KDDI (DIP0) Price & Analysis
DIP0 Stock Chart & Stats
- Day’s Range
- EUR 15.70 - EUR 15.70
- 52-Week Range
- EUR 13.10 - EUR 17.00
- Previous Close
- EUR 15.50
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- EUR 59.37B
- Enterprise Value
- EUR 95.26B
- Total Cash (Recent Filing)
- EUR 781.73B
- Total Debt (Recent Filing)
- EUR 5.26T
- Price to Earnings (P/E)
- 14.4
- Beta
- 0.95
- Next Earnings
- Nov 06, 2026
- EPS Estimate
- 0.29
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.50%
Bulls Say, Bears Say
Bulls Say
Improving Mobile Customer Economics
Higher 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 Growth
Strong 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 Momentum
KDDI 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 Leverage
The 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 Momentum
Although 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 Burden
The 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.
DIP0 FAQ
What was KDDI’s price range in the past 12 months?
What is KDDI’s market cap?
When is KDDI’s upcoming earnings report date?
How were KDDI’s earnings last quarter?
Is KDDI overvalued?
Does KDDI pay dividends?
What is KDDI’s EPS estimate?
How many shares outstanding does KDDI have?
What happened to KDDI’s price movement after its last earnings report?
Which hedge fund is a major shareholder of KDDI?
What is the TipRanks Smart Score and how is it calculated?
KDDI Stock Smart Score
Company Description
KDDI
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.
- Sector
- Communicationservices
- Industry
- Telecommunications Services
- CEO
- Hiromichi Matsuda
- Employees
- 73,198
- Website
- www.kddi.com
- Address
- THE LINKPILLAR 1 NORTH, Tokyo, TY, 108-8618, JP
KDDI (DIP0) Earnings & Revenues
DIP0 Company Deck
DIP0 Earnings Call
Earnings Call SentimentPositive
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 summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 9 | 2 | 11 |
| Technical Analysis | 6 | 2 | 2 |
| Moving Averages | 3 | 0 | 9 |