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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. 8
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