Industries›7 companies · latest full-year results
Companies engaged in telecommunications services and technology investments
The 7 telecom & investment companies we cover had combined revenue of ¥35.5T (+6.6% year over year) and operating profit of ¥10.1T, an industry-wide operating margin of 28.4%.
NTT leads on revenue (¥13.7T, a 38.6% share), and the top three hold 80% of industry sales. 6 grew both revenue and operating profit; 0 saw both fall.
SoftBank has the highest operating margin (78.7%); average pay across the industry is ¥9.72M, highest at SoftBank (¥13.6M).
Industry total
Telecom & Investment · 7 companies
YoY compares companies with prior-year figures
StockShares are −3.4% over a year, behind the all-industry average (+14.9%) — #48 of 53 industries. Over the last month: −7.8%, −5.1pt against the market.Details
GuidanceCompany plans for FY2027 (6 companies combined): revenue +4.7%, operating profit +5.0%. Planned profit growth is below the all-industry plan (+13.0%).Details
Revisions0 raised and 1 cut this year's forecast. The biggest revision: NTT (operating profit −6.2%).Details
Latest resultsYear to date through Q1, 4 companies combined: revenue +7.9%, operating profit +12.1% year over year. 1 are ahead of an even pace toward their full-year plan, 1 behind.Details
Disclosures2 TSE filings in the last 90 days (financing 2).Details
Earnings dates7 companies report within 30 days, starting with NTT on Nov 4 and SKY Perfect JSAT on Nov 4.Details
| Company | Op. profit (last FY) | This year's plan | Plan change | Revision | Progress (Q3 cumulative) |
|---|---|---|---|---|---|
| ¥1.6T | ¥1.7T | +0.6% | Down −6.2% | 88% |
| ¥1.0T | ¥1.1T | +5.5% | Unchanged | 27% |
| ¥1.1T | ¥1.2T | +10.1% | Unchanged | 26% |
| ¥116.7B | ¥130.0B | +11.4% | Unchanged | 22% |
| ¥35.3B | ¥39.0B | +10.6% | Unchanged | 28% |
| ¥6.5B | ¥7.5B | +16.0% | Unchanged | 41% |
Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| Telecom & Investment | −7.8% | −3.6% | −3.4% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | −5.1pt | −2.7pt | −18.3pt |
Rank among industries:3M #29/531Y #48/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 4 covered companies with full-year results for every year from FY2022 to FY2026. The set is fixed, so adding or removing coverage doesn't move the figures.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥13.7T | - | ¥1.6T | 12.0% | 38.6% | ¥10.7M | 41.8 | 2,554 |
| 2 | ¥7.8T | +7.7% | ¥6.1T | 78.7% | 22.0% | ¥13.6M | 41.3 | 274 |
| 3 | ¥7.0T | +7.6% | ¥1.0T | 14.8% | 19.8% | ¥8.49M | 41.7 | 18,895 |
| 4 | ¥6.1T | +4.1% | ¥1.1T | 18.1% | 17.1% | ¥10.2M | 42.0 | 9,483 |
| 5 | ¥734.8B | +7.0% | ¥116.7B | 15.9% | 2.1% | - | 47.9 | 2 |
| 6 | ¥127.6B | +3.1% | ¥35.3B | 27.6% | 0.4% | - | 45.5 | 33 |
| 7 | ¥39.0B | +9.8% | ¥6.5B | 16.6% | 0.1% | ¥5.58M | 36.4 | 540 |
| Industry total / average | ¥35.5T | +6.6% | ¥10.1T | 28.4% | 100% | ¥9.72M | 42.4 | 31,781 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
Hikari Tsushin Q1 FY2027: Net income up 30% on higher financial income
NTT Q1 FY2026: Revenue rises 10.9%, but full-year outlook unchanged
