Investor Presentaiton
Ⅲ
II - 5. Network Services (1) Revenues
WAN Services
Outsourcing Services
Internet Connectivity (consumer) Services
Internet Connectivity (enterprise) Services
Total Contracted Bandwidth (Gbps)
6,624
7,108 7,280 7,347 7,642
5,869 6,022
5,289
FY20: 126,827 [+4.0%]
FY21: 128,213 [+1.1%]
30,934 31,170 31,879 32,843 31,475 31,961 31,661 33,116
6,443
6,175 6,161
6,270
6,999
6,447
6,434
6,523
8,497 8,737 9,056
9,510
9,420
10,036
10,692
10,285
6,454
6,432 6,504
6,332
9,410
6,108 6,088 5,584 5,597
9,403 9,270 9,828
Decrease due to MVNE
9,809 9,841 10,049 10,648
1Q20
2Q20
3Q20
4Q20
1Q21
2Q21
3Q21
4Q21
Total contracted bandwidth is calculated by multiplying number of contracts by
contracted bandwidths for IP service and broadband services respectively which are
both under Internet connectivity services for enterprise
IP (Internet Protocol) Service is bandwidth guaranteed dedicated Internet connectivity
services for enterprises. Contracts are based on bandwidth and enterprises use the
service for their core and main Internet connectivity
ARPU is an abbreviation for Average Revenue Per User
Unit: (JPY) million
[ ], YoY = Year over year comparison
QoQ Quarter over quarter comparison
Internet Connectivity (enterprise) Services
➤ FY21: ¥37.91 billion, -6.0% YoY
.
Of which, IP (Dedicated connectivity for enterprises) FY21 revenue: \13.68 billion
1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21
YOY +9.4% +10.8% +17.2% +17.5% +13.7% +12.8% +9.8% +13.5%
QoQ +6.4% +3.0% +5.7% +1.4% +2.9% +2.2% +3.0% +4.8%
Of which, IIJ Mobile (enterprise): ¥20.35 billion, -17.0% YoY
Of which, enterprise mobile (IoT usages) FY21 revenue: \10.26 billion
1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21
YoY +18.2% +22.0% +39.9% +37.0% +40.1% +37.8% +31.9% +19.5%
QoQ (0.1%) +8.2% +12.1% +13.0% +2.2% +6.5% +7.3% +2.3%
✓ Of which, MVNE revenue: FY21 ¥10.09 billion, -39.6% YoY
Impacted by the year-beginning decrease of purchasing unit
charge and a large MVNE client switching to another operator
due to M&A
Internet Connectivity (consumer) Services (Mainly consumer mobile)
FY21: ¥23.38 billion, -9.1% YoY
Impacted by ARPU decrease along with the launch of GigaPlans
Outsourcing Services (Various network services developed in-house)
FY21: ¥40.52 billion, +13.5% YoY
Of which, security FY21 revenue: \22.22 billion
1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21
YoY +11.9% +13.1% +12.0% +13.5% +15.0% +18.2% +22.7% +25.9%
QoQ +3.2% +4.2% +2.3% +3.3% +4.5% +7.0% +6.2% +6.0%
WAN Services (Wide Area Network, Closed network)
➤ FY21: ¥26,40 billion, +5.4% YoY
1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21
YoY (16.8%) (11.0%) (2.8%) +4.3% +4.4% +4.4% +4.0% +8.6%
QoQ (0.0%) (0.2%) +1.8% +2.8% +0.1% (0.2%) +1.4% +7.3%
FY20 revenue decreased due to certain large clients migration to mobile
FY22 Outlook
There is no major change with enterprise monthly recurring
transactions (excluding MVNE) from 1Q22 (no large impact from
annual renewal pricing pressure)
➤ Large-scale NW replacement projects' revenues would be gradually
added to the continuous revenue accumulation
O Internet Initiative Japan Inc.
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