Consolidated Financial Results for FY2020
Mobile Business (4)
Launched new consumer mobile plan (Apr. 2021)
As of May 6, approx. 350 thousand subs., of which 15% new users.
➤ For FY21, expect total mobile revenue (sum of enterprise &
consumer) to decrease by JPY8.3 billion YoY
Please refer to page 51 of this presentation for more detail on the
mobile unit charge
Please refer to page 54 of this presentation for a table comparing
old and new consumer mobile plans
IIJ's Sale Channel for Consumers
1. Direct sales through IIJ's website
.
Growth
Strategy
Approximately 60% of 4Q19 IIJmio's revenue was
through direct sales
2. Sales partners such as BicCamera who have physical
stores
•
IIJ pays sales commission expenses to sales partners
3. MVNE "IIJ Mobile Platform Service
.
IIJ provides mobile services to other MVNOS
As of December 31, 2020, IIJ had 158 MVNE clients
Largest MVNE client is one of the largest Japanese retailers
✓ Majority of MVNE clients are Japanese cable TV operators
who already have direct relationship with consumers
2GB
4GB
8GB
Voice SIM
(Data + voice calls)
JPY780
JPY980
15GB
JPY1,380 JPY1,680
20GB
JPY1,880
SIM with SMS
JPY750
(Data + SMS)
JPY950
JPY1,350 JPY1,650
JPY1,850
•
Data-only SIM
JPY680
(Data only. Type Di only)
JPY880
JPY1,280 JPY1,580
JPY1,780
eSIM
(Data only. NTT DoCoMo
JPY400 JPY600 JPY1,000
JPY1,300 JPY1,500
network only)
MVNO Penetration in Japan*1
Total mobile subscription
Dec. 2013
MVNO subscription
SIM subscription
•
IIJ 14.4%
June 2019
Dec. 2020
Consumer MVNO share as of Dec. 2020 *2
Rakuten 13.7%
.
.
4%
12.2%
13.4%
NTT Communications (brand name: OCN mobile) 11.3%
OPTAGE (brand name: mineo) 8.7%
•
LINE Mobile 6.7%
MVNO share in other countries *3
Germany
47.5%
Spain
16.8%
1%
8.9%
10.1%
Canada
28.8%
The US
13.8%
Source:
France
26.9%
Italy
12.1%
*1 Ministry of Internal Affairs and Communications (the MIC)
*2 Published by the MIC in Mar. 2021, share among "SIM subscription"
*3 "MVNO Market Maintains Upward Trajectory" by Pete Bell in Apr. 2019
https://blog.telegeography.com/mvno-market-maintains-upward-trajectory
The UK
18.6%
South Korea
12.1%
Internet Initiative Japan Inc.
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