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NTT DoCoMo's CEO Discusses F1Q 2012 Results - Earnings Call Transcript

Stocks in this article: DCM

Second point is about customer satisfaction improvement. With Nikkei BP Consulting’s Mobile Data Communication Devices Customer Satisfaction survey we received the number one rating for three straight years. We’ve been working on many fronts to improve customer satisfaction.

The promotion of smartphones in the first quarter, we sold 1.3 million units of smartphones. In the last fiscal year for the full year we sold 2.52 million units, so more than half of that was already achieved in the first three months alone of this fiscal year. And as of yesterday, as of July 28th, we are – our annual sales for this fiscal year alone already reached 2 million – 2 million. I’m sorry, I made wrong statement, 2 million is the right number. 2.02 million to be more precise.

Number four, about the increase of packet ARPU. The first quarter packet ARPU increased by ¥110 year-on-year, making a steadfast expansion. The total packet revenues for the first three quarter – first quarters – first quarter increased by ¥30.3 billion. And the last point about the Xi service expansion after the launch on December 24 last year, on July1 we launched the service in six additional cities.

Slide 5. This compares the first quarter of this fiscal year and the last fiscal year, the major changes between the two quarters. First of all, voice revenues decreased by ¥43.9 billion year-on-year due to the impact of value plan. The value plan impact was approximately ¥20 billion. On the other hand, we’ve been striving to increase packet ARPU and packet revenues. Packet revenues in fact increased by ¥30.3 billion year-on-year. Of course this is still short of making up for the decline in voice revenues, but we have successfully increased packet revenues. Other revenues also increased by ¥3.7 billion.

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