation?
                  Currently, no hedge funds are holding shares in DE:DIP0
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    KDDI Stock Smart Score

                    7
                    Neutral
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Technicals

                    SMA
                    Positive
                    20 days / 200 days
                    Momentum
                    17.98%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    14.91%
                    Trailing 12-Months
                    Asset Growth
                    -3.77%
                    Trailing 12-Months
                    Learn more about TipRanks Smart Score

                    Company Description

                    KDDI Corporation

                    KDDI Corporation is a prominent telecommunications firm headquartered in Tokyo, Japan, offering a broad spectrum of communication solutions to both domestic and international markets. Its business is strategically divided into two core segments: Personal Services and Business Services. The Personal Services segment delivers mobile communication services, encompassing smartphones and other mobile devices under its "au" brand, along with MVNO offerings. It also provides fixed-line broadband solutions through its "au Hikari" brand, which includes fiber-to-the-home (FTTH), cable television (CATV), voice, and data transmission. Additionally, this segment extends into consumer-centric lifestyle services such as mobile payment and financial offerings via "au PAY," IoT solutions like "au HOME" for pet monitoring, "au Denki" for energy management, and educational services, including the AEON English language school. Conversely, the Business Services segment targets corporate clients, providing high-quality data center facilities through its "TELEHOUSE" brand, as well as integrated network, cloud, and device solutions. This segment further diversified into various business support services, including broadcasting, wireless broadband, e-commerce, IT assistance, call center management, and temporary personnel services. KDDI also plays a critical role in the design, construction, maintenance, and operational support of communication infrastructure, notably including submarine cable systems. The company was founded in 1953.

                    KDDI (DIP0) Earnings & Revenues

                    DIP0 Company Deck

                    DIP0 Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call reported robust top-line and bottom-line growth in Q1, clear improvements in mobile KPIs (active devices, ARPU, churn), strong momentum in AI/cloud/data center businesses, improved cash generation and a proactive divestment program to fund growth. Key challenges include pressure in the Financial Business from mark-to-market losses and deposit/liquidity management, termination of Rakuten roaming creating some revenue uncertainty, a security incident with regulatory implications, and significant near-term capex/investment needs. On balance, the positive operational and financial momentum and concrete measures to fund growth outweigh the manageable and clearly articulated risks.View all DE:DIP0 earnings summaries
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