Investor Presentaiton
IV - 1. Service & Business Developments: Mobile & lot
Subscriptions
(unit: thousand)
Subscription (Subs.)
Unit: (JPY) billion (bn)
Year over year comparison
Quarter over quarter comparison
%, YoY
QoQ
Enterprise mobile (deducting MVNE from IIJ Mobile)
➤ FY21 revenue: ¥10.26 bn (+¥2.45 bn YoY)
4Q21-end subs.: 1,374 thousand (+54 thousand QoQ)
Growing by additional orders from the existing projects &
continuously receiving new projects
1,374
1,320
1,218
Enterprise
mobile
1,124 1,123 1,119
1,163
1,110
1,073 1,090
.
MVNE
1,072
1,046
1,099
1,053
IlJmio
1,063 1,045
•
1,037 1,034 1,042
992
923
968
983 1,033
Revenue
Revenues
(unit: \billion)
11.84 11.74 11.81 12.13 10.58 10.44 9.66 10.03
Enterprise
mobile
1.67
1.81
2.03
2.29
MVNE
2.34
2.50
2.74
2.68
4.37
IIJmio
4.18
3.97
4.20
2.85
2.60
2.17
2.48
5.80
5.75
5.81
5.63
5.39
5.35
4.81
4.81
Differentiate with Multi carriers, SoftSIM and other various
forms of SIM
Various usage: payment (vending machines etc.), marketing
cameras, surveillance cameras (attached to helmets etc.),
dashboard cameras, backup for WAN, GPS trackers (for kids
safety etc.), remote control (close/open door keys etc.) remote
work and many more
MVNE (providing mobile services to other MVNOs)
FY21 revenue: ¥10.09 bn (-¥6.62 bn YoY)
Impacted by the decrease in purchasing unit charge and a
large MVNE client switching to another operator due to M&A
4Q21-end subs.: 1,033 thousand (+50 thousand QoQ)
4Q21-end MVNE clients: 170 clients (+11 clients YoY)
Cable TV operators (91 operators), prominent retailer etc.
IlJmio(consumer)
FY21 revenue: ¥20.37 bn (-¥2.63 bn YoY)
4Q21-end subs.: 1,090 thousand (+17 thousand QoQ)
GigaPlans
Subs. (unit: thousand) 462
Of which, new users
1Q-end 2Q-end 3Q-end 4Q-end
1Q20
2Q20 3Q20 4Q20 1Q21
2Q21 3Q21 4Q21
556
607
667
17%
30%
34%
38%
FY20
FY21
Enterprise
7.81 (+29.6%)
10.26 (+31.4%)
MVNE
16.72 (+0.9%)
10.09 (-39.6%)
IlJmio
23.00 (-2.1%)
20.37 (-11.4%)
Total
47.52 (+3.1%)
40.72 (-14.3%)
FY21 full-MVNO revenue: \3.81 bn
FY22 Outlook: total mobile revenue to decrease by ¥0.5 bn
Enterprise: revenue & subs. to continuously & largely increase
along with continuous accumulation of loT projects
MVNE: Revenue per unit to decrease along with decrease in
purchasing costs. The certain client's migration impact to continue
IlJmio: Aim for larger than FY21 net addition subs. (56 thousand)
(revenue recognition: 90% Enterprise mobile, 10% IIJmio)
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O Internet Initiative Japan Inc.View entire presentation